November 24, 2009 –
Some of you like to know when my asset allocation changes. I am about 75% in cash at the moment, having taken profits in positions in PSEC, MO, PM, FBT, OLN and GHM. I have no meaningful long equity positions left except for a small position in KNM (that keeps getting smaller) and a small position in GHM; most of what isn't cash is in 3 funds: convertibles, high-yield corporate, and foreign sovereign debt. [more]
November 19, 2009 –
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RELATED TICKERS: GS
http://www.mcclatchydc.com/homepage/story/79188.html [more]
October 20, 2009 –
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RELATED TICKERS: OLN
I seem to think I'm smarter than the market about OLN. Here's why: [more]
October 16, 2009 –
My core portfolio is an IRA that is all-long; I don't meddle with short ETFs in it. [more]
October 15, 2009 –
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RELATED TICKERS: GS
From http://online.wsj.com/article/BT-CO-20091015-710316.html : [more]
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