BigJake

Berkshire Hathaway Q1 Portfolio Changes: Does It Pay to Follow Buffett's Moves?

Since the holdings data is released quarterly how do you really follow Berkshires moves? Seems like the ultimate recipe for being late to the party. they don't disclose stock holdings more often than per quarter right?

12 Notes on the Current Market Situation

As much as I must grudgingly admit, listening to Cetin made me money today. Since march I thought bear market rally, in april I thought ok bear market rally and now its time to go long SDS. In may, I jettisoned that position and went long BGU. While I'm not as confident as cetin is that there is no where to go but up I'm going to play this one with tight stop limits all the way up to wherever it goes.