Reggie Middleton

11 New Shorting Opportunities for 2009

@Joetrader: the blog (my blog, I have no affiliation with SA outside of syndicating content) is a digital diary of my investment thesis and actions, on a real time basis. I generate my own research, and I make it available to those that subscribe to the blog. Those that don't subscribe are quite free to peruse the hundreds of pages of free opinion. It is clearly stated here: boombustblog.com/index...

@Notsosmart: This author doesn't make predictions. Predictions are for soothsayers and wizards. I am an investor with a staff of very talented analysts and forensic accountants. If you would like to see how I did for 2008, I happen to have it laid out it full detail. See boombustblog.com/index... for results YTD to 11/17/08 as compared to all major hedge fund categories, broad market indices, people who actually make predictions and the Wall Street bank analysts on both a risk weighted and an absolute basis.

See boombustblog.com/index... (scroll down towards the bottom) for a granular accounting of each of my researched positions with a date stamp on each one.

GGP happened to be one of the most well research positions, with at least 1,000 pages of research behind it. As explained in the article above, thorough research gives you the courage to trough into adverse market movements.

@ notsosmart: I have no agenda. I sell the research because it got too time consuming and laborious to give it away for free. I gave it away for free for about a year before I started charging. There is still plenty of opinion available on my blog for free. The stuff you see on SA is simply a subset of the free stuff that I offer on the blog.

I do agree with you (not necessarily the terminology "predictions", since I feel trying to predict the future is a waste of time) in that all commentator's posts should be accompanied by their track record. The blog's static research model has finished the year at approximately a 100% return. A fairly competent investor could have beat that number by closing out the positions when they hit the perimeters of the valuation band indicated in the research. My proprietary account finished the year at several time that of the static blog research model.

There are plenty of examples of the research available in the first link, above.

As I have stated in the previous comment, there is a lot of negativity on SA, which often hampers the type of serious dialog occurs on my blog. I have started responding because I see it is improving a little. There are a few of my blog subscribers who post to SA, see seekingalpha.com/user/...
seekingalpha.com/user/...
seekingalpha.com/user/...
seekingalpha.com/user/...
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etc.

Notice how they are mostly very highly rated commenters! I have no problem with people disagreeing with me, or even not liking me, but ad hominem attacks simple weaken SA as a whole for it prevents the more relevant and contributory content from coming forth, both through the authors and through the commenters. Just my unsolicited opinion.

See what my blog's patrons have to say: boombustblog.com/index...