Here’s a list of my positions, in approximate order from largest to smallest, though the variations between relative sizes are decreasing as time wears on and I get these longer positions built up. We’ll have some shorter-term and newer name trades in coming weeks to complement these longer-term positions. Longs – GLW Nuance Riverbed [...]
Here’s a list of my positions, in approx…
May 16, 2011 By
Silver has dislocated itself to the down…
May 11, 2011 By
Silver has dislocated itself to the downside again today, losing almost 5% this morning and making our SLV puts pop. Gold down. It sure seems to me that silver and not gold is the driver of the direction of the precious metals everyday. Nice gains in the portfolio again this morning and I’ve not pulled [...]
Here’s my positions, in general order fr…
May 9, 2011 By
We are probably now more than halfway th…
April 29, 2011 By
We are probably now more than halfway through with the earnings season, though next week will bring another barrage and there are a few laggard reporting schedules after that too. Here’s the earnings dates for all our positions: aapl – Already Reported on Apr 20th adtn – Already Reported on Apr 13th cien – June [...]
It’s a flattish open, but the story of t…
April 29, 2011 By
Had a long trip home, but I got a great…
April 7, 2011 By
Japan’s dumping thousands of tons of hig…
April 5, 2011 By
Japan’s dumping thousands of tons of highly radioactive waste into our oceans, China raises rates and bank reserve requirements, our own Republican/Democrat Regime continues to find trillions in new forms of corporate and banker welfare as they cut trillions in social services for the elderly and poor, the banks in the PIIGS (Portugal, Ireland, Italy, [...]
It’s a flattish open as we remain cataly…
March 31, 2011 By
It’s a flattish open as we remain catalyst-less until we fully enter earnings season in the next couple weeks. Here’s a list of my longs and shorts so far: Longs- Apple Ciena Celestica Cisco Cypress DBA Corning Google Microsoft Nokia Nuance Riverbed Shorts – Lender Processing Services XLF I’m going to look to start building [...]
I bought some Nuance and that’s about it…
March 25, 2011 By
I bought some Nuance and that’s about it into the close. Is the week already over?! It’s important for investors and traders to acknowledge the broader macro-economic cycle and how it can affect your portfolio. And more to the point, with government helping fund most of the biggest corporations and the financial sector that [...]
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