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From Fund My Mutual Fund - view blog entries - visit this blogMay 20, 2020 at 11:43 am ET
I have not written about fertilizer for a while since the stocks have been digesting some huge gains (and we've been making money in other sectors such as infrastructure, coal, solar, metals). These potash ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 20, 2020 at 10:36 am ET
Nothing new here for blog readers - this earnings report essentially reinforces everything we've been saying will be happening to the US consumer for nearly a year now. But since it is a bell ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 20, 2020 at 10:12 am ET
I was alarmed by the large loss in portfolio value this morning in my Marketocracy.com account, but apparently Mechel (MTL) has changed their ADR to share ratio from 3:1 to 1:1. So this effectively ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 20, 2020 at 10:00 am ET
As I wrote last week, it is somewhat sad that our alternative energy leadership is coming from one of the legendary oilmen in the country, Boone Pickens (not sure where the T at the front ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 19, 2020 at 9:30 pm ET
I've mentioned quite a few times in the past [May 13: Petrobras (PBR) Business as Usual] that in due time I believe this company will be the largest, by market capitalization, in the world. ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 19, 2020 at 4:45 pm ET
Bloomberg is just on fire today with a series of eye openers. I'll file these two under "oh I thought everything was fine in corporate profit land" (buy stocks) and "oh I thought banks ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 19, 2020 at 2:50 pm ET
Hmm... interesting. Not within 30 minutes of my last post we've seen a sharp reversal in many of the leadership stocks. The same thing happened last Wednesday. Notice the late day selloffs ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 19, 2020 at 1:34 pm ET
While it is still 1:30 PM, and moves made during the middle of the day don't provide the same signal as the end of day close, the bulls continue to mock the bears - the ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 19, 2020 at 11:00 am ET
I last looked at this measure in mid January [Jan 20: P/E Ratio for Portfolio] so now 4 months later it's time to take a fresh look. I won't rehash all my thoughts on ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 19, 2020 at 9:49 am ET
Perfect World (PWRD) reported very good numbers this morning but due to 'disappointing earnings' (some of it due to 3 day shutdown in China due to mourning period for the earthquake) the stock is down ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 18, 2020 at 9:00 pm ET
Week 41 Major Position ChangesFund positions of 1.0% or greater can be found each week in the right margin of the blog, under the label cloud and recent comments areas; I highlight weekly the larger ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 18, 2020 at 4:36 pm ET
Let me emphasize that luckily, inflation does not cross American borders, so we have nothing to worry about. But as we look across the globe at other countries we need to make a mental ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 18, 2020 at 4:00 pm ET
Yahoo Finance was a bit slow in reporting earnings dates last week so this might not be a comprehensive list. We are done with the bulk of mainstream American companies this earnings season, but ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 18, 2020 at 2:44 pm ET
The market was very strong this week, and one group of serious outperformerance was dry bulk shipping (which has been hot for a few weeks now) - this appears to be a play on the ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 17, 2020 at 11:00 am ET
Inflation is a tax on all people, companies, and countries. This is exactly the type of thing that we are beginning to see in the corporate world [May 14: Deere Earnings - Why I'm ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 16, 2020 at 4:32 pm ET
Week 41 performance of the mutual fundComments: The equity market continues its 2 month run of happiness and joy, discounting "everything" from here to 2010. Good news is great, and bad news is even ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 16, 2020 at 3:15 pm ET
Some items of interestAmericans seem to be finally educating themselves and want Paulson to do "something, anything" about the dollar, and the fact its stoking inflation. Inflation they see, feel, touch - but the ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 16, 2020 at 2:18 pm ET
This is purely a technical trade but I am adding to Intuitive Surgical (ISRG) north of $300, as the stock has broken back above the 50 day moving average, after building a month long base. ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 16, 2020 at 1:00 pm ET
... and not just for obvious reasons (don't you dare click to enlarge photo). While I've been a long time Brazilian bull, we are starting to see it more and more in the popular ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 16, 2020 at 10:24 am ET
I'm a very long term bull on these guys, but enough is enough (some of these charts, esp. coal, are simply straight up) - taking another $4-$6K out of each position, and layering out. ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 16, 2020 at 9:47 am ET
While it sounds like we're shouting into the wind, I have to say risk is high for multiple reasons.We did do a good job of passing previous resistance of S&P 1420. We now approach ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 16, 2020 at 9:15 am ET
I get a lot of questions on why I don't invest in wind; frankly there are very few opportunities. Most major players are (a) in Europe (b) part of much larger conglomerates (GE/Siemens) or ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 15, 2020 at 7:30 pm ET
Time to do our monthly check in on the real function of this blog (aside from the daily entertainment, the laughs, the crys, and the money making ideas). This month we have some good ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 15, 2020 at 1:10 pm ET
After the earnings report (solid) and guidance (not so much) from LDK Solar (LDK) earlier this week, I cut back my stake. I've decided to sell out completely today for a few reasons. ... ( more)
From Fund My Mutual Fund - view blog entries - visit this blogMay 15, 2020 at 12:31 pm ET
I am beginning a stake in Chinese gaming company Perfect World (PWRD) in the $30.70s. I tried to buy this 2 days ago near $29 but Marketocracy.com did not have it in their database ... ( more)
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