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portefeuille (99.65)

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June 09, 2009 – Comments (27)

I am done posting on this site with one exception: this post.

27 Comments – Post Your Own

#1) On June 09, 2009 at 3:33 PM, carcassgrinder (40.76) wrote:

damn you're neurotic...

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#2) On June 09, 2009 at 3:40 PM, anchak (99.87) wrote:

I was distinctly afraid of seeing something of this sort. Need to alert GoodVibe also.

If you want to touchbase Hans in RL .....you can use GV as a go thru - you'll find his email in the CILs. I use my RL email - so difficult to put over here. He has mine.

Here's my comment to the post which possibly triggered this:

-10 Recs. ( BIG ONES)

Hans is one of the most misunderstood guys in CAPS. I bashed him once also - thinking he was being irresponsible being ultra bullish. He got my point of view - and started clarifying his position.

His intent was to showcase the efficacy of a strategy - which given the nature of CAPS is a surefire way of gaining ground in this game - bar none. Most of us figured this out. Also as Tigerpack says - CAPS is not an easy place to do swing trades( 7 day holding etc) - and once Hans started putting in hedges in his portfolio - Tigerpack warned him about the pitfalls of this strategy.

You need to understand people's background and evaluate their pysche and reactions.

GMX - circa 2009 - when some of your calls went against you - you distinctly started showing the strains of a frustrated ( as are a lot of us ) - but more magnified traits in a young college going  kid.

Hans is a physicist ....and based on some critique he has done on papers/technical stuff - pretty good one. Great analytical mind . PERIOD. His viewpoint is valuable - and is refreshingly different  - adds VALUE.

You are a talented kid , by the looks of it. Made some great calls - hopefully will add value to your own experience.

Please refrain from these on an ongoing basis.

 

 

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#3) On June 09, 2009 at 3:46 PM, anchak (99.87) wrote:

Other than some trailing academic interest -this series(CAPS utility)  is fast converging to zero...... the biggest lure still is of course a core group of excellent folks, who I have touch based here are almost friends.

The list keeps expanding

(1) FloridaBuilder
(2) EverydayInvestor
(3) Portefeuille
(4) Rudoplh Steiner

Other people who are seemingly ignored

(i) Camistocks
(ii) Manucastle ( frustrated by CAPS rules)

.....etc etc.

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#4) On June 09, 2009 at 4:02 PM, madcowmonkey (< 20) wrote:

Dude!? You can't leave yet. I was just starting to have some fun again. Well, if you do go, then I still have had some fun with you and your blogs. Best of Luck and I hope you get the job you were looking for and meet your other goals.

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#5) On June 09, 2009 at 4:37 PM, TMFJake (44.10) wrote:

Hans, I do hope you stay.  Take a break from blogs, cool off, focus on your stock picking experiments, but continue to add to the community intelligence.

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#6) On June 09, 2009 at 4:38 PM, binve (< 20) wrote:

portefeuille,

Man, I am very sorry about GMX's blog. FWIW, I did put a comment on it very much in the spirit of anchak's. 

Even though we have disagreements on the market and how to interpret the economic indicators (bullishly or bearishly), I very much enjoy our conversations. I highly respect you, and I hope that you have a similar opinion of me. I welcome your comments on my blog anytime. 

I seriously hope you do not leave Caps. It would be a large loss to this community.

As a Mechanical Engineer I can relate to your Physics background. I too am very analytical, and I tend to be terse/blunt in the statement of my opinions. I think it is just a product of education. But I do hope you stick around.

Take care,
binv

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#7) On June 09, 2009 at 4:50 PM, masterN17 (< 20) wrote:

Hello portefeuille, I have been reading your posts for some time.  I think you are very intelligent and I have learned and considered much of what you have to say.  I also feared that like many people here you may have too much of your well-being vested in this game/exercise/etc.

I am a young electrical engineer, so I have a similar academic background to you.  However our similarities end there, much like they did with my peers in college.  I agree you should take some time off and re-evaluate your perspective towards the stock market and this community.

Best wishes,

- N

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#8) On June 09, 2009 at 4:52 PM, JakilaTheHun (99.94) wrote:

Port, I definitely think you went overboard on the whole issue with TMF and Tom G., but I'd like to see you stick around.  I enjoy reading your thoughts and you are one of the few people here that has similiar method to picking stocks as me, so I'm always interested in your thinking.

Ignore the haters. They are always going to be around.  Just don't let them get to you. 

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#9) On June 09, 2009 at 5:12 PM, TigerPack1 (97.22) wrote:

True genius is often mocked and ridiculed; comes with the territory.  Plus, the stock market is a hard place to find redemption emotionally.

Like many other high-rated CAPS members, I am honestly interested in your future picks and reasoning the next several years.  Don't go far to refresh your energies, and come back soon!

(I think they call this group therapy?)

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#10) On June 09, 2009 at 5:21 PM, REITDUDE (90.30) wrote:

 ↑ Yeah, what they said

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#11) On June 09, 2009 at 5:34 PM, nottheSEC (81.27) wrote:

Porte you are good people responding to a newbees post like I was a 99(what I call people with higher than 99 score). I am still paying "tuition" in the market.The periennal 99's( are having a in fight. All best and you will resolve it. Dudes when you great at what you do you get to to be a critic of other great ones.I like TMF,Gardner and the whole idea.

