Archive for January 2013

A little Whiff of Austerity

Yesterdays GNP number showed Government contribution to GNP declining.  This has been one of our key contentions for some time, that just the change from increasing government investment to decreasing government investment, no matter the little real amount, changes the macro…Continue Reading →

What is Going on Here ?

The January rally has seemed to be of a nature based on some catalyst of a change in direction in Washington.  This change that seems to be perceived is that the House Republicans are being pushed into the background by…Continue Reading →

No Change in the Numbers

In our Marketocracy Tracking Funds we remain, short stocks, short gold, short bonds, short commodities, and long dollar.  Same positions since September 18th 2012 except for a little additon to short stock position this week.