tag:blogger.com,1999:blog-2335748440449035592.post2913522729191387723..comments2008-10-10T00:03:26.809-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-2335748440449035592.post-63591398373509199352008-10-10T00:03:00.000-04:002008-10-10T00:03:00.000-04:00I congratulate you on your peformance so far, this market us crazy, especially the past week.<BR/><BR/>Did everyone see Roubini's latest post (Oct 9):<BR/><BR/>Nouriel Roubini: "The world is at severe risk of a global systemic financial meltdown and a severe global depression"<BR/><BR/>He tends to overshoot sometimes in my opinion, but this doesn't look pretty.<BR/><BR/>Nikkei is down - 11 % on Friday over in Asia as I type this.Voltronhttp://www.blogger.com/profile/02289931153145318397noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-74503742615976820782008-10-09T23:59:00.000-04:002008-10-09T23:59:00.000-04:00Notice FXP up 50% today.. that must be a mistake.Oahttp://www.blogger.com/profile/10424050777432171060noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-70879370145328659802008-10-09T22:02:00.000-04:002008-10-09T22:02:00.000-04:00BTW I got out of a few things and got more short than long, probably not quite as advantageously as you today. Had also got long a little too early. Now I'm holding the shorts and wondering how many hours or days the freefall will take.<BR/><BR/>Was wondering about giving you some of my money to trade (the money I'd like to keep).<BR/><BR/>If there's any left.Solar flyerhttp://www.blogger.com/profile/08737886761769436744noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-54199564679596349152008-10-09T21:29:00.000-04:002008-10-09T21:29:00.000-04:00Just a joke - I really appreciate your blog and have learned a great deal from it.<BR/><BR/>I do think there will be some cynical folks looking for bear funds in the short term though. Be a good thing to sell tomorrow and buy into one, eh?Solar flyerhttp://www.blogger.com/profile/08737886761769436744noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-5811850690031969702008-10-09T19:42:00.000-04:002008-10-09T19:42:00.000-04:00Thanks, Mark. I'm looking forward to the time when your fund is up and running. I don't have the time to monitor as closely as I'd like.Bluedoghttp://www.blogger.com/profile/13620622716492473197noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-87819664947552584702008-10-09T19:21:00.000-04:002008-10-09T19:21:00.000-04:00*shax, what are you owning as top holdings or mostly cash?*<BR/><BR/>I was mostly jumping in and out of CEG this month as it moved between $22 and $27, reduced to being a pathetic daytrader but what else can I do...<BR/><BR/>Today I bought some stocks into the close.. PM, FWLT, AGU, YZC, MT<BR/><BR/>We gotta have some kind of bounce here... I just hope GE earnings are not going to be TOO crap tomorrow, if Warren bought their balance sheet cant be that bad, right...shaxmatisthttp://www.blogger.com/profile/07220757563758396222noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-24004247044201602712008-10-09T18:56:00.000-04:002008-10-09T18:56:00.000-04:00Hi BD,<BR/><BR/>That was Fridays holdings lol<BR/>if you read through todays posts you can see I lightened up across the board this morning, and I've add a lot of shorts today.<BR/><BR/>shax, what are you owning as top holdings or mostly cash?<BR/><BR/>solar flyer - bear funds will be so passe in 2010<BR/><BR/>Thanks shangrali. If you have $5M or so let me know, I'll get started. If I don't have assets it doesn't matter :) I assume assets of many have been depleted so its going to take time.<BR/><BR/>The one positive is maybe so many people who used to do it themselves will give up and let someone else handle the stress of it all but still want the transparency. We'll see how it goes; I know a lot of people have disgust with this market and many have now been destroyed twice in 1 decade. Average mom and pop does not short or hedge so its been the worst decade ever for investors that are long only types which is the vast majority.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-8675145161141899412008-10-09T18:22:00.000-04:002008-10-09T18:22:00.000-04:00Hi Mark.<BR/><BR/>I think you may be surprised. I would love to invest with you right now.<BR/><BR/>You have a terrific grasp of the markets: both short, long, technicals. <BR/><BR/>Thank you.shangralihttp://www.blogger.com/profile/17806674467807355057noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-12817633334248937082008-10-09T17:48:00.000-04:002008-10-09T17:48:00.000-04:00If you started a bear fund there might be a lot of interest...Solar flyerhttp://www.blogger.com/profile/08737886761769436744noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-40436613184387949712008-10-09T17:42:00.000-04:002008-10-09T17:42:00.000-04:00Never thought I'd be happy with a -2% return, but this month thats what my fund delivered and I am happy :)<BR/><BR/>http://www.marketocracy.com/cgi-bin/WebObjects/Portfolio.woa/ps/ManagerPublicPage/login=andreik<BR/><BR/>Last Week 3.52% <BR/>Last Month -1.93%shaxmatisthttp://www.blogger.com/profile/07220757563758396222noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-64472879051725133312008-10-09T17:33:00.000-04:002008-10-09T17:33:00.000-04:00I agree, it's probably smarter to wait before you officially launch the RTG fund.<BR/><BR/>Was the fund really up 9.9% today? Your tracker on the side has your top three equities deeply in the red today: JRCC -5%, RF -22%, UYG -22%, etc. What caused you to gain so much today? Maybe I'm reading it wrong...<BR/><BR/>BDBluedoghttp://www.blogger.com/profile/13620622716492473197noreply@blogger.com