Q & J: The Long And Short Of It
Q: What do you think of Meb Faber’s ETF’s? Particularly, I find GMOM interesting. Do you see any big inherent risks to this set up? J: I really like Meb...
View ArticleAlert: Shorting Biotech (Again)
I am adding a new short position this morning by starting a 1/2-size position in BIS. Nothing has fundamentally changed here over the past month or two though the biotech...
View ArticleQ & J: I’m Hearing From A LOT Of Frustrated Traders Out There
Q: In your model portfolio you have TLT and BND at target allocations. Given that interest rates can only go up from here, what kind of returns can we expect from...
View ArticleQ & J: The Gold Hate Gets Loud Again
Q: I’ve watched with interest your tweet conversations with Urban Carmel. He’s correct in that the US economy as a whole is doing ~OK right now. But what I find...
View ArticleQ & J: Short-Selling Is The Double Black Diamond Of The Financial World
Q: Just wanted to say I really appreciate your work. I’ve been reading it for a few months and I’ve learned quite a bit. As a former technical analyst at...
View ArticleQ & J: “All The People Can’t Be All Right All Of The Time”
Q: Is there any concern regarding Druckenmiller’s divesture of gold ? “Even as Druckenmiller’s Duquesne Family Office sold out of 18 equity positions in the third quarter, it divested its $324...
View ArticleQ & J: KMI?!?!
Q: Couple questions. Are you selling anything to buy all of this KMI? Also, any insight into how large your position is now? Does the enormous volume on this breakdown...
View ArticleQ & J: Short Selling And Leverage
Q: I enjoy your research and writings but can we get off the Kindern Morgan bandwagon? J: Bandwagon? Clearly the bandwagon is in bashing KMI right now. Q: Have you...
View ArticleThe Tide Is Turning
I have argued lately that we are witnessing a pair of major turning points for the gold price and the S&P 500. The difference between the two appears to be...
View ArticleThe Good Fight
This post first appeared at The Felder Report PREMIUM. The theme this week was again, “this time is different.” Sir John Templeton famously called these, “the four most dangerous words...
View Article
