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Paulo Santos

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  • Paulo Santos
    April margin debt is out and, at $384 billion, it's a new record. May should be higher still.
    Fri, 9:34 AM
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    • Whitehawk: Long-term side-by-side chart with S&P here: http://bloom.bg/17a6d1z. High corr, with S&P charging at peaks/valleys-ride the waves out
      Fri, 1:54 PM
    • evan.prospect: Good stuff, as you can tell from my picture, I remain bearish.
      Fri, 2:10 PM
      • Paulo Santos
        Japan shows something very important: that the market CAN fall during QE.
        Fri, 6:14 AM
        Reply (19)
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        • Whitehawk: Traditional VoM is a lousy measure of what is going on...
          Fri, 11:08 AM
        • Whitehawk: In '87 the Nikkei dropped almost 20% and then proceeded to double...
          Fri, 11:09 AM
          • Paulo Santos
            Homebuilders have again gone vertical up.
            Thu, 10:16 AM
            Reply (1)
            • Whitehawk: RLL and building matl companies have been selling off since mid-Apr though.
              Thu, 11:33 AM
              • Paulo Santos
                AAPL to the rescue, it seems.
                Thu, 10:11 AM
                Reply
                  • Paulo Santos
                    Very, very little fear out there.
                    Thu, 9:41 AM
                    Reply (4)
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                    • Paulo Santos: VERY little fear taking into account Japan just took a 7.2% drubbing.
                      Thu, 9:44 AM
                    • wigit5: I was surprised too thought I'd be down more then I am currently.. although most of the market is red from what I can see.
                      Thu, 9:46 AM
                      • Paulo Santos
                        One important thing to know: stocks don't usually crash at night - they usually crash during the regular session.
                        Thu, 6:48 AM
                        Reply (6)
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                        • Ocean Man: A LOT of people were big into $DXJ and short yen and are waking up to a big gap down this morning. This could snowball.
                          Thu, 8:40 AM
                        • wigit5: SOS BEN! SOS!
                          Thu, 9:43 AM
                          • Paulo Santos
                            Here's a weird prediction - the Fed will end up printing MORE before it tapers it all ... why?
                            Wed, 12:29 PM
                            Reply (45)
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                            • Paulo Santos: the futures have already recovered half the loss, into the close and in the overnight session up to this point.
                              Wed, 5:25 PM
                            • PSalerno: This future recovery after the close is normal in a bear market. I think we have a positive open on thursday, but probably negative close.
                              Thu, 2:09 AM
                              • Paulo Santos
                                The stock promotion machine is seemingly promoting BMY today based on what it expects to happen in 2022.
                                Wed, 9:58 AM
                                Reply (7)
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                                • Paulo Santos: The BTK index is up 45.3% since November 2012 ... quite impressive. Bernanke must be proud.
                                  Wed, 12:16 PM
                                • sethmcs: Have a bid BMY Jul 47 puts @ $2.00.
                                  Wed, 2:03 PM
                                  • Paulo Santos
                                    Full-on bubble in things like JNJ, BMY, JPM ... eheh (by the way they trade, not necessarily valuation).
                                    Wed, 9:42 AM
                                    Reply (5)
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                                    • Whitehawk: Don't forget the bitcoin way...that could still pan out.
                                      Wed, 12:17 PM
                                    • sethmcs: Sold BMY @ $45. Sorta feel like a sucker. Oh well.
                                      Wed, 12:50 PM
                                      • Paulo Santos
                                        MSFT seeing a sell the news reaction. AMD would also see one if it was named conclusively.
                                        Tue, 2:48 PM
                                        Reply (2)
                                        • Justin Jaynes: In a statement following the event, AMD's Saeid Moshkelani, head of the company's "Semi-Custom" chip division, remarked - paraphrase
                                          Tue, 5:59 PM
                                        • Justin Jaynes: "We're making chips" end paraphrase
                                          Tue, 6:00 PM
                                          • Paulo Santos
                                            Taking a bit to know the Xbox GPU specs, would seem to confirm that it's weaker than the PS4's-
                                            Tue, 1:36 PM
                                            Reply (9)
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                                            • weed: Price?
