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Trader Mark www.fundmymutualfund.com

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Community Rank: Analyst (151 pts) | Member since 04/09/2008

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All-time Return -7.03% (in 1 year)	Risk (SD) Moderate 0.00%	Sharpe Ratio -22.33
Followers 15	Winning Picks 87 of 238	Total Views 60942

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Trader Mark 's Blog Posts

Visit Blog: Fund my Mutual Fund

HES PBR George Soros Reveals Stake in Ford (F), Adds to Walmart (WMT), Cuts Position in Petrobras (PBR) 11/17/09 — It's that time of quarter - when the whales of investing have to reveal what they are doing on the long side to the SEC (they can still keep secret their shorts). There are a lot of websites that will be looking at these disclosures in the next 48 hours so we'll just focus on a few. When I did so...

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CAT EJ Bookkeeping: Rebuilding E-House Holdings (EJ) Position on Earnings Blowout 11/17/09 — The market often makes little sense to me; if a company like Caterpillar (CAT) reported an earning report like we just saw from E-House Holdings (EJ), CNBC anchors would be in tears of joy and the stock would be up 20%. Instead EJ is up 2%, despite beating by 15 cents... AND increasing guidance. ...

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CAT BAC Dennis Gartman: Gold (GLD) is in a "Bubble" - Meredith Whitney Just Plain Confused by the Action 11/17/09 — It is always easy to say after the fact "gosh that was a bubble" or "clearly things were out of control". Most people will either ignore the warnings, ride the good times and then never adjust when the music stops. That was myself in 1999 thru 2001. Other people will sit it all out, vying for s...

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EJ Bookkeping: Stopped Out of E-House Holdings (EJ) Short 11/16/09 — We continue to live in a student body left trading environment; the same since summer 2008. Trying to short anything is just about as fruitless now as going long anything for much of latter 2008 and early 2009. It's like stealing candy from a baby... except you are the baby. Long - short strate...

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SLV GLD It's Raining Silver (SLV)! Alleluiah! 11/16/09 — Good news! Just as Alan Greenspan never saw a single bubble in 20 years, Mr Bernanke today reports no bubbles anywhere as far as he can see. [Sep 12, 2009: Federal Reserve's Kohn: We Plan to Keep Throwing Kerosene on the Fire] In that case, more money printing please! P-cubed is here. [Ma...

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Interview with Andrew Horowitz of The Disciplined Investor 11/16/09 — Andrew Horowitz at "The Disciplined Investor" and I had a rollicking, free flowing discussion on his weekly podcast; just published on his website. We had a good 35 minutes of back and forth, and I think we touched on a good many of the issues currently facing investors in this current era. The l...

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Time: 5 Things America Can Learn from China 11/16/09 — Let me preface this post with the normal caveats. The world is not perfect in China. There are many challenges in China. There are many differences between China and the US. That said, an interesting piece in Time magazine titled: "5 Things America Can Learn from China" - most of these I'd hav...

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CISG Bookkeeping: Adding to CNinsure (CISG) 11/16/09 — Obviously this market continues to run over shorts; I cannot fathom that just two weeks ago as we entered Halloween weekend the market was breaking down, the 50 day moving average punctured, a long term trend line from the March lows to October lows had been penetrated, and we were coming off 5-6 int...

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New Highs for the S&P 500; Dollar Crushed - Groundhog Day 11/16/09 — A complete repeat of action last Monday; dollar crushed - equities surge. We all win here. I will be expanding the long side via the typical index plays while shaking my head at the IQ 5 market. EDIT 9:55 AM - yet another "double top breakout"... same action we've seen numerous times this year a...

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PWRD Perfect World (PWRD) Beats Solidly on Earnings, Offers Soft Guidance 11/16/09 — Chinese video game maker Perfect World (PWRD) reported a typical quarter; beating estimates in the current quarter and offering lowball estimates for the following quarter. Stock is volatile in premarket, but as long as $42 is held we should be ok. Full report here. A quick glance at some o...

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Bookkeeping: Weekly Changes to Fund Positions Year 3, Week 15 11/16/09 — Year 3, Week 15 Major Position Changes To see historic weekly fund changes click here OR the label at the bottom of this entry entitled 'fund positions'. Cash: 83.5% (v 70.4% last week) 20 long bias: 13.0% (v 11.8% last week) 3 short bias: 3.5% (v 2.3% last week) 23 positions (vs 26 last week) We...

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Deficit Doubles for Government's Pension Benefit Guaranty Corp. 11/16/09 — So many future bailouts to look forward to, so little time. So many cans do kick down the road via accounting adjustments, so few feet do keep doing the kicking. While I read this piece I was struck by my own reaction... not even $30 billion in deficit? This is peanuts! We've become so numb t...

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Updated Position Sheet 11/16/09 — Cash: 83.5% (v 70.4% last week) Long: 13.0% (v 26.3%) Short: 3.5% (v 3.3%) This data is updated weekly and can be found on 'Performance/Portfolio' menu tab on the <nobr id="itxt_nobr_0_0" style="color: blue; font-size: 100%; font-weight: normal;">website</nobr>. As always the total gain/...

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Sao Paulo, Shanghai, Mumbai to join New York, London, Paris as World's Dominant Cities by 2025 11/13/09 — I admit I am fascinating by these type of projections / analysis, and since much of the anticipated world growth (and hence investment) will be headed along these lines it fits perfectly with what we sort through weekly on the site. According to PriceWaterhouseCoopers, over the next 15 years the ...

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US Dollar Falls Intraday; Traders Scramble to Buy Anything and Everything 11/13/09 — Just another day of the same thing. There really is no need to do any analysis these days, look at company fundamentals or talk about the economy. Everything else typed about has become just a complete sideshow. I'll just do 1 post each day talking about the dollar and whatever it does, do the oppo...

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CNBC: Ron Paul - Fix the Fed (Video) 11/13/09 — Ron Paul appeared this morning for a 10 minute segment with the morning crew, with some updated thoughts on his long running battle for transparency within the Federal Reserve. The same Fed that Hong Kong's leader, Donald Tsang, says has an excellent chance to cause the next bubble / crisis (then a...

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Ordos - China's Empty City 11/13/09 — Just a fascinating video below showing how China is achieving these "consistent" GDP growth numbers [Aug 5, 2009: China's Provincial Growth Figures Far Overstated versus National Figures]. Obviously on a relative basis the country is doing far better than many in the world but trying to figure out ...

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NYT: Rural India Gets Chance at Piece of Job Boom 11/13/09 — Similar how jobs are migrating from coastal (eastern) China into the landlocked (cheaper) west, we are beginning to see the first trends of this happening in India as well. At some point in the future western China and rural India wages will be too high and I suppose these jobs move to Vietnam or I...

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Pledge Update November 2009 11/12/09 — November 2009 pledge update below; it was an excellent month - in fact our best month ever - surpassing even the high points in summer 2008, so thank you readers. The past month has brought in about $1.1 million in pledges, both from already pledged investors increasing their amounts - along with man...

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"Double Top" for Now 11/12/09 — The hedges we threw on this morning around S&P 1098-1099 immediately went in the red for a few points but the index never jumped over S&P 1103 so we stayed in the trade. They are working out well now and giving us gains to offset the losses from the core equity positions. EDIT 10:15 AM - I...

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More about Trader Mark

Avg exp holding time:
171.83 days

Website:
www.fundmymutualfund.com

About Me:

I have been in the market in some form since being a teenager, first with mutual funds, than onto to ... more

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