Author Archive

• Gold bugs about to get Squashed
  Stock Gawk, Andy Finkle | August 27th, 2009 at 8:14 am

  

  Anyone who follows me knows that since the beginning of the year, I have been saying - "Sell your Gold, it's dead money". Even Dentists know better, and don't even use Gold to fill cavities anymore (Though their pound the table buy Gold advise when I get my teeth drilled recently is an excellent contra-indicator).

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• If a Bear Growls in the Woods would anyone hear him?
  Stock Gawk, Andy Finkle | August 26th, 2009 at 12:15 pm

  

  If you have been following my on my blogs, or Stocktwits you would know I am not a bear or a bull. I trade off combination's of micro and macro factors. I went "all in" back in March, and was 300% invested in the bank stocks for the entire month. I remained fully invested the following months playing themes such as China and Solars. In late May I went long 3x Inverse ETFs (shorts), and killed it short as well. In mid August I started putting on short hedges against my long beta. Fast forward to earlier this week, and you would see that for the first time since the March bottom, I have liquidated 95% of my long positions (in all three accounts that I manage). This is a sea change for me, and here are the reasons why;

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• Smartphones are the New PC
  Stock Gawk, Andy Finkle | August 23rd, 2009 at 12:29 pm

  

  I am reading an interesting factoid today over on Alley Insider's, Business Insider. The chart talks about why Dell, Microsoft and others are making a push into the Smartphone market (see my July post on the 'bigger picture').

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• Don't Blame Leveraged ETF's
  Stock Gawk, Andy Finkle | August 13th, 2009 at 7:38 am

  

  There has been a lot of talk (more & more) about banning Leveraged ETF's (LETFS) lately. This bothers me as it is like saying ban options since the majority of options traders loose money. I say don't blame the leveraged ETF's if they implode your account, blame bad trade management and discipline. This post is about how I use leveraged ETF's to hedge my portfolios.

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• 'If you knew Retail like I knew Retail …."
  Stock Gawk, Andy Finkle | July 29th, 2009 at 10:56 am

  

  OK, I get it...the consumer is dead...retail is dead...whe're all gonna burn and die and go to hell. But before you go short the RTH (Retail holder ETF) you should understand what drives retail - and it is not just consumer consumption....

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