Two new holdings

Some commentary on the topics of the day

The 4 charts to watch during the week ahead

Persistent bearishness in the face of all-time highs

Portfolio moves

The 4 charts to watch during the week ahead

*This is a copy of my letter to investors summarizing the month of April. March monthly report can be found here. 2012 Return: +58.61% 2013 Return: -7.36% Portfolio April Performance: -6.86% S&P 500 April Performance: +1.81% Portfolio YTD Performance: -7.36% S&P 500 YTD Performance: +12.02% Total Return Since Inception (1/1/12): +47.80% vs. S&P 500 +27.03% Portfolio Highlights For April – SPNS ended [...]

A look at both sides of the coin.

The 4 charts to watch during the week ahead

The risk/reward finally adds up for AAPL bulls

Some topics for discussion

The newest research report

The 4 charts to watch during the week ahead

Back to AAPL

Telling a different story than most seem to think.

Why I’m sitting tight.

The 5 charts to watch during the week ahead.

Keeping it simple should be simple, but its not.

The 5 charts to watch during the week ahead.

Raising cash for other reasons than market opinion.

Investment thesis deserves to be looked at with increasing suspicion.

*This is a copy of my letter to investors summarizing the month of March. February monthly report can be found here. 2012 Return: +58.61% 2013 Return: -0.33% Portfolio March Performance: -2.26% S&P 500 March Performance: +3.60% Portfolio YTD Performance: -0.33% S&P 500 YTD Performance: +10.03% Total Return Since Inception (1/1/12): +58.20% vs. S&P 500 +24.18% Portfolio Highlights For March – SPNS gained [...]

The 5 charts to watch during the week ahead.

A simple yet effective method of looking at sentiment.

The answer is here.

The 5 charts to watch during the week ahead.

Guard your timeframe.

I probably shouldn’t be looking, but I am.

The 5 charts to watch during the week ahead.

Leave it to the Cypriots.

The newest addition.

The newest research.

As I said, there is nothing to see here, carry on.

Yes. A catch up.

The 5 charts to watch during the week ahead.

7 considerations in the face of a persistent uptrend.

Moving out of a hedged position.

A tip or two….

A new chapter for AAPL, although short, is about to begin.

The 4 charts to watch during the week ahead.

The latest additions and eliminations.

A looking at the two key factors behind investors underperformance

*This is a copy of my letter to investors summarizing the month of February. January monthly report can be found here. 2012 Return: +58.61% 2013 Return: +2.57% Portfolio February Performance: -3.79% S&P 500 February Performance: +1.11% Portfolio YTD Performance: +2.57% S&P 500 YTD Performance: +6.20% Total Return Since Inception (1/1/12): +63.64% Portfolio Highlights For February – During the second half [...]

The newest research report.

All truth. No jargon.

More caution warranted. More caution taken.

The 3 charts to watch during the week ahead.

The newest outlook for crude oil.

The resulting outcome is obvious….

The obvious answer to the question everyone is asking.

The 3 charts to watch during the week ahead.

Uncharacteristically cautious as the markets sit at multi-year highs.

The answer to any bother you have in the markets involves defense.

AAPL, banks, gold, silver. It is all here.

The 2 charts to watch during the week ahead.

An essential question that needs to be answered.

Sentiment and resistance doesn’t add up for the bull case.

It is time.

An early insurance policy taken.

The 5 charts to watch during the week ahead.

*This is a copy of my letter to investors summarizing the month of January. December monthly report can be found here. 2012 Return: +58.61% Portfolio January Performance: +6.61% S&P 500 January Performance: +5.04% Portfolio YTD Performance: +6.61% S&P 500 YTD Performance: +5.04% Total Return Since Inception (1/1/12): +70.09% Portfolio Highlights For January – UPIP gained 68% during the month [...]

This market of ours.

The charts to watch during the week ahead.

A look at Facebook going into earnings this week.

Probability makes excessive activity wrong at this juncture.

The downside possibility in AAPL.

The 4 charts to watch during the week ahead.

A downside target emerges.

The intermediate term market forecast awaits.

Just a little longer….

The newest small-cap research report.

The 3 charts to watch during the week ahead.

The SOX working wonders again.

Over and over again…

A weird start to 2013.

A look into what is driving construction of the portfolio here.

The 4 charts to watch during the week ahead.

AAPL lies beneath.

With year end target and all.

Raising some cash.

The 4 charts to watch during the week ahead.

A copy of my letter to investors outlining performance and outlook.

Winners and losers.

A divergence between perfect information and the market.

A mandatory component of the new Wall Street.

The 5 charts to watch during the week ahead.

Three important lessons to be learned.

Finished….

Getting close to 100% invested in a concentrated portfolio.

The 4 charts to watch during the week ahead.

Some potentially important macro developments.

Increasing equity exposure.

The 6 charts to watch during the week ahead.

An updated look at AAPL.

