Notes From the Rabbit Hole ©

Peter Newell's illustration of Alice surrounded by the characters of Wonderland. (1890)

"Go for it Gary... you are good, a great read and you have a unique voice so count me in"      --Jon A (Managing Director, International Brokerage Firm, NYC) 9/25/08

"I like your letter because it IS reputable and broad enough to provide good ideas for research and consideration... I'll be an ongoing reader because I consider your stuff head and shoulders better than any other letter I've used, and there have been a few.  Going through them was expensive, but a lesson in itself."  --Doug T  11/11/08

After years of successfully navigating financial markets in both bullish and bearish modes, while providing grounded commentary and analysis that has been much more often than not on the right side of the macro trade, I am pleased to present the weekly newsletter, Notes From the Rabbit Hole (NFTRH).  You may review the sample issues (see left side bar) for an idea of how I operate, although you can anticipate evolution as I settle in and get comfortable.

NFTRH is geared toward seasoned investors and traders as well as novice investors in the learning stages.  Be aware that the very origins of Biiwii.com are rooted in hype aversion and anti-convention.  I believe that 'in the box' thinking has caused many people to get in trouble as of this writing (NFTRH official launch 10/1/08).  This is evidenced by the fact that Biiwii.com (but it is what it is) was launched in 2004 with its very first commentaries warning of the dangers so outwardly apparent now.  Do not expect the usual stock pick touts and chirping about performance.  Risk management plays as important a role as capital appreciation over the long term.

The name of the letter implies a view from a different perspective which, in my case began to take hold in 2002 and intensified through the 2005 time frame.  Various people I have met and interacted with along the way have added immeasurably to my natural ability to separate b/s from useful nuggets.  They are the ones I like to think of fondly as 'the strange characters I have met down in the rabbit hole'.  Some were financial professionals.  Others just very smart out of the box thinkers.  

Just as I am weary of over-bullish hype in good times, I seek to remain calm and free of panic in crisis.  This means taking the cards that are dealt and making the best hand possible given the circumstances and given a comfort level with the ongoing interplay between inflation and deflation dynamics that is at the heart of boom and bust cycles.  While some may be crying 'end of the world' I would be happy if you join me in trying to divine the new normalcy, whatever that will be.

November 1, 2008:  NFTRH's first month in existence has been the ultimate challenge, coinciding with historic market and economic events.  The first several NFTRH issues will be posted to the left as samples so that you may make an evaluation of the service in the most trying of times.  I look forward however, to getting back on track with profits and risk management in a more normalized environment, post panic.  While this will never be a trading jock letter, I have been known to trade and take profits in certain environments.  ;-)

NFTRH Vitals

Weekly letter emailed in pdf format (Mac users may need to use Adobe Acrobat Reader instead of Apple's 'Preview'.  I use Nitro PDF Professional software) by Sunday afternoon (US Eastern time) at the latest and usually by Saturday evening / Sunday morning.

Occasional interim alerts or updates as events dictate.  These will typically come in the form of a brief email.

Monthly billing of $26 by PayPal or the PayPal credit card option.  Monthly billing allows the subscriber to cancel without a yearly commitment and lets me know that current subscribers perceive good value for their ongoing subscription.

Yearly billing now available for subscribers who would rather not renew monthly.  The yearly rate is a 7.5% discount ($288) from the $312 annual total of the monthly option.

NFTRH will be sent to the email address associated with your PayPal account.

General Layout

Weekly review of the current situation in the macro-financial world and/or a look at the week ahead.  

Technical analysis on markets of interest from an investment or trading point of view along with a look at the vital indicators to those markets and important macro 'signposts' such as gold v. asset ratios, currencies and bonds.

Relevant individual stocks will be highlighted as I find interesting situations with technical analysis and a brief fundamental overview.  Once per month an individual stock will be featured with a full fundamental write up by my colleague, a professional equities analyst and proprietor of the popular blog Inca Kola News.

Composition of personal portfolios that I manage.  One is geared for trading, speculation and investment while the other is geared for safety, risk management and investment.  I will update the percentage performance of the portfolios weekly with the starting values being those at NFTRH launch date, October 1, 2008.  The portfolios will be identified by asset class as opposed to individual equities or holdings although I will likely mention some holdings in ongoing commentary.

Personal Philosophy

You should know that I do not take the responsibility of providing opinion and analysis to readers lightly.  In fact I take it is an awesome responsibility and will do my best to provide you with a quality product and an open minded viewpoint.  The individual who started Biiwii.com as an antidote for rampant 'casino' mentality is who I am.  The individual who started a blog to more effectively convey 'out of the box' ideas is who I am.  Notes From the Rabbit Hole is an extension of this mindset as I formalize and expand on these themes.  I thank you for having the trust and confidence in me to take the next step.

You may review all of Biiwii.com's terms and conditions here.

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Regards,

Gary Tanashian

© 2004-2008 Biiwii.com

Disclaimer: Biiwii.com does not recommend that any trading or investment positions be taken based on views expressed on this site. If you speculate or invest it is suggested that you consult a financial advisor qualified in your area of interest. For more detailed information and full terms of service, see "About & Terms" here.