March 18, 2008 –
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RELATED TICKERS: CHL
, JRJC
, LFC
While I don't disagree with CAPS right to censor blogs in general, I don't understand why several of mine were deleted. It would be one thing if they were offensive but they were not. [more]
March 03, 2008 –
Interesting table on the impact of inflation on market valuations. And a graph following that of the rising % of total disposable income spent on "essential" items. [more]
March 03, 2008 –
Interesting table on the impact of inflation on market valuations. And a graph following that of the rising % of total disposable income spent on "essential" items. [more]
February 05, 2008 –
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RELATED TICKERS: HNZ
, KMB
, DNA
I just thought of a new way to boost accuracy in a bear market I figured I would share. Over the last couple months I have been bearish and many of my outperforms have been healthcare, biotech, and consumer staples as a result. Many of these companies have outperformed the market but are still negative in overall performance. I am closing these defensive positions that are +5.5 points or greater to lock in the accuracy and immediately reopening them. If the market continues to be bearish these stocks will continue to outperform and I will be reopening them at a lower price point. Also, if the market is sideways or goes up - I would prefer to have these stocks at the lower cost basis as outperform anyway. [more]
January 31, 2008 –
My 401k options recently shifted and I no longer have access to PTRAX (Pimco Total Return Admin) as a result. I would like to replace this holding with a similar high performing bond fund. Can anyone recommend a specific fund? [more]