In a market such as we are in now, a six year mania, followed by one month of panic, it is important to find some guide posts. These guide posts should help us to navigate these treacherous waters. Our overall…Continue Reading →
The Woman Who Could Have Prevented This Financial Mess Was Silenced by Greenspan, Rubin and SummersBy Katrina vanden Heuvel, TheNation.com. Posted October 11, 2008. “Break the Glass” was the code-name high-level Treasury Department figures gave the $700 billion bailout; it…Continue Reading →
Unless something new developes in the next hour, we in our aggressive model portfolio are going to step up our long positions to 70 percent long this morning from the current 38 percent long (the conservative traditional portfolio has been…Continue Reading →
At critical market junctures like we are in right at this moment it always seems important to review: 1) what the market knows and how long it has known it, 2) how it has reacted to what it has known,…Continue Reading →
The Third quarter ends today. I have to admit that we have reservations about a lot of things that have evolved over the past year and certainly this quarter and really don’t know where to start with comments today. Overnight…Continue Reading →
It appears that the Republican Cleanout bill is now starting to work. The Dow is down 625. They can make something work. 2:21 PM CDT 2:46 PM CDT How to build a short-term investment plan around this scenario. Wait and…Continue Reading →
Our blog of April 22, 2008 has, based on comments received, been our favorite piece. On this day of extreme anxiety you may want to go to our Archives and take a second look. 9:19 AM CDT Bond Update: 11:14…Continue Reading →
This is being written on Sunday evening. Investors everywhere are still basically waiting and watching. Will the market verdict be Panic Releif, Genuine Optimism, or Outright Rejection. We will probably have three more days before the votes are completed and…Continue Reading →
Like yesterday there is nothing really new to talk about except that the “Axis of Ignorance” is finally getting it. Just yesterday President Bush said a long and painful recession is coming up; Jack Welch says a deep downturn is…Continue Reading →
We are in some ways reluctant to mention that our Tracking Portfolio at Marketocracy made a new all time high today, up 33 percent for the year and 41 percent for the last 12 months. This is with average leverage…Continue Reading →