Matt Callow_

Eight Themes for 2008: How Did They Do?

I made an error regarding Theme 3 that I need to clarify. Although my overall results and theme results did not change, I actually predicted the Canadian Dollar would rise against the US Dollar in 2008. Therefore, I only got four of eight themes right.

My Eight Themes for 2008 Are Paying Off

Deepfryer999> Sorry for not replying sooner. The provided picture shows how much that trade has made since the last change. I have been in and out of the British Pound options all year and you can see all the calls on my blog. The original value placed in this theme was $125,000. It finished the year at $1,500,166.88 for a gain of 1100%. If you want evidence, you'll find it on my blog.


On Oct 23 08:23 AM Deepfryer999 wrote:

> How do we know theme 4 is really up 513%? The only data he provides
> shows it being up 43.83%.

Matt Callow's 2008 Investment Themes: So Far, So Good

See my disclosure above.

8 Key Investment Themes for 2008

Just a follow up for those who actually read the comments. First of all, thanks for all the positive comments. I wasn't expecting Seeking Alpha to make this article their headline story of the day. I did want to point out that the Loonie call was the toughest one for me to make. It does fly in the face of a lot of professional calls right now. Don't forget, I will be making this play selectively throughout the year. Also, please keep in mind that although I have eight separate plays, several are tied together, limiting the diversity. For example, rising gold should cause the dollar to push lower which should benefit all the currency plays I mentioned. So if my 2008 picture is inaccurate, this portfolio will be ugly at the end of the year. But I think my sight picture is pretty clear, and I hope it raises some opportunities for you this year.