eLetter
Biiwii's Free eLetter

 biiwii.com

bullionvault

 

Bookmark and Share


 

notes from the rabbit hole


"I continue to be amazed how you seem to find some of the most interesting ones - at the same time I do - because I only look at the charts after I look at the fundies, in order to guess on pricing."  --Frederick L  6.8.12



 

 

 

 

 

 

 

 

 

 

 


Home | NFTRH Letter | Guest Analysis | Resources | About & Terms

About Biiwii.com

Website Terms of Use located at the bottom of this page.  Please read carefully.


Informal...  A right-brained visual learner with a geek's interest in charts and human psychology.

Formal...

What Makes Us Who We Are

 

Gary Tanashian successfully owned and operated a progressive medical component manufacturing company for 21 years, keeping the company's fundamentals in alignment with global economic realities through various economic cycles.  The natural progression from this experience is an understanding of and appreciation for global macro-economics as it relates to individual markets and sectors.
 
Along the way, an almost geek-like interest in technical analysis (TA), a long-time interest in human psychology and various unique macro market ratio indicators were added to the mix, with the result being a financial market newsletter, Notes From the Rabbit Hole (NFTRH) that combines these attributes to provide a service that is engaged and successful in all market environments.



Year by Year Highlights:

2011 Highlights

To put it succinctly, 2011 was a year in which a lot of work was done for literally no return in the speculative portfolio.  It was a year that featured risk management as 'job 1' and thus a break even year makes sense.  Sometimes this is the hand that the market deals, and we must go by what the market thinks, not what we may think.  The capital preservation portfolio did just that, and put on a few percentage points in gains to boot.

The NFTRH newsletter continued its growth and the writer continued to focus his understanding of just whom the letter speaks to.  The NFTRH subscriber base is populated by investment professionals from firm owners/partners to traders to financial advisers, and individual investors who's primary goal is to manage risk as appropriate and capitalize as appropriate.  A common theme appears to be objectivity and a more mature view of the markets than the usual stock picks and 'bull' or 'bear' dogma.  This lets the writer know he is well on the right course.

All in all, a highly successful year in all areas but percentage return which, given the broad market's performance, was quite acceptable.  We move forward with optimism and confidence about the future.

2010 Highlights

As of the end of August, our self-imposed +5%, -5% portfolio trading range has been broken to the upside.  All portfolios are at all-time highs and when accounting for the crash of 2008, that is an accomplishment.  Why are they at all time highs?  Simple, we follow our own analysis in using what could be called 'forensic' indicators like market ratios, to get hints before the herd.  This is what market management is all about.  This space looks forward to updating the final results come end of year, because right now as the summer ends, things are getting very interesting and today's decisions stand to be rewarded handsomely or punished severely going forward.  The MACRO is changing.

We end a successful 2010 with a 42.5% gain in the NFTRH speculative portfolio.  This brings the gain from baseline (9/28/08) to 151%.

2009 Highlights

We are pleased to welcome technical analyst Carl Swenlin and fundamental analyst Mike Shedlock to the list of contributors to Biiwii.com's News & Analysis.

The 6 month mark of 2009 finds our portfolios not only fully recovered from what we dubbed 'Armageddon 08', but into new high territory.  A historic market crash has now been surmounted and we are well into risk management mode, while looking for future opportunities.

The 6 month mark also sees our newsletter Notes From the Rabbit Hole (NFTRH) gaining momentum and increasing its subscriber base steadily.  This is no accident.  The letter is improving by leaps and bounds and the feedback from subscribers has been great.

The NFTRH 'Speculation' Portfolio finishes +63% for 2009, with the 'Capital Preservation' Portfolio +21%.  A very good year, in many ways.  While the predictable rally off of 'Armageddon 08' goes on longer than we expected, the gold stocks - our most fundamentally bullish sector - performed like champs and we pretty much caught all the corrections and rallies in '09.

2008 Highlights

It is a pleasure to welcome our friend 'Otto Rock' of the Inca Kola News who in real life is a Latin American equities analyst living in and observing this important market.  We also welcome John Browne, Senior Market Strategist for Euro Pacific Capital.  We are trying to bring you the views of people whose main goal is to get it right, not just sell you something.

