Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Mechanical Investing
Unthreaded | Threaded | Whole Thread (8) |
Author: Said ✧  😊 😞
Number: of 6245 
Subject: Re: Bear markets
Date: 03/08/24 12:54 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 4
Said, it looks like you're trying to stuff things into a box that just don't fit in a box.
That might very well be the case.

While I am more or less familiar with Jim's thinking, Zee's strategies and concepts are absolutely new for me. MI investing is not totally new for me. In 2000 I developed my own MI strategy which I used until 2008. But MI can have very different faces and my strategy had absolutely nothing to do with all those technical indicators used here, did not use even one of them, only company data.

So trying to learn a little from Zee is having to deal with a totally alien world, is very hard and confusing for me. What it does: It leads to me thinking in this or that direction, but as you point out that thinking might be very confused. A good example might be the post about my interpretation of Grantham's PC statistics. I wouldn't be surprised if you or others here find that interpretation laughable :-)

inverse ETFs.......NOT appropriate as a "core" holding for any serious length of time. 2x or 3x the volatility, and bearish ones decay over time.

Thanks for the warning! Yes, I experienced that "decay over time" myself when I bought them years ago as hedge against a crash. The crash never came, and the insurance against it was very expensive.


Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to Said here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 6,227 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
Unthreaded | Threaded | Whole Thread (8) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of MI | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community