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#12) On June 09, 2009 at 5:51 PM, checklist34 (99.72) wrote:

I do not approve.

I enjoy your subtle counterpoints to the bears here onCAPs, and I haven't found them nearly as caustic as GMX implies.

Frankly, I think you are one of the most effective bullish/neutral posters here on CAPs and the alternate-viewpoint that you offer relative to the bear bear bear bears adds greatly to the value that CAPs can deliver to its users.  A passerby may honestly run screaming from the market never to return if some people weren't around to offer a counterpoint to the very zealous, very bearish, very aggressive bears here, and I simply think you do as good a job of that as any of us.

I have been called namesmany times by bears hereon caps, I cannot recall a time when you turned to open direct insult, and as such I don't think you need to worry.

Nobody, including the hyper-bears, wins if you leave, and probably that includes you as I must conclude that you enjoy your time here a little bit if you bother to post and so forth. 

I do not approve of you not posting, and I hope you change your mind.

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#13) On June 09, 2009 at 5:52 PM, checklist34 (99.72) wrote:

This simply will not do. 

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#14) On June 09, 2009 at 6:54 PM, rofgile (99.33) wrote:

Hi Portefeuille,

   I would also hope that you stay in CAPS - I've found your posts interesting and useful.  It's too bad that GMX posted against you as a critique, and I can understand that that is no fun.

 But, since you are a scientist - I'm sure you've probably had worse flak come at you during a paper submission, etc.  Just roll with the punches!

 Anyways, just wanted to lend some more support to you - hope you stay in CAPS!

 -Rof 

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#15) On June 09, 2009 at 9:27 PM, Tastylunch (29.39) wrote:

I'm very sorry to hear that Portefeuille, I found vlaue in what you had to say. I may not alwssy agree but I could appreciate the analytical/quantitative angle you brought to things.

I certainly can understand you feel you have more productive uses of your time.

I don't think it's  coincidence that Binve, madcow and Anchak all valued what you has to say as well.

Bon chance

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#16) On June 10, 2009 at 12:14 AM, isusan (< 20) wrote:

Portefeuille, I sincerely hope you reconsider participating on this site. There are many quiet members here trying to learn & gaining value from this site & the blogs. We benefit from your analysis. I can only imagine your reaction to GMX's post, but please also keep in mind that the heart charm you have means that you are in the top 10% of all Fools' favorites list.

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#17) On June 10, 2009 at 3:18 AM, RonChapmanJr (58.45) wrote:

See ya!

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#18) On June 10, 2009 at 7:18 AM, camistocks (< 20) wrote:

Na komm, trink 'n Bierchen leg die Füsse hoch und mach einfach so CAPS Pause von ein paar Tagen... :-)

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#19) On June 10, 2009 at 7:32 AM, TSIF (99.96) wrote:

Really, after reading your posts, blogs, many ID's etc, I found that you had good stuff to say, presented in your own unique way.

Uniqueness, variety of opinion, opposing views, etc, are all what makes CAPs special.  If you can't take the varying views however, in a community of thousands, (hard to say how many with 65,000 accounts, only a handful are active, and some of those have the same owner, but there are still hundreds of views represented here), then I can see why you would let this get to you.

It's too bad you can't can't take the variety here in stride, pick the good and ignore the bad.

But if you can't handle the criticism, right or wrong, then I wish you good will, luck, skill, and all the best.

TSIF

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#20) On June 10, 2009 at 10:57 AM, miltargus (45.16) wrote:

Portefeuille,

 

I also wanted to chime in and say that I very much hope you change your mind and continue to blog.  I appreciate your quantitative approach and am always relieved to read your perspective after immersing myself in the bears...

Do come back!

 Miltargus 

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#21) On June 10, 2009 at 11:20 AM, portefeuille (99.65) wrote:

Na komm, trink 'n Bierchen leg die Füsse hoch und mach einfach so CAPS Pause von ein paar Tagen... :-)

Na gut, werde heute mal ins lokale Pub gehen. Ein paar Tage CAPS Pause sollten reichen.

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#22) On June 10, 2009 at 11:20 AM, portefeuille (99.65) wrote:

okay, okay, I'll be back.

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#23) On June 10, 2009 at 11:30 AM, isusan (< 20) wrote:

:) Please read the reason for this blog & share one of your picks if you'd like to join in...

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#24) On June 10, 2009 at 2:49 PM, madcowmonkey (< 20) wrote:

All I can read from camistocks comment is Bierchen. Don't mind if I do put my feet up and have a few Bierchens.

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#25) On June 11, 2009 at 5:24 PM, Sace1683 (92.67) wrote:

Port,

I am one of the new/silent ones who has appreciated very much your inteligent insight into this crazy market we have. By all means take a break from this:) but know your opinions will be missed.

GL

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#26) On June 11, 2009 at 5:24 PM, Sace1683 (92.67) wrote:

Port,

I am one of the new/silent ones who has appreciated very much your inteligent insight into this crazy market we have. By all means take a break from this:) but know your opinions will be missed.

GL

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#27) On July 18, 2009 at 10:57 AM, portefeuille (99.65) wrote:

************************************************************************************
a guide to my blog posts can be found in the comment section to this post
(should be or should be close to the last comment)                                                               
************************************************************************************

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