We take 1st place in the SINLetter stock contest of "top financial bloggers" with a Q1 gain of 21.52% which is no small feat considering the err, problematic markets during this period.  We were the only entry to register a profit and that is not luck; that is what technical analysis can do for you.

After years of consideration, we have finally decided to go with our passion and launch the weekly newsletter, Notes From the Rabbit Hole (NFTRH) in September, 2008.  The timing could have been better, as the launch coincided with one of the greatest financial crashes in history.  We consider this a plus in the long run because it is easy to be right in a bull market but you make your bones in all markets.

We end 2008 with our speculative and capital preservation portfolios both back above NFTRH baseline (from September, 2008) and down for the year 22% and 8% respectively.  The partial recovery is due to the fact that we were doing what we were supposed to do in the height of panic; keeping cool and buying quality gold stocks at ridiculously low prices.

2007 Highlights

We are pleased to be "Seeking Alpha Certified", which in short means that our work is considered by this popular financial website to be of the highest integrity and standards.  This is what we set out to accomplish in 2004 amid (in our opinion) too much hyperbole and gaming in the financial media.

Our work has been picked up by a very discriminating investment website called Best Way To Invest (bestwaytoinvest.com).

We wrap up another challenging year (it is never easy, is it?) with an 11.3% gain in the actively managed account.  2007 saw us continue to tone down our own opinion making while adding several analysts we respect to our 'guest commentary' roster.  Analysts like Peter Schiff, Steve Saville, Bob Hoye, Clif Droke and others.  We are also pleased to present the sobering views of Michael Panzner from the financial-economic side and the colorful James Howard Kunstler from the socio-economic side.  Biiwii.com continues to be a website that brings you only what we consider to be content of the highest quality, regardless of whether it is positive, negative, bullish or bearish... Separately, we have learned that the name of our website, 'But it is what it is' has made Lake Superior State U's list of banished words and phrases.  After four years of putting the phrase out there and operating accordingly (dealing w/ reality) we have either gone big time or gone defunct.  We won't trouble ourselves as to which is the case.  ;-)

2006 Highlights

We are pleased to have our work presented by Bull! Not bull! and even more pleased to present proprietor M.A. Nystrom's work on our site.

Our A Golden Opportunity on the Horizon? was quoted by none other than the Mogambo Guru, AKA Richard Daughty.

And so, we move on.  Our widely published commentary will be less frequent going forward.  We have endeavored to write the truth as we see it regarding the precarious nature of a debt-for-consumption based economy and the dangers therein.  The question then becomes how do you keep writing about simple truths without falling into self-parody?  Answer: You don't.  The fact that you don't get something for nothing is all one needs to know.  From here on, we analyze macro markets and asset classes we consider vital and productive.

Seeking Alpha has entered into an agreement with Yahoo! Finance whereby SA editorial contributors are highlighted in the 'Financial Blogs' category.

We are pleased to have our work presented by Silverstrategies.com.

Trading and investment website WallStreetWindow.com begins publishing our commentary and analysis.

We close out 2006 on an up note with the high quality, information packed gold market website Goldseek.com publishing our analysis.

Our "Actively Managed" Portfolio ends 2006 at +28.3% after a challenging, yet ultimately successful year.

2005 Highlights

Der Invest Informant, a Berlin, Germany based financial site, has joined the list of sites now directly publishing our commentary.

Another respected analyst, Rick Ackerman, highlights our views on deflation (made via email response to a thought provoking article by Rick) on his website.

Free Market News Network begins publishing our commentary. 

Seeking Alpha joins the list of sites that regularly publish our work.

2004 Highlights

Biiwii.com is born in June, 2004 and puts out its first commentary, FrankenMarket Lives!

Our commentary is published directly by Financial Sense, Safe Haven, 321Gold, &  Gold Eagle and reproduced by many other global sources.

'Now I get it!' presented in its entirety by Richard Russell in his Dow Theory Letters newsletter (ed: unfortunately, without proper attribution to this website) and quoted by The Daily Reckoning in Who Wants to be a Jillionaire?

