CrossProfit_

Crystallex Affair Requires SEC Investigation

Thanks for sharing this.

Can we get a copy? More interesting to us is the breakdown by author. I’m sure that SA readers would like to know the names of authors that are more in tune with the market and those that are out of fashion.

As a service to all, would you be willing to keep track and publish your results on a monthly or quarterly basis? Since various authors use different methods and time horizons, how do you suggest logging this information?

Anyone out there have any suggestions?

Perhaps using the authors own mechanism is the correct approach. As long as a position is still open it is identified as ‘in play’, regardless as to the amount of time that has elapsed. Only closed positions are graded. A passing mark is equal to or greater than the S&P return for the same period. Jeffrey, perhaps you can post a detailed proposal for all to comment on.

As for SA not publishing…you got the wrong idea about Seeking Alpha. As long as you are respectful of others, SA will publish articles and comments with the zaniest conclusions. It is up to the reader to either agree or disagree with the author. That is probably why statistically SA will ‘lag’ other sources because we are exposed to ideas that can not get published elsewhere.

Then again, some of those crazy analysis, prophecies and ‘book talking’ turn around and become reality. The majority of articles written are pretty in line with the consensus on the street. SA has a wonderful habit of trying to find a blog that takes an opposing view to a recently published consensus article. Such being the case; mathematically SA doesn’t want to get it right more than 50% of the time!

SA is all about opposing views and ideas to varying degrees with a steady flow of informative transcripts!!!

This brings us full circle to the ‘by author’ data – now that would be useful.

CrossProfit
(Jeffery, we know that we had only one total miss on SA throughout 2006 but we didn’t count all the correct calls so we are very interested in the statistical information.)