Macro Tsimmis

intelligently hedged investment

Accessing Posts

There are several ways to sort through the information posted on this weblog.

The default view of the weblog on the home page displays all the posts in reverse chronological order, starting with the latest. So, Merlin-like, you can page backwards through them. However, if you are interested in something in particular, unless it happens to be a recent post this would not be very efficient.

You can use the buttons on the left to look either at [a] particular categories of posts or [b] all the posts for a given month.

There are three general collections of categories: those containing posts pertaining to our investment model port (Intelledgement Macro Strategy Investment Portfolio or IMSIP), those containing posts relevant to our speculative model port (Intelledgement Speculative Opportunity Portfolio or ISOP), and anything else. This is helpful if, for example, you are interested in our strategy (click on the “Investment Strategy” button) or want to see all our portfolio reports (click on the “Investment Reports” button for the IMSIP or click on the “Spec Reports” button for the ISOP).

The “Archives” display the posts for each month. This is useful if, for example, you happen to remember that Fed started cutting interest rates in September 2007 and wonder if we had anything to say about it. (We did.)

You can also use the WordPress search facility. If, for example, you want to access all our posts about the streetTRACKS gold fund, you can type “GLD” (the stock symbol) into the search field. Unfortunately, while we love WordPress in general, their search facility in particular is rudimentary at best: your search will return every post on this weblog that mentions GLD, including many that have nothing substantive to say about it but just report (for example) the value of the investment at the end of a particular quarter. The WordPress search facility does not support boolean operators, so there is no way to fix this.

Consequently, for your convenience, we have created sets of search criteria that enable you to Google information posted on this weblog about each of the equities in our model investment portfolio. This is not a perfect solution; Google does not always include every post, and usually omits any post that is not at least a few weeks old (presumably until that post is found by Googleian spiders and weaved into their catalog). But you should generally find these preset searches more useful—and invariably more pertinent—than equivalent WordPress search results.

Current IMSIP positions:

Closed IMSIP positions:

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