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  • Paulo Santos
    A few years ago, talk of the PPT was viewed (rightfully) as a nutty conspiracy theory ...
    9/19/12
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    • Be Here Now: PPT?
      9/20/12
    • Paulo Santos: "Plunge Protection Team"
      9/20/12
      • Paulo Santos
        A little volatility would be welcome, it's like the slow days of summer already.
        8/6/12
        Reply (1)
        • Whitehawk: If the $SPX grinds above 1400, VIX may trade below 15.50, toward 14. Long VIX Puts at zero cost basis (sold VIX Calls at the last peak)
          8/6/12
          • Paulo Santos
            A bit more of this at one can already look for some longs. For now I'll be looking at stuff that gains from nat gas going up.
            5/4/12
            Reply (9)
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            • Jeremy Johnson, CFA: PEG is 56% nuclear. There are good reasons to prefer it over EXC, but you'll have to consider your own views on the industry and valuation.
              5/5/12
            • Paulo Santos: That might be worth a look then, will try to do it soon.
              5/5/12
              • Paulo Santos
                A few weak days and already the airwaves are filled wtih dovish talk.
                4/12/12
                Reply (2)
                • Paulo Santos: It's firing on all cylinders, the numbers are too bad not to be good :-)
                  4/12/12
                • westcoastinvests: It is amazing how little decline can be tolerated before its ZIRP forever.
                  4/12/12
                  • Paulo Santos
                    A referendum brings uncertainty, Greece might end up leaving the Euro. Consequences are hard to predict.
                    10/31/11
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