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Pastimes
The Philosophical Porch
An SI Board Since November 2004
Posts SubjectMarks Bans
26256 190 10
Emcee:  Rarebird Type:  Moderated
Introduction Compact
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25256When I went short SMH, QQQ, MTUM, EXR and a few other small caps, I envisioned tRarebird-3/26/2025
25255Long JD: the stock is in an area where short term bottoms have taken place. ThRarebird-3/26/2025
25254End of Quarter re-balancing: [X] Pensions are modeled to buy +$41B of US equitRarebird-3/26/2025
25253This week has seen End of Quarter rebalancing from bonds to Stocks. Let's Rarebird-3/26/2025
25252[X] Foreign Investors now 18% of the U.S. Equity Market, the most in history 🚨Rarebird-3/26/2025
25251Bears watching, but my bet, as always, is with value:[X] S&P 500 relative to thRarebird-3/26/2025
25250FHA Mortgage Delinquency rate: [X] Back on recession watch, Leading Indicator Rarebird-3/26/2025
25249Dan Niles Update: [X] Tariffs on only the 15% of nations that generally have tRarebird-3/26/2025
25248Hedge Fund positioning toward Mag 7 Stocks: [X] Hedge Funds have cut their expRarebird-3/26/2025
25247Hedge Fund Positioning: [X] Fundamental Long/Short Hedge Funds are now the leaRarebird-3/26/2025
25246Here is an interesting take: the former big Bear, Mike Wilson , has now become oRarebird-3/26/2025
25245And yes, I expect international and emerging markets to outperform the US for yeRarebird-3/25/2025
25244Long IPKW: one of the best, if not the best, International ETF: buy back orienteRarebird-3/25/2025
25243FINS: up 5% this year and that does not include the 9% dividend. Monthly payer. Rarebird-3/25/2025
25242Long ( from earlier this morning): CF, CASH, YPF. Target: CASH ($88), YPF ( $61Rarebird-3/24/2025
25241Dan Niles: Updated Outlook [X] Summary: While I believe this last week in MarcRarebird-3/24/2025
25240finance.yahoo.comRarebird-3/24/2025
25239Very likely.Real Man-3/23/2025
25238There have been three bear markets in a little over 6 years. That's what hapRarebird-3/23/2025
25237' A recipe for disaster," .,..only if the cook doesnt know his chitda_cheif™-3/22/2025
25236G-d's power can best be felt through acts of loving kindness towards other hRarebird23/22/2025
25235Buy and Hold - Sounds good if it's still a bull market. A recipe for disasteRarebird-3/22/2025
25234> I continue to view buy and hold as the worst possible way to play this bearda_cheif™13/22/2025
25233I took note of Friday's stock market action where declines beat advances by Rarebird-3/22/2025
25232My Method: I am the exact opposite of a momentum investor. I like to zero in on Rarebird-3/22/2025
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