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Email from a subscriber: –First of all, CY, and now NUAN have many times over paid for my subscription, with every other trade above water, except RVBD. Could you post a brief response to the following question” If one has suggested to a friend to sign on, or has not
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Here’s my positions, in general order from largest notional position to smallest, though they all are about where I want them to be right now: Longs – Corning Cisco Nuance Celestica Cypress Riverbed Ciena Apple Microsoft DBA Visteon Google Nokia Adtran Shorts – GLD SLV LPS XLF LYV
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Silver and gold are both up today, silver up 4%, gold up 1%. We covered our common stock short position and still have nice gains on our puts. I am not doing anything with silver and gold today, but were silver to get back closer to $40 again, I’ll
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Nuance is the big mover on the sheets today, now up 7%. Rumors out there that Apple’s considering buying the company. I don’t believe the rumor, but I am not selling it either. Nuance is still too cheap.
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Greece, grease, grise grees, greze. You’re gonna hear a lot about Greece today. Here’s something I wrote on this very topic in Revolution Investing a few months ago, the last time people freaked out about Greece: http://www.marketwatch.com/story/europe-troubles-again-2010-11-30 Europe troubles. Did you hear about
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What a week! We had some losses to start the week off as our long streak of winning days ended, but our timely shorts in gold and silver along with some big moves in Cypress and some of our other longs bring us to the green for the week’s
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I was searching for some of my old “Sell real estate now!” posts from 2005-2007 and here’s a whopper of one. Notice how I finish up the article, which I wrote originally back in August of 2007: “I expect there to be more waves of mass repricing of assets,
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Remember how I told you guys a few times over the last few weeks while we were letting the portfolio stew a little bit and not doing many trades that we’d soon have some wild opportunities to do more. Does the 20% gain on our silver short in 2
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The country adds 220k jobs according to the bureaucrats measuring this stuff and fully paid for with your tax dollars in this supposed budget-crunching time in April and the market’s get a sigh of relief. Most of our stocks are up across the board, including gold and silver getting
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“Thank you!! You paid for my subscription for the year. Bought the ZSL yesterday and probably sold early but got a 20% return in 24 hours. Great call.” – Sarah Now this is what I’m talking about! Feedback from a subscriber who nailed the silver short trade with us using
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The broader markets are suffering today, but that’s not the case for our own portfolio as we enter the contra-hour. The 11% intraday drop in silver and 3.5% intraday drop in gold (and oil) declines are rather stunning in their magnitude, and I will be frank in telling
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The dislocation in gold and silver (and oil) are definitely the market story of the day, and everybody I talk to today wants to analyze why. Here’s an expanded and more detailed version of the post I did about why I started shorting gold and silver earlier this week.
