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Tuesday, July 1, 2008
From Fund My Mutual Fund - view blog entries - visit this blog
July 1, 2008 at 4:09 pm ET
It is always amusing to see the end of the day gain or loss in the indexes, and how it sometimes hides the wild action of the day. Today was one of those days ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
July 1, 2008 at 3:19 pm ET
Continuing the theme of avoiding the stronger sectors and buying some weaker areas, I had almost bought Canadian Solar (CSIQ) just a few weeks ago in the mid $30s - it ramped to low $50s, ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
July 1, 2008 at 2:46 pm ET
Impressive bounce off that 1260 level on the S&P. Like a magnet the market bounced to S&P 1275.... (thanks PPT) and away we go to 1280s. Reader Shax is happy and smug somewhere ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
July 1, 2008 at 2:19 pm ET
Wonders never cease in this very tough real estate market ;)She's tried night clubs and online dating sites, but now a 42-year-old single mother is looking for love where everyone else's heart is breaking — ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
July 1, 2008 at 12:25 pm ET
Oh what a treacherous beast this market - teasing the "it's so oversold, there must be a bounce" crowd into buying this morning and then laying the hammer down. Remember a week ago we ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
July 1, 2008 at 11:56 am ET
I know no one cares about the automakers anymore - I mean that only affects people in Michigan and Ohio but the damage below is startling - let me show you a 1 year chart ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
July 1, 2008 at 11:19 am ET
This is purely a technical trade. Also I believe too many people are clinging to technology stocks as a 'safer' haven since they do not have exposure to oil. But they have exposure ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
July 1, 2008 at 10:19 am ET
I've been so far incorrect about any serious weakness in the generals, but I still will cling to the belief until proven otherwise that in a full blown correction, no one can feel safe. ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
July 1, 2008 at 9:48 am ET
As always, inflation is a tax on all things - producers and consumers. [Jun 24: Dow Chemical (DOW) CEO Raises Prices for 2nd Time in 2 Months]As always, until the United States powers that be ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
July 1, 2008 at 9:39 am ET
Some readers have asked to start updating performance data on a monthly basis in addition to the yearly/weekly data we normally post. So I've started doing this the past 2 months. Updated results ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
July 1, 2008 at 8:00 am ET
An interesting story in the LATimes regarding life with oil $200 (I've already described many of these shifts happening within the blog - as always, we are early) Note - stories like this get me ... (more)

Monday, June 30, 2008
From Fund My Mutual Fund - view blog entries - visit this blog
June 30, 2008 at 1:30 pm ET
There has been a literal avalanche of new ETFs and ETNs the past year, and even the past quarter - especially of the commodity kind. Most of which are uninteresting to me, but a ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
June 30, 2008 at 10:38 am ET
This really is beginning to remind me of the late 90s and technology when every index was in a hurry to stuff itself with tech stocks. Fresh off two of our holdings (natural gas ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
June 30, 2008 at 10:30 am ET
I have no idea what the market will be doing today, this week, this month, or this year. I have been saying the real economy is in serious trouble, and that was an impression ... (more)

Sunday, June 29, 2008
From Fund My Mutual Fund - view blog entries - visit this blog
June 29, 2008 at 11:57 pm ET
The NYTimes to its credit is one of the few media outlets where the food crisis is even mentioned. They are doing a quality series on the subject dating back to the beginning of ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
June 29, 2008 at 10:40 pm ET
Week 47 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 blog
June 29, 2008 at 3:00 pm ET
Blackrock (BLK) broke down badly this week, with closes below its 200 day moving average for the first time since the worst of the March 08 selloff. I thought it was simply getting caught ... (more)

Saturday, June 28, 2008
From Fund My Mutual Fund - view blog entries - visit this blog
June 28, 2008 at 3:45 pm ET
The Dow Jones Industrial Index (DJIA) is the most widely followed index, holding our 30 most dear and near corporations - the names everyone knows. It actually has a very convoluted methodology which gives ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
June 28, 2008 at 3:01 pm ET
For any of you political junkies out there - here is an interesting site with analysis and compilations of all the polling - fivethirtyeight.com. Some good stuff. Back when the blog started, and everyone was ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
June 28, 2008 at 1:36 pm ET
Another small list of names, and a familiar lineup of stocks. The big change was the flight into precious metals - gold and silver which we outlined in last week's list as the potential ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
June 28, 2008 at 11:00 am ET
Watch they do (this) versus what they say (we feel so much empathy for the public of the US, we need to find ways to bring down the price of energy!). Environmental impact? ... (more)

Friday, June 27, 2008
From Fund My Mutual Fund - view blog entries - visit this blog
June 27, 2008 at 4:45 pm ET
Week 47 performance of the mutual fund Comments: Back again so soon my toothy friend? After a stifling 3% loss last week, the markets followed that up with... well another 3% loss this week. ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
June 27, 2008 at 2:30 pm ET
I'll update the name and some background in today's new name in an edit later but I am trying to build a 3 position basket of "alternative energy" (non solar) names. I started this ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
June 27, 2008 at 1:22 pm ET
Do or die time for the bulls [Ugly. Ugly. Ugly]. Still VIX at 23. ... (more)

From Fund My Mutual Fund - view blog entries - visit this blog
June 27, 2008 at 12:54 pm ET
Nothing interesting to add that has not been said before, but an interesting read if you are unfamiliar with natural gas. It all feels toppy to me, but standing in front of 10,000 hedge ... (more)

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