Monthly Archives: April 2007

Summary: Down 0.6% today.   Miners were mixed with metals prices.  Physical stocks of most industrial metals continued to fall, however, and these will not be helped by a strike in Peru. I added more MLKKF and sold some EGLE.  Dry-bulk … Continue reading →

Summary: Gained 0.4% today. FFHL rose 6% on no news. Miners did well as both precious and base metal prices rose. Physical copper stocks are falling again. BKC rose on good earnings. I may rethink my short. I added more … Continue reading →

Summary: Flat on the day. No huge moves, but shippers did well, and HBI fell almost 5% on bad earnings. Company execs say the restructuring in on track, but I’m sticking with my short. Added a couple more slugs of … Continue reading →

Summary: Up 1.6% today. Much of this due to my large position in ALSWF, but most everything did well on a day the Dow broke 13,000 for the first time. Fueling the rally: M&A, good earnings, and a good durable … Continue reading →

Summary: Up 0.1% on a day when miners mainly fell and nothing did anything too crazy. Added still more XSI. If prices stay down I will probably go above my 10% of portfolio target then sell off those shares when … Continue reading →

Summary: Gave back 0.6% today. Most of this was due to a 6.5% drop in XSI. This is good as I want to buy more. On the plus side, tankers such as ONAV and EGLE, were up. Added to my … Continue reading →

Summary: See-saw week ended with a 1.22% gain today, almost recovering what I lost yesterday.  Most everything was up, with SLW gaining 6%.  You may remember I sold some yesterday out of caution.  Didn’t work out, but I think it … Continue reading →

Summary: Took a 1.4% knock today. As in February, trouble began in China, where heady growth numbers raised concerns that Chinese authorities will tighten monetary policy. Shanghai fell 4%, but unlike it February, the US markets largely yawned and ended … Continue reading →

Summary: Up 0.5% for the day.  Sister in town so little market time.  Bought some more MLKKF after it jumped 8%.  I had an order in yesterday which didn’t get executed and regret not having raised my bid the extra … Continue reading →