-
Silver could gain significantly in coming months
Underlying investor mood is not overly bullish yet, which points to potentially higher prices ahead.
Manager Commentary Michael Arold on 10 Feb 2012
-
An amazing parallel signaling market bottoms
These three characteristics played out almost the exact same way in the last three market bottoms.
Manager Commentary Michael Arold on 26 Jan 2012
-
AAII sentiment survey: So what?!
High bullish readings did not have any predictive value in the last two years.
Manager Commentary Michael Arold on 19 Jan 2012
-
Outperforming my benchmark, with lower risk
Investing is a zero sum game and a poker lesson applies to short-term trading: if you don't know who the sucker is at the table, it is probably you.
Manager Commentary Michael Arold on 12 Jan 2012
-
It pays to be the mouse
Individuals can get in and out of positions very fast, while institutions cannot.
Manager Commentary Michael Arold on 29 Dec 2011
-
Taking profits quickly in this news-driven market
Managing risk is extremely important in the current environment.
Manager Commentary Michael Arold on 12 Dec 2011
-
Focusing on long trades through Q4
Earnings season has started quite strong and the recent developments in Europe should keep bears in check.
Manager Commentary Michael Arold on 6 Nov 2011
-
Why I shorted Green Mountain Coffee Roasters - before the Einhorn announcement
The stock has had a great run in 2011, but the price action and underlying supply/demand picture in GMCR was raising some concern.
Manager Commentary Michael Arold on 20 Oct 2011
-
Expecting Q3 earnings reports to disappoint
Neither the earnings discussion nor the possibility of a hard landing in China have found their way into mainstream media yet, which is concerning.
Manager Commentary Michael Arold on 10 Oct 2011
-
When do I sell?
I was recently asked to explain my selling methodology. Let me highlight a couple of points on this topic.
Manager Commentary Michael Arold on 6 Oct 2011
Must reads
-
Trimming our bonds, redeploying to equities
With several possible sinkholes visible around the globe, ...
-
Thank the ECB for 2012's strong start
None of this suggests that Europe’s problems are ...
-
IBM continues to confound and amaze
Here's an example of why we focus almost ...
Follow us