investmentyearbook.com: March 16, 2008

investmentyearbook.com

Random thoughts and rhetorical questions from yet another blog focused on business trends for an audience of one, me. Just jotting thoughts, notes, etc. Nothing much more than that. There are known knowns. These are things we know that we know. There are known unknowns. That is to say, there are things that we know we don't know. But there are also unknown unknowns. There are things we don't know we don't know... ~The ironic zen of Donald Rumsfeld

Thursday, March 20, 2008

A tale of two search engines.

Time for a pairs trade with long GOOG and short BIDU.

Tuesday, March 18, 2008

All good things must come to an end...

Near-term top to GLD as evidenced by volume?

Sunday, March 16, 2008

Experimenting

2008 watch portfolio.

Relative valuation experiment.

LONG: JOYG, IIVI, BUCY
SHORT: SPWR, MLNM, IMCL

Assuming $100k account:

	3/14/08 close	shares
JOYG	68.8	242
IIVI	34.68	481
BUCY	109.25	153
SPWR	60.78	-274
MLNM	13.92	-1197
IMCL	42.51	-392

S&P 500 Relative Value Experiment

	3/14/08 close	shares
FCX	101.61	164
RIG	137.55	121
SUN	52.27	319
UPS	69.61	-239
EQR	38.62	-432
WY	61.97	-269

Watching the Canslimers

The first twenty of the 100 best stocks as opined by Investor's Business Daily.

POT, BUCY, ISRG, CF, RRC, TITN, RIMM, TNE, AUY, PCLN, SID, NEU, ATW, KOP, VIP, Coca Cola HBC, RIO, RIG, LKQK, MA