An article of mine published by Seeking Alpha over the weekend (“Hedging Against Gold Losing Its Haven Status“) attracted a heckler.
That article quoted both a bullish case and a bearish case for gold, originally presented in an FT article Saturday. One gold bug, angry that I included a case against gold in my article, [...]

We tweeted this before Bernanke’s testimony Tuesday:
Cheap to hedge $GLD against a greater than 20% drop between now & September – 0.8%. Longs should consider it. twitter.com/PortfolioArmor…
— Portfolio Armor (@PortfolioArmor) February 29, 2012

Hedging costs had jumped 46% for GLD by the end of the day, as we noted in this Seeking Alpha article. [...]

In a previous post, we noted that we’d seen several examples of high optimal hedging costs presaging poor performance in a stock. This is the most recent example.
Last week, we noted the high optimal hedging cost for Zynga could be a warning:
Steep hedging cost for $ZNGA (compare to last tweet re $QQQ). A [...]

Hedging a High Yield Long Idea
In a post Wednesday morning (“High-Yield Long Idea Idea Continues Strong”), Tim Knight noted the continued strong performance of his long position in the SPDR Barclays High Yield Bond ETF JNK. Back in August, I looked at the cost of hedging JNK, but I thought [...]

Seeking Alpha published an article of mine touching on this earlier this week, but the tweet below and the chart that follows it illustrate the tl; dr version. Portfolio Armor was designed to help investors hedge, but other uses for it have emerged. One is as a warning flag for investors in securities with high [...]

Last month, I emailed the list of questions below to Alloy Steel’s CFO, Barry Woodhouse (disregard the emoticon; that should be the numeral “8″). I told Woodhouse I was planning to write a Seeking Alpha article about the company’s Q3 and was hoping to include answers to those questions in the article. After speaking with [...]

“Days to save the Eurozone”, then the big rally
A couple of days before Wednesday’s coordinated central bank action goosed global markets, Wolfgang Münchau wrote in his FT column (“The Eurozone has only days to avoid collapse”) that if the European summit on December 9th didn’t lead to an ambitious three part plan to [...]