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 I look forward to the end of the year ending. I get tired of all the sappy commentary and the best and worst of 2007 crap. Most of all, I look forward to ending all the portfolio management nonsense that goes on during December in the absence ... http://www.hedgefolios.com/read/endings-and-beginnings ...and set new goals in new areas. HEDGEfolios has helped me accomplish the main objectives I established over 5 years ago. I had a plan to use the website as a way to create a public record of my ability to cover a huge number of stocks and ... http://www.hedgefolios.com/read/accomplishments-mean-its-time-to-move-forward I have enjoyed the market action the last few days.  As you know, I don't like steep slope moves and all the back and forth in the past few sessions without seeing extreme lows or extreme highs at the close are slightly encouraging to me.  However, I expect Friday to ... http://www.hedgefolios.com/read/last-big-trading-day-of-2007 Please look at the H.4.1 report which showed average Discount Window borrowings of $4.586 billion last week and the 12/19/07 balance was $4.735 billion.   Last week, I thought that the TAF would likely close the Discount Window.  I was wrong.   The results from the first TAF and the 3:1 bid-to-cover ... http://www.hedgefolios.com/read/discount-window-still-open I was reading through a new blog tonight called OverHedged and was intrigued by their article, Credit Default Swaps: Tick, Tick, Tick, Tick... They mentioned that the global CDS market is approximately $40 TRILLION (I have seen $50 Trillion in other articles so just average them to get ... http://www.hedgefolios.com/read/overhedged 10 days ago, the market felt relieved when Warburg Pincus agreed to "invest" $1 billion into MBIA. It was said that this was yet another sign that the worst was behind us.  Now we are just left wondering if Warburg knew about the CDO guarantees or whether someone from ... http://www.hedgefolios.com/read/we-forgot-to-tell-you The next time you are told that a big name investor buying a stake in a company means that it's safe for you to buy that stock or the industry or the market, please remember these recent examples: Warburg Pincus agreed to invest $1 billion into MBIA. 10 days later ... http://www.hedgefolios.com/read/no-endorsements A year ago, I wrote a piece about Health Nuts and their futile attempts to regulate health. So now that 12 months have gone by, do you get a sense that the transfat ban has improved our national diet and health? Tough to measure for sure but I ... http://www.hedgefolios.com/read/fast-food On January 3, 2001 the Fed Funds rate declined to 6% and continued lower until hitting 1% on June 25, 2003.  During that period of massive Fed rate cuts, the S&P 500 declined 28%.  So much for fighting the Fed. From June 2003 until June 2004 when the Fed did nothing ... http://www.hedgefolios.com/read/fed-fighting During the holiday season, I see many discussions about helping those in need. But in practice, this is a lot tougher than it sounds. Seeking out charities and donating money or time is a wonderful thing and I encourage everyone to do it whether it's Thanksgiving or the ... http://www.hedgefolios.com/read/help