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Josh Maher's Blog » Entries tagged with "SEC"

QE Timeline and the Market

Tweet Bill McBride over at Calculated Risk has put together an interesting QE Timeline – in his post he outlines what occured at each of these stages and has included the graphic that I am linking to below. It is interesting to think about the implications that these market manipulation programs have on the overall market. If the programs truly are causal to the market direction, we should be looking at an upward market over the next time period despite the other signs in the economy. This would be despite Europe concerns, impact of healthcare, hiring, consumer/corporate spending, or any of the other indicators out there. Of course as I mentioned before most of these “market making news numbers” shouldn’t be used in retail investment decisions. Regardless it is important to understand the general … Read entire article »

Filed under: Banking, Covered Calls, ESPP, Investing, Profit, stocks

Retail Investment Decisions

Tweet There as been an increasingly interesting discussion about how retail investment is changing. Leigh Drogen (one of the guys behind Estimize), Josh Brown (Stocktwits blogger), and now TechCrunch posted a peice last week from Nick Shalek. Everyone is debating the disruption of retail investing from the likes of Wealthfront, Betterment, FutureAdvisor, etc. I have looked at all of the platforms in the past and they seem to do a good job matching the capabilities of the average broker out there. Go work with an “advisor” from Morgan Stanley and they’ll walk through all of the same risk profiling for the person looking to invest their money and then kindly recommend a nice Morgan Stanley fund that matches the profile. I haven’t exactly been shy about how crappy a deal this kind … Read entire article »

Filed under: Covered Calls, ESPP, Investing, Options, Profit, stocks

Investment Advice, Stockbrokers, and Financial Planners

Tweet In the last few months I have been asked way too many times for a referral to or advice on how to pick a stockbroker. My first thought is always that I am glad the people asking realize they just want help managing their investments. It is definitely a good thing to focus on what you are good at and be willing to spend the money for someone to do the things that you are not good at. This is the basic economics that Adam Smith explained. Usually the people asking have looked around on the web already yet have been generally shy to ask their close friends for the same advice. For some reason our culture makes it hard to talk about real money matters with friends and family. Usually that is because those conversations lead … Read entire article »

Filed under: ESPP, Investing, stocks

Momentum Investing and Social Media

Tweet If you don’t get momentum investing, aren’t good at it, or just don’t believe in it… I have a question for you. Do you use twitter, stocktwits, or any other social media tool? Do you leverage the power of the people to filter the best news ideas, comments, and links and still don’t get why momentum investing works? I am a value investor 90% of the time. I love picking through SEC filings, CEO comments, competitive strategies, and business models to search for businesses that are selling for pennies on the dollar. Occasionally I jump on a momentum play and lose my shirt because I am just crappy at timing those things. I get the fact that momentum investing is jumping on the bandwagon for as long as the bandwagon is … Read entire article »

Filed under: blogging, Investing, Options, Profit, stocks