I'm going to just be nibbling in small bites in terms of adding to current positions on the long side, until I see that Friday job's report and the market reaction. But keep in mind the shopping list we discussed yesterday; look for entry points you'd find appealing. I would love to see a significant short term drop, to load back up the trading portion to my core positions, in these names.
I'm still short term bearish on the market as a whole - it seems the bond market has priced in a much worst scenario for the near term than the equity market has. My sense is to agree with the bond market.
Support This Blog
Recent Posts
Most Visited Sites
Sites I Wish I Had More Time To Read
- Newsflashr
- FinViz.com
- Zero Hedge
- Wall St Cheet Sheat
- Naked Capitalism
- Baseline Scenario
- Abnormal Returns
- TickerSpy
- Financial Armageddon
- Infectious Greed
- FT.com Alphaville.com
- 24/7 Wall Street
- The Daily Bail
- Matt Taibbi Blog
- Calculated Risk
- NYMag
- Real Clear Markets
- All About Trends
- Carpe Diem
- What's Trading
- Finz.tv
- Zentrader
- The Financial Ninja
- Daily Options Report
- Markman
- Notable Calls
- UpsideTrader
- The Smart Money Tracker
- Stock Trading to Go
- Nouriel Roubini's Blog
- Dealbreaker
- Investment Postcards
- Toro's Running of the Bulls
- Barron's Tech Trader Daily
- Market Oracle
- StraightStocks
- FINAlternatives (Hedge Funds)
- Money and Markets
- The Market Speculator
- Contrarian Profits
- Wall Street Blips
- Wall$treet Fighter
- StreetInsider Analysts News
- Blogging Stocks (AOL)
- The Daily Reckoning
- 1440 Wall Street
- HedgeFolios
- ETF Trends
- Hedge Fund Consultant Blog
- Daily Options Report
- Get Rich Slick
- Wall $treet Folly
- Guru Focus
- Fundmastery
- The Fly on the Wall
- Bill Gross PIMCO Archives
- MrSwing.com
Our Readers' Websites
Industry Focus Sites
- Forex Trading
- US Debt Clock
- Bloomberg Bond Yields
- List of ADRs by Country
- Mr. Copper (Kitco)
- Gas Price by State
- Mortgage Trends
- Debt Maturations
- Form 4 Oracle - Insider Filings
- Chinese Stocks
- Greentech Media
- gnuTrade
- MineWeb
- SPDR ETFs Chart
- Coal Future Pricing - Europe
- Coal Pricing - US
- Baltic Exchange Dry Index
- Solar Feeds
- The Housing Bubble
- HousingPANIC
- BusinessofVideo.com (CDNs)
Some Mutual Funds That Perk My Interest
- CGM Mutual (Kenneth Heebner)
- CGM Focus (Kenneth Heebner)
- Quaker Strategic Growth
- Loomis Sayles Mid Cap Growth
- Bridgeway Aggressive Investors
- Eaton Vance Multi Cap Growth
- Saratoga Large Cap Growth
- AFBA Five Star Large Cap
- American Century Vista
- American Century Heritage
- TCW Growth Equities
- Dynamic Power American Growth (Noah Blackstein)
- Dover Long/Short Sector Fund
Contact Me
Archives By Topic
Weekly Most Read
- 1: Dennis Gartman: Gold is in a "Bubble", Meredith Whitney Just Confused
- 2: George Soros Reveals Stake in Ford, Adds to Walmart, Cuts Petrobras
- 3: Potash Could be on the Verge of a Breakout
- 4: PIMCO's Bill Gross December 2009 Letter - Risk of Bubbles Rises with Low Rates
- 5: What the Heck is Going on During Mondays Lately?
- 6: Marc Faber Video - As Long as Ben Bernanke is Fed Chief, Gold will be a Good Investment
- 7: Fund Performance Period 11
- 8: Tim Geithner Under Fire Videos
- 9: Time - 5 Things America Can Learn from China
Twitter Updates
Archives By Date
-
►
2009(1928)
-
►
11/22 - 11/29(22)
- Have a Good Thanksgiving Readers
- India Potentially Considering Buying the Other Hal...
