Last week you said we were going to scale into some of our RVBD calls. I am waiting for an update on when we are going to buy some. Today the stock tanked again by 9% in the morning and looks like its recovering a bit. Is this the right time to buy some long [...]

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Good hump day morning to you.  Or not. Those markets are taking it hard on the chin this morning and many of our stocks are lower too.  As much cash as we’ve raised in the last few days when the markets were at their highs, we’ve got some flexibility to navigate this sell off. Reasons [...]

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One of my mentors used to say that traders who use exchange-traded funds are lazy. Because when you’ve done the “top down” analysis — looking at a sector and how it fits into the economy — then you’ve got your starting point. After that, you need to dig into the actual companies in that industry, [...]

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The broader markets remain down and mired with mostly red stocks this morning, but the Nasdaq has turned and tech is leading an intraday rally upward.  At least for now.   I’ve continued selling down the positions as noted earlier and am now done.  I’ve gone from being aggressively long to having about 30% in [...]

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Good morning and welcome back to the jello-dome.  Breadth is down sharply once again this morning, with two stocks down for every one that’s up in the broader markets.  But with Google, LPS and a couple others working our way this morning, we’re up a bit.   I’m continuing to sell down my biggest long [...]

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Markets are flattish even as breadth is to the downside by nearly 3 to 1. As I’d noted last week, after this huge run we’ve had in the last month in the markets and especially in our portfolios, it’s time to step off the gas a little bit, even as we hold the bulk of [...]

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You guys panicked about the US debt impasse yet? Sigh. Let’s break down some relative numbers and see just how worried we should be about what the papers and TV are sure is the Most Important Economic Story of the Year. Remember the original TARP bill?  It was for less than $700 billion or so. [...]

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