Being long. Yesterday was a disaster in the market, and I was long. I couldn’t post because I’m on vacation and don’t have ready access to internet access. I saw what happened today. It looks like the bottoming process has definitely started. We should get a second up day tomorrow. We haven’t seen two in [...]

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Being long. Indexes just dumped today. I lost about 5% on my NDX position. NOT GOOD. Its fucking up my yearly performance bigtime.
CSCO didn’t help. Very similar to ATVI. Good numbers…well ATVI were amazing numbers, and the good news is getting sold.
Late day CSCO calls buy - What a flop this trade is. Certain stocks [...]

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Being long overnight and selling out in the morning. Whew….was that lucky. I was getting pissed that I missed another boat, but it ended up being a good trade. I sold my index funds in the morning and captured 1.4% gain. I also bought into weakness today and went long heavy. Bernanke is speaking tomorrow [...]

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UVE - Continues to perform.
BWLRF - Started out the day with an erroneous tick. I was shocked to see -31.5% . Shocked to say the least. Ended up 4% on the backs of the commodities being strong all day after the FOMC minutes were released. Up 22%.
EGI - A gold stock and longer term hold [...]

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Being long. Not listening to noise. I went on a little tirade yesterday about noise and how it affects trading. From alot of what I was reading, people were expecting fire and brimstone today and for the market to drop, not breakout to new highs. I was very confident this wasn’t the case. If they [...]

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I cashed in my index longs selling my UWM for 1.5% gains as well as my 2x funds for 1.5% in the RUT and close to 2% in the NDX. I thought I would get a better up move than we saw this morning, but I’ll take it. We might close higher by the end [...]

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Happy October. What worked today was obviously being long. I was long the index funds, but didn’t have a full position on with those. It was still a huge day because the RUT put in a 4.8% day and the NDX did nearly 2.5%.
The SMH calls were a great overnight trade of 28%. I will [...]

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MSFT
ICE - I like the exchanges here. ICE is breaking upwards. I already own NDAQ. I like NYX and CME last and not really interested in NMX.
MAT
SWY - Safeway looks really intriguing here.
BAM - This one keeps coming across the screens.
International Banks like - BBD, ITU, STD all turning here.
The pollution / waste management sector [...]

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Not being short. I sold my index fund shorts yesterday at the close. That saved me another 1%+ loss.
The stocks are absolutely ripping. I don’t normally post these type of graphs, but it was a good day.

This portfolio is up over 10%. SVA is up 37% in this basket and 40% up in another.
NDAQ - [...]

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SVA - Absolutely rocking. Up 30%+ since last Friday’s buy.
QTM - Up since Friday 6.8%
AZK - Up since Friday 5.8%
HCN - Up 9%
UVE - Up 1% in one account and in another up 3.6%
HSVLY - Up 8%
BMR - Up 3%
AMX - Up 3%
ICTL - One of my yearly holds was up big today 17% - [...]

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SVA - Up about 18% in a matter of days.
NDAQ - Continued to ramp on the Dubai - LSE deal. However, faded a little after Bush said he will “investigate the deal.” Either way up 6%
HSVLY - Continues to march quietly - slowly.
I actually took some index shorts at the morning prices and made a [...]

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NDAQ and SVA.
NDAQ is getting the OMX Swedish exchange in a swap deal that gives Dubai exchange a 20% stake in Nasdaq and 28% share in London Stock Exchange. NDAQ is up 6% on the news and for me 11%+ gain since I bought it.
SVA is ripping as well. Up 7.14% and 18%+ since my [...]

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I said I would post a stock list later on tonight and here it is. Its about 2:15 am here so enjoy.
AMX - Amex Movil
UTH - Utility Holders ETF
DAR - Darling International - This one is a former momentum runner. Darling has a really cool business model that represents the sign of the times. The [...]

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If you can’t stand the heat, get out of the market. With the Dow down 311 points, the SPX down 35 points, the RUT down 21 points, and the COMPX down 49 points, I’m posting a stock list of buys. I see alot of potential trades tonight for obvious reasons, so I’ll throw them into [...]

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