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On Thursday I attended a presentation by hedge fund manager Rick Campagna, Chairman, CEO and CIO of 300 North Capital. Campagna’s fund has impressively returned +39.9% in its 18 months since inception, and the return to risk ratio has equally notable thus far, with low volatility (6% annualized monthly volatility), limited drawdowns (worst month was […]
Dear reader, we need your input! Our friend and frequent guest author Glenn Cohen has kindly reached out to me to offer up a complimentary presentation webinar that will highlight the risk on / risk off tactical investing strategies being employed by leading hedge funds today. I attended a similar presentation put on by these […]
Contrary Investing favorite Gerald Celente was just interviewed by Eric King at King World News. As always, it’s a highly entertaining listen. Some beautiful insights, as always, from Celente: On the Fed’s pledge to keep rates low through 2014: “This should be headline news: ‘The Raping of the American Public’” Expects “economic martial law” I’m […]
I love this guest piece by Sy Harding – one of the best we’ve ever run, in my humble opinion. The Wall Street Cheerleaders watch stocks drop by 10%, 20%, even 40% or more – and simply reassure you that you need to have a long-term investment horizon. Bullsh*t! Enjoy Sy’s take – I think […]
Further evidence this relief rally has a lot more to run? Hedge funds have a massive net short position on the S&P 500 – their largest since December 2008. Check out this chart! Hedge funds held a net short position of 71,980 short contracts at August 16, according to a monthly report on global asset […]
The markets presented quite the twist on Thursday, when the much anticipated relief rally got whacked in the face. Despite the hysterics and fear, though, US stocks did not break through their previous near term lows. If I were a betting/trading man (ha) – I may be tempted to take a short term flyer on […]
A scary week in the markets – for once! Was this week a mere head fake in the markets’ endless climb to the sky – or a warning shot across the bow? —- A Warning Shot for Investors? Being Street Smart Sy Harding February 25, 2011 Many important global stock markets, including China, Brazil, India […]
Regular contributor Sy Harding weighs in with some tips on profitably playing the current stock market pattern… —- Profit From This Market Pattern Being Street Smart Sy Harding February 1, 2011 I call it the ‘monthly strength period’, the strong tendency for the market to be up for the first few days of each month. […]
Buy and hold sure doesn’t get the respect it used to! Is it still a viable strategy today? Perhaps more importantly – does anyone even care? Guest contributor Sy Harding takes a look at the downtrend in holding periods for stocks – and talk about a bear market, this trend has been firmly entrenched for […]
Well we were either early, or wrong, on our persistent warnings that the return of deflation was imminent. And experienced investors and traders know that you should never fight the tape! The tape kicked off 2011 with a definitive message that the bulls – and/or the inflationists – are still in the driver’s seat. Crude […]
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