Monthly Archives: November 2006

Returns for November

November +2.6%
Last Three Months +2.9%
Last Six Months +6.3%
Year to Date +23.9%
Last 12 Months +26.5%
Inception +37.2%
Annualized Inception +20.9%
BAX, HMX, HNP, WDFC, all hit stops on Monday and were sold at open on Tuesday. HNP hit a trailing, profit-taking stop. HMX broke a triangle to the downside. WDFC has returned to a region of significant congestion. BAX […]

“Boomer Bust?” I Don’t Think So!

One of the stories that I’m quite frankly getting tired of reading about, even peripherally, is the “boomer bust.” The most recent example comes from Random Roger, who references a Peter Brimelow column, which references a Richard Band newsletter. ARRGHH!!!
The typical “boomer bust” argument is that as boomers retire, funding will shift from growth […]

Oh, What A Feeling!

I’m just as curious as you are. Will Howard be installing a neon kit in a Scion xB? Will Lindsay go mudding in a new FJ Cruiser? Will one of the creepy extras be visiting Bill Ford and Rick Waggoner in their nightmares? I dunno. I’m hoping they take the […]

Still 889 Days

Streak still intact at 889 days, although I did have a few of my babies hit their stops. I will sell at the open tomorrow and look through the watchlist for replacements. Technically speaking the S&P 500 broke its July trendline, but is still over the top of the 3.5-year trend channel. […]

On Golden Swans

A reader referenced my previous post on Streaks, Distributions, Black Swans, and Golden Swans and asked for a histogram of the distributions. For clarity’s sake, I’ve included two box plot histograms.
This compares the actual distribution of daily results by range, to what would be expected of a “normal” distribution with the same mean and […]