category archives: VIX

Search for Safety, Safe assets: nowhere to hide?

  • Written by David
  • February 25, 2011 at 10:40 am
  • 1

While browsing the Financial Times (FT) today, I came across this article, Safe assets: nowhere to hide (Click above title to access article) I instantly thought, this headline is not true, there are investment strategies to protect investors during sharp market declines.  David Gratke Wealth Advisors has been using such strategies for nearly ten years [...]

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Investment Opportunities in a Down Market

  • Written by David
  • June 10, 2009 at 9:43 am
  • 2

What to do? What to own? Where to invest? How well are you managing risk these days? Over the years, I have analyzed many a client’s 401k statements. A typical 401k plan allows for many investment options in the name of diversification. Oddly, almost all of these options will lead to a similar result when [...]

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An Update on Volatility

  • Written by David
  • December 11, 2008 at 6:56 pm
  • 0

In recent blog postings, I have been discussing the historic increase in daily price swings within the S&P 500 index in past weeks. The graph below, is from an article from Bespoke Investment Group and reflects the dramatic increase in recent weeks. a quote from my December 2, 2008 blog posting, Now, let me speak [...]

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It’s Official, Now What and Where Do We Go from Here?

  • Written by David
  • December 2, 2008 at 9:12 am
  • 1

Yesterday of course the National Bureau of Economic Research (NBER) called the recession ‘official’. But we all probably knew this based upon various facts and figures regarding the economy such as home sales, car sales, consumer confidence, rising unemployment, etc. Back on February 22nd I discussed the history of inconsistencies in calling recessions pointing out [...]

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Beginning to ‘Round Up’ recent market events, VIX and TED

  • Written by David
  • October 27, 2008 at 7:24 am
  • 0

Let’s start with volatility, Back on January 22, 2008 I inked a blog article on ‘measuring investor fear‘ using the VIX index. It was trading in the low 30s when I crafted that note. Last week it hit a historic intra day high of 89! (Historically, it never reached much above 40!) It will take [...]

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Measuring Investor ‘fear’

  • Written by David
  • January 22, 2008 at 5:39 pm
  • 0

There are certainly many ways to measure such a statement, but one mathematical tool I have been using for years is the VIX index. Without a detailed mathematical explanation, the VIX index is widely interpreted as a gauge of ‘fear’ or ‘greed’ of the S&P 500 index. VIX is also known as a contraian indicator. [...]

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