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Jeff Pietsch

It is easy to call oneself a "student of the market", but much harder to find a compact history relating daily market changes to current events for actual study. So, to fill this need, Jeff welcomes you to Market Rewind.

Each month, Jeff will post a recap of daily price changes for the major U.S. equity indices along with a one line synopsis of corresponding market moving events. He will also periodically provide analysis of the current and future outlook for select indices that are tradable through Exchange Traded Funds (ETFs). Jeff is a CFA® charterholder, a licensed attorney, and manages a hedge fund.

Jeff Pietsch's Latest Articles

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Markets Rewind: A Week to Be Studied for Decades to Come
on Nov 17, 2008 about IYR, EEM, IWM
October Rewind: The Credit Tsunami
on Nov 01, 2008 about QQQQ, SPY, DIA
The Devastating Week That Was
on Oct 11, 2008 about QQQQ, SPY
September Rewind: Relentless Pressure
on Oct 02, 2008 about QQQQ, SPY, DIA
Weekly Market Rewind: Deal or No Deal?
on Sep 28, 2008 about EEM, DBC, DIA
Hey, Congress, Guess What? WaMu's Toast
on Sep 25, 2008 about WM, SPY
Market Rewind: Exceptional Range
on Sep 21, 2008 about EEM, DIA, DBP
Why 'We've Got To Stick Together'
on Sep 21, 2008
Market Rewind: Deleveraging Continues
on Sep 14, 2008 about DBC, DIA, DBE
The Commodities Basket Trade
on Sep 05, 2008 about DBA, DBP, DBE
August 2008: Market Rewind
on Sep 02, 2008 about QQQQ, SPY, DIA
Weekly Rewind: Financials, Real Estate Show Relative Strength
on Sep 01, 2008 about IYR, DIA, IWM
Market Rewind: Commodities Roar Back
on Aug 25, 2008 about DBC, DIA, IWM
Weekly Rewind: Equities Profit From Commodities Liquidation
on Aug 18, 2008 about EFA, DIA, DBP
More Correlations: Oil and the Dollar (and Gold)
on Aug 16, 2008 about DIA, OIL, GLD
Just How Correlated Are Oil and Equities?
on Aug 14, 2008 about SPY, DIA, OIL
Weekly Rewind: A Powerful Upside Reversal
on Aug 10, 2008 about QQQQ, SPY, DIA
Trading Energy Complex Pairs
on Aug 08, 2008 about XLY, XLE, XLF
July 2008 Market Rewind: Bazooka Intervention
on Aug 01, 2008 about FRE, FNM, DIA
Is it Time to Back Up the Truck?
on Jul 08, 2008 about QQQQ, SPY, DIA
June 2008 Market Rewind: Early Summer Swoon
on Jul 01, 2008 about PWB, DIA, IVV
April 2008 Market Rewind: Earnings Dominance
on May 01, 2008 about PWB, DIA, IVV
March 2008 Market Rewind: Margin Madness
on Apr 01, 2008 about IEV, PWB, DIA
January in Review: All the King's Men
on Feb 01, 2008 about PWJ, PWB, DIA
Why Sovereigns Are Buying Our Financials - They're Cheap
on Jan 18, 2008 about C, MER, XLF
Why Sovereign Funds Are Buying U.S. Financials
on Jan 17, 2008 about XLF
How Much Longer Will the Nasdaq Continue to Underperform?
on Jan 09, 2008 about QQQQ, SPY
ETFs Cointegrate in 2008
on Jan 04, 2008 about EFA, SPY
Sharpe Ratios on 2007 ETF Returns
on Dec 28, 2007 about PWJ, PWB, PWP
Greenspan's Christmas Carol Warning
on Dec 23, 2007 about GSG, DBC, DIA
Market Sentiment System Revisited - Part 1
on Dec 11, 2007 about SPY
On the QQQQ's Strong Leg Up: Where to from Here?
on Dec 09, 2007 about QQQQ

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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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