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Ricardo Espinosa

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  • A Tale of Two Lies: Oil and Silver [View article]
    Excellent article, the most explanatory on margins I've read on this crazy month, thanks!
    May 10 04:35 PM | 19 Likes Like |Link to Comment
  • Whitney Tilson: Why We're Short Netflix [View article]
    Interesting analysis, thanks, looks like a good bear put-credit spread candidate.
    Dec 16 04:39 PM | 13 Likes Like |Link to Comment
  • James Kostohryz Positions For 2012: 100% Cash The Only Way To Play This Market [View article]
    Cash is king right now, not good to be long, dangerous to be short and only play intra-day has worked so far so good for me. Allows me to sleep well and wake up and handle whatever rumor, news or market extravangaza is thrown at me, 3% up? No problem, 5% down? Even better. Flat is the only condition I don´t like.
    Dec 21 02:13 PM | 12 Likes Like |Link to Comment
  • The Mechanism of China's Silver Accumulation [View article]
    Great article, looking for that takedown to go long some March 2011 silver contracts, keep up the good work!
    Jan 10 03:39 PM | 10 Likes Like |Link to Comment
  • Bernanke Is Right - Chinese Mercantilism, Not Fed Easy Money, Is Making a Mess [View article]
    "Germans live well and impose austerity and unemployment on those neighbors", do you mind telling me which country borders south with U.S.? The one where people get treated like dog sh$t and earn 1/8 or less than U.S. worker minimum wage? Mexico? At $5 a day as minimum wage and most of its country with it, you think U.S. got it bad, look at the rest of the world old man, it´s not called U.S.A.
    Nov 22 11:20 AM | 10 Likes Like |Link to Comment
  • 'The Little Book of Bull Moves' by Peter Schiff [View article]
    Great article, keep em coming.
    Oct 4 02:12 PM | 10 Likes Like |Link to Comment
  • Profiting From The Growing Income Disparity [View article]
    Damn people who construct our buildings and make my "stuff", I wish they weren´t so lazy and high all the time, then they´d be all rich.
    Oct 12 01:55 PM | 9 Likes Like |Link to Comment
  • The Fed considers a new "sterilized" bond purchase program, still aimed at boosting the economy, but also designed to calm inflation fears. With this plan, the Fed would still conjure up dollars to buy long-term bonds, but would then engage in a "reverse repo," borrowing back the money for short periods. And all it took was one serious down day in stocks.  [View news story]
    We need more QE, yesterday scared the living beejezus out of all of us, I tought the world was going to end, what did they mean the market was down? S&P to 3,000! That´s the best solution, everyone agrees!
    Mar 7 11:31 AM | 7 Likes Like |Link to Comment
  • U.S. stock index futures are down more than 1% in the opening moments of Sunday trade as the debt talks have yet to produce a deal. The dollar is -0.75% vs. the swiss franc, marginally lower vs. the yen, and slightly higher against the euro.  [View news story]
    You're not getting the real problem, politicians are useless, I have yet to see any of them building something, providing food or doing anything that doesn't involve taking biased decisions based on what benefits them (and their parties) most, regardless of anyone else.
    Please people, stop "voting", put a stop to this nonsense, grow some balls and let people in power see we are no longer their sheep.
    Jul 24 07:40 PM | 6 Likes Like |Link to Comment
  • Tumbling Tuesday - China Korea and Europe, Oh My! [View article]
    Great article! let´s see what magic trick the guys behind the courtain pull this time to save the fractional reserve system!
    Nov 23 01:02 PM | 6 Likes Like |Link to Comment
  • $55B poured into equity mutual funds and ETFs this month, according to TrimTabs, the largest amount since the epic peak of the tech bubble in February 2000. Corporate treasurers and insiders are selling, with a net $11.9B in share offerings and insider sales. Garnering the bulk of flows in the ETF space are emerging market (EEM, VWO) and global stock funds (EFA). [View news story]
    Time to dump everything and load up on index puts, dumb money coming in.
    Jan 28 10:09 AM | 5 Likes Like |Link to Comment
  • Research In Motion Share Valuation: Buyers Beware [View article]
    I really hope this company does turn around and your investment goes well, the marketing efforts are going well so far.
    The problem I see with BB10 is the shares are going up and will continue their way a couple of more bucks with help of short-squeezing, and the higher it goes, the better the sales will have to be to justify the share price.
    It`s really ok with me if nobody changes their mind, as everyone is free to think whatever they like about the upcoming release of BB10, this is just a DCF exercise to see what the company would need to do in order to justify a $14.29 price tag, which I do expect and hope to follow in January.
    Many people have and will continue to disagree, and it`s fine with me, there must always be two sides to every trade, I currently have no position and will gladly change my mind if I see BB10 is a smash hit like many people are expecting.
    Good luck!
    Dec 28 02:30 AM | 5 Likes Like |Link to Comment
  • Let Apple's Rally Fill Your Pockets: Weekly Options Part 2 [View article]
    Great contribution, I´ll make it my pick of the day.
    Nov 20 02:24 PM | 5 Likes Like |Link to Comment
  • An eye-opener, domestic equity funds had $30B in outflows in October, according to a Goldman report (as reported by Raj Dhaliwal). It's the largest amount of the year, and represents one-third of all of 2011's outflows. Bond funds had their biggest inflows of the year - $44B against an average $32B. (see credit risk "euphoria"[View news story]
    Great contrarian sign, big outflows tend to happen at the worst times for investor´s portfolios, then they miss a rally and so on. I´m covering my short positions tomorrow morning.
    Nov 12 05:14 PM | 5 Likes Like |Link to Comment
  • Why I Am Content That I Sold Apple And Gave Up Trading [View article]
    Most daytraders fail, I read somewhere that 90% lose money and go bust the first year.
    Apr 12 06:21 PM | 5 Likes Like |Link to Comment