Seeking Alpha

Erik Gholtoghian

 
View Erik Gholtoghian's StockTalks BY TICKER:
A, ARNA, BAC, CPI, DRYS, S, SPY, T, TLT, TMUS, UNG
  • Erik Gholtoghian
    Economou's Redemption $DRYS http://seekingalpha.com/a/15m5d
    Jan 13, 9:04 AM
    Reply
      • Erik Gholtoghian
        Government bonds are absolutely insane. LOL. Unbelievable. TLT is at an all time high. Is this the new normal?
        7/10/12
        Reply (3)
      • View all 3 replies
        • 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)
          • View all 4 replies
            • 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
                        Reply
                          • Erik Gholtoghian
                            Mexico appears to be the best place to vacation to this summer.
                            6/10/12
                            Reply (7)
                          • View all 7 replies
                            • 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)
                              • View all 11 replies
                                • 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)
                                  • View all 3 replies
                                    • 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)
                                      • View all 19 replies
                                        • 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)
                                                                  • View all 3 replies
                                                                    • 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)
                                                                      • View all 3 replies
                                                                        • 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
                                                                            Reply
                                                                              • 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