                                              Tue, 2:12 PM
                                            • logistics: AMD inside?
                                              Tue, 4:17 PM
                                              • Paulo Santos
                                                HLF remains impressive, I wonder if Ackman is going to bail.
                                                Tue, 9:42 AM
                                                Reply (4)
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                                                • Yorick: Its probably impressive because he IS bailing
                                                  Tue, 11:27 AM
                                                • Zeus2012: He's a pretty arrogant and stubborn guy. Just look at MBIA.
                                                  Tue, 11:30 AM
                                                  • Paulo Santos
                                                    Very strong reversal taking place in silver and gold.
                                                    Mon, 12:03 PM
                                                    Reply (1)
                                                    • PSalerno: Sold 31 puts on NEM today.
                                                      Mon, 3:15 PM
                                                      • Paulo Santos
                                                        HLF is continuing the squeeze.
                                                        Mon, 10:30 AM
                                                        Reply (4)
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                                                        • jason2713: you mean wealth creation.
                                                          Mon, 11:07 AM
                                                        • Zeus2012: HLF is just getting started. Would not be surprised to see a $60 on this stock in the not too distant future.
                                                          Mon, 4:26 PM
                                                          • Paulo Santos
                                                            Check out the low on Anadarko (APC)! $0.01 http://yhoo.it/13tPTSw
                                                            May 17, 5:05 PM
                                                            Reply (6)
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                                                            • wigit5: lol hilarious so more exchange goof ups? wonder if that'll be more normal...
                                                              May 17, 6:35 PM
                                                            • wheelz23: why does SA's quote say it closed at 83?
                                                              May 17, 6:37 PM
                                                              • Paulo Santos
                                                                Something bugs me in this artificial bubble: how can AAPL go down while it happens?
                                                                May 17, 4:14 PM
                                                                Reply (84)
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                                                                • marketquant: The simplest explanation could be that some big short-y hedge fund has received a mega-redemption request.
                                                                  Mon, 12:13 PM
                                                                • Paulo Santos: AAPL and many other stocks have very low short interest, though.
                                                                  Mon, 12:15 PM
                                                                  • Paulo Santos
                                                                    MSFT is going Zimbabwe.
                                                                    May 17, 3:33 PM
                                                                    Reply (11)
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                                                                    • Sam Liu: Any perspective to why MSFT is still going up
                                                                      Mon, 3:36 AM
                                                                    • Sam Liu: could the money be coming out of AAPL, going into QCOM and CSCO also finally
                                                                      Mon, 3:41 AM
                                                                      • Paulo Santos
                                                                        Lizard Capital today: we thinkzzz marginzzz are improvingzzz. We thinkzzz AMZNzzz Izzzz a Buyzzzz.
                                                                        May 16, 3:03 PM
                                                                        Reply (1)
                                                                        • Paulo Santos: (Many thanks to "Shorting_Amazon" for the "Lizard Capital" name)
                                                                          May 16, 3:04 PM
                                                                          • Paulo Santos
                                                                            Microsoft is the Next Microsoft!
                                                                            May 16, 10:38 AM
                                                                            Reply (1)
                                                                            • wigit5: lol
                                                                              May 16, 12:17 PM
                                                                              • Paulo Santos
                                                                                AAPL lost nearly 10% in a few days with zero market impact.
                                                                                May 16, 9:46 AM
                                                                                Reply (10)
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                                                                                • PSalerno: Yes, but Bernanke is not a true money printer, it is just an amateur.
                                                                                  May 16, 1:28 PM
                                                                                • Paulo Santos: Well, he's been training a lot.
                                                                                  May 16, 1:34 PM