Author: Brendan Ruchert-Dixon Covestor model: Alpha Trapper Disclosure: Short PST, VXX *See important disclosures February 2011 was a good month for the Alpha Trapper model. It was the first month since the model’s inception in December that its results really demonstrated the value of a hedging strategy. The first half […]
Just had to have that bleeding edge PowerBook G3 in 1997? Well, if you had plunked down the $5,700 it ran you on Apple stock instead of the Apple laptop (with its massive 5GB hard drive), that stock would be worth over $330,000 today. Kyle Conroy put together this chart […]
Author: Michael Arold Covestor model: Technical Swing Disclosure: Long AXAS, BX, ARMH, CLF, JNPR, SWK, SGI. Short PHM, CHRW, EEV *See important disclosures Summary February was positive month for the model portfolio. As of the end of day 28th of February, the model outperformed the S&P 500 for the month, according to […]
Author: Sreeni Meka Covestor model: Long Term Value Disclosure: Long BRK, THI, SEO:005490 *See important disclosures In the last three months since I wrote my previous letter this long term value portfolio returned approximately twice the S&P 500’s return. Part of the reason was outstanding short term performance by Oshkosh Corporation and […]
Zack Miller is the Managing Director of Lighthouse Capital Ltd., a boutique investment firm servicing high-net-worth investors from around the world and the author of the book Tradestreaming, which documents how investors are using new technologies to assist their investing. In this post, he highlights five companies developing new services that […]
From Big Think, Prof. Lionel Jensen of Notre Dame addresses the claim that Chinese currency manipulation is at the heart of America’s fiscal woes:
Author: Y H & C Investments Covestor model: GARP Disclosure: Long DGI, CLGX, GIGM, CASS, JMBA, DLB February 2011 was a good month for the stock market. The environment is still excellent for stocks, with the caveat being global events like the political events in the Middle East and how […]
Author: Leif Eriksen Covestor model: Performance with Protection Disclosure: Long TOT, ESV, CSCO, ITW, TEF *See important disclosures “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the […]
The Atlantic has a great interactive infographic that groups America into twelve different “states” based on economic similarities among different counties. Click through to view it: Source: “Map: The 12 States of America” The Atlantic, 3/8/11. http://www.theatlantic.com/misc/the-12-states-of-america/
emerging markets since the start of 2011: Opportunity was seen in the U.S. and Europe, so capital moved from emerging markets into the developed world.
Author: Gerry Wollert (Rebound Trading Systems) Covestor model: Rebound ETF Disclosure: None Gerry Wollert ETF March Monthly Investment Report The broader markets continued to advance during the month of February, 2011. This positive performance was encouraging given the worrisome civil unrest in Northern Africa and the Middle East. I am […]