Mission Statement

Information disseminated through the traditional financial news outlets is often subject to a hidden agenda. At best the information is misguided and at worst deliberately misleading. With a combined 60+ years of experience in the financial markets, we intend to help the reader separate fact from fiction and expose the news that actually moves markets.

If you don’t read the newspaper you are uninformed, if you do read the newspaper you are misinformed.
–Mark Twain

RCM Manages the Fortune's Favor Family of Funds:

  • Fortune's Favor I (Long/Short US equity)
  • Fortune's Favor Offshore (offshore clients)
  • Fortune's Favor Precious Metals

Friday, July 11, 2008

7/10T8:25 Rules of the Road

New Rule: If the portfolio is up 2.5% in the 1st 2 hours cut every trading position in half and look to reposition on the inevitable reversals during the day. The 2.5% number is based on total dollars at risk in the portfolio. Example: $4mil long $4mil short = $8mil risk assets; 2.5% = $200K

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