Archive for September, 2009

Weekend Reading 9/19/09

The market is not the economy people, these are two very different things, and if you can’t wrap your head around that you are going to be lost in the wilderness for some time to come.  The American economy is still in shambles, we are experiencing a technical GDP recovery based on inventory restocking after [ READ MORE ]

Unnatural Gas: Postmarket Update 9/17/09

I went short natural gas today via UNG.  Want to smack me in the face, tell me I’m an idiot, that it’s just too cheap, that it can’t go down anymore.  Bahh, I’m sick of that crap.  The only person who I know that has actually made money in UNG over the past few months [ READ MORE ]

The Dollar Screams Uncle: Postmarket Update 9/16/09

I’m going to continue to say it, the equity market isn’t going down until the dollar finds support.  When or where on the chart that happens is anyone’s guess.  The AUD is flying along with the EUR and I don’t see a reason for that to change right now.  What’s more, if the CAD breaks [ READ MORE ]

Be a Loonie: Postmarket Update 9/15/09

The US Dollar continues to get pummeled.  The AUD, CHF, and EUR look like they are about to take another leg higher and further away from their breakout levels surpassed two weeks ago.  The last two major holdouts are really the GBP and CAD.  I am licking my chops to get short the GBP if [ READ MORE ]

Go Ship Something: Postmarket Update 9/14/09

I’m scared, scared of two things, a melt up and the fact that so many charts look so bullish right now.  Back in July when we were putting in the right shoulder to what looked like a textbook head and shoulders top, a lot of stuff looked really bearish.  Honestly, I was caught short and [ READ MORE ]

Late Night Humor

Guess that ribbon never got cut.  How many cents on the dollar are most “toxic assets” trading at these days, if at all[ READ MORE ]

Weekend Reading 9/12/09

I was in the Apple store for the first time in a while last week.  The second I walked in I felt like part of a cult, a technology religion cult.  Wait, on second thought, I felt more like an undercover cop inside the mob, I still use a Dell, I was scared someone in [ READ MORE ]

After 9/11 – A Lack of Rational Thought

I was a sophomore in high school on September 11th 2001.  I remember hearing of the first tower being hit while in Latin class, I remember being completely stunned.  I knew people who lost parents in the towers, it almost felt like a dream that we would wake up from one day, everything would be [ READ MORE ]

A Few Words On Healthcare

In my writing I often attempt to cover all the bases when making an argument, I’ve been taught to do this my whole life.  My writing style is often very academic, in that it’s hard for me to do a hit and run on a topic, I’ve been taught my whole life to clearly formulate [ READ MORE ]

Clean Air Above: Postmarket Update 9/10/09

The crap continues rising to the top, pushing us higher and higher in the face of almost every fundamental data point.  The best trade since March has been to buy the high beta crap and short the low beta quality.  I take that back, the best trade has been to just buy the crap, who [ READ MORE ]

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