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Monday, February 8th, 2010
Is Whitney Tilson Running an Alpha-clone Fund?
Let me preface this by saying that I like Mr. Tilson's work. He has done a lot in the worlds of value investing and value investing education. Further, he has been very forthcoming with a number of high quality materials on the housing crisis. I also follow all of his slides from events like the Value Investing Congress, as well as situation-specific presentations, like the General Growth dispute with Hovde. In addition, I doubt I will ever reach his level of prominence or AUM, or write a book, or have 5-star mutual funds like his.
John Thain + CIT= beautiful couple
My last blog made quite a stir I see. My firm loves me and again shipped me off half way around the world. I needed to blog because we were all laughing on our flight back that John Thain landed the CEO role at CIT.
Google's iPhone ad
Super Bowl 44 had a good game and terrible ads. I watch little to no NFL football throughout the year. NCAA football is my preferred format and Super Bowl 44 was the first NFL game I watched all year. One reason I watch it is for the ads. Much like last year, the ads were horrible again this year. There were a few that I did like. The beaver violinist was kind of funny and then there was the Google ad everyone is talking about.
Monday, February 8th, 2010
Airelon's Market Tactics 14.2
I finished the last newsletter by mentioning that I would release another issue of "Airelon's Market Tactics" this morning. And no, it's not because I wanted to stop writing and watch the Superbowl (Whichever side you were pulling for, it was a great game). I had already written much of that issue of Airelon's Market Tactics on Saturday.
It's just that there were a few markets I wanted to watch overnight before I wrote my concluding thoughts on the trading route. So here are my concluding thoughts, which basically encapsulates my trading thoughts for this week, as of this Monday morning ...
Sunday, February 7th, 2010
Airelon's Market Tactics #14
As I discussed in the last issue of "Airelon's Market Tactics", as well as in my "Week in Review" video entry, I believe that we just experienced an unwind within the current carry trade (notice that I did not say 'the' unwind). So that's all well and good Dan, but on Friday afternoon, the equities markets rallied strongly into the close. Is now the time to average down on dividend bearing stocks being held? Is it time to hold off? Are there any commodity trades, or is it time to wait? And by the way ... why is Dan 'day trading' lately, rather than swing trading?
I discuss those thoughts in this issue of "Airelon's Market Tactics".
Oh, and I almost forgot ... Go Saints!
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