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Bullitt

  1. We Call This Stuff Analysis

    by , 08-21-2009 at 11:40 AM
    Here are a few thoughts I've had recently about the financial terminology most often found in fund manager/stock picker interviews. Hardly anybody ever wants to make a call that stands out and would rather seek solace within the herd. CYA, it's everywhere, and I can't stand it. That's one thing I like about a guy like Carl Swenlin. He just comes out last week and says we're in a bull market, completely off the cusp. Where have you heard that comment prior? I haven't heard it from anyone before ...
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  2. Don't Stop the Dance (II)

    by , 06-19-2009 at 04:40 PM
    (Continued from pt I)

    So, what does it all mean? I’m of the opinion that there’s one way out of this mess- inflation. (I’d rather see deflation because I have positive cash flow, but I don’t have a big enough voice.) The computer has a blue screen and control alt delete isn’t responding. Someone needs to pull the plug and reformat the hard drive, but unfortunately, that would cause riots that would make LA’s look like a boxing match. Tea parties have
    ...
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  3. Don't Stop the Dance (I)

    by , 06-19-2009 at 04:38 PM


    Donít stop. Donít stop the dance.
    Brian Ferry, Roxy Music

    Sounds like the theme song being sung not only GM, Citigroup, GMAC and other Ďvilifiedí lending institutions, but also for the guy that speeds through a left turn signal just as it turns red in his BMW SUV- and talking on his cell phone. To that person, image and perception isnít everything, itís the only thing. Out in public he may appear all important and mighty talking on that brand new ...

    Updated 06-20-2009 at 10:49 AM by Bullitt

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  4. Follow The Indicators

    by , 06-02-2009 at 09:12 PM
    Yep, all eyes on the Dollar, and the jury says it's going lower. It's not a good thing to read about a declining dollar in your local newspaper. The demise of our currency almost seems like too sure a thing to me but if it goes lower I'm hoping my UNG purchases begin to give me some kind of inflation hedge. Not that I want high gas prices, but you've gotta do what you've gotta do...

    From a bullish standpoint, I'd like to see a good 20% drop to wipe out the players who bought the ...
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  5. Of Bottoms, Tops, Buys and Sells

    by , 05-02-2009 at 10:28 AM
    So the market has quickly rallied some 30% from it's low of 666 & change, and the mood is brighter than it was six months ago, but are things really any better? The 30% rally only means something if you actually bought somewhere below 700 and are either still holding on or cut out with a 20% or so gain. Even if you did manage to pull it off, your portfolio is still probably down some 40% from last year, right?

    Things are actually probably worse in many ways compared to 6 months ago ...
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