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 Trader Mark     www.fundmymutualfund.com     Graphic_subscribe   

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    Community Rank: Analyst (151 pts)  |  Member since 04/09/2008
Tradermark
Picks Performance:
Outperforms
34%
of community

What's this?
All-time Return
-2.37%
(in over 5 years) 		Risk (SD)
Moderate
0.00% 		Sharpe Ratio
-22.33
Followers
18 		Winning Picks
92 of 223 		Total Views
115992


Trader Mark 's Blog Posts
Graphic_arrow1 Visit Blog:   Fund my Mutual Fund


Where We Stand, a Technical Look at S&P 500 03/27/09   —  I thought it would be a good time to review the chart of the S&P 500 since we've had so much movement in so little time. I try to touch on this during most of the weekend summaries but we are blowing through resistance areas so quickly, updates of thoughts are coming fast and furious.Way back in...
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Thesis Buying 101 in Oil - Even "Experts" Mock It 03/27/09   —  I absolutely love this short story on oil prices from the AP, it highlights one of my favorite themes... i.e. thesis buying. So many on Wall Street love to use the excuse that "price action" is "foretelling" some future event; that markets are so efficient and "all knowing of what is coming 6-9 mont...
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HOG   WHR   Bookkeeping: Covering Harley Davidson (HOG) 03/26/09   —  As people drive to Best Buy (BBY) in their 0% down, 0% interest rate Harley Davidson (HOG) to buy Whirpool (WHR) refrigerator's, before they head back home to their 4.65% mortgage rate new homes from Pulte Home (PHM) - they are doing so as they smirk in my general direction. Why do they have so much...
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WHR   Bookkeeping: Covering Whirpool (WHR) Short 03/26/09   —  I am getting obliterated by bulls who think the consumer is coming back - unemployed Americans must be rushing out to buy refrigerators along with their $5 organic peaches. Boo yah!I'm crying uncle and covering my Whirpool (WHR) short - I have only had this for a day and a half and I got my teeth ki...
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JASO   Speculation is Back - Solar Time 03/26/09   —  Time to start getting wary again as daytraders start to pounce on low end meat products such as solar. If this continues we might see dry bulk shippers up 50% tomorrow across the board. Or maybe it will be Chinese small caps circa October 2007 when they doubled every 3 days. Chinese solar stocks ...
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Bloomberg: Roubini Says Stocks Will Drop as Banks Go Belly Up 03/26/09   —  Sort of funny to see this blurb from Bloomberg since some commentators have been trying to spin Nouriel Roubini's "somewhat constructive" view on Geithner's taxpayer giveaway as "bullish". Nouriel is out to say - not so much. I am a bit confused by his recent focus on his making stock market calls ...
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RCS   FMY   Bookkeeping: Closing PIMCO Strategic Global Government Fund (RCS) 03/26/09   —  I am closing the PIMCO Strategic Global Government Fund (RCS) position because the closed end fund has sort of veered off from my initial reasons for buying. [Oct 31, 2008: Bookkeeping - Starting PIMCO Strategic Global Government Fund]Most importantly is what it owns - it is focused on Fannie Mae, F...
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Postal Office in Need of Bailout 03/26/09   —  Whose next in Bailout Nation? As they say on the basketball courts, the Postal Office has stepped up to say "we got next!" Just add it to the tab, our pockets our endless and our Federal Reserve is generous. Put it in TARP... or TALF... or PPIP... or IOU... whatever.I don't know the terms of the P...
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WSJ: Singapore's Boomtown Dream Gets Hazy 03/26/09   —  This post perhaps has a limited readership interest, but I am fascinated with the smaller Asian "Tigers" if you will, while the general obsession is with only 1 country: China. We were investing in this group in 2007 and early 2008 but when I started to get itchy about the coming global recession I ...
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Smackdown of Gordon Brown by Daniel Hannan 03/25/09   —  I have no idea who Daniel Hannan is but my gosh man.... epic.I wrote in [Mar 20: Hugh Hendry of Eclectica Asset Management is Wickedly Good]....are a direct parallel to how US Congress works versus UK Parliament: here, people give 2 minute speeches before voting to 90% empty Congressional hall with n...
