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Robert Duval

 
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  • Gold Shorts Welcome Draghi To The Rescue [View article]
    Dollar index.....is the dollar index. It ended higher.....

    To me a positive divergence is setting up, gold vs the dollar correlation.
    Nov 22, 2014. 12:58 PM | 1 Like Like |Link to Comment
  • Santa Claus Rally Launches Today [View article]
    http://seekingalpha.co...

    Markos;

    You are certainly correct on seasonal's. I have minimal index exposure. Here are my thoughts:
    Nov 22, 2014. 12:32 PM | Likes Like |Link to Comment
  • The Market Loves GoPro, But We Don't [View article]
    Stock is already breaking down, I expect this to continue.

    Long Gopro Puts.
    Nov 22, 2014. 12:28 PM | Likes Like |Link to Comment
  • Trends And Developments: Checking Under The Hood Of A Powerful Bull Market [View instapost]
    Readers -- What I did not put in this post -- and I've submitted this as an article -- is I am using a bit of a barbell approach -- I maintain a core long position in Indian ETF's and a smaller one in the Philippines, offsetting my "momo" short positions.

    I believe the next great secular bull will be based around Indian equities, and the region to a certain extent.

    I plan both to research individual Indian stocks further.
    Nov 22, 2014. 12:27 PM | Likes Like |Link to Comment
  • All Aboard! [View article]
    http://seekingalpha.co...

    Current thoughts, Owen:
    Nov 22, 2014. 12:23 PM | Likes Like |Link to Comment
  • Fed And Markets More Co-Dependent Than Ever [View article]
    http://seekingalpha.co...

    Current thoughts on where we are:
    Nov 22, 2014. 12:22 PM | Likes Like |Link to Comment
  • Breadth Divergence: Are The Bulls Missing This? [View article]
    http://seekingalpha.co...

    Chris; current thoughts and strategy: Hope it is useful:
    Nov 22, 2014. 12:20 PM | Likes Like |Link to Comment
  • Gold Dropping On Japan And Draghi [View article]
    http://seekingalpha.co...

    Few current thoughts; including on gold.
    Nov 22, 2014. 12:17 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #48 [View instapost]
    http://seekingalpha.co...

    Current thoughts
    Nov 22, 2014. 12:16 PM | Likes Like |Link to Comment
  • Halliburton & Baker Hughes: A Special Situation For Investors To Ponder [View article]
    http://seekingalpha.co...

    FG; a few current thoughts:
    Nov 22, 2014. 12:16 PM | Likes Like |Link to Comment
  • This Time I Really Mean It [View article]
    http://bit.ly/1y1weMv

    A few of my thoughts:
    Nov 22, 2014. 12:14 PM | Likes Like |Link to Comment
  • This Time I Really Mean It [View article]
    Hey George,

    Interesting all of the CB action. But I can't help notice, for all of the fury from the BOJ, ECB chatter, and now PBOC action.....the "average" US stock, as opposed to the SPX, is struggling somewhat.

    You might be surprised to know, as consistently leaning short the last number of months, that I'm doing pretty well.

    I think that's much less that I'm a genius, and much more some caution on my part, but more so overall breadth is weakening, again.

    At the same time, gold and treasuries....inching higher......

    I've been long both, the last couple of weeks.

    Things rattling under the surface. Friday's Nasdaq action got me much more bearish about a potential short term topping action. I added short exposure, which was modest before, to something more substantial, in several stocks (including TWTR) and puts on the QQQ's.
    Nov 22, 2014. 10:52 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #48 [View instapost]
    The passive index flow blows my mind.

    Every Nasdaq stock I'm short, (well not quite TWTR or Yelp ) -- finished at the low tick of the day.

    This includes Nflx and PCLN, which look to be rolling over.

    Not the Nasdaq. Briefly traded red, with AAPL, then both rebounded. Truly amazing index bid, every day.
    Nov 21, 2014. 05:32 PM | Likes Like |Link to Comment
  • Halliburton & Baker Hughes: A Special Situation For Investors To Ponder [View article]
    Interesting trade. Surprised at the size of discount. One could if concerned about oil, short 50% of the BhI long side exposure in Hal stock, I suppose.
    Nov 21, 2014. 05:25 PM | Likes Like |Link to Comment
  • GoPro Prices Its Secondary Offering At Hefty Discount; Stock Sinks [View article]
    Wow. Now I know why this is such a great short.
    Nov 21, 2014. 05:10 PM | 2 Likes Like |Link to Comment
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