Basis the S&P, two areas of back-off need to be in your sights, 890 and 870. At 890 we are moving the Conservative Portfolio up to 50 percent long, and the Aggressive Portfolio up to 110 percent long, . a little leverage….Continue Reading →
A lame duck President and an inept Treasury Secretary in the midst of a once in 72 year market crash make for a touchy situation. CNBC pundits say this is a time to be cautious, there was a time to…Continue Reading →
# 1 Issue, Energy Initiative Becoming energy independent in 10 years should be the number one priority for a number of obvious reasons: 1) manufacturing jobs, 2) infrastructure jobs and construction, and 3) balance of payments savings. The much…Continue Reading →
Mr. President: We all know you are stepping into a problem of monumental severity. This is a set of problems which has a long legacy and cannot be turned around on a dime, however there would seem to be a…Continue Reading →
Treasury Secretary’s press conference going on at this moment should provide all the information that anyone can assess about this outgoing Administration, he shows the arrogance and stupidity that we have come to expect from Wahington and as they say…Continue Reading →
By the end of the day today we want to 100 percent long in the Aggressive portfolio. The ducks are lined up the best since the October 10th low. The strong dollar is good for the overall environment. The main…Continue Reading →
No change in positions. Aggressive portfolio is 85 percent long stocks and we still have long dollar, short T-bond positions. Conservative portfolio is 25 percent long stocks. Like they say on the farm, the horse left the barn a year…Continue Reading →
Here is some reading material to provide input into alternatives for the economy and markets. We tend to look at alternatives in terms of how we think they would affect the markets short-term and long-term. In the next couple of…Continue Reading →
Yesterday was invested in reading the NY Times. This is a pivotal time and it seems that one needs to see where the population of the country is in terms of sentiment and ideas in order to navigate the investing…Continue Reading →
If you are involved in the markets, specifically this Bear Market, you need to know who you are, ie. what kind of investor/trader. This website provides two tracks to follow, a Conservative Portfolio and an Aggressive Portfolio. The Conservative Portfolio…Continue Reading →