Monthly Archives: January 2007

Clinton and Obama or Obama and Clinton?

There, I said it. It’ll be either Shrillery for prezzi-critter with the “audacity of dopes” for veep, or “mister same as the rest but with a newcomer’s image” for POTUS with “the greatest cattle futures trader of all time” for veep, on the demoncrat ticket for 2008. Either way, the combination will be […]

Returns for January 2007

1 Month +3.7%
3 Month +7.8%
6 Month +10.7%
12 Month +17.9%
Annualized Since Inception +22.1%.
This weekend, or earlier if I get to it, I will give closed and open position reports as of the end of January.

Fixing the Blogger Sentiment Poll

In the previous post concerning the Blogger Sentiment Poll by TickerSense, titled Blogger Sentiment Poll: Profoundly Broken, I detailed the problem. Namely, the poll is dominated by perma-bears, to the extent that the market as defined by the S&P 500 index has risen twelve percent over a period where the consensus of the poll […]

Some Profit-Taking Stops

Three stocks are pretty close to their stops, so I will place orders with my broker this morning. Assuming no huge downside gaps, these will all be profit-taking exits.
American Eagle (AEOS) stop loss at $31.40.
SEIC (SEIC) stop loss at $60.10.
Ultrapar (UGP) stop loss at $23.20.
No other moves. If any two or more of […]

Blogger Sentiment Poll: Profoundly Broken

If you’ve seen the latest Blogger Sentiment Poll by TickerSense, you’ve probably noted that the poll is over 50% bears for the second time since its inception, and is at the highest bearishness ever! Consider that the current level of only 19% bulls, including yours truly, is the lowest it’s ever been as well!
Those […]