- Barry Ritholtz on Yahoo Tech Ticker November 09: A...
- America's Stealth Stimulus Plan: Allowing its Home...
- Japanese Stock Market Appears to Have Rolled Over
- Bookkeeping: Creating Starter Stake in Assured Gua...
- David Rosenberg Video: "US in a Form of Depression...
- EnerNOC (ENOC) - Hmmm?
- Stalled
- Bookkeeping: Partial Stop in Potash (POT) and Goin...
- Bookkeeping: Selling Off Much of CNinsure (CISG) P...
- Bookkeeping: Looking to Take Some Profits Today
- Bloomberg: Investors Rushing to Alternative Mutual...
- NYT: Wave of Debt Payments Facing US Government
- Bookkeeping: Beginning Stake in Smart Grid Company...
- The Most Controversial Issue in the World this Wee...
- Bookkeeping: Selling Index Calls as S&P Approaches...
- LDK Solar (LDK) Kicks off Speculation Week with a ...
- Bookkeeping: Weekly Changes to Fund Positions Year...
- Doctor Devi Shetty, India's Henry Ford of Heart Su...
- Updated Position Sheet
- Natural Gas Down 12% on the Month; True Indicator ...
-
►
11/15 - 11/22(34)
- What the Heck is Going on During Mondays Lately? A...
- NYT: With FHA Help, Easy Loans in Expensive Areas;...
- Bookkeeping: Cutting Back Perfect World (PWRD) on ...
- "Houston, We Have a (Russell 2000) Problem"
- Tim Geithner Under Fire (Videos)
- PIMCO's Bill Gross December 2009 Letter : Risk of ...
- Bookkeeping: Beginning Starter Stake in Ctrip.com ...
- More Homes in the US in Delinquency or Foreclosure...
- Bookkeeping: Selling Index Longs as S&P Breaks 110...
- John Paulson Set to Launch Gold (GLD) Hedge Fund
- Infectious Greed: Detroit v Rest of US in Unemploy...
- Toll Brothers (TOL) CEO: “Yesterday’s Subprime is ...
- Bookkeeping: Stopped Out of E-House Holdings (EJ) ...
- S&P 1100 Current Pivot Point
- Best Performing Stocks of the Decade: 1900% to 790...
- Minyanville.: Our Economy is on Steroids
- Freeport McMoran Copper & Gold (FCX) Potential Bre...
- Marc Faber: As Long as Ben Bernanke is Fed Chief, ...
- Still All Good for the Bulls - Quiet Consolidation...
- USA Today: China Pushes Solar, Wind Development
- Potash (POT) Could be on the Verge of a Breakout
- George Soros Reveals Stake in Ford (F), Adds to Wa...
- Bookkeeping: Rebuilding E-House Holdings (EJ) Posi...
- Dennis Gartman: Gold (GLD) is in a "Bubble" - Mere...
- Bookkeping: Stopped Out of E-House Holdings (EJ) S...
- It's Raining Silver (SLV)! Alleluiah!
- Interview with Andrew Horowitz of The Disciplined ...
