Seeking Delta

Seeking Delta
Contributor since: 2010
1/28/11
Seeking Delta
Check out my Global Valuation Heat Map
1/21/11
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amscott8: thinking it has something to do with option expiration but as someone long RWM it's annoying .
1/21/11
Seeking Delta
Anyone know why $RWM (short Russell 2000) and $IWM (long Russell 2000) are both down ~0.4%?
1/6/11
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Perseverance is not a long race; it is many short races one after another.
1/6/11
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RE: Quick Poll. My sense, market up after jobs report tomorrow.
1/4/11
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$NURO - trading 60% of Net Working Capital - announces new strategy today. $.59/share w/ $.65 net cash /share but using $.14 in op cash/qtr.
1/3/11
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Power consumption since 2000. China up 234%.....U.S. down 1.25%.
1/3/11
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Econ Data: SLM Manufacturing 57.0 vs 57.2 - Consensus, 56.6 - Prior and Construction Spending 0.4% vs .1% - C and .7% P.
1/3/11
Seeking Delta
RE: Shiller. Why I think his 2020 forecast may be overly optimistic. See my latest article.
1/2/11
Seeking Delta
On econ calendar for tomorrow: SLM Manufacturing 57.2 - Consensus, 56.6 - Prior and Construction Spending .1% - C and .7% P.
1/2/11
Seeking Delta
Over past 3 yrs the avg S&P500 return is 0% but the geometric (compound) return is -5%. Demonstrates importance of limiting large losses.
1/2/11
Seeking Delta
If I'd only followed #CNBC's advice, I'd have a million dollars today. Provided I'd started with a hundred million dollars. ~Jon Stewart
1/2/11
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Fannie / Freddie CEO's set to make, not earn ~$6M each for 2010. Combined posted $28B in losses thru 3 qtrs and owe Treasury combined $150B.
1/2/11
Seeking Delta
Over last 3 yrs the avg S&P500 return is 0% but the geometric (compound) return is -5%. Demonstrates importance of limiting large losses.
1/1/11
Seeking Delta
Hey, I got the last article of the year on #SA. Do I win a prize? J/K Happy New Year! Make it a great one!
12/31/10
Seeking Delta
$NFLX was the top performing S&P500 stock of 2010 up +226%. $DF was the worst -51.5%. See instablog for entire top/bottom 20.
12/31/10
Seeking Delta
To all those excited for what #2011 has in store...#toast!
12/30/10
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Since 1950 65% of last trading days of the year were up days. Avg gain .44%. No sig difference between up yrs '10 or down years like '08.
12/30/10
Seeking Delta
Goal for '11 is to become a top 75 author and top 10 instablogger. Check out my articles/comments and consider following. Thanks.
12/30/10
Seeking Delta
Live Mtg / rent free for a year? Slowest states, on average, to foreclose: MA 373 days, CA 367, MD 358, NY 344.
12/30/10
Seeking Delta
Top SP500 sectors n '10: Cons Disc +26%, Industrials +24% and Materials +20%. Total SP500 +13%. MktW article suggests may continue in '11.
12/29/10
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RE: SKX. Considering a pairs trade. Long SKX short CROX. SKX 945m Mkt Cap on 1.94B of revenue while CROX 1.5B Mkt Cap on 746m revenue.
12/16/10
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AAII & NAAIM sentiment surