Monthly Archives: June 2010
Markets getting more interesting
When you’re bearish, the markets are often boring because short strategies are inherently risky. They often involve picking a window of time, such as with puts, or paying interest (÷nds if the stock pay’s them) and having margin accounts and a possibility … Continue reading
This is verbaitim from page 5 of Dave Rosenberg’s daily newsletter on 6/25/2010 (available free at www.gluskinsheff.com): I have to admit that I’m a bit dumbfounded by the complete lack of understanding of bad economics; not only by investors but by … Continue reading
My Journal
I finally figured out how to make My Journal into a post page, seperate from Market Thoughts, and copied in my old page with the dates. I can’t say I’m completely happy with it yet – I still want Market … Continue reading
My Journal
6/09/2010: It looks like I own BP now – my limit order for 20 shares at $31/share went through today. I put in another order to buy 25 more if the stock reaches $25/share – and a limit order to … Continue reading
Deflation, Disinflation or Hyperinflation
I suppose I’m leaving out the possibility of normal planned inflation, with a recovering economy enabling governments to cut debt levels relatively painlessly – but who am I kidding here? Personally I’m predicting continued disinflation/borderlined deflation for the next couple … Continue reading
Investment Themes for Today’s Market
Dave Rosenberg has been recommending a cyclical-defensive barbell strategy focusing on US bonds, consumer staples, health care, and defensive stocks on one side, gold and energy on the other – both with an income-oriented focus (interest and dividend yield). This … Continue reading
