Seeking Alpha

Windwood Trader

Windwood Trader
Send Message
View as an RSS Feed
View Windwood Trader's Comments BY TICKER:
Latest  |  Highest rated
  • Quickchat #279, March 19, 2015 [View instapost]
    Medical services portion of the CPI dropped .2%- first time in forty years this has happened.

    http://bit.ly/1O3Ul40

    WT
    Apr 7, 2015. 12:03 PM | 3 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    Re: Gold-

    The Chinese have been buying very large amounts of gold, probably with US Treasury money.

    WT
    Apr 7, 2015. 11:57 AM | 5 Likes Like |Link to Comment
  • HEDJ: The Inevitable Capitulation Of The Euro Hedge [View article]
    Thanks, Noah-

    I too have profited from holding (HEDJ) AND (DBGR) over the last few months. I agree with your thesis but submit that the Euro may seek a lower floor than at present. We still have Greece and the Russians and their shenanigans to deal with.

    I am thinking to leave half of each on the table for now substituting ((VGK) and (EWG) or (EGWS) and watching carefully.

    Thanks for a very nice analysis.

    WT
    Apr 6, 2015. 06:31 PM | 2 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    Labor participation rate continues to fall-

    http://t.co/MfZw7V9TfP

    No stable economy until Joe Sixpack can buy a refrigerator.

    WT
    Apr 4, 2015. 10:07 AM | 6 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    Ralph Acampora (Godfather of TA) says on Twitter:

    Tight Trading Range: S&P 500. near-term support = 2039.69; major support = 1976.56 and overhead resistance = 2119.59.

    Stealth Correction: stock selection is key because some issues are suffering serious breakdowns while others are holding up well.

    WT
    Apr 4, 2015. 09:50 AM | 5 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    This is an interactive graphic from the Energy Information Administration (EIA) on the movements of costs and analysis of the energy deliverables. Some neat comparisons available as well as the ability to track movements. Gas, oil, propane etc.

    http://1.usa.gov/1DsMOKF

    I may have posted this before but some may not have seen same.

    WT
    Apr 2, 2015. 09:23 PM | 5 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    I always regret being half a generation ahead of the flower children. How come THEY got all the free love and cool stuff to ingest? Sheesh!

    WT
    Apr 2, 2015. 06:21 PM | 2 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >Maya-
    Yup- A neat excursion to Pennsy Dutch country. Love the markets. Harness leather men's belt with a solid real brass buckle for $8.00. Raw honey at $9.00 a pound. Not too many rip-offs in these venues. Fair product and fair prices.

    WT
    Apr 2, 2015. 06:18 PM | 3 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    OK-
    Valleywood's new handle is 'Fragile Flower'!

    >Hey, FF-

    Loved the Amish conversation. We have a couple of clusters quite near where we are in up-state New York. Palatine Bridge, Stone Arabia and Ephratah are the ones I know of.They don't seem too outgoing, not like the Amish in Lancaster County, PA.

    WT
    Apr 2, 2015. 04:15 PM | 3 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >jpau-

    As an institutional investor in recovery I know that all such investors work under an investment policy protocol that always addresses the relative size of a position in a portfolio. Twenty percent would not only be huge but entirely too risky for an outfit considered a fiduciary. Five percent would typically be the maximum percent of any stock's outstanding stock or as a percentage of the market value should that differ.

    Five percent would also be the maximum held by such organization as a percentage of all similar holdings (stock) held by that entity.

    Hedge funds have no implied fiduciary size restrictions as far as I know but I'm sure most do as well as mutual funds; Just a hazarding a guess.

    WT
    Apr 2, 2015. 12:58 PM | 3 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >Mercy-
    "...the ASX in Australia takes Good Friday AND Easter Monday off."

    And quite often they also take the first four days in Good Friday week as well as the last four days in Easter Monday week!

    I've had to wait for quotes due to lack of trading the last two days.

    LOL!

    WT
    Apr 2, 2015. 10:12 AM | 4 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >Mark-

    Agree the Q2 over Q1 but as you say the currency paradigm will continue to sap the strength of big corps. US exports down noticeably now.
    I don't think you are negative just realistic.

    WT
    Apr 1, 2015. 09:40 PM | 5 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    Whether the Markets-

    10 Year treasury now at 1.87%

    European hedged stocks up today-
    YTD up 20%+ My European portfolio up 17.5% YTD

    Asian ETFs up 7%


    ETFs

    (FPA) Asia/Pac X Japan up 12% YTD
    (DPAP) Asia /Pac -hedged up 6% ytd
    (EWHS) Hong Kong Small cap up 3% YTD

    Emerging Markets

    (EGRW) MSCI EM Growth Up 6% YTD

    Europe
    (EWG) MSCI Germany (not hedged) up 9% YTD

    Phillipines (EPHE) up 10.5% YTD.

    S&P up .5%
    DJIA Down .2%
    NSDQ up 3.7%

    A good list to start from:

    http://bit.ly/1bPD1St

    WT
    Apr 1, 2015. 01:05 PM | 5 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    Thanks for the Oil opinion article, Mercy.

    Aside from the first point- one that I did not have knowledge of everything I see agrees with all the other points.

    I just wonder if $40 is a magic number- Why can't it be even lower? Low cost operators that have the same wells pumping the same level for years could probably make money at $30 but many others could not pay the expenses at that level so they just stop pumping or just pump to meet the nut. I wonder how much flexibility the money-lenders have.

    WT
    Mar 31, 2015. 04:47 PM | 4 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    RE: WTI

    Thoughtful article by Futures Magazine author Neal Gilbert that posits a possible return to $40 after moving higher for a while.

    http://bit.ly/1BIUmBP

    WT
    Mar 31, 2015. 02:12 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
3,461 Comments
326 Likes