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Deja Vu

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  • Strong "Ritas" growth for Anheuser-Busch InBev [View news story]
    Making money from mommy juice - buy
    Jul 11 03:34 PM | Likes Like |Link to Comment
  • Risk Is Back, It's The Euro, Stupid! [View article]
    Boiling down your prescription you are effectively saying that the ECB should print money, core countries should spend it like drunken sailors and the inflationary effect will inflate away the periphery's debt.

    Of course almost all the welfare policies that produced high levels of fiscal deficit and external borrowing are all inflation indexed so fiscal spending in the periphery (and the core) will rise as will the borrowing. In effect the periphery will borrow even more at a even faster rate.

    The prescription seems to be like "My neighbor's house is on fire, let me ignite my own house so that the available oxygen is all used up and the fire burns out in my neighbor's house" No sir, it produces a firestorm with which Europe is regrettably too familiar with.

    That said the ECB is another body of learned idiots just our asinine Fed, so yes, I expect a anouncement of QE over the weekend as a "shock and awe" to distract people from the coming bailout of the eurozone banks (again) resulting from the banks purchase of Zambian and Somalian sovereign debt for their US treasury plus fifty basis points yield.
    Jul 11 03:16 PM | 5 Likes Like |Link to Comment
  • Cynk Technology Is The New Scheme In Town [View article]
    The ones showing great earnings - those would be even better as bait. Shorting shares is a mugs game.
    Jul 11 02:09 PM | Likes Like |Link to Comment
  • Update: Cynk Technology - Sensing Trouble, The Authorities Act (Sort Of) [View article]
    You do realize many of the articles on SA pointing out this or that penny stock or small cap stock is a short are all bait for the unwary? Might even have been penned by the scammers themselves (who better to point out the fakeness of the company than the insiders?).

    One of the reasons Barrons raised concerns about anonymous authors is for precisely those sorts of articles. If you go back and look at the couple of articles on CYNK, the comment threads are littered with victims who after reading went looking for stock to borrow to short.

    Hence by writing a short thesis on a penny stock, you might become a unwitting cat's paw.
    Jul 11 01:48 PM | 2 Likes Like |Link to Comment
  • Cynk Technology Is The New Scheme In Town [View article]
    Yes, like the anachronism of making people wait 3 days to "settle" trades and get thier money back. Retail traders get "free ride" violations, while Goldman Sucks can trade with the same money millions of times in a day.
    Jul 11 01:28 PM | 6 Likes Like |Link to Comment
  • Cynk Technology Is The New Scheme In Town [View article]
    If you have watched the trading patterns in ATHN since Einhorn unveiled his short, something very similar is happening there. A small bunch of traders are driving that stock price up and down at a whim.

    The CYNK scammers got too greedy and moved too quickly. Had they been content with mere 200%, 500% profits and played it out over six months instead of a week, they would still be doing it and making money.

    I learned this same lesson about not trading in penny stocks at a price of $6000 about 10 years ago shorting the stock of SURG. Hopefully others will learn this lesson without spending $6000.

    Lesson: if you are going short never a penny stock or even a small cap. Best short is a large cap as even mid caps can be squeezed by large traders for a time.
    Jul 11 01:20 PM | 2 Likes Like |Link to Comment
  • Wells Fargo little-changed after inline quarter [View news story]
    I can't believe this company still exists on the earth. My experience with them on my home mortgage was so painful (sneaking in a floating rate on the day of closing after charging me points for a fixed rate lock, lots of hidden fees and gotcha clauses hidden in fine print on page 132 of the contract, charging me sky high floating interest rates, working as slow as possible when I tried to refinance with another company. Arrogant customer service. I could go on. I, an MBA from University of Chicago, was taken for tens of thousands of $$ by this company.