- Time: 5 Things America Can Learn from China
- ► 11/08 - 11/15(38)
- ► 11/01 - 11/08(38)
- ► 10/25 - 11/01(48)
- ► 10/18 - 10/25(37)
- ► 10/11 - 10/18(40)
- ► 10/04 - 10/11(35)
- ► 09/27 - 10/04(41)
- ► 09/20 - 09/27(39)
- ► 09/13 - 09/20(35)
- ► 09/06 - 09/13(32)
- ► 08/30 - 09/06(32)
- ► 08/23 - 08/30(34)
- ► 08/16 - 08/23(36)
- ► 08/09 - 08/16(39)
- ► 08/02 - 08/09(40)
- ► 07/26 - 08/02(45)
- ► 07/19 - 07/26(45)
- ► 07/12 - 07/19(45)
- ► 07/05 - 07/12(40)
- ► 06/28 - 07/05(31)
- ► 06/21 - 06/28(37)
- ► 06/14 - 06/21(44)
- ► 06/07 - 06/14(42)
- ► 05/31 - 06/07(44)
- ► 05/24 - 05/31(39)
- ► 05/17 - 05/24(33)
- ► 05/10 - 05/17(39)
- ► 05/03 - 05/10(47)
- ► 04/26 - 05/03(45)
- ► 04/19 - 04/26(43)
- ► 04/12 - 04/19(40)
- ► 04/05 - 04/12(40)
- ► 03/29 - 04/05(40)
- ► 03/22 - 03/29(45)
- ► 03/15 - 03/22(45)
- ► 03/08 - 03/15(46)
- ► 03/01 - 03/08(49)
- ► 02/22 - 03/01(49)
- ► 02/15 - 02/22(45)
- ► 02/08 - 02/15(49)
- ► 02/01 - 02/08(49)
- ► 01/25 - 02/01(49)
- ► 01/18 - 01/25(38)
- ► 01/11 - 01/18(53)
- ► 01/04 - 01/11(52)
-
►
11/22 - 11/29(22)
-
►
2008(2199)
- ► 12/28 - 01/04(27)
- ► 12/21 - 12/28(25)
- ► 12/14 - 12/21(41)
- ► 12/07 - 12/14(39)
- ► 11/30 - 12/07(34)
- ► 11/23 - 11/30(31)
- ► 11/16 - 11/23(33)
- ► 11/09 - 11/16(33)
- ► 11/02 - 11/09(33)
- ► 10/26 - 11/02(43)
- ► 10/19 - 10/26(35)
- ► 10/12 - 10/19(34)
- ► 10/05 - 10/12(38)
- ► 09/28 - 10/05(40)
- ► 09/21 - 09/28(46)
- ► 09/14 - 09/21(52)
- ► 09/07 - 09/14(49)
- ► 08/31 - 09/07(36)
- ► 08/24 - 08/31(43)
- ► 08/17 - 08/24(48)
- ► 08/10 - 08/17(50)
- ► 08/03 - 08/10(46)
- ► 07/27 - 08/03(46)
- ► 07/20 - 07/27(49)
- ► 07/13 - 07/20(48)
- ► 07/06 - 07/13(52)
- ► 06/29 - 07/06(42)
- ► 06/22 - 06/29(47)
- ► 06/15 - 06/22(41)
- ► 06/08 - 06/15(39)
- ► 06/01 - 06/08(36)
- ► 05/25 - 06/01(30)
- ► 05/18 - 05/25(39)
- ► 05/11 - 05/18(40)
- ► 05/04 - 05/11(41)
- ► 04/27 - 05/04(48)
- ► 04/20 - 04/27(44)
- ► 04/13 - 04/20(48)
- ► 04/06 - 04/13(41)
- ► 03/30 - 04/06(54)
- ► 03/23 - 03/30(41)
- ► 03/16 - 03/23(47)
- ► 03/09 - 03/16(32)
- ► 03/02 - 03/09(44)
- ► 02/24 - 03/02(54)
- ► 02/17 - 02/24(40)
- ► 02/10 - 02/17(57)
- ► 02/03 - 02/10(57)
- ► 01/27 - 02/03(49)
- ► 01/20 - 01/27(48)
- ► 01/13 - 01/20(46)
- ► 01/06 - 01/13(43)
Fun / Info: Non Finance Blogs
2 comments:
What is your opinion on the large range in trading activity for the solars today?
JASO +7% (I sold my holdings today)
YGE +6%
SOLF +3.9%
ESLR +3.75%
SPWR +2.25%
STP 0.0%
TSL -0.30%
FSLR -1%
LDK -2.75%
It looks like a typical day in solar to me :) they are all over the place. JASO and LDK right now seem in the sweet spot in the value chain - they are able to keep some of these margins to themselves whereas the integrators above them (the STPs, TSLs, SOLFs) there seems to be more worry about their mortgage. Hard to read too much into any 1 day. I have been astounded by the YGE move though. Wish I had held that position for 1 more week; ouch.
Post a Comment