14
May 12
The rich, the lazy, the busy, …
The rich, the lazy, the busy, the ignorant, and the vain – via INSEAD Blog http://t.co/idSbzFRl
12
Jan 12
Taking Profit: BAC:+29.5% FSLR: +28.5% TSLA: 1.8%
I recommend closing positions on trade recommendations made December 21, 2011.
Returns on recommendations have been the following since the close on 12/21/2011.
Bank of Amerika (BAC): +29.5%
Forst Solar (FSLR): +28.5%
Tesla Motors (TSLA): 1.8%
Versus the S&P500 (SPX) which has been up +3.9% over the same period.
Bank of Amerika (BAC): +29.5%
Forst Solar (FSLR): +28.5%
Tesla Motors (TSLA): 1.8%
Versus the S&P500 (SPX) which has been up +3.9% over the same period.
22
Dec 11
First Solar up 7.6%, Bank of A…
First Solar up 7.6%, Bank of America up 3.4%, Tesla unchanged – Merry Christmas from NYSE
21
Dec 11
Buying a chunk of Bank of Amer…
Buying a chunk of Bank of America (BAC) at cents over $5, some First Solar (FSLR) and a small position in Tesla Motors (TSLA).
29
Nov 11
DELEVERAGING: There Never Was …
DELEVERAGING: There Never Was Another Choice http://t.co/idtj0U9f
20
Nov 11
World’s ‘lightest material’ un…
World’s ‘lightest material’ unveiled by US engineers – engineers claims to have created the world’s lightest material.
http://t.co/1D4yruHJ
06
Nov 11
http://t.co/hUvB6xIn The short…
http://t.co/hUvB6xIn The short answer to your question is a resounding YES, you should take the CAIA qualification. I will try to…
25
Oct 11
The most insightful and truthful assesment of the current situation
Ray Dalio, the founder of Bridgewater Associates, gave some insight to the markets in the Financial Times yesterday.
Ray Dalio Talks About Mob Mentality Ray Dalio sees the world in the midst of a game-changing deleveraging but he thinks that the greatest threat to the success of efforts to manage this is hindered by the fact that everyone is at each other’s throats. Dalio says, “Our character and our political and social systems are now being tested in ways that have typically been tested in past deleveragings.”
In turn, the poor economic conditions are leading to “emotional reactions, social and political fragmentation, poor decision-making and increased conflict.” As frustrations increase, entire systems are called into question, even those that are well-established and it creates an environment in which there is a “perceived need for someone to gain control of the mess.” Dalio says that this is the same dynamic Plato spoke of and “the reason Hitler was elected in 1933.”
Ray Dalio’s View on Efforts to Manage World’s Debt Ray Dalio says that this mentality is causing the financial systems to be question even though it was those systems and the same people that helped forestall depression, like the Fed Reserve and Ben Bernanke. Now that governments are in a position in which further easing will not help, they cannot get more money into the hands of people who will spend it or stimulate private credit, the “mob” is stepping in. They are blaming immigrants for taking their jobs, accusing the government of manipulating currency unfairly, criticizing the financial system for not being able to help as it did in the past and blaming those who have profited from the system for its faults. Politicians are making it worse by fanning the flames in hopes of getting elected and nobody is reacting calmly enough to engage in any real dialogue about a solution. Dalio says that everyone can “calm down and work together” a solution is possible but if not, “we may experience an economic, social and political collapse.”
From http://www.insidermonkey.com
Ray Dalio Talks About Mob Mentality Ray Dalio sees the world in the midst of a game-changing deleveraging but he thinks that the greatest threat to the success of efforts to manage this is hindered by the fact that everyone is at each other’s throats. Dalio says, “Our character and our political and social systems are now being tested in ways that have typically been tested in past deleveragings.”
In turn, the poor economic conditions are leading to “emotional reactions, social and political fragmentation, poor decision-making and increased conflict.” As frustrations increase, entire systems are called into question, even those that are well-established and it creates an environment in which there is a “perceived need for someone to gain control of the mess.” Dalio says that this is the same dynamic Plato spoke of and “the reason Hitler was elected in 1933.”
Ray Dalio’s View on Efforts to Manage World’s Debt Ray Dalio says that this mentality is causing the financial systems to be question even though it was those systems and the same people that helped forestall depression, like the Fed Reserve and Ben Bernanke. Now that governments are in a position in which further easing will not help, they cannot get more money into the hands of people who will spend it or stimulate private credit, the “mob” is stepping in. They are blaming immigrants for taking their jobs, accusing the government of manipulating currency unfairly, criticizing the financial system for not being able to help as it did in the past and blaming those who have profited from the system for its faults. Politicians are making it worse by fanning the flames in hopes of getting elected and nobody is reacting calmly enough to engage in any real dialogue about a solution. Dalio says that everyone can “calm down and work together” a solution is possible but if not, “we may experience an economic, social and political collapse.”
From http://www.insidermonkey.com
25
Oct 11
I am selling now 50% of my gains from August lows
After one of the best months so far in 20 years, I recommend taking profits on buy recommendations Aug 8, 10 and 19. I recommend to remain 30% invested or 50% with some kind of hedge until we see how markets react around euro news and 1150 level on index now trading at 1144.