Received some nice, positive feedback from members of the financial and academic communities.  This is the kind of thing that keeps us keepin' on here at biiwii. 

Finally, we have received thoughtful email from around the world.  Different perspectives keep us from operating in a vacuum.


 

 


Terms of Use

 

Top

 

 

 

Biiwii.com Terms of Use Agreement

 

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.

Under this Agreement, Gary Tanashian (owner) of Biiwii.com provides financial information and opinions. By visiting this website or by communicating with its owner verbally, through email or on the blog, or by subscribing to the NFTRH newsletter, you agree to be bound by this Agreement. For the purposes of this Agreement, "Biiwii.com" means the website, all of its content, the Notes From the Rabbit Holes (NFTRH) newsletter and associated email updates, the blog and the site owner.

NFTRH Newsletter:  Notes From the Rabbit Hole (NFTRH) is our weekly newsletter in which we provide analysis on financial markets.  We make every effort to provide accurate and high quality content, but this analysis ultimately represents our opinions and these opinions are provided without warranty or guarantee of any kind.  In no event will Biiwii.com or its owner be liable for any decision made or action taken by you based upon the information and/or opinion provided in NFTRH.

NFTRH is a subscription service and as a subscriber you agree not to forward or redistribute any of its content without prior written permission of its publisher, Gary Tanashian.

NFTRH subscriptions are available on a monthly renewable basis to give subscribers the option of cancellation each month.  Yearly subscription is also available and is not refundable, in full or in part.  We offer sample NFTRH issues, which allow a prospective subscriber to get to know our work in NFTRH.  If, after such review you are unsure about a yearly commitment, but would still like to subscribe, we encourage the use of the monthly option.  Please review complete Subscriber Agreement.

The monthly fee of $29 and annual fee of $310.00 are for a single user subscription to NFTRH.  If you represent a corporate or institutional entity, please use the 'multi' user option for up to 5 users.

Biiwii.com/NFTRH:  All contents of Biiwii.com are provided for information only. You agree that Biiwii.com should not be interpreted as providing investment advice.  Biiwii.com is not a registered broker dealer, or financial advisor and does not provide personal investment advice, nor does it represent itself as a qualified investment advisor or licensed party.  Any market analysis on Biiwii.com constitutes an opinion and may not be correct.

Opinions and information comprising Biiwii.com are provided without warranty. In no event will Biiwii.com be liable for any decision made or action taken by you based upon information or opinions presented by Biiwii.com.  Any opinions expressed herein are subject to change without notice.  In addition, there are many market, currency, economic, political, business, technological and other risks that are beyond our control.

Securities trading may not be suitable for all users of Biiwii.com. You should be aware of the risks inherent in the stock and asset markets. Past performance does not guarantee future success. You cannot assume that profits or gains will be realized or that any recommendation or opinion presented by Biiwii.com will be profitable. Your personal due diligence is necessary for all investment and trading decisions you make.

All information provided by Biiwii.com is obtained from sources believed to be accurate and reliable. However, due to the number of sources from which information on Biiwii.com is obtained, there may be delays or inaccuracies in such information. Biiwii.com does not warrant the accuracy, completeness or fitness for a particular purpose of the information available through Biiwii.com.

Copyright:  The content on this site is protected by U.S. and international copyright laws and is the property of Biiwii.com.  "Content" means any information, mode of expression or other materials and services found on Biiwii.com. This includes the 'Notes From the Rabbit Hole' newsletter, guest editorials, our editorials and analysis, graphics and all other features of the website.

Privacy:  Biiwii.com respects the privacy of all of its users and uses cookies only to maintain session state. We do not collect data about users and never share email addresses with third parties. We use third-party advertising companies to serve ads on our website. These companies may use information (not including your name, address, email address, or telephone number) about your visits to this and other websites in order to provide advertisements about goods and services of interest to you. Google, as a third party vendor, uses cookies to serve ads.  Google's use of the DART cookie enables it to serve ads based on their visits to Biiwii.com and other sites on the internet.  Users may opt out of the use of the DART cookie by visiting the Google ad and content network privacy policy.

2004-2012 Biiwii.com