Disqus - Latest Comments for grock

Re: Rush: I’ve been hoping Perry would catch fire

grock — Sun, 08 Jan 2012 08:19:15 -0000

Did Snerdly not just describe Newt whom was left out of the conversation?

Re: Rush: I’ve been hoping Perry would catch fire

grock — Sun, 08 Jan 2012 08:16:29 -0000

Did Snerdly not just describe Newt whom was left out out of the conversation?

Re: http://quinttatro.com/2011/07/30/your-weekend-and-washington/

grock — Sun, 31 Jul 2011 07:44:22 -0000

Danzguy,

Sounds like you get your info about the TEA Party from the boob tube. Many of the TEA Party are incorporated as we are and cannot indorse directly a particular candidate. The TEA Party is the largest social/political movement since the civil rights movement and woman’s suffrage before that. You and all Americans should be amazed how it has arisen in a few short years. And you should also be amazed that people from all walks of life whom never before have been politically active are now. The TEA Party is nothing more than the silent majority in America whom are no longer silent. All this is a good thing. A well-informed and functioning citizenship is important to our republic. And that is the TEA Party. If you are conservative and you believe in constitutionally small government; if you believe government spending is out of control; if you believe in the free market system; if you believe the government is not responding to the wishes of it’s citizens; then Danzguy you support the TEA Party even though your are sick of what is incorrectly portrayed in the popular media.

Respectfully GRock

Re: http://quinttatro.com/2011/07/30/your-weekend-and-washington/

grock — Sat, 30 Jul 2011 16:41:07 -0000

Q,
Excellent piece. I have told my Tea Party compatriots going back to earlier in the year that all we can hope to do is slow the train wreck down going into the 2012 elections and not to expect to much. We simply only have a strong influence on one of three branches of government! Extract as much cuts as you can and it is OK to throw the other side a few bones if needed (a few "loopholes" here and there) and move on to the 2012 elections. They should take a pat on the back since we caused the biggest flip from one party to another in history of the United States when adding in the state houses in 2010! Here Alabama has a republican majority for the first time ever! Many states with our influence are doing wonders with there budgets and may make Meredith Whitney eat crow. Other than a little chaos interest rates will do what they would have done anyway. We still are the best house in a bad neighborhood. And fortunately for us we have the BIGGEST house! If we get downgraded do you think England and France are not right behind us? Where will all the money go. There is not enough gold. No place is big enough to store the worlds wealth. If the developed markets economy head into recession deflation will set in again and interest rates will drop regardless of some rating.

"But of course that is just my opinion I could be wrong"* *Dennis Miller HBO series

GRock

http://walkercountyteaparty...

Re: Harvard and Yale 2009 Returns

grock — Sat, 19 Sep 2009 10:17:50 -0000

Meb,
Great piece here. I know on previous posts about our groups COLI investment you had mention using rotation as a strategy we could use. Since it has taken one year to teach the others about risk management using some from of trend following/moving average/asset diversification I did not even attempt to try and add in any more complex methods to others in the group. These types of money management are totally foreign to them. I am still whittling away at the buy and hold mantra here. But they may actually be ready. I know after being through many historical market charts that if we get series of multiple shortened market cycles we may get bounced in and out using the longer averages and not make any significant returns. Certainly using a rotation system would help with this giving on a chance to grab some of the hotter sector returns before getting stopped out if you will before the next market run. I thought you would have a little more detail in your book on rotation but I come up with more questions to a strategy that I and maybe others would have. I would like to pick your brain a little if I may about rotation. Also I have other thoughts about fund inflows which were not necessary covered. If your hand is not healed for typing let me know and we can post these discussions later.
GRock

Re: Pimco Plots Asset Strategy to Mimic Yale Without Cash Strain

grock — Thu, 03 Sep 2009 21:28:13 -0000

Meb looks like El-Erian read the autograph copy of your book that you sent him.......LOL

Re: FAQs

grock — Wed, 05 Aug 2009 08:01:58 -0000

Ben, certainly 19.95 is high for an online broker and certainly are cheaper alternatives. I don't know what kind of money we are talking about but you need to look at the frequency of trading in Meb's work. Generally if the market will give us significant trends before it rolls over your not bouncing in and out that frequently and even with a smaller account sizes I think you would be better off in an ETF. Generally If you read the fine print in mutual's prospectus you will find fees as high as 1.5% of the fund. In some index funds it will be as low as .5% which compounded adds up. You can do the math with your own account numbers. Certainly if you get a low cost brokerage account it becomes a no brainer. Be sure and to be aware using the moving average system that sometimes the market will get mixed up on it's own trend and sometimes the moves will be buy high and sell low for small nicks in one's account before one has a big buy low and sell high. I have looked at various historical markets like the dow and Nikki going back decades using various trend following methods to back test and get a feel how they would work. I did this before discovering Meb's work. I would encourage you to go through the Nikki with say Yahoo charting program going back to the 80's and test the moving average model to get a feel for it. Not to say we will have that market for the next 20 years but the market run we have had since 82 to 2000 won't likely occur again for a very long time. Certainly the bank of America's low cost brokerage is worth investigating.
Hope that helps>
GRock