Friday was a rough day in the equity market. I did not write up a month end review of the Ivy Portfolio, but as of the end of the month 5 of the 10 ETFs in the Ivy Portfolio were below their 10 month simple moving average. As of the close Friday, VTI and RWX had also slipped below the 10 month simple moving average. Only TIP, BND, and VNQ remain above their 10 month moving average.
Below are some investment and market related articles I am reading this weekend:
First Deflation, Then Inflation But the Timing…? (pdf) – John Mauldin
True Out-of-Sample Test of “Best” Technical Trading Rules – CXO Advisory
Run of the Mill – John Hussman
Secular Bull and Bear Markets & Is the Stock Market Cheap? – Doug Short
Full-On Panic Into T-Bonds – Tom McClellan
Surveying the Dividend ETF Landscape – ETF Trends
Why India’s Not Quite the Shining Star Many Hoped – Satyajit Das
The Asymmetric Recovery – NY Times Economix, Casey Mulligan
