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Why investing is like dieting.

September 27, 2007 – Comments (13)

Being at the top I tend to get a lot of emails from people and I can't always respond to them individually so I figured I'd post a little bit about my real life investing style since that's the top question.  If I don't respond to your email it doesn't mean I don't love you.  I’m sure there are plenty of other reasons I don’t love you.  Maybe you made fun of my glasses?  [more]



The Bright Side of Pessimism

August 30, 2007 – Comments (64)

I bought a pair of rose colored glasses recently.  If you've never actually worn rose colored classes you should.  The world really does look brighter and cheerier through them.   I bought the glasses because I moved to a place where it is cold, dark, and rainy all the time so wearing them gives me the illusion that weather related things aren't that bad.  Sometimes when I wear them I'm tempted to add little green upward pointing thumbs to my Caps portfolio.

I've been reading a lot of criticism about making negative picks and I responded to it a little bit in my last post, but I'm going to focus completely on it this time.

There is nothing wrong with saying something is going to underperform the market.  [more]



Being right vs. being lucky

August 17, 2007 – Comments (9)

I'm out of the top spot again which means I got a little bit dumber today.  Whereas yesterday everybody should have listened to me today it's everybody but one.  It's only a matter of time before two people shouldn't listen to me and, as unlikely as it seems, maybe more.    [more]



I'm so lonely.

August 08, 2007 – Comments (26)

It sure is lonely at the top.  At least I can use my imaginary wealth to buy imaginary friends. 



How Caps reflects my real life investing

August 04, 2007 – Comments (10)

As I mentioned in my first post my caps strategy was to short the housing market.  I pretty much picked every stock I could think of that related to the housing sector and picked underperform on it.  Then, as it dropped, I picked them all again.  I was pretty much all in on housing. And I lost big.  I was 3rd player from the bottom.     [more]

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