PPOT Port close 03/26/2008:

http://forums.pelicanparts.com/uploa...1206585493.jpg

Back in Black!

More words I don't know to an awesome song - blah, blah, blah

Back In Black!

(insert guitar riff)

PPOT Port, Close 04/08/2008.

As a group, we're about flat for the first quarter.

http://forums.pelicanparts.com/uploa...1207711162.jpg

FSLR-Here Comes Duh Sun...

John_AZ

John_AZ,

How ironic that I was in ASTI for a few days, maybe a week a little while ago.

Thanks for the information.

ASTI - Ascent Solar Technologies, Inc. (NASDAQ)
15.81 -0.30 (-1.86%) Apr 9 4:00pm ET
Open: 16.35
High: 16.35
Low: 15.41
Volume: 170,412
Avg Vol: 488,000
Mkt Cap: 184.72M
After Hours: 15.87 +0.06 (0.38%) Apr 9 4:07pm ET

John_AZ

PPOT Port 04/24/2008 Close:

POT/TyFenn is in the lead!

http://forums.pelicanparts.com/uploa...1209075752.jpg

Best,

Kurt

PPOT Port. 05/02/2008 Close:

http://forums.pelicanparts.com/uploa...1209826678.jpg

Still basically flat for the year, but a lot of shifting around inside the port!

We're the proverbial monkey with a dartboard!

The dart throwing monkey would probably be up on this group . . . and smell better.

Shouldn't I be winning since I called shorting the PPOT Fund?

OK, I guess not winning but I'm in the mix.:)

Well, if you shorted the whole PPOT "fund" you're only slightly up. :) Many individual picks are doing much better.

But, you're kicking my butt (AAPL). I'm still confident that AAPL will win this little contest, and you have my words here on the record. :D

Should be an interesting year.

Best,

But I would have heavily leveraged my position. Probably just enough to be in the lead now:)

Missed this, that's bold my friend. Good luck with all............that:D

Things kind-of changed when the Fed stepped in to bail out Bear Stearns in March.

One needs to reevaluate one's entire investment strategy when such blatant "unevenness" is shown to exist in the markets.

We "ordinary citizens" have to suffer with our losses if we are wrong with our investment decisions, but those with enough "political pull" get bailed out by the government (at the taxpayer's expense) when they are wrong in their positions.

Why trade in the markets if the guys you are trading against get to push the taxpayer at gunpoint to the trading floor to bail out their losing positions?

I was leveraged heavy on the short side in February and March waiting for "the house of cards" to collapse -- just as it would have with news of a major bankruptcy in the financial sector (like Bear Stearns).

Instead of being rewarded for my (literally years of) work studying the economy/markets -- and rewarded for the risks I took positioning myself for a collapse -- I'm penalized with losses while the idiot traders who have never so much as looked at a company's SEC filings, are "bailed out" as the Federal Reserve steps in and pumps billions of dollars of taxpayers' money into the system to prop up companies which are literally bankrupt.

One trades in the markets with certain expectations that both sides will have to follow the same rules. When one side uses the barrel of a gun (that gun being aimed at the taxpayers) to support their losing positions, it is not a fair market.

I agree 100%.

See "Chicago School".

One simply can't beat the market; not consistently and not over time. If one can consistently find pricing inefficiencies over time one will reach super-hero status on the Street.

Don't assume you're the only one reading filings. The mass of folks investing and trading in markets is arguably the greatest and fastest communication machine on Earth.

2¢

Back in Black!

PPOT Port Close 05/06/2008

http://forums.pelicanparts.com/uploa...1210106208.jpg

But what about the "PPOT School?" Haven't you heard?

That's where anyone "with half a brain" can make 40%/year in the stock market, consistently over time. And in a bad year, 25%.

At the end of the year we'll have to remember to calculate our returns with dividends reinvested.