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  • Another Greek Bailout, Another Monday Melt-Up? [View article]
    I find it fascinating to read US based investors view on EU and visa verse. The US investor base is so certain and quick to find faults and predict the final dooms day scenario for the EU. Similarly the EU based investors see no problem for Europe, but worry about trade balance US vs China and how this cannot last. The only similarity is that both worry for each other and not them self. With so much diversified worrying there might be some upside left in the market, but not much. When our great Asian cousin wants some of the IOUs back then we will start to worry in union, and its bear market again. In a perfect world I would ride this into the end of may commodity cyclical downturn. Go short until August, and reassess based on risk of Asia claiming IOUs vs the bubble economies of EU and US. We will see but this is the working hypothesis.
    May 3 05:04 PM | 2 Likes Like |Link to Comment
  • Why the Old “Buy-and-Hold” Strategy Doesn’t Work [View instapost]
    Right you are, that means look at the margins of a company. If the margins are higher than average, that will not last. Someone will make sure those margins goes down. In the financial world that means companies with higher than average margins, and with pricing that suggest that they will continue to increase are clear sells, the opposite is then also true. Not for short term trades but one of the best strategies you can do.
    Apr 9 03:25 PM | Likes Like |Link to Comment
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