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David Jackson

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  • What The Stress Test Results Mean [View article]
    Perhaps the difficulty in predicting the bank stocks illustrates why buying the set of sector ETFs and rebalancing them (periodically or when the weightings change too much) is a more successful approach.
    Mar 15 03:25 AM | Likes Like |Link to Comment
  • ETFs for High-End Wealth Management [View article]
    Robert, I'm really enjoying your articles.

    I wonder whether the challenge Barclays will face is that the cost of providing asset allocation advice shouldn't vary on the amount of assets that implement that allocation. Which means that fee-only FAs like you should clean up: you advise on asset allocation, and clients implement it with ETFs, or pay you to do the implementation in separate accounts for a fixed fee.

    - David
    Feb 5 05:24 PM | Likes Like |Link to Comment
  • Subprime: Not All Bad News About Smaller Banks [Housing Tracker] [View article]
    Please note that this article was erroneously tagged with the ticker AFSI, belonging to AmTrust Financial Services Inc. AFSI is unaffiliated with AmTrust Bank, the company mentioned in this article.
    Oct 4 03:50 PM | Likes Like |Link to Comment
  • U.S. Credit Card Industry Moving into Uncharted Territory [View article]
    Due to the comments above, I added tags to this article for JP Morgan Chase, and also Discover and Amex.

    Is it correct that Discover and Amex do carry credit risk?
    May 21 03:17 PM | Likes Like |Link to Comment
  • Barron's 2007 Analyst Roundtable, Part II [View article]
    Even if Bill Gross is right on the dollar, his ETF pick doesn't make sense, as EFA is a large cap ETF dominated by multinationals, many of which have a significant proportion of their revenues from the US and would therefore be hit by a weaker dollar (or at least not gain one-for-one with a falling dollar).

    Surely a much better choice for him would have been the WisdomTree International SmallCap Dividend ETF (DLS) or the WisdomTree Europe SmallCap Dividend ETF (DFE). More info in the Q&A with the WisdomTree product manager.
    Jan 24 12:11 PM | Likes Like |Link to Comment
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