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Bradley Lamensdorf  

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  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    oil supply hit record high in the 4th qtr and no end in sight we need to see shut in wells and help from opec to
    stabilize this decline
    Jan 22, 2015. 06:53 AM | Likes Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    we were short oil stocks in anticipation of oil going lower..
    ask my oil friends in ft worth texas.. they were all concerned
    with the completion of so many pipelines out of the bakkan and eagle ford.
    so the real question is do you do any work at all or just comment on others
    Jan 21, 2015. 09:04 PM | Likes Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    shorting is tough. HDGE is made more for Hedging other positions. however out right short may work too at this point. 18 dollar range was in 2012
    this newsletter didn't even start until 2014. when you bought the fund at 18 i had moved the fund to 22% cash. as i was expecting a rally. HDGE highlighted this fact in my nov 2012 monthly letter. last fall is when i got bearish. so you start buying before i had turned bearish. The positive side of the ledger is that HDGE had been 3% better than the sp500 two straight years in a row while providing the best downside capture on any bear product
    that is unleveraged better than shorting the indexes that is for sure!
    Jan 21, 2015. 09:01 PM | Likes Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    the currency markets will make the feds of the world look like sheep.
    i was folling marty zweig in 1987 and i owned s&p500 put options into the 1987 crash..
    Jan 21, 2015. 07:45 PM | Likes Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    agreed!
    Jan 21, 2015. 07:43 PM | 1 Like Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    you don't know me but i worked for the billionaire bass brothers and was involved in 2 dozen strategies from long only to risk arb. i will be coming out with a long short in an ETf this year and a long only fund as well
    i am short only in the HDGe short ETf. we can go to 20% cash when we get bullish and i did so in 2012 and warned people that a rally was coming
    i can run any strategy. i by the end of 2015 you will see several strategies i run in ETf form. in oct i was very bullish and called the entire 4th qtr bounce

    crack on!
    Jan 21, 2015. 07:42 PM | 2 Likes Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    yes i do for 30 years. and while one signal in one indicator doesn't make me jump.
    but we have sells in lots of indicators we also have a tone of stocks hitting 52 week lows that should be happening

    BAC
    C
    DB
    FITB
    DB
    CS
    HSBC
    CMA

    and they are bank stock to boot!!
    Jan 21, 2015. 07:38 PM | 1 Like Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    you know that i don't believe its different :)
    Jan 21, 2015. 07:35 PM | 1 Like Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    dream on with 150 oil.. try 35 bucks
    Jan 21, 2015. 07:35 PM | Likes Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    in oct of this year i turned bullish for the 4th qtr at the lows in oct but have turned negative again at these levels
    Jan 21, 2015. 07:33 PM | Likes Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    alternatives with no leverage..
    Jan 21, 2015. 10:18 AM | Likes Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    no 75% think its going up.. everyone is sing the same tune..
    Jan 21, 2015. 10:18 AM | 1 Like Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    this action was present before the bear market of 2000 and 2007..
    Jan 21, 2015. 10:15 AM | 4 Likes Like |Link to Comment
  • Market Timing Report: Sentiment Returns To Overbought Territory [View article]
    correct i want people to see my work but its not fair for the people that pay.
    its a modest annual amount and it does cost me money to create this report
    so late is better than not at all. paying customers get it on the day its published.

    i alos beg to differ many of these charts are 40 year charts and don't move a lot.
    also this LMTR report isn't a short term trading letter it is more a 6-9 month
    type prognostication.

    best

    brad
    Jan 21, 2015. 07:57 AM | 1 Like Like |Link to Comment
  • Risk Reward Shows Market In The Toilet For 2015 [View article]
    ahh yes, its different this time. well i have heard that one before. i have been bearish for the last year except when i go bullish in OCT. Fact is the market is taking out sector by sector under your nose.
    all banks are breaking dn, take a look at them.
    BAC
    C
    DB
    CS
    HSBC
    FITB
    CMA

    the list goes on. they are all at 52 week lows

    oil and commodities and in the crapper

    the bear market has already started beneath the surface of the indexes

    also CAT at a 52 week low

    rates around the world going to zero..

    we got one heck of a bad period coming :(
    Jan 21, 2015. 07:51 AM | 14 Likes Like |Link to Comment
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