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TRV   MET   Bookkeeping: Short Prudential (PRU) 03/25/09   —  After commercial REITs, insurance will be the next big shoe to fall - although government will try harder to save insurance than REITs. There are a bevy of excellent shorts in this group ranging from Prudential (PRU) to Hartford (HIG) to MetLife (MET). Travelers (TRV) is actually a good soldier in ...
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Ron Paul: The United States is Bankrupt 03/25/09   —  It is quite sad how so many things Ron Paul has warned of (and was scoffed at, and marginalized as some "loony") have come to pass. We haven't checked in with Paul for a long while [May 14, 2008: Ron Paul Fox Business Interview] [Mar 14, 2008: Ron Paul - Tough Medicine is the Treatment] [Dec 15, 200...
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MYGN   Bookkeeping: Selling Half of Myriad Genetics (MYGN) 03/25/09   —  Myriad Genetics (MYGN) is flushing out a 10% move so I am going to cut half the position here - too early to tell but it is either forming a double top or about to begin a new leg up. If it gets north of $90 and holds I'll leg back in but for now I'm cutting 50% of the position in the $89.20s - appa...
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CPSI   QSII   WSJ: Stimulus Funds for E-Records Augur Big Windfall for Small Health Firms 03/25/09   —  The Wall Street Journal had a piece yesterday on the whole medical IT electronic records theme we've been discussing for a few months [Jan 6, 2009: Analyst Throws Water on "Hope" in Medical IT] This is one of the Obama themes that unlike solar, or infrastructure stocks has actually stood the test of...
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WFMI   Bookkeeping: Covering Whole Foods Market (WFMI) 03/25/09   —  That was quick - I am out of the Whole Foods Market (WFMI) short we started yesterday with a smart 8% loss, selling in the $17.60s. The retail names are definitely seeing a big rotation by hot money so its best not to fight the trend. We saw this same "anticipatory" rotation multiple times in 2008 ...
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Taxpayer Welfare to the "System" $3 Trillion Down, $9 Trillion to Go 03/25/09   —  A quite awesome infographic courtesy of nicholasrapp.com. It is very easy to get lost in the massive amount of numbers and soon you become numb. We have $12 Trillion Spent or Promised (Backstops in place)... effectively the Federal Reserve has become the "shadow banking system". And is now turning...
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PLD   ProLogis (PLD) Impaled Despite Asset Sale 03/25/09   —  You know there are problems with your business when your stock is hammered despite doing something that appears to be very positive on the surface. I covered some ProLogis (PLD) (one of our 4 REITs) into the close yesterday as the stock was down 15%sh. This would be the 3rd round trip in just over ...
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WHR   PRAA   Bookkeeping: Starting Short Positions in Pulte Homes (PHM) and Whirlpool (WHR), Covering Portfolio Recovery Associates 03/25/09   —  I started two short positions yesterday afternoon - one in homebuilder Pulte Homes (PHM) and one in appliance maker Whirlpool (WHR).While I have been playing homebuilders from the long side for a trade Pulte is approaching resistance so I put on a 2.2% type of position as it hit its 200 day moving av...
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Doug Kass: Why the Bears are Wrong 03/24/09   —  Doug Kass believes the 666 S&P low was not only this bear market's bottom; but also a "generational" low. As always we are open to hearing both sides of the arguement and unlike most of the punditry Doug actually puts his money behind his mouth. He did make an excellent call for a bottom a few ...
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Yahoo Tech Ticker: James Galbraith Denounces the "Geithner Plan" - Just More Corporate/Elite Socialism 03/24/09   —  I have to tell you the internets were aflame in economic punditry warfare yesterday; so many spins and views in the blogosphere on where the country is heading, what we are doing, the powers of government et al. It's really come to a head with the back to back moves of the Federal Reserve buying US ...
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More about Trader Mark

Avg exp holding time:
590.33 days


Website:
www.fundmymutualfund.com

About Me:
I have been in the market in some form since being a teenager, first with mutual funds, than onto to ... more




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