Daily Archives: March 22, 2016

Financial Markets

+20% for 2016!

Silly, hyperbolic title aside, that is my gain for 2016 when backing out the fact that I have been generally around 90% cash and Treasury bond equivalents while being long and short stocks with the other 10%.  It does not include a long-term gold position, which I don’t count as a capital appreciation (or loss) vehicle.  I count it as long-term value, whether it’s marked up or marked down.

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March 22, 2016
alice
NFTRH Interim Updates

NFTRH Update; Healthcare Stocks

During a week when I am being compelled to evaluate whether the ‘market bounce termination’ view will be correct (it has exceeded target, after all, though I am giving it wiggle room) and hence, whether my short on SPY will be correct, let’s take a look at one specific sector, Healthcare, which includes Medical Devices, Services, Pharma and Biotech.

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March 22, 2016
Financial Markets

Beware the Angst Bid

[edit]  Not to minimize a tragic (and sick) event that sees a rising death toll, but this is a financial site and so comments are thus related... Yen and Swiss…

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March 22, 2016