Equity Strategy Archives

April 2009

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 04/08/2009   The short term should be decided today and tomorrow
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 04/07/2009   Nothing real to say but watching
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 04/03/2009   Those interested in SPX should consider this
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 04/01/2009   Watching FX for timing and confirmati


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March 2009

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 03/31/2009   Fear and uncertainty running high once again
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 03/30/2009   All eyes on G20
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 03/24/2009   Commodity Accumulation Underway
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 03/20/2009   Extra Extra Liquidity Driven Steamroller Runs Amok
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 03/19/2009   At Critical Junction Here
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 03/18/2009   Fact or Fiction
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 03/16/2009   We are All Fx Traders Really
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 03/12/2009   PBMs going down like Cold Beer on a Sunny Sunday Afternoon
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 03/11/2009   Fx Running the Show Today
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 03/10/2009   Many Factors Combining and Synching
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 03/03/2009   I am Uncertain Here
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 03/02/2009   The Other Bumper Sticker was USA- Love It or Leave It


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February 2009

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 02/27/2009   TGIF seriously
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 02/26/2009   Not Much to do Here But Wait Around for a Bit
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 02/25/2009   Deck Furniture Reorg Opportunity
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 02/24/2009   Just a Quick Note Today
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 02/20/2009   Bay Crest Makes Real Calls No Tears
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 02/19/2009   Not a Lot to Say Today
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 02/18/2009   I Love that Last Picture
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 02/17/2009   Another Rerun is On Currencies in Spotlight Again
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 02/13/2009   Guerillas in the Mist
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 02/11/2009   Gold Gold Gold
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 02/10/2009   Wheres the Plan Already
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 02/06/2009   Dont Hate Me Because I do What the Markets Tell Me To
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 02/05/2009   Dow Theory Test is On
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 02/04/2009   Baltic Dry DRAM Shanghai its all Here
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 02/03/2009   Shanghai Bringing It Again
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 02/03/2009   Defensive rotation call
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 02/02/2009   A Cruel Joke is About to Be Played on Equity Markets


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January 2009

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 01/28/2009   Vix comes In to Buy-012809
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 01/27/2009   I Increasingly Feel Like We Are All Fx Traders Now
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 01/26/2009   Liquidity Bid Lurking
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 01/23/2009   The Koz School of Mgmt Still Going Strong
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 01/21/2009   Morning Comments
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 01/20/2009   Nothing Much to Say Today
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 01/16/2009   Yeah I buy Crude and I read the Paper too
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 01/15/2009   Morning Comments
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 01/14/2009   Does the Mkt Discount or React to News on TV
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 01/13/2009   Equity disrespecting Credit and Currencies Back Running Scared
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 01/08/2009   Our thoughts on Breadth
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 01/07/2009   Please Read Oct 7th 2008 Note as Well
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 01/06/2009   Liquidity Trumps All Other Concerns
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 01/05/2009   Let the Games Begin


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