AMZN Shops for Whole Foods. What Else You Can Do (And Watch Total Rewriting of Food Industry)

Brick-And-Mortar Retailers Continue to Cede Share to Online Peers, but Not All Players Created Equal

Whole Foods: What's Happening Right Now Before AMZN Deal (And if in US, Get over to a Store Now)

The Logistics of Pain at Mainstream Retailers, or the Rise of the Amazon Mom (Not Just Millennials)

Transport Sector, China and Asia-focused Research

Charles De Trenck

Thematic (Sector/Industry)

United states Consumer discretionary / Thematic (Sector/Industry)

<p>When the market is oversold and I don’t know what to buy I will consider ETFs. But, to me, in this market, ETFs are WMDs. Take the sell-off in department stores and many retail stocks ex WMT recently. When ETFs rule, and a sector has poor results, all hell breaks loose when ETFs sell. And the stocks that disappoint get massacred. Machine selling all at the same time ironically accentuates sector or stock volatility even at a time the VIX index has been considered tame.</p><p><a href="http://www.cnbc.com/2017/06/13/death-of-the-human-investor-just-10-percent-of-trading-is-regular-stock-picking-jpmorgan-estimates.html" target="_blank">http://www.cnbc.com/2017/06</a>…</p>

When the market is oversold and I don’t know what to buy I will consider ETFs. But, to me, in this market, ETFs are WMDs. Take the sell-off in department stores and many retail stocks ex WMT recently. When ETFs rule, and a sector has poor results, all hell breaks loose when ETFs sell. And the stocks that disappoint get massacred. Machine selling all at the same time ironically accentuates sector or stock volatility even at a time the VIX index has been considered tame.http://www.cnbc.com/2017/06…

なぜ私は最近逆の方向に走り、ETFに対してトレードしたのか