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 →
First, it is always important to decide whether you are an investor or trader or some combination of the two. We believe that very conservative investors, lets call them Level I conservative investors, should have been totally in cash or…Continue Reading →
In reading through the commentary over the weekend it appears to me that John Mauldin probably has the most effective suggestions. I no doubt agree to some of his ideas because I was a trader on the Chicago Mercantile Exchange…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 →
 The last couple of days market action makes it easier to put some structure around the market that unfolds from here. We will discuss that in the morning. For the moment, we want to share this web post we recieved…Continue Reading →
Hank and Ben are starting to look like Cub’s material with two straight hits after a long string of strikeouts.. Now we have to see if they can followup and get some runs. By not blinking at the screams of…Continue Reading →
Politics are center stage and spin is the primary focus again…..maybe some real “Straight Talk” would help: A Simple Agenda……The Cornerstones to the Failure of the Bush Republican Administration…. 1) The “Bush Doctrine” ie. the right of America to wage Preemptive…Continue Reading →
You might want to refer to our Fed Bubble Count section of the main site. In our opinion the macro picture shapes up as this: we are currently wrapping up the bursting of the off-shore currency bubble and the commodity/gold…Continue Reading →
Maybe there won’t be one. This is a very interesting day. Two factors stand out, the macro technicals are very supportive of the market and 2) the fundamental sellers came out forcefully at the short term resistance levels of S&P…Continue Reading →