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Sunday Reading: Asset Growth vs. Stock Price Study

Asset Growth & Stock Price Asset Growth & Stock Price todd sullivan

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One reply on “Sunday Reading: Asset Growth vs. Stock Price Study”

Todd,

I’ve noticed that another Seeking Alpha writer, Dr. Kris from MIT has developed a really interesting item called the SMC analyzer on her stockmarketcookbook.com website….it puts together Modern Portfolio Theory and several market timing oscillators – seems she prefers the CCI – in regard to properly allocating assets. Looks like an innovative and new way to allocate, and puts ‘buy and hold’ to bed for good it seems. Are you familiar with it?

I’ve been involved in markets for many years and fund managers have never shown that they can effectively time the markets. Maybe they should take a look at it, since this seems to be hard math and there is no ‘human’ element to louse the results…. Your thoughts on it?

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