Monthly Archives: June 2010

Markets getting more interesting

Posted on June 29, 2010 by johnonstocks

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 (&dividends if the stock pay’s them) and having margin accounts and a possibility … Continue reading →

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Posted on June 25, 2010 by johnonstocks

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 →

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My Journal

Posted on June 24, 2010 by johnonstocks

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 →

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My Journal

Posted on June 24, 2010 by johnonstocks

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 →

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Deflation, Disinflation or Hyperinflation

Posted on June 24, 2010 by johnonstocks

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 →

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Investment Themes for Today’s Market

Posted on June 4, 2010 by johnonstocks

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 →

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