Looong interview with yours truly at the Kirk Report.
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When is someone going to launch a currency momentum ETN? Anyone, anyone? And no, I’m not counting the S&P FTI (sister of the DTI and CTI).
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A reader (HT: RK) emailed in suggesting that the two funds (ICMYX and ETGLX) from my Tiger Cubs post are not correctly characterized by Morningstar since they both hold lots of cash and bonds – which even further validates my point – the Tiger Cubs portfolio would now be the #1 performing diversified stock mutual fund YTD. So, my apologies – there are zero diversified equity funds up on the year out of 9000. The free Tiger Clone portfolio is here.
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Lots of magazine cover indicators firing on gold.
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Losers with Winners’ Brains. (HT: Sea)
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Run, don’t walk, to this paper:
"Rules of Prudence for Individual Investors" by Mark Kritzman of Windham Capital.
Hulbert review here.
