Use access key #2 to skip to page content.

January 2009



The Short Thesis for Toyota (TM) - There are no "good" auto companies

January 29, 2009 – Comments (4) | RELATED TICKERS: TM , GM , F

I've been short Toyota for a few weeks. Here is the short and sweet bear case for Toyota (TM):   [more]



Ryland Homes - Refiner Quick Take

January 27, 2009 – Comments (4) | RELATED TICKERS: RYL.DL , VLO

Many of you know that I've long felt Ryland home has been very aggressive with its accounting in order to stay in good standing with  it's debt covenants.      [more]



Being Right, Being Short, Getting Paid, and some News

January 22, 2009 – Comments (6) | RELATED TICKERS: SPY , TM , CVI

I was busy covering a large portion of my shorts the past two days in addition to traveling and working so I apologize for not posting sooner.  [more]



Refineries are STILL Shorts with 7x P/E's | Fomer Refinery Bull squares with reality

January 12, 2009 – Comments (14) | RELATED TICKERS: SUN , ANDV , VLO

Stock Market Rule:  If a stock chart stays flat for decades - that indicates that a stock or an industry is not creating intrinsic value (generating earnings that accrue to this is an update from my prior refinery post in August.   [more]



2nd CAPS profile - Dex10picks- became an ALLSTAR in 1 week

January 11, 2009 – Comments (5) | RELATED TICKERS: SPY , TWM

I blogged earlier that I hadn't realized that accuracy points only count if a pick is +5% vs. the Market. I figured if I had known that for all of 2008  and if I'd been paying attention to accuracy I'd be a higher ranked player.  [more]



Today's Sell off was overdue | Some thoughts

January 07, 2009 – Comments (13) | RELATED TICKERS: SPY , TWM , RL

This is what I was warning about - in 9 hours the market lost 4% - about half of the mid-December Rally (857 to 943).   [more]



Technically Speaking - This chart shows the market needs to sell off

January 06, 2009 – Comments (6) | RELATED TICKERS: SPY , TWM , TZA

Whether you are a bull or a bear you need this market to sell -off soon.  It is technically more "overbought" than it has been in over a year and if my friend (who sent me the link) is right then we are more overbought than we've been in 3 years.   [more]



Friday's +3% "up-day" was a bad signs for the market | RED FLAGS EVERYWHERE

January 05, 2009 – Comments (8) | RELATED TICKERS: SPY , TWM , RYL.DL

This is a follow-up to my prior 5 posts regarding +3% point rallies like the one Friday. Unless a 3% rally (300 point up day on the DOW) occurrs at "a bottom" it is bad news during a bear market.   [more]



FYI - I've created a new CAPS profile

January 03, 2009 – Comments (1)

FYI - if you want to add my new profile to your favorites it is Dex10picks  [more]



Shorting BIG today.... Bulls & Bears need a sell off soon

January 02, 2009 – Comments (13) | RELATED TICKERS: TWM , CHRW , TM

Even if this is a new bull phase or just bear rally... the bottom line is that this market is overbought (everyone in the media is bullish or constructive on stocks).  [more]



Caps Bugs on 12/31

January 01, 2009 – Comments (0)

Did anyone else have this problem?

I picked over 14 stocks around 2pm on Tuesday and they are still not "ACTIVE".  I hope CAPS fixes this bug and makes them active at the 12/31 prices. 

 FYI - I thinkt here are lots of good ETF shorts right now for CAPS points... I want to get positioned ASAP.


Featured Broker Partners