Long: a few microcap oil and mining companies (only a little left here, since I don’t like these sectors anymore)
Neutral (long plus 100% hedge): bullion
Short: everything else
-
(2 votes, average: 5 out of 5)
Loading ...
Most Viewed Posts
- Add mortgages to the debt bubble (with junk bonds, munis, sovereign debt…) - 16,935 views
- Treasury-only money market funds - 14,107 views
- The next bubble: cash. - 13,429 views
- 90 day T-bill rate drops to 0.23%. What’s next, negative yields? - 11,381 views
- Inverse ETFs vs. LEAPS puts - 10,564 views
- Why bailouts will not stop the depression - 9,015 views
- About - 8,313 views
- Listen to the people who predicted this: No bailouts, no New Deal, no serfdom. - 7,864 views
- Commodities bubble bursting - 7,633 views
- On Black Thursday, 1929, the Dow closed down 2%. - 6,708 views
Recent Posts
- Sep 20, 2011 - EBT rap video
- Sep 11, 2011 - Dick Cheney’s favorite holiday
- Aug 19, 2011 - A look at the real value of gold on an historical basis.
- Aug 18, 2011 - The material living standards of US rich vs poor, and the politics of envy.
- Aug 11, 2011 - In candid moment, Bernanke lets out the truth
- Aug 11, 2011 - If S&P’s downgrade actually matters, why are bonds up?
- Aug 1, 2011 - Farewell, Sheila Bair, and thank you (and FU Paulson, Bernanke & Geithner)
- Jul 25, 2011 - Europe’s dead stock markets
- Jul 25, 2011 - Rumors of dollar’s death greatly exaggerated
- Jul 4, 2011 - DSK all but cleared; no surprise here.
- Jun 24, 2011 - Jim Grant on Ben Bernanke
- Jun 7, 2011 - Kyle Bass and Hugh Hendry on shorting Japan
- May 20, 2011 - DSK is Tom Wolfe’s “Great White Defendant” from Bonfire of the Vanities
- May 12, 2011 - Flood coming? Don’t build an ark - build ya a moat!
- May 6, 2011 - US oil demand has never recovered
Recent Comments:
- EBT rap video - steveo: Hawaii Trading and Breakpoint Trades (BPT) is providing a free newsletter on Commodities....
- At last, NYC rental and condo markets softening - Nicole Cervantes: Does any one know some one using web fame service...
- Toppy action in dollar index, another rally in stocks coming? - fireboy and watergirl: I like this site it’s a...
- A look at the real value of gold on an historical basis. - bobby: Hi Mike, I was wondering what you think of the...
- A look at the real value of gold on an historical basis. - Bjorn: Thanks Mike, that’s very helpful
- A look at the real value of gold on an historical basis. - Mike: BTW, if you are looking for high put prices, those...
- A look at the real value of gold on an historical basis. - Mike: Hi Bjorn, Take another look. The bids have changed -...
- A look at the real value of gold on an historical basis. - Bjorn: Hi Mike, I was wondering if you might be willing to...
- The material living standards of US rich vs poor, and the politics of envy. - Davis Jones: This is ridiculous....
- DSK all but cleared; no surprise here. - TripleBlackBeauty: Tawana Brawley Crystal Mangum Nafissatou Diallo Sally...
Leave a reply