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Deja Vu

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  • Daily Mail says Chesapeake a rumored target of oil majors [View news story]
    usually when these rumors , its better to wait for a few days and then pick it up on a dip.
    Oct 18, 2013. 07:32 AM | Likes Like |Link to Comment
  • SolarCity: A Black Box Of Mystery [View article]
    Impressive! good in depth look.
    Oct 17, 2013. 07:28 PM | 4 Likes Like |Link to Comment
  • Evans adds new demands in order to cut stimulus [View news story]
    Just watch the stock market inflate to all time highs to see where all that money is going. Soon banks will be again financing NINJA loans to create a steady stream of MBS to sell to the ravenous Fed. Previously they had to sell to Freddie and Fannie, the Fed has just replaced Freddie and Fannie.

    The NINJA loans at low rates will feed an explosion in housing prices again along with an blimp like inflation of the stock market. Price of oil will scale the $150 per barrel mark and gas will easily hit $6/gallon.

    All this because a bunch of educated fools are allowed to do whatever they want in the name of "independence".
    Oct 17, 2013. 07:01 PM | Likes Like |Link to Comment
  • Facebook higher, Goldman sees another strong quarter for mobile [View news story]
    Goldman is pushing this. So, little children, what should you do?

    I remember being short A123 (AONE) Goldman raised PT's and gave it a buy rating when it was six bucks and change. A few months later, continuing on the exact same trajectory, AONE was bankrupt.

    I have a strong feeling Goldman is going short as its analysts pump the stock.
    Oct 17, 2013. 02:35 PM | 2 Likes Like |Link to Comment
  • Facebook changes policies for teens amid popularity concerns [View news story]
    Nothing to see here folks, move on, move on. Just after the One appeared at TechCrunch Disrupt and insisted that he's not seeing any teen disengagement in the visitor data, all this is wheeled out.

    Remember folks, this is the same guy who tipped off friends at large banks that revenues were slowing - but not retail investors by updating the S-1 - just before the IPO. Large banks cashed out, retail took painful 50% losses, more if they used margin. Made-off atleast bilked people who could afford it.

    This guy's victims were small mom and pop investors on Main street who could ill afford the loss. collectively they must have lost around $50 billion, just as much as Made-off.

    What's to say any earnings surprises won't be, ahem, orally delivered to favored friends again?
    Oct 16, 2013. 07:40 PM | 1 Like Like |Link to Comment
  • IBM Q3 Earnings Announcement: What Matters [View article]
    What's a billion dollar shortfall between friends?
    Oct 16, 2013. 04:48 PM | Likes Like |Link to Comment
  • IBM Earnings Preview: Weathered The Storm, But Is Big Blue Out Of The Woods ? [View article]
    "I would be shocked to see it trade below $170."

    Give it a couple of days and you'll see a 169 handle
    Oct 16, 2013. 04:38 PM | Likes Like |Link to Comment
  • Twitter updates S-1, reports strong Q3 sales growth [View news story]
    selling the house in the front parlor as the back of the house is burning. The unseemly rush to the market screams to the high heavens that there is something that the insiders know about the future prospects of twitter.

    Of course, egged on by the screams of Cramer and paeans penned by permabullish analysts, retail will be attracted like moths to the fire.
    Oct 16, 2013. 07:47 AM | Likes Like |Link to Comment
  • Bankruptcy chatter dismissed by J.C. Penney [View news story]
    You mean just like when they announced they didn't need extra capital and then next day announced a secondary offering to raise extra capital?
    Oct 15, 2013. 03:24 PM | 3 Likes Like |Link to Comment
  • Apple roundup: Cook on Ahrendts, Mac refresh, iPad survey [View news story]
    Try telling it to all the permabulls who were talking about Apple's innovation and Samsung's supposed lack of.
    Oct 15, 2013. 01:50 PM | 1 Like Like |Link to Comment
  • Apple roundup: Cook on Ahrendts, Mac refresh, iPad survey [View news story]
    This is the $325 cotton iPhone 5 case sold by Burberry.

    SO let me get this straight - Apple priced the 5C waay too high and could not sell it so they brought in this woman figuring "well if she can sell $325 cotton iphone 5 case, why can't she sell an entire iPhone for $733?"

    This woman is going to get marketshare for Apple in India (currently 2%)/China/Africa? Apple is totally clueless hiring this out of touch hawker of overpriced junk to the overrich.

    I'm sure they will reach a target market of a few dozen individuals in China, India and that one guy in Africa.
    Oct 15, 2013. 01:40 PM | 2 Likes Like |Link to Comment
  • Tepper on taper: "No way" [View news story]

    Tepper: I am long a lot of stocks right now that I bought at the very top. I need the market to go higher so that I can dump it all on greater fools. So I got up early this morning and rushed to CNBC so that I can deliver a premarket pump. Muppets. are you listening?
    Oct 15, 2013. 09:09 AM | 2 Likes Like |Link to Comment
  • Herbalife director confident in audit results: Bloomberg [View news story]
    iCon must be quite desperate to get it to close above $73, five days in a row
    Oct 15, 2013. 08:52 AM | Likes Like |Link to Comment
  • Apple reportedly slashes 5C production in half [View news story]
    I wish the MM were as permabullish as this thread. Unfortunately they are more hardheaded, less emotional and they move the markets.
    Oct 10, 2013. 10:26 PM | 1 Like Like |Link to Comment
  • Twitter's Big IPO: Will Social Media Stocks Repeat History And Hurt Investors Once Again? [View article]
    One would certainly hope retail keeps out of this - but if the shares start going up after the IPO, they will pile right in.
    Oct 10, 2013. 12:16 PM | Likes Like |Link to Comment