I wrote this on August 4th,  “Why you should consider hedging if you own gold“.
And this follow up Monday night (published yesterday), in which I noted that the hedging costs mentioned in the first article had doubled: “Gold goes parabolic, hedging costs rise“. I took that spike in hedging costs as a bearish signal, and [...]

Earthquake hits NYC, BAC blamed.
After a rare East Coast earthquake shook New York City Tuesday, this was one of a number of tweets I saw blaming the tremor on Bank of America (another suggested what we felt was BAC’s implosion).

Bank of America is one of the top holdings of [...]

A record week
Last week was the best week yet for subscriptions to the web version of Portfolio Armor, and downloads of the Portfolio Armor iOS app, by far. So thanks to those of you who subscribed or downloaded it last week. Between that, a good exit on my JOE puts Monday, it was a nice [...]

Here comes another lesson
The market crash Monday, coming hot on the heels of the one last Thursday, made me think of the book of dark short stories pictured below (one I’ve blogged about here before), Here Comes Another Lesson. A brief excerpt should illustrate.

This excerpt is from a story called “The Professor of [...]

Last week was an interesting week for stocks, and, if the performance of one foreign stock market that was open today is any guide, tomorrow may be interesting too. Here’s a snapshot of how stocks did on Israel’s Tel Aviv stock exchange this Sunday:

Last week was also the best week yet for subscriptions to Portfolio [...]

I just submitted an article to Seeking Alpha about this, so if they publish it, I’ll link to it here. Update: here’s that article, “Lessons from Thursday’s Market Meltdown“. But, in a nutshell: today’s market action showed the limits of diversification and defensive stocks in protecting against market risk. More than 95% of NYSE [...]

The first quote below is from an e-mail I received last week about Portfolio Armor. The writer of it apparently has a prominent job at an international law firm and preferred that I didn’t use his name.
“Your service is a real breakthrough for many of us boomers who, too late in life, are learning [...]