    If ever a company deserved to have no repeat customers Wells Fargo would be it. DO they really have such a endless supply of suckers because I'm pretty sure no one will voluntarily deal with them a second time? The fact that that old confidence trickster crony capitalist Buffett is a major shareholder should be sufficient warning I guess.
    Jul 11 08:41 AM | 7 Likes Like |Link to Comment
  • Nadella memo hints at big Microsoft product changes [View news story]
    Gates put Satya in as a cats paw. But Satya, being a very wily pol, who owes all to political skill rather than any inherent ability, is going to break free of Bill and cast him out like a used tissue. I don't think Bill appreciates whom he is dealing with. Satya's political skills are formidable.
    Jul 10 12:22 PM | 1 Like Like |Link to Comment
  • On the hour [View news story]
    Fed's printing money - buy, buy, buy
    Fed's not printing money - buy buy buy
    GDP is growing buy buy buy
    GDP actually shrank 2.9% in Q1 buy buy buy
    Inflation is not high, so low rates buy buy buy
    Inflation is above target @ 2.1 and rising, buy buy buy
    Home sales are rising buy buy buy
    Home sales are slowing buy buy buy
    Companies are buying back stock buy buy buy
    Companies are reducing buybacks because of high stock prices buy buy buy
    Fed has room on the balance sheet for QE buy buy buy
    Fed has a bulging balance sheet and no room for more buy buy buy
    Weather was bad outside in winter buy buy buy
    Summer is here weather is nice buy buy buy

    Bernanke said he sees no housing bubble in 2007 buy buy buy
    Yellen says she sees no stock bubble in 2014 buy buy buy
    Jul 9 03:52 PM | Likes Like |Link to Comment
  • Portugal tumbles on bank worry [View news story]
    When the face of the country is a soccer star pushing Herbalife, what else can you expect...
    Jul 9 09:42 AM | 5 Likes Like |Link to Comment
  • Apple files all glass patent [View news story]
    I'm filing a patent today for stuff to be enclosed in aluminium. You know, like beer and soda cans. I also plan to hire some ex patent examiners at handsome salaries so that the ones examining my patent applications know what awaits them after they walk out the revolving door.

    Wah! what innovation...the short order Cook will next patent bacon, eggs and hash browns on one plate.
    Jul 9 08:26 AM | 5 Likes Like |Link to Comment
  • Microsoft: A Nail In The Coffin For The Windows Phone [View article]
    Well, you can always count on "bored programmer syndrome" at Google to drive people away from Android. Bored programmer syndrome is a condition wherein a army of programmers make unwanted changes to a existing software program just a)because they can b) because they who live and breathe that software program are bored of it c) to have something to do.

    Example of bored program syndrome are having Android "standards" that mandate removing the search button from the Android phone, removing the setting button and replacing with a "recent apps button", removing text reflow and pinch to zoom resize in the stock Android browser, removing the ability to set ringtone volume and notification volume seperately in the latest version of Android. Shoving the failed Google+ down the throats of people. Hiding every possible email option in gmail for desktop (yeah, nothing to do with Android but could not resist).

    Microsoft, too suffers from Bored Programmer Syndrome (Office Ribbon Toolbar, all of Windows 8). Microsoft's strength used to be continuity. If you knew one version of something, the next version would behave in a pretty similar programmer. If Microsoft keeps Windows phone interface the same and doesn't succumb to remodeling the house every week, when Android eventually self destructs from bored programmer syndrome, we will all be looking for an alternative. So don't rule out Windows Phone just yet.

    Not all of us are girlfriendless geeks in flannel and hipster glasses in Silicon Valley who want to spend our free time dealing with the changes wrought by Bored Programmer Syndrome.
    Jul 8 03:48 PM | 10 Likes Like |Link to Comment
  • Boeing to inspect fuselages after train derailment [View news story]
    Would it kill Boeing to relocate to a nice right to work state, put entire plants under one roof and boost EPS and stock price? All this shipping stuff around has only led to delays, quality issues and cost overruns. Boeing mgmt. seriously has issues. I mean relocating HQ to a bankrupt state like Illinois...when they could have as well left for a nice red state with low taxes...
    Jul 7 09:09 AM | 3 Likes Like |Link to Comment
  • Dimon says he has curable throat cancer [View news story]
    I'll pray to god for you Jamie. I'll pray that the diagnosis is wrong...
    Jul 2 12:14 AM | 3 Likes Like |Link to Comment
  • Stocks begin quarter with broad rally, Dow comes within two points of 17K [View news story]
    Look ma, no hands...
    Jul 1 11:41 PM | Likes Like |Link to Comment