http://www.hedgefolios.com/read Helping equity investors build and manage their own portfolios in bullish or bearish markets Mon, 17 Nov 2008 18:22:28 +0000 http://backend.userland.com/rss092 en Any day that Exxon Mobil reports earnings inevitably turns into a bad day for capitalism. Or if not a bad day for capitalism, maybe a good day for the growing socialist tone that seems to be infecting our country. $10.4 Billion in profit this quarter - how terrible. ... http://www.hedgefolios.com/read/a-bad-day-for-capitalism "One day in a row" - that's an obviously stupid phrase that I unfortunately hear too often about the stock market. It's often said that "one day does not make a trend" and since we finally managed to get two up days in a row, I think it's worth ... http://www.hedgefolios.com/read/two-days-is-not-a-trend The other day I decided to look at the Israeli-based stocks covered by HedgeFolios to see whether there was any info in the charts. I determined that of the 6 stocks that I could identify (ALDN, ALVR, AUDC, CHKP, ELOS, TEVA) there was almost no measurable impact from the ... http://www.hedgefolios.com/read/israeli-stocks If the sole commentary you can come up with to explain why stocks are up today is that the market is "oversold," please shut up. Enough already with this vague reference to a highly conceptual phenomenon that is rarely, if ever, a reason for stocks to head higher. ... http://www.hedgefolios.com/read/oversold-oversaid ****Performance has been updated through 7/20/06 - please read through the following disclaimer and find the updated figures at the end of the post. Before I discuss Hedgefolios performance, I want to cover myself with some cautionary language. So here goes: Nothing in my performance quoting is intended as an advertisement or in ... http://www.hedgefolios.com/read/performance-through-72006 "Ladies and gentlemen, we interrupt our program of dance music to bring you a special bulletin..." (From the original War of the Worlds transcript). As I was drifting off to sleep during Bernanke's testimony, I started to daydream about some news items that would get this market moving higher. **Israel ... http://www.hedgefolios.com/read/war-of-the-worlds I am in the minority (Bullish) of participants in the new blogger sentiment poll at Birinyi's Tickersense. I will NEVER be in the "Neutral" category as I prefer to take a firm position and avoid confusing people with where I stand. I guess this is part of ... http://www.hedgefolios.com/read/in-the-minority It's amazing how negative investors can get in a matter of days. I finally switch to a marginally positive market bias and now everyone is proclaiming doom and gloom. Timing is everything!! I guess I am being stubborn - just don't call me an optimist - but ... http://www.hedgefolios.com/read/doom-and-gloom Last earnings season the bulls were trumpeting the strong reports and favorable guidance. Then when the Fed infatuation took over the markets, the bulls quickly shifted to the argument that the Fed should stop raising rates to avoid overshooting an economy that was clearly cooling. Somehow ... http://www.hedgefolios.com/read/having-it-both-ways Prior to last week, Chairman Bernanke (and the rest of the FOMC) was being criticized for just about anything that was assumed to be wrong with the markets. Now, with the changing of a few words in the policy statement and some very far reaching interpretations by the "One ... http://www.hedgefolios.com/read/zero-to-hero