Author Archive

  • Playing Defense In A Toppy Market
    Posted by on November 2nd, 2010 at 1:21 am, Comments: 0

    As I’ve mentioned before, I’m positioned defensively and a little to the short side.  Not crazy short, but skewed short nonetheless. One way to avoid [...]

  • The Red Queen Is A Cruel Mistress
    Posted by on November 1st, 2010 at 11:46 am, Comments: 0

    In the famous Lewis Carrol novel, Through The Looking-Glass aka Alice In Wonderland, Alice finds herself running as fast as she can just in order [...]

  • Corral, Secure and Acquire
    Posted by on October 27th, 2010 at 11:23 pm, Comments: 0

    Here is a quick screener I put together as a reminder that there are still lots of large companies out there looking for acquisition targets. [...]

  • Value vs Growth Update
    Posted by on October 25th, 2010 at 3:05 pm, Comments: 0

    It appeared that the growth stock meltup was slowing and value stocks would catch up in performance or growth stocks would correct.  The trend of [...]

  • Topping Out Is A Process
    Posted by on October 25th, 2010 at 12:45 pm, Comments: 0

    Market bottoms are events.  They happen in a day or two.  Tops, on the other hand, take a while to play out. Check out the [...]

  • Note From The Road
    Posted by on October 19th, 2010 at 4:20 pm, Comments: 0

    I’ve been away from my computer most of today, but it looks like we may have a brief commercial break in this perpetual meltup. The [...]

  • Yen Intervention FAIL
    Posted by on October 17th, 2010 at 12:48 pm, Comments: 0

    Quick update on how the BOJ interventions are doing to weaken the Yen. Uh, not good… Recall my post about the only practical strategy to [...]

  • Nothing Changes
    Posted by on October 13th, 2010 at 4:07 pm, Comments: 0

    In related news: For London Bankers, It’s Once Again Socially Acceptable To Buy Expensive Stuff, Shove A Bunch Of Hundos In A Stripper’s G-String Source: EconompicData

  • Value vs Growth Update
    Posted by on October 12th, 2010 at 6:30 pm, Comments: 0

    The value versus growth relationship is very stretched and looks like it may have turned.  Growth stocks have out performing value stocks by a wide [...]

  • A Trip Down Memory Lane
    Posted by on October 11th, 2010 at 3:49 pm, Comments: 0

    Some videos featuring Jim Rogers from the summer/fall of 2008. Classic Jim Rogers sound-bytes: Inflationary Holocaust, 29-year-old kids driving Maseratis, “If you’re blaming all this on [...]