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Currently KOL, EWZ, EWZS, EPOL, SLV, COPX, SLX, and VWOB. Also VGPMX and PAAS. My system is quantified but not automatic. I decide looking at my spreadsheet, which takes seven variables into account, weighted as seems about right.

Discretionary. I don't know what EOD-data is.

No one seems to trade like I do. It's a weighted blend of trend-following and global value. Long only. 100% invested. No leverage. To date mostly commodity-related assets and out-of-favor country stock indexes. Mostly ETFs. Averaging 10 entries and 10 exits per month. It requires 20 hours per...

I'm neither optimistic nor pessimistic. It looks bad but they keep muddling through. When will inflation will kick in? When it does will it be controllable?

Using Japan as a bad example for excessive public debt is like using Denmark to illustrate the dangers of excessive socialism. Yes, each would be better off without that foible, but they have so much else going for them that they do well nonetheless. They are smart, disciplined, and culturally...

I just read “Flash Boys” by Michael Lewis. Is the book accurate? Does “front-running” ever happen to retail traders?

To take an extreme example, in the flash crash of May 6, 2010, prices rebounded to more-or-less previous levels within minutes. In such a case a long investor might be better off with no stop loss order in place.

That's a good link. So a volume spike says that a reversal or at least a consolidation is likely. And volume spikes are more associated with rapid price movements. The volume spike is like steam being let off.

Here's a general price action question. Compare two major declines. They both fall the same percentage but one occurs in a single day (flash crash), the other occurs over a longer time. In both cases there is no known fundamental cause of long-term significance. Can anything be inferred by the...

City planner, now in between jobs, volunteering in local economic development.

I use S & R too, in that I draw a channel around the item's price action, and consider selling if it falls definitively out of that channel. But not all time frames are relevant. A channel drawn on the one-week chart, for example, would seem irrelevant to a long-term trader. The 3M, 6M, and 1Y...

For those of you who consider yourselves intermediate- to long-term traders, on average and all being equal, how many days would you put in your SMA (or EMA?) in order to say that, when price drops below it, the trend is deemed dead and you sell? I am leaning toward "when the 3-day EMA falls...

I stay 100% invested except it takes me a week or so to reinvest after I sell something. I have scoring criteria for deciding what to buy. I decide discretionarily using a weighted "purchase candidate spreadsheet," which I adjust according to the situation. The criteria mostly pertain to value...

I would hold for years if I found a trend that lasted that long. Typically they violate my "trend is still good" criteria after weeks or a few months. I have been trading GVAL, EWZ, EWZS, ERUS, SLV, VGPMX, VDE, GSC, and VWOB. I am currently in all these except SLV. I may add EWH, EPOL, and KOL.

I don't do alerts. I just check my list every couple days using multiple time frames. Years? Do many trends last that long? You must be very trusting of fundamentals or patient of price setbacks. What do you mean by "light trading instruments"?

I trend-follow currently-cheap countries (ETFs representing foreign stock markets) and commodity indexes (like SLV and energy-related ETFs). I usually hold a few weeks. Anyone doing the same? If so let's exchange ideas on things like up-and-coming investment prospects, and knowing when to sell.

Yes. It's pretty simple. Using your water metaphor, compare it to "the cross-sectional area of a pipe times the speed of the water flowing through it equals the rate of water flow." Keynesianism is like nuclear weapons, we'd all be better if they hadn't been invented...

Stardust, You are correct. About 98% of the "printing" the Fed does now is with computer keystrokes, not bills and coins. Irving Fisher invented the quantity theory of money, which states that the quantity of money times the velocity of circulation equals prices times the number of...

Money is created two ways: 1) the Fed prints it, and 2) fractional-reserve banks loan it into existence (credit money). Focus on #2. Credit money puffs up during the up-swing of the business cycle. Then it contracts during the down swing because everybody deleverages. There's plenty of money in...

Just what I needed, thanks.