SivBum

Paulson & Co's Latest Portfolio: 13F Filing

JAVA is shining this morning, up 4% rtq. Wonder what Paulson's entry was.

Why Marc Faber Is Wrong About the CPI

That's an original thought! So is OPEC that feeds our transportation needs. We are tackling OPEC with green tech. Hope to bring back some manufacturing to counter China.


On Jun 22 09:47 AM TeresaE wrote:

> Since China controls so much of our necessity/day to day living items
> (processed foods, OTC medicines, pharmaceuticals & clothes) it
> really doesn't matter about OUR jobs, credit and homes.
>
> When China feels secure enough in their own economy (with a middle
> class that is over twice the size of our entire population) inflation
> for the necessities will skyrocket.
>
> It is already happening if you bother to look.
>
> Now throw in utilities and increased "fees" and taxes and start to
> understand what the "average" American family is experiencing.<br/>

Riding the Flat Line

Agree that the trend is up but still not time to buy-and-hold. The hockey stick rise in major indices since Mar lows provides fun times for day and swing traders. Though VIX has fallen to 30, lowest since last Oct, but still higher than 15 during boom times.

Sell in May? Not This Time

Mr. S,

1200% is 12 times! I can't think of any widely held stocks that has gone up 12X since Mar 4th, not any of the usual suspects like financials and materials. Care to drop some names?


On May 30 10:27 AM Mr.S wrote:

> I have been long since March 04/09. I went 100% long on that day
> and my portfolio is up a whopping 1200% to date. That is not a typo!!!
> I will stay the course until I see a breach of the 875 support on
> the S&amp;P 500 or until the end of June. I expect the market to
> sell off in the next few weeks. All the report that came out so far
> doesn't not support this upward move. I also know fighting the tape
> is very futile. So I will not short until I see a clear change in
> trend. For now, ride the train while it lasts!!!

Sell in May? Not This Time

Mr. S,

1200% is 12 times! I can't think of any widely held stocks that has gone up 12X since Mar 4th, not any of the usual suspects like financials and materials. Care to drop some names?


On May 30 10:27 AM Mr.S wrote:

> I have been long since March 04/09. I went 100% long on that day
> and my portfolio is up a whopping 1200% to date. That is not a typo!!!
> I will stay the course until I see a breach of the 875 support on
> the S&amp;P 500 or until the end of June. I expect the market to
> sell off in the next few weeks. All the report that came out so far
> doesn't not support this upward move. I also know fighting the tape
> is very futile. So I will not short until I see a clear change in
> trend. For now, ride the train while it lasts!!!