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The Long and Short of it, I Tell Ya

Posted on August 8, 2007
With the stock market in the midst of a long overdue dip, I have shifted gears in my growth portfolios (Factor 92, Primary Trend, Socially Screened and Global All Star), moving from fully invested to a much more defensive posture that includes both long and short investments.  If you have followed my newsletter for a while you might remember the recent description of hedging with “shorts”
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Posted in Money Matters Newsletter advantages, affectionately, calculated, conditions, consultations, correction, description, dramatically, environment, experienced, increasing, indicators, initiation, investment, investments, management, newsletter, opportunity, portfolios, positioned, preserving, regardless, sensitivity, significant, technology

Exploding the Wall Street Myths

Posted on February 22, 2007
Exploding the Wall Street Myths Wall Street must have a propaganda machine to generate so many great investment myths. Like most myths, many begin with a kernel of truth, but end up inferring much that may not be true. Shrewd operators (like many financial institutions) often take these myths and use them for their own ends. The inducements are familiar—potential tax savings, greater returns, less effort
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Posted in Money Matters Newsletter affiliated, allocation, attribution, consideration, disappointed, diversification, establishing, exemplified, experienced, experiences, furthermore, generational, hepburncapital, hold–period, illustrative, individuals, inducements, institutions, investments, morningstar, performance, possibility, representative, significant, specializes

This Time is Different?

newspaper
Posted on December 6, 2006
This Time Is Different… I have mentioned a looming business slowdown several times in my newsletters this year, because these things are normally very significant for the stock markets.  Slowdowns– when they go far enough– become economic recessions.  Signs are now everywhere that the economy is in fact…  slowing down. Among numerous negatives and indications of a looming recession, the yield curve (the relationship between long
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Posted in Money Matters Newsletter annualized, business, continues, declining, different, economic, encouraging, engineering, everywhere, expensive, incidentally, indications, investing, mentioned, negatives, newsletters, precursors, projected, recession, recessions, relationship, significant, slowdowns–

Covering Your Shorts

Short money
Posted on August 1, 2006
Covering Your Shorts   The term “covering your shorts” sounds sort of nasty, kind of like something my 16 year old son might come up with, but shorts are just investments that go up as a market goes down.   Covering means getting out of a short investment. An investor who thinks the market is high and will be headed lower can borrow certain number of shares
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Posted in Money Matters Newsletter backwards, beginning, brokerage, continues, declining, difference, effectively, finishing, generating, immediately, investment, investments, investor's, motivated, positions, propensity, recognize, regardless, replacement, significant, something, sometimes, telegraph, theoretically, unchanged

February 2005: China

Posted on December 23, 2005
by Will Hepburn China CHINA — It is very much a present influence. Wait until you see to what extent China is going to influence our future. (Thanks to Richard Russell, of Dow Theory Letters) China’s population is five times that of the U.S. China has one of the world’s oldest civilizations with a long history of innovation. The Chinese invented gunpowder, and paper money. Although
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Posted in Money Matters Newsletter appropriate, association, attribution, bootlegging, civilizations, communication, constitutes, established, improvements, increasingly, information, intellectual, international, investments, nationalism, professional, professionals, refinements, sensationalism, significant, solicitation, specializes, stimulating, technicians

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In all investing, past performance cannot assure future results, and as such, our efforts are not guaranteed. Losses can occur. All strategies offered by Shadowridge Asset Management, LLC, adapt to changes in the markets by changing the investments they hold. Therefore, comparisons to broad stock market indexes such as the unmanaged indexes mentioned on this site may not be appropriate. Sometimes client accounts are invested in stocks or markets not included in these indexes. Investments made are not insured by the FDIC and involve investment risk, including possible loss of principal. Advisory services offered through Shadowridge Asset Management, LLC, a Registered Investment Adviser. Adviser will not transact business unless properly registered and licensed in the potential client's state of residence.