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J.D. Steinhilber

J.D. Steinhilber runs his own investment firm - Agile Investing - that manages client portfolios using a pure-ETF approach, and writes a newsletter about ETF investing. His work stands out for its quantitative rigor, and we particularly appreciate his comparative analysis of asset classes. Sign up for a free trial subscription to Agile's newsletter.

J.D. Steinhilber's Latest Articles

Page 1 of 6

Context is Everything: 7 Ways to Assess the Bigger Picture
on Nov 18, 2008 about SPY
REITs: Spreads as Wide as a '70s Necktie
on Nov 12, 2008 about FTY, FIO, FRI
Fed's Positive Inflation Maneuvers Bullish for Commodities
on Nov 12, 2008 about GSG, DBC, DJP
It's a Great Time to Be a Value Investor
on Nov 11, 2008
Corporate Bond Market Collapse Creates Opportunities
on Nov 11, 2008 about CSJ, LQD
Acute Phase of Liquidity Crisis Has Passed; Bear Market Bottom Around the Corner?
on Nov 04, 2008 about ACWI, QQQQ, DIA
Cheapest Valuations in Decades Will Trump Panic Selling
on Oct 27, 2008 about EFA, EEM, DIA
Valuations, Bearish Sentiment Point to Important Market Low
on Oct 20, 2008 about QQQQ, SPY, DIA
The Crash of 2008
on Oct 12, 2008 about QQQQ, SPY, DIA
Opportunity in Emerging Markets Amidst This Panic
on Oct 06, 2008 about EEM, VWO
Relief Rally Likely in Wake of Bailout Legislation
on Sep 29, 2008 about QQQQ, SPY, DIA
Investment Implications of the Treasury Plan
on Sep 22, 2008
Lehman's Collapse: Broader Economic Damage Unlikely
on Sep 15, 2008 about MER, LEH, AIG
REITs: Uninspiring Valuations, Still Vulnerable to Housing Bust
on Sep 11, 2008 about FTY, IYR, VNQ
Commodities Decline: The Perfect Storm
on Sep 10, 2008
Bond Market Still Reeling From Credit Crisis, Recession
on Sep 08, 2008 about CSJ, JNK
Bear Market In Its Final Stages?
on Sep 07, 2008 about QQQQ, SPY, DIA
Navigating These Muddled Markets
on Aug 26, 2008 about QQQQ, SPY, DIA
Asset Class Movements: So Much for the Summer Doldrums
on Aug 18, 2008 about SPY, OIL, GLD
Commodities: Though Hit Hard Recently, Bulls May Yet Return
on Aug 13, 2008 about GDX, GLD
Agile Investing Adds Commodity ETN, Global Clean Energy ETF To Portfolios
on Aug 11, 2008 about PBW, PBD, DJP
Fixed Income: Little Value in Treasuries, Preferred Financials Yielding 8%
on Aug 08, 2008 about BND, BWX, CSJ
Was July 15th the Bear Market Low?
on Aug 07, 2008 about QQQQ, SPY, DIA
Housing: No Bottom Yet in Sight
on Jul 28, 2008
Skeptical This Relief Rally Has Legs
on Jul 21, 2008 about QQQQ, SPY, DIA
Long Term Investors, Remain Defensive
on Jun 30, 2008 about QQQQ, SPY, DIA
Following Misguided Cuts, The Fed Is Trapped
on Jun 23, 2008 about SPY, XLF
Spike in Bond Yield Challenges Stocks
on Jun 16, 2008
Emerging Markets Stocks: An Overvalued Asset Class?
on Jun 02, 2008 about EEM, SPY
Oil Pressure Not Helping an Economy Under Stress
on May 27, 2008 about DIA, DBO, OIL
Commodities: Oil Correction Likely; No Gold Bubble
on May 21, 2008 about GDX, DBO, DGL
Junk Bonds: Yields Are Up - Are They Worth the Risk?
on May 20, 2008 about PVI, JNK

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative Energy Seven Stocks for an Impending Apocalypse by H.J. Huneycutt Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz Trina Solar Looks Good, Though Market Yawns by Trader Mark The Electric Car Market: Wise Energy Use Stocks by Tom Konrad Investing in the Power of the Sea
ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
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