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arawak's style

arawak's opinions

Nov 17 at 5:29 ET (By arawak)

A picture is worth...

3 Comments Symbols:  N/A

Oct 06 at 3:29 ET (By arawak)

AMD - comeback in the making

While we stare in horror at the global markets falling right through the floor, I thought I would post something a little more specific and, dare I say, off topic. I have held AMD from about $6 down to its current low of $4. I'm averaging down here and ...

5 Comments Symbols:  INTC, NVDA, ATI, AMD

Sep 26 at 11:53 ET (By arawak)

Marc Faber's comments

The old Swiss giant has some interesting things to say.. ------------ There is other juicy stuff in the Bloomberg video. Some of Faber's other comments: The problem is excessive leverage, not housing per se. Stocks may rally once a bailout pack...

2 Comments Symbols:  GLD, TBT, DGP, USA, PST, DGL

Aug 27 at 3:53 ET (By arawak)

Deflationary collapse? Where to run?

I know this is a semi repeat post but this might be the single biggest question facing an investor today. Is inflation or deflation in the offing? The financial crisis we are in now is probably not even half way over. Some would say not even a third.. ...

12 Comments Symbols:  TBT, ADBE, LFC, PG, GDP, SLV, ETF, B, PST, AAPL, CPI, USA, GILD, NYC

Aug 19 at 4:55 ET (By arawak)

Are we facing deflation in the future?

I'm becoming more and more interested in macro economic issues as the financial system twists in the wind. Specifically, I was struck today by this post which offers a good case for *deflation* in the future rather than the expected inflation. http://th...

14 Comments Symbols:  FRE, IT, CPI, USA, WON, FNM, HOME, FOR, T

More opinions by arawak »

arawak's bio

Top 77%

arawak

(Why follow?)

  • Risk Group(3.6/10) Moderate
  • RankTop 77%
  • Return Today5.10%
  • Return 1 Month-31.07%
  • Return 3 Months-50.39%
  • Return YTD-59.68%
  • Trades/Month0.41
  • Member SinceSep 07
  • Sectors Financial

“The concept of market efficiency gives me a good chuckle.„

I'm a value investor that looks primarily for market bias. I look for companies that are beaten down and considered "bad" by the rest of the market. ETFC and AMD stand out as good examples. This sort of game is playing with fire but I'm willing to take greater losses than most as I have longer term horizon (1 - 2 years). I average down as I can and am generally lousy about posting these trades on MG.

My SLV position is a sleeping giant. The long term trend on this commodity is upwards and, as a poor man's gold, it has some flight-to-safety qualities.

http://www.marketguru.com/arawak

arawak's major holdings

  • % of Portfolio

  • SLV

    iShares Silver Trust55.53%

  • AMD

    Advanced Micro Devices, Inc.15.92%

  • ATW

    Atwood Oceanics Inc.14.64%

  • ETFC

    E*TRADE Financial Corporation10.50%

  • ORXE

    Ore Pharmaceuticals Inc3.40%