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Erik Gholtoghian

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  • Erik Gholtoghian
    Government bonds are absolutely insane. LOL. Unbelievable. TLT is at an all time high. Is this the new normal?
    7/10/12
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    • realornot: Government is not really protecting you as bond holders. Same money to run the welfare system!
      7/10/12
    • Erik Gholtoghian: Recession pressure will give treasuries some foundation, but at what point does the game end? Any international/historical examples?
      7/10/12
      • Erik Gholtoghian
        Oil is certainly getting weak.
        6/28/12
        Reply (4)
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        • Bob de'Long: Oil has been very weak. That does not predict the future in either direction.
          6/28/12
        • Erik Gholtoghian: I think it is solid to use as a foundation for analysis right now though. Oil seems to have reached a point of at least semipermanently low
          6/28/12
          • Erik Gholtoghian
            Oil and Natty are starting to deviate pretty dramatically. I wonder who will win?
            6/25/12
            Reply
              • Erik Gholtoghian
                So what you guys think about ARNA? LOL.
                6/21/12
                Reply
                  • Erik Gholtoghian
                    My proprietary data is showing deflation is getting more intense these days.
                    6/16/12
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                      • Erik Gholtoghian
                        Mexico appears to be the best place to vacation to this summer.
                        6/10/12
                        Reply (7)
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                        • Erik Gholtoghian: Do you have insight into the Mexican crime rate 30 miles from the border?
                          6/10/12
                        • anonymous#12: Be careful with what are you wearing in Mexico. If they think you have some money, they are going to look for a opportunity to steal you.
                          6/10/12
                          • Erik Gholtoghian
                            Did some on the field research today, and I'm finding anecdotal evidence that the economy is steadily losing steam. People have bad moods..
                            6/8/12
                            Reply (11)
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                            • Hillbilly Stock Star: Dr. Phil said 190,000 sugar daddies in USA, 1.2 million sugar babies, sound like somebody is gonna have to double up! LoL!
                              6/9/12
                            • Hillbilly Stock Star: The good news is the MIT homeboy still makes $30 mil a year! LoL!
                              6/9/12
                              • Erik Gholtoghian
                                What do you guys think about where we are at? I was confused today.
                                6/4/12
                                Reply (3)
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                                • Erik Gholtoghian: Let's go with that then. lol.
                                  6/4/12
                                • John R. Conway: June and July are typically bearish/bull neutral months and with more Euro news. FOMC and slow job growth I wouldn't expect much upside
                                  6/5/12
                                  • Erik Gholtoghian
                                    I'm seeing a strong dollar mild recession developing. Article coming soon.
                                    6/1/12
                                    Reply (19)
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                                    • Erik Gholtoghian: If it's the last thing I do, I will get it through, so help me GOD!!! LOL.
                                      6/4/12
                                    • Erik Gholtoghian: Here is a related article that did post. http://seekingalpha.com/a/dmtr
                                      6/4/12
                                      • Erik Gholtoghian
                                        Drybulk stocks look particularly weak at this time. Something may be about to hit the fan in the sector.
                                        5/31/12
                                        Reply (2)
                                        • tashe: That could be true for the Drybulk's but the Rails are holding up ok
                                          5/31/12
                                        • Erik Gholtoghian: I think we are seeing a mild economic change in shipping of goods from a China-US route to a Mexico-US route. Rails should be fine.
                                          5/31/12
                                          • Erik Gholtoghian
                                            Wow, high duration treasuries are going hyperbolic. What will the world be like with the 30 yr yielding 2.00%?
                                            5/31/12
                                            Reply
                                              • Erik Gholtoghian
                                                Facebook will likely lift the market's spirits a bit short term. Most of the bad economic news is already out of the way too.
                                                5/18/12
                                                Reply
                                                  • Erik Gholtoghian
                                                    Closed a SPY short hedge today. I see a few deals popping up on the radar.
                                                    5/17/12
                                                    Reply (2)
                                                    • Bret Kenwell: lots of deals.
                                                      5/17/12
                                                    • Erik Gholtoghian: I like TMUS quite a bit right now.
                                                      5/18/12
                                                      • Erik Gholtoghian
                                                        CPI of 0.0% today and retail sales of only 0.1% and dying jobs is signalling we may already be at the front door of a technical recession.
                                                        5/15/12
                                                        Reply
                                                          • Erik Gholtoghian
                                                            My DRYS trading model predicted a 1% gap up at the open today. It happened nearly to the decimal. Model further predicted the close.
                                                            5/10/12
                                                            Reply
                                                              • Erik Gholtoghian
                                                                Went to a BestBuy store today. The business model seems to be falling apart. Not a sole was buying anything. Slowdown coming is likely.
                                                                5/10/12
                                                                Reply (3)
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                                                                • Rubenov: Soles can't buy anything... souls maybe :P
                                                                  5/10/12
                                                                • Erik Gholtoghian: ha ha. it was soul-free
                                                                  5/10/12
                                                                  • Erik Gholtoghian
                                                                    Electric vehicles seem to be heating up faster than expected. Could really hit oil prices soon. Potential trade deficit ender.
                                                                    5/8/12
                                                                    Reply (3)
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                                                                    • tashe: With maritime shipping slowing which in turn will slow trucking will affect oil prices more than electric vehicles
                                                                      5/9/12
                                                                    • Hillbilly Stock Star: CNW......Con-Way Boys had monster quarter, just sayin.....
                                                                      5/9/12
                                                                      • Erik Gholtoghian
                                                                        Both Sony and BestBuy will eventually go bankrupt. The question is when rather than if. My guess is less than 5 years.
                                                                        4/17/12
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                                                                          • Erik Gholtoghian
                                                                            Covered my tiny aapl short. It seems to be rangebound, for now. UNG is truly garbage. Great short.
                                                                            4/13/12
                                                                            Reply (2)
                                                                            • Garfield23: we agree....UNG will hit $10.00 in a flash bf people can react.....
                                                                              4/18/12
                                                                            • Erik Gholtoghian: Covered my aapl short too soon, but I do suspect a hard snap back upwards coming.
                                                                              4/18/12
                                                                              • Erik Gholtoghian
                                                                                The proper way to short Apple: Short just one share.
                                                                                4/10/12
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