Monthly Archives: October 2007

Summary: After getting pounded on Monday things turned around and I gained a bit over 3% for the week. During the week I added more SNEN, ONAV and NRF, sold BQI and closed my KBH short. I also dumped MVO. … Continue reading →

Summary: It got a little bumpier this week but I still gained about 2%. Stars of the week included XSI, SNEN, ALSWF, and mining stocks. CHNG went on a rollercoaster ride, jumping 25% on Monday then closing the week down … Continue reading →

Summary: Wow what a month October is turning out to be. Was up another 8% this week, a percentage gain superceded only by the recovery week in late week when the market decided the world wasn’t really going to end. … Continue reading →

Summary: Gained another 4% as my portfolio rose every day this week. ALSWF led the way, but tankers and oil stocks were strong, as were my Chinese investments particularly CHNG. If management estimates are to be believed, the valuation on … Continue reading →

Summary: Finished the quarter with a 5% weekly gain and hit a new high for the year. All my buys during the August troubles are turning out well. Pretty much everything was up, from ALSWF (up 10%), to dry bulkers, … Continue reading →

Summary: Bailed out by the Fed! I didn’t expect 50bp and I’m not sure it was the correct decision (a “Bernanke put” creates moral hazard for speculators — i.e. they take more risk thinking the Fed will come to the … Continue reading →

Summary: Finally an up week. Tuesday gains covered Monday losses and gains the rest of the week pushed me up about 1%. I added some GMO and MMG and covered YHOO. I also cut back ANH and sold AHR ahead … Continue reading →