Archive for October 2008

If you need more Reasons

If you want to be a Macro Value Investor here are a few items of possible interest: 1) In gold adjusted dollar terms the stock market has dropped around 75 percent from June 2001, that doesn’t mean the market cannot go…Continue Reading →

Analyzing Panic

Tops and bottoms are always panic situations.  One thing they say in the business, the easiest way to call a bottom or top is to be there early, feel some pain, you will trade better in the next stage of…Continue Reading →

Bench Mark Comments

If you have had time to look through the bench mark data we presented yesterday, you will have seen that there is no free lunch when you invest with a Macro methodology.  Sometimes the events take longer than you would…Continue Reading →

Bailout is Getting its Legs

Yesterday should probably be named the “Cramer Bottom” after the famed CNBC made his sell call yesterday morning.  The market will move upward from here, the technicals are supportive and probably will affect most areas, even commodities, especially the softs….Continue Reading →

Bench-Marks

Early today I received  an email saying basically, you must feel bad being long today and how do your readers know if you are going off the deep end?  The answer to the first question is that we didn’t feel good…Continue Reading →