Articles Written by:    TRADER MARK     

« Previous  |  Next »

Discover Financial: Quite Solid Results, All Things Considered

I have a long Discover Financial (DFS) position married against a short Capital One (COF) position; but in this day and age such hedging strategies are moot points. Every stock in a sector goes up (or more rarely nowadays, down) as based on HFT ...

From TRADER MARK, ETF Investor,  17 Sep 2009
Related Topics: Capital One,  Ben Bernanke,  Citigroup,  MasterCard,  Thomson Reuters

RF Micro Devices Actually Rallies off of Fundamentals

Pardon me for a moment here as for a day it feels like we've returned to simpler times ... like say 2006, when stocks moved based on fundamentals rather than being able to predict what 95 PhDs have programmed into HAL9000, and anticipating the correct ...

From TRADER MARK, ETF Investor,  11 Sep 2009
Related Topics: RF Micro Devices, Inc.,  Skyworks Solutions, Inc.

Solar Is Gaining Momentum: Will the U.S. Be Left in the Dark?

A lot of cross currents in the solar patch the past week; to reiterate, I like the "sector" in terms of long-term growth (U.S. and China have yet to begin to scratch the surface of ultimate demand) but I find investing in the sector a high risk game ...

From TRADER MARK, Seeking Alpha,  10 Sep 2009

We Got Lucky with Skyworks Solutions

Some fortunate timing on this one; we just added to our Skyworks Solutions (SWKS) position earlier on Wednesday and we have raised guidance after the bell. This is really the only secular growth story I can find in America at this point, excluding ...

From TRADER MARK, Seeking Alpha,  10 Sep 2009
Related Topics: Skyworks Solutions, Inc.

China and Renminbi Bonds: This Looks Like the Ending of a Beautiful Friendship

Recall in all our discussions about the issues China has with "detaching" itself from the United States of Reckless Spending is the lack of (a) a mature bond market and (b) a free floating currency. It's a matter of when, not if, at this point for ...

From TRADER MARK, ETF Investor,  8 Sep 2009
Related Topics: Barclays,  HSBC

America: A Bona Fide Plutonomy

Surfing around this weekend I happened upon some review's of Michael Moore's "Capitalism: A Love Story". Reading some of the UK paper's view of the movie, I saw an interesting reference to an internal 2006 Citigroup memo regarding "America, which has ...

From TRADER MARK, ETF Investor,  8 Sep 2009
Related Topics: Citigroup,  Michael Moore,  Wall Street Journal

The 29 Minute Fund and the Siesta Fund

I have been doing some thinking and after backtesting this over the past 6 months; my mutual fund shall only be operational 29 minutes a day. In fact I shall call it "The 29 Minute Fund". I shall buy SPY ETFs at 3:30 PM, and sell them at 3:59 PM each ...

From TRADER MARK, ETF Investor,  6 Sep 2009

Sugar: It's Like AIG, Except We Actually Need It

Sugar is putting on a quite prideful display in 2009; granted it is no AIG (AIG) in terms of doubling every week in value, but for a commodity that actually is not government-supported, it is doing quite well. Wait a second... sugar is also subsidized ...

From TRADER MARK, Seeking Alpha,  1 Sep 2009

With Getco and Company, Why Do the Rest of Us Bother Showing up?

I guess "High Frequency Trading" is the official term for what I've called HAL9000 for the past few years. The Wall Street Journal has a nice story on Getco, one of the major players. It would best to familiarize yourselves with the actions of these ...

From TRADER MARK, Seeking Alpha,  30 Aug 2009
Related Topics: Microsoft Corporation,  Wall Street Journal,  General Electric,  Oracle,  Google Inc.

When the Chinese Sneeze, Commodities Catch a Cold

Metallurgical coal stocks have been big outperformers of late based on the strength of China. Ironic that China is now admitting it has overcapacity in this area... and is 'studying' how to address it. This adds to the mosaic of potential issues facing ...

From TRADER MARK, Seeking Alpha,  27 Aug 2009
Related Topics: Walter Industries, Inc.,  Citigroup

« 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