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johnN July 2011

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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couple of reads

johnN

johnN

July 2011 edited July 2011 in Fund Discussions

Monday Morning Outlook: Beware the Mean-Reverting Market
http://www.schaeffersresearch.com/commentary/content/monday+morning+outlook+beware+the+mean-reverting+market/observations.aspx?id=106980

Why Last Week's Rally Signals More Trouble Ahead for Stocks
http://seekingalpha.com/article/277755-why-last-week-s-rally-signals-more-trouble-ahead-for-stocks

A Most Unexpected Rally
http://research2.fidelity.com/fidelity/commentary/article.asp?dockey=1460-39093-0OUJ48SPHIIFOBG048H9NNK4QO

where international stock funds are finding value
http://www.marketwatch.com/story/where-international-stock-funds-are-finding-value-2011-07-01

defense funds perform well in 2nd quater
http://www.denverpost.com/business/ci_18386065

bet on insurers 2nd half
http://www.thestreet.com/story/11168780/1/bet-on-insurers-in-second-half-investor-says.html

Comments

johnN

July 2011 edited July 2011

happy 4th to all the VETS @ MFO

5 questions w/ Dennis Stattman
http://www.investmentnews.com/article/20110703/FREE/110629922

Mudrick Distressed Opportunities Fund: Mudrick Capital
http://www.hedgefundsreview.com/hedge-funds-review/profile/2080000/mudrick-distressed-opportunities-fund-mudrick-capital
or - google search for article's title for free reading

china's bear have tools, need patience
http://online.wsj.com/article/SB10001424052702303763404576419461948540954.html

investing etf 101 - do etf make sense in your portfolio
http://www.stltoday.com/business/local/article_049d1ad4-5deb-5aa7-8147-82a7be4f84c4.html

it does not pay to be sentimental
http://www.stltoday.com/business/local/article_e924c174-fd42-5fe0-9c9d-11e0a4661071.html

Even in a down housing market, the right REIT can pay off
http://articles.boston.com/2011-07-03/business/29733572_1_reit-stocks-properties-bubble-burst

MFs see good returns in first half
http://www.sfgate.com/cgi-bin/article.cgi?f=/c/a/2011/07/02/BUQC1K5EHS.DTL

http://www.palmbeachdailynews.com/business/palm-beach-money-investors-need-to-know-their-1577333.html

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