Fred, nice work. However, I’m curious: are you being ironic when you say ‘bearish bent’? From the looks of it, your portfolio is anything but bearish — all long, with the largest position being GOOG, the favorite mega-bull-momentum stock of the moment. The only thing that could make your portfolio more bullish from here would be to add BIDU!
i call it “bearish” because its full of gold, silver, and oil plays
you are welcome for gld and slw 🙂
thank you howard. when can i follow you on covestor. i think i would buy more of your stocks that way
i am concerned because I am an advisor and hedge fund manager, but working on it this week to see for sure. See you in the big apple
Comments (Archived):
Fred, nice work. However, I’m curious: are you being ironic when you say ‘bearish bent’? From the looks of it, your portfolio is anything but bearish — all long, with the largest position being GOOG, the favorite mega-bull-momentum stock of the moment. The only thing that could make your portfolio more bullish from here would be to add BIDU!
i call it “bearish” because its full of gold, silver, and oil plays
you are welcome for gld and slw 🙂
thank you howard. when can i follow you on covestor. i think i would buy more of your stocks that way
i am concerned because I am an advisor and hedge fund manager, but working on it this week to see for sure. See you in the big apple