Archive for November, 2010

  • Putting Investment Management On Hold…For Now
    Posted by on November 27th, 2010 at 7:44 pm, Comments: 0

    Some of you may have noticed my absence from the stream the last week and a lack of direct market related commentary or idea flow on this blog.  There’s a good reason for that, and one I would like to address now.  I am putting my asset management business on hold for the time being [...]

  • Happy Thanksgiving
    Posted by on November 25th, 2010 at 2:31 am, Comments: 0

    I’m not the gushy kind of person who writes a long thank you post this time of year, nothing wrong with that obviously, it’s just not me.  I will say this though. When I think of Thanksgiving I always think first of what this planet provides us on a daily basis.  Most of us live [...]

  • They All Want Us Out…Until They Don’t
    Posted by on November 24th, 2010 at 5:19 pm, Comments: 0

    I have made my case here, repeatedly, that despite calls from both around the world, and at home, the continued presence of the United States military overseas is of utmost importance.  The recent provocation by North Korea against the south is yet another example of how quiet these voices get when low and behold, the [...]

  • A Trading Style Not Easily Executed
    Posted by on November 22nd, 2010 at 8:31 pm, Comments: 0

    Readers of this blog understand my trading style pretty well, I’m not one to mix it up a lot.  I know great traders who have a lot of tricks in their bag, all purpose players let’s say.  I am not one of those, I’m never going to win the triple crown of trading (baseball reference). [...]

  • Bicycle Riots?
    Posted by on November 22nd, 2010 at 7:51 pm, Comments: 0

    I’ve seen this shift take place first hand as a New Yorker, and someone who works just north of Union Square.  Mayor Bloomberg is pushing hard to give bicyclists more room on the streets, as he should.  Now just to be honest, I wouldn’t ever think of riding to work, it’s insane and I wouldn’t [...]

  • On The Inequality Of Wealth
    Posted by on November 20th, 2010 at 3:41 pm, Comments: 0

    I’m so excited to write this post, mainly because I know the amount of vitriol I’m going to get for it.  Among other topics, the inequality of wealth ranks right up at the top in the inability of people to read the words written on the page instead of giving the writer’s words their own [...]

  • I Don’t Short Uptrending Markets
    Posted by on November 17th, 2010 at 1:26 pm, Comments: 0

    We’ve moved into a far more defensive position over the last few days given the increased distribution in the market.  Part of my strategy is that I am willing to give up a few percentage points of absolute return at the top of trends in order that I’m able to stay with the primary trend [...]

  • Chart.ly TV 11/15/10
    Posted by on November 16th, 2010 at 12:46 pm, Comments: 0

    If you can hear the indecision or confusion in our voices, well it’s not you who is confused.  I sat down with Frank @zortrades last night for another edition of Chart.ly TV and I think we spent most of the hour grasping for a feel on this market which is at a very pivotal level. [...]

  • Weekend Research
    Posted by on November 15th, 2010 at 2:02 am, Comments: 0

    I did a lot of research this weekend while watching the Rangers, Jets, and Giants games (awesome sports Sunday).  You can find the best setups on my Chart.ly stream. Here’s what I’m feeling overall.  It looks like a lot of stocks need about another week inside their consolidation patterns.  Here’s the problem, many, especially in tech, look [...]

  • The Market Doesn’t Care, Until It Cares
    Posted by on November 14th, 2010 at 7:36 pm, Comments: 0

    If you’re going to trend/momentum trade you’ve got to be aware of the news flow and macro environment, there’s no way to escape it.  Not only to manage risk, but to find those industries and sectors that are in play on a weekly and monthly basis.  But paying close attention to news flow can often [...]