I’ll be Honest and TLT

342 views

I’m a much better “analyst” than “trader.” Most likely because of my ADD. I can get lost in balance sheets, 10qs, algos, and seasonality correlations. However, sitting in front of the screen waiting for a “price point,” or whatever, is hard for me. Not to mention I like to stay up all night doing the research. But, that’s who I am. A big thing my analysis is telling me? TLT falling off HAS to mean that someone knows, or thinks with conviction, that DeeCee has come to a deal on the cliff.

I’m still coming to grips with pouring out my psyche in my take on assault weapons, here. Thus, I am feeling rather anti-social today, but that’s my life. When you work so hard to suppress, then process, it’s really hard to just process. Sorry that was so heavy, back to my analysis.

Two of the things I would like the most as gifts are Motorcycles and Tools. (Not the kind that troll my blogs).  See I would love to buy this below, but NOOOOOOO, we’re trying to save up to buy a house, or our newest idea… Offer our landlord $700-800k for our one bedroom. SEE, A-D-D all day for me. Here’s the stocks, finally LOL.

Looking within The PPT, what do I see? Recreational vehicles and tool are the number one and two rated industries. Here are the names that I like.

“VEE-Hickles” THO, PII, HOG, DW, and I guess ACAT, but I don’t really like it that much. (Dark Horse)

“Le Tooles” SSD (which I just bought), SWK, TTC (looking to buy), and SNA (Dark Horse).

Charts Here.

“I like me this here l’il Sportster.”

 

8 Responses to “I’ll be Honest and TLT”

  1. 800k for a 1BR? You make Toronto look like Somalia.

  2. 700-800k for a 1 bedroom?!?!?! That’s cooky talk, man. You could buy an entire neighborhood for 800k here.

  3. We looked at this one around the corner but it’s on the top floor and doesn’t have a yard. http://zephyrsf.com/marina/3675-fillmore-st-2

  4. I’d love to, unfortunately it’s not that easy.

  5. Treasuries and gold are telling us it’s almost Christmas. It’s risk on – who cares that the Fed’s a buyer of paper. Fundamentally, and, of course, no one cares, TLT is in part down on slippage/dealing costs etc, and the same’s true for GLD.

    As to the Sporty… think you’ll be happier on a Night Train.

Comments are closed.
Previous Posts by Rhino