Week 43 performance of the mutual fundComments: Week 43 was all in all quite a boring week as a lot of citizens seemed to sit on their hands, or go to the Hamptons - or perhaps they were sitting on their hands in the Hamptons - they certain were not trading. Volume was light in the markets, but the…

I mentioned how much I admire the Dow Chemical CEO earlier that week - we need our political leaders to have that sort of spine and straight talk and global vision [May 28: Bravo Dow Chemical CEO] Wednesday he dropped the bombshell about the 20% price increases across the board (and again folks, th…

I am looking to narrow the names in the fund to constantly stay with a focused strategy; that said, I do buy mini baskets in my favorite sectors; generally 3 names. In coal I currently have 4 (not to mention 2 names that are not primary coal producers but plus have exposure). So I am looking to cu…

Yesterday the solar stocks sold off on an analyst report crying wolf about a huge reduction in German solar subsidies - frankly that speculation has been out there for a long date for anyone who actually keeps up with the sector; in fact we touched on that a week and a half ago [May 21: Who is the W…

A splice of non investing stuff - looks like Journey has a new lead singer. Considering how original the “original” was, that is about as close as you are going to get as a lead singer, without cloning. Considering that is live and not in the studio, these are some amazing pipes. He has a great v…

This Homex (HXM) exposition was posted a few weeks ago but just had instance to really get around to posting it. Since I don’t talk much about that position, it is worth posting - it is a relatively comprehensive overview and with the stock doing very nicely of late, we should discuss from duration…

A lot of interesting news regarding electric cars, which have gone from “not on the map” to “we’re coming in 2010″ within a few short years. These are precisely the innovations an energy hungry world is going to need…. and it is even better for the United States considering plugging a car into th…