Trader Mark Articles

New "Pledge" Sheet - Obama Era v 2.0

Ok folks, almost a year to the day due to popular demand (I was asked often when I'd...
by Trader Mark - Jan 07, 2009 - in The Markets

Bookkeeping: Weekly Changes to Fund Positions Year 2, Week 22

Year 2, Week 22 Major Position ChangesFund positions of 1.0% or greater can be found...
by Trader Mark - Jan 05, 2009 - in The Markets

I like Zach's Idea on AECOM Technology (ACM); Perini (PCR) Might Also be Back from the Dead

A reader sent me some small water infrastructure stocks (read: Obama thesis) that...
by Trader Mark - Jan 03, 2009 - in Picks

Bookkeeping: Cutting ReneSola (SOL); Adding to LDK Solar (LDK)

ReneSola (SOL) has gone from up 14% to up 30% since I posted about Obama's...
by Trader Mark - Dec 31, 2008 - in Picks

What Happens if America Returns to a Historical Savings Rate?

A lot of the focus of the punditry is when we'll recover - personally I think it's a...
by Trader Mark - Dec 30, 2008 - in The Markets

More Proshares UltraShorts Tomfoolery

The more I look at these double inverse ETFs the more I see how useless they are as...
by Trader Mark - Dec 29, 2008 - in Picks

Mastercard (MA) SpendingPulse Data - Ouch.

The market remains oblivious to all bad news...
by Trader Mark - Dec 27, 2008 - in The Markets

Nouriel Roubini Wishes you a Merry Christmas!

Unlike myself, who in 2009 has pledged to balance my 98% of gloom (err, reality)...
by Trader Mark - Dec 26, 2008 - in The Markets

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