Articles Written by:    MATT CALLOW     

« Previous  |  Next »

My Eight Themes for 2008 Are Paying Off

Theme 1: Long China. (Down 44%) Hindsight is 20-20, but we obviously picked the wrong time to ride this bubble. Here's how our original $125,000 has fared: Theme 2: Long Japanese Yen. (Up 320%) We're currently sitting in cash, waiting for a good entry ...

From MATT CALLOW, The China Stock Blog,  22 Oct 2008

Current Crisis Trading on Par with Beginning of Great Depression

Today marks the one year anniversary of the all-time closing high set in the Dow Jones Industrial Average. On October 11th, 2007, the DJIA set an Intra-day high of 14279.96. One year later, we are off 35.8% (as of midday Thursday). Since this current ...

From MATT CALLOW, Seeking Alpha,  9 Oct 2008
Related Topics: Dow Jones

The Longs are Getting Squeezed

Why are our banks failing? Obviously, it's the result of unrelenting traders shorting the companies for personal gain. How can any bank survive when so much money is betting against it? Surely being over-leveraged to the tune of 32:1 in many cases has ...

From MATT CALLOW, Seeking Alpha,  8 Oct 2008

The Global Recession's Here: How to Profit from It

But taken in smaller chunks, there are definitely periods of time that being a bear would have been substantially more profitable: Why I think the U.S. is in Recession: Will the next two quarters deliver the necessary negative GDP growth to ...

From MATT CALLOW, ETF Investor,  10 Apr 2008
Related Topics: Valero Energy

Tweaking My Portfolio in a 'Substantive and Timely' Manner

Last week, Fed Chief Ben Bernanke promised to make "substantive and timely" interest rate cuts to deal with slowing growth in the US. Although I hate to act on rumors, there are plenty of traders that think the Fed may make a move early next week, to ...

From MATT CALLOW, ETF Investor,  13 Jan 2008
Related Topics: Ben Bernanke

Matt Callow's 2008 Investment Themes: So Far, So Good

Did you follow the abysmal market performance this week and watch your hard earned capital slowly (or rapidly) melt away? It amazes me how many professional analysts and money managers acknowledge the rapidly approaching U.S recession, then offer ...

From MATT CALLOW, The China Stock Blog,  6 Jan 2008

Landec Corporation to Bloom in 2008

I'm going to add Landec Corp. (LNDC) to our portfolio a little early as I like the price right now. This stock will be purchased for the portfolio at the opening price today, Monday, December 31, 2007. I've been watching this one for awhile, and it ...

From MATT CALLOW, ETF Investor,  31 Dec 2007

8 Key Investment Themes for 2008

Like many investors, I want big returns over short time frames. This led me to over-analyzing technical indicators in an attempt to make a quick buck. I've made hundreds of trades that just had no fundamental basis to them at all. My blog, The Monthly ...

From MATT CALLOW, ETF Investor,  31 Dec 2007
Related Topics: Federal Reserve,  Jim Rogers

Tidewater Inc.: Setting Itself Up For The Future

When I think of a shipping company involved in the oil business, I think of large tankers full of oil, moving it between the producers and the consumers. Until I conducted further research, I assumed Tidewater (TDW), listed in the shipping industry, ...

From MATT CALLOW, ETF Investor,  26 Sep 2007

Hercules Offshore: Getting to Know a Hero

For those of you following Hercules Offshore (HERO), you already know that they "provide shallow-water drilling and liftboat services to the oil and natural gas exploration and production industry in the U.S. Gulf of Mexico and internationally. Its ...

From MATT CALLOW, ETF Investor,  25 Sep 2007

« Previous  |  Next »

Who is This?

Help us add to our database, by linking this writer their entry in Wikipedia or Source Watch, or by suggesting that we remove it from our index.

Suggest an Entry

Enter a url from sourcewatch.org or wikipedia.org:


recommend removal

close