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12 Jun

some things i feel strongly about

1-  u.s. equities are at or very near a bottom
2-  crude will break par
3-  dollar index will go to at least 80
4-  gold will break 800
 
things i did yesterday
1-  cover my fed short
2-  bought fdx and bni
3-  after selling half of my position in tso in the high 28, bought it back yesterday
 
i continue to [...]

18 Mar

15%- 20% rally started yesterday

even if the financial world eventually comes to end, it will do so after a 15-20 percent takes place imo for the following reasons.
1- fed action on sunday was huge. allows banks and investment banks along with selected clients access to the discount window using almost any kind of collateral.
2- should be obvious to anyone [...]

13 Mar

The Jan lows will hold

IMO, just based on sentiment, this market is a screaming buy. All of the following sentiment measures are at levels associated with bear market lows.
1- investors intellingence
2- aaii - american association of individual investors
3- market vane
4- daily sentiment index
5- hulbert sentiment
6- p/c ratio’s both total and equity
7- isee p/c ratio’s
8- short interest
9- credit [...]

16 Jan

ducati

this will be my last post here. having said that, ducati, you seem to have a problem with 6 or 7 out of the 16 statements that i posted here. let me try to address them one by one.
1- insider buying: check scott gambill of emergent financial. have given his [...]

16 Jan

NO BEAR MARKET

some of the positives as i see them:
1- fed easing and coming fiscal stimulus
2- fed model shows stocks 50% undervalued. that’s a record.
3- 10yr yield 3.7% 2 yr yield 2.5% and the yield curve is and getting more positively sloped.
4- huge insider buying.
5- global growth story still intact.
6- [...]

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hannamontanna
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Leonard the Monkey

Ducati -- The PG's first victim. Jog on in peace.

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