Jason Tillberg

Interesting Points from Julian Robertson's FT Interview

JR..Just a rational man who got his big start to wealth in 1982, at just the right time to participate in the greatest boom in the history of the world. Lucky for him.

Long AAPL, dumb in my opinion. It's like being long MSFT in 1999. Dumb.

I don't give him much weight. Sorry, I just don't.

Collapsing Volatility: ETF Opportunity

CC and now the Chicago are vindicating all the bears out there and those who found recovery suspect. Paul Tudor Jones included!

October crash is very possible in my opinion.


On Sep 30 08:54 AM JG Savoldi wrote:

> We like your advice about stop limits!
>
> The BAM Volatility Model is telling us that volatility is on the
> verge of a very sharp spike--doubling during October and continuing
> to trend higher into next year.
>
> We're buying PUTS at these depressed levels in front of what we believe
> will be a stock market crash of 22%-25% into October 13th.
>
> Be careful out there!
>
> bit.ly/l3hv8
>
>

New Bullish Signals Emerge

5 month rally, up 45%.. it's done.

We should correct from here very shortly.

The Disconnect Between Supply and Demand in Gold & Silver Markets

Ebay: search.ebay.com/search...=

Gold (and Gartman) Haunting Some Investors

What's inflation again? What's the interest you're getting in your savings bank? How much money does FDIC have left before it runs out and no longer will peoples fiat savings be safe? How much does the US pay for its global empire building each year and how much do we need to borrow from China? How much was it congress gave the treasury to increase the US debt? What's next years budget deficit again? How does the saying go, he who has what make the rules? What's M3 up to? .. oh yeah, they don't publish. How much more does housing need to fall to get back to normal valuations? What's the total equity left in US residential real estate? What was it that Helicopter Ben said he would do to prevent deflation? ( I left a hint in that one)

Those who don't know these answers will think gold has peaked. Those who have knowledge know otherwise.

Wall Street can be looked at as a place where smart people take money from dumb people.

What's Behind the Market's Rise?

Great stuff,article and comments. I've been watching the VIX and I'm a bit surprised it has come down as low as it has. I found myself to be a buyer of short funds, SKF, SRS and DXD these last 2 weeks. I do think that this momentum will reverse.

Investor psychology Vs. economic reality will cause stocks to go up and down over the next 3 years as it ultimitely comes down at least 50% in my opinion.