This study should be at the forefront of investor’s minds in 2013.

There is a parasite invading the minds of investors.

The rest of this week is huge for AAPL.

A fireside chat discussing the importance of a catalyst when investing.

The 5 charts to watch during the week ahead.

*This is a copy of my letter to investors summarizing the month of November. Portfolio November Performance: +1.03% Compared to benchmark S&P 500 November Performance: +0.28% Portfolio YTD Performance: +34.90% Compared to benchmark S&P 500 YTD Performance: +12.61% Portfolio Highlights for November – The market neutral posture adopted early in October performed exceptionally throughout November. The portfolio was in [...]

Wrap your mind around something else for a little bit.

A detailed look at the companies I bought into this week.

Where is your playbook?

The 4 charts to watch during the week ahead.

An analysis of Crude Oil.

A look into price compression and expansion.

First, a warning: If you are a short-term trader what you are about to read is going to be disheartening and slightly devastating. It may cause your lip to quiver and salty fluid to drip from your eyes. I don’t really care because I am here to spit truth gained from dropping out of college [...]

A new addition to the portfolio.

The newest research report.

The 5 charts to watch in the week ahead.

How I plan on trading the most recent study.

A clear road map emerges.

A foreign body is making its way through the markets.

Real quick.

The 4 charts to watch during the week ahead.

The third installment of this amazing correlation study.

A new opportunity and a new price target for AAPL.

Time to start thinking about long exposure again.

The 5 charts to watch during the week ahead.

Preparation for the unprepared.

October performance and looking ahead.

Some obvious signals.

The 6 charts to watch during the week ahead.

Bottom picking, earnings and damage.

The data speaks for itself. Here it is….

Thoughts on the market, Facebook and strategy.

The 4 charts to watch during the week ahead.

Going lower.

PXLW earnings are out.

A new study into the Nasdaq.

Risk/reward analysis

Why activity has and will likely be dead for sometime.

The 4 charts to watch in the week ahead.

This week didn’t help.

A significant change to the portfolios this week.

There was more to the negative action than meets the eye.

The 4 charts to watch during the week ahead.

Some subtle changes that shouldn’t be ignored.

5 points.

Unsatisfying, to say the least.

Two positions liquidated…cash position increases substantially.

The 4 charts to watch during the week ahead.

September performance and looking ahead.

My spidey senses are tingling…in a bad way.

Why today’s action mattered.

No room for errors here.

The newest addition to the portfolio.

The newest research report for investors.

A position exited to make room.

The 4 charts to watch during the week ahead.

An updated analysis.

Compelling, irrefutable evidence

A pullback that is just that..a pullback.

A rundown of each portfolio name.

The 5 charts I am watching during the week ahead.

This index should start cooperating soon.

Crude is going higher than anyone thinks.

A study of a change in character in a portfolio position.

A followup to the August article.

Technical perfection at work.

A clue…it starts with 8.

And a message to the invalids and troglodytes.

100% invested

Pullbacks, bottoms, risk control, stocks and performance.

The 6 charts to watch in the weeks ahead.

August performance summary and more.

The market is setting up for next week.

One of my favorites….

The 5 charts that I am watching during the week ahead.

Perfect gets perfecter

Realization is the first step.

A tool for investor profit and education.

A daunting task to gain further upside.

A new portfolio position takes long exposure up to 95%.

A mid-cap opportunity arises.

Time for a look at the weekly charts to gain clarity.

Gone.

Time, time, time.

Both institutional and retail investors are nowhere to be found.

The 4 charts that matter during the week ahead.

The data shows some striking similarities.

A new addition to the team as cash becomes a liability.

The Dow and SOX both giving away valuable information.

6 charts that exemplify summer trading.

Technical perfection in AAPL continues.

A profile of the newest small-cap opportunity.

PXLW and WMIH are the two largest positions in the portfolio. ATNY and SPNS round out the foursome.I’m roughly 75% invested, with the remaining 25% in cash. I would like to find an area to allocate those funds to over the next several days. I will update via Twitter and on this forum once I do.

A demonstration.

A comparison of the FB and YHOO ipos.

July performance summary and more.

A redesign in progress.

I talk about my performance numbers because I am here to perform.

The 4 charts to watch during the week ahead.

As most of you know, the largest position in the portfolios AUTH was bought out by AAPL today for a 60% plus premium from Thursday’s close and a 73% premium from my reentry price on July 15th. The original research on AUTH from May 8th is here

Research on the newest addition to the portfolios.

All info regarding WMIH is available in the research report here

Clear as day.

AAPL remains in full bull mode.

Two charts that are a stone in my shoe.

SPRT has too much beta in its pants to hold onto during uncertain market times. It has become a nice trading stock. I initiated it, for a second time, at 2.60. I rode it up from the 2.60 range into the 3 range for a profit. I may pursue it again if it moves back down around 2.50-2.60. Have to see which way the cookie crumbles.