1 101 $CTL broke-out on strong on-balance-volume. An 8% dividend and a possible acquisition target? I'll take that... Thu Nov 26 00:29:30 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 6066300488 23596794 <a href="http://www.hootsuite.com" rel="nofollow">HootSuite</a> CTL $TNX decisevly broke down the up trend. But if rates are going down, why is the inflation trade (and $GLD) still raging? Look at the US$... Thu Nov 26 00:23:20 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 6066143469 23596794 <a href="http://www.hootsuite.com" rel="nofollow">HootSuite</a> GLD TSE:TNX $TNX gapped down more than 1% and it is flirting with 200MA. If yields are going lower, the economy is slowing down and equities will follow Mon Nov 16 15:40:10 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5767761611 23596794 <a href="http://www.hootsuite.com" rel="nofollow">HootSuite</a> TSE:TNX ...negative equity trend will bring both $DXY up and $GLD down. If I am wrong I will have to eat crow and re-enter $GLD asap... Wed Nov 04 03:40:27 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5411202725 23596794 <a href="http://www.hootsuite.com" rel="nofollow">HootSuite</a> GLD Massive move and volume for $GLD due to India swapping US$ for gold and inlation expectation in ISM repo. I stick to my thesis that ... Wed Nov 04 03:39:23 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5411178286 23596794 <a href="http://www.hootsuite.com" rel="nofollow">HootSuite</a> GLD See-saw continues for $SPX. Looking at the Wkly chart, looks like we may see more decline/consolidation ahead assuming news are good/neutral Wed Nov 04 03:37:48 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5411143914 23596794 <a href="http://www.hootsuite.com" rel="nofollow">HootSuite</a> SPX I have to admit I was taken by surprise by $GLD's rebound especially considering $DXY has been firming up... Mon Nov 02 23:48:48 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5376769814 23596794 <a href="http://www.hootsuite.com" rel="nofollow">HootSuite</a> GLD $VIX again spikeing today. Market seems to be looking for direction. Is the correction already over? I would not bank on it... Mon Nov 02 23:44:51 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5376671654 23596794 <a href="http://www.hootsuite.com" rel="nofollow">HootSuite</a> VIX On the other side, my sell of those $AAPL Puts was premature as I would have made far more $$$. I should not complain though. Thu Oct 29 00:43:49 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5245850774 23596794 <a href="http://www.hootsuite.com" rel="nofollow">HootSuite</a> AAPL As it turns out, my Oct 22 $GLD sell was not so bad after all. Question now is where to re-enter. My guts say a first chunk around $98.8. Thu Oct 29 00:42:42 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5245821338 23596794 <a href="http://www.hootsuite.com" rel="nofollow">HootSuite</a> GLD If you look at $SPX Wkly chart since March you can see an uptrending "flag" formation. Today's decline seem to have broken the channel... Thu Oct 29 00:40:32 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5245764452 23596794 <a href="http://www.hootsuite.com" rel="nofollow">HootSuite</a> SPX Is $SPX finally rolling over? As we are still off key tech levels (50dys MA @ 1048) and after so many false signals jury stil out... Tue Oct 27 01:24:40 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5189202480 23596794 <a href="http://www.hootsuite.com" rel="nofollow">HootSuite</a> SPX I know it is not what I have been preaching (hold $GLD as insurance) but decided I should be able to re-enter the position at a lower price. Thu Oct 22 20:03:27 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5077979024 23596794 web GLD I also have to fess I sold my $GLD investment position...decided odds are we will see a retracement and decided to lock 50%+ gains... Thu Oct 22 20:02:15 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5077951444 23596794 web GLD Market came back big time after a shacky start. I dumped my $AAPL Puts & cash a small gain. I may come to regret but a bird in hand... Thu Oct 22 20:00:18 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5077906002 23596794 web AAPL Interestingly today we saw $USO, $GLD and the 10yrs rate all moving up while USD$ continues to weaken and $FXE (proxy Euro) is above $150 Wed Oct 21 22:55:18 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5054678070 23596794 web FXE GLD USO Whatever is in the cards, I am holding onto the $AAPL Puts I picked up yesterday hoping to turn a relatively quick trading profit. Wed Oct 21 22:52:38 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5054619925 23596794 web AAPL Market taking a breather today. How long can this rally last??? Call me crazy but I picked up some $AAPL Puts at the opening... Tue Oct 20 20:29:50 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5026670770 23596794 web AAPL $AAPL exceeding expectations...looks like the market is not going to see a correction anytime soon...but then again, some $AAPL Puts anyone? Mon Oct 19 21:17:36 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 5000767406 23596794 web AAPL 10yrs rate is down again 0.64% while $GLD and $TIP are up 1 and 0.6%..hmmm...inflation or not inflation? Which one is going to be??? Mon Oct 19 20:10:13 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 4999306376 23596794 web GLD TIP Another session with $GLD up to new high, USD down and 10Yrs rate down as well...why am I feeling a reversal is in the cards? Tue Oct 13 20:01:21 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 4843138143 23596794 web GLD Just kidding.. but lots of other people may see it differently and seek refuge into $GLD...Just make sure u are ready to sell on 12/22/12... Thu Oct 08 19:33:39 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 4714971287 23596794 web GLD I continue to believe that these days a $GLD position should be seen as "fire insurance" If you ever need it, you'll be glad you had it... Thu Oct 08 19:32:01 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 4714934597 23596794 web GLD #3 The fortune of $GLD is inversly related to the success of Central Bnks to manage debt and currencies... be wary of betting vs the bank Thu Oct 08 19:26:43 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 4714821400 23596794 web GLD #2 $GLD returns no yield Thu Oct 08 19:23:28 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 4714753614 23596794 web GLD #1) $GLD is a tiny asset class relative to equities, bonds and others. Hence very prone to manipulation/speculative frenzy. Super-volatile Thu Oct 08 19:23:12 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 4714747923 23596794 web GLD I would like to share a couple of coutionary thoughts on the viability of $GLD as a l-term investment (trading of course is another matter) Thu Oct 08 19:22:09 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 4714725518 23596794 web GLD $GLD is becoming the topic "du jour". While I have been advocating the need to hold 5-10% of any Investment portfolio in $GLD since 2006... Thu Oct 08 19:21:18 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 4714707216 23596794 web GLD But then again: $TIP has broke-out and today looks like also healthy volume. So perhaps inflation it is what the market is expecting? Wed Oct 07 18:48:20 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 4689013207 23596794 web TIP Since Aug the divergence has started again. Hence perhaps the driver $GLD may not be expected inflation but rather perceived risk... Wed Oct 07 17:29:01 +0000 2009 PVsInvest http://a1.twimg.com/profile_images/133417936/drwhored_normal.jpg 4687283744 23596794 web GLD