Fundamental analysis performed by a technical analysis addict

You can see at the right my potfolio at fool.com

I do not use fundamental analysis at my day-to-day trading but I wanted to check my stock-picking from the fundamental point of view.

I look at no chart, just fundamental macroeconomic factors. Hope I won't have to blush for this portofolio. Anyway keep in mind that I am a much better technical than fundamental trader :)

Maybe I will explain some rationale behind these positions. Maybe not. Depends on my time and mood. If dear readers have any questions - go ahead and ask them in the comments. I'll try to answer as fast as possible.

old traders' jokjes

You can recognize a former markermaker working as a car salesman by asking him the price of the car. You can bet he'll give you a bid/ask.

A female fx dealer on a date:
Man: if you don't mind me asking, how old are you?
Woman: 25/29
Man: What?
Woman: Oh, well... 26/28
Man: I don't understand...
Woman: Ok, darling, just for you: 27/27 - CHOICE!

The fate of the US consumer

There is a widespread argument that the falling USD will not affect domestic prices in the US.
This assumption is wrong. I could list some arguments but Mr. Santelli can save me some minutes of typing. Enjoy!

http://www.youtube.com/watch?v=v1COpXKaYWk&feature=related

Me is contemplating shorting US retailers.... Stocks are not my "weapon of choice" when it comes to speculations but in this case I may try it....

Welcome

Welcome to the Skeptical Speculator HQ.

In case you're wondering about the topics of the posts here I'll make a short list of things that are interesting to me:

1. Speculation in Financial Markets
2. Economy
3. Technical Analysis
4. Miscellaneous Trading Humor
5. Electrical Energy Derivatives (pricing, modeling, hedging strategies etc.)