SDS-SSO subscriber update - April 20, 2009

Dear Service Subscriber, thank you again for subscribing to the S&P 500 long/short ETF Model and welcome to all new members that just joined. the latest analysis is available for download. today's filename is: SDS-vs-SSO-20090420-subscriber.xls if you ever misplace your login, i can send your info if you email me a message from the original email address you provided when subscribing through paypal. visit the blog for an archive of all subscriber updates and alerts. the archive is searchable and comments can be posted as well. Today's Commentary the spreadsheet now contains only PID neutral and aggressive scenarios for the SDS-SSO model. i'm still filling in the gaps in terms of formatting the data and generating charts right from the data in the spreadsheet. i've inserted graphics objects exported from the master spreadsheet so you have the latest visuals in the meantime. i'm calling this release beta 2.0 indicating all performance scenarios are compiled using PID controls as the primary indicator for re-balancing. the model has indicated a re-balance on APR-16 when PID crossed from positive to negative. the previous tuning chart showed PID right at zero on APR-17. after double checking the data source fields i realized i did not have the x-axis dates matched with the right row of PID data. sorry about that. we have been in bear territory since last thursday. as usual the neutral weights are included in the spreadsheet so you can decide which way you want to balance your pair relative to neutral. once i get your spreadsheet situated, i plan to pick up where i left off on a list of tasks i want to complete indicated in a previous update earlier this month. one more task i want to include in the users guide task is a section on how i use my model at 2 different online brokers. Interactive Brokers is one which is typical of most. FolioFn is the other broker which offers a proprietary trading platform in addition to being able to trade using limit orders, stop loss etc. both brokers are very efficient at executing orders and i use them both to manage SEP-IRA accounts of mine using the very same models you subscribe to. but using the FolioFn proprietary trading platform offers unique synergies. as usual, be cautious and let's see what happens to the market this week with timothy geitner on-deck tomorrow to shake the markets one way or another. this whole thing with the TARP and stipulating conversion of bank shares the governments own from preferred to common is another game changer mid-stream making the market uneasy with how to interpret what the government intends on doing. a slew of earnings are getting posted this week and some interesting M&A continues in the pharma & the tech universe. best regards, mike james Managing Member Equity Informatics, LLC phone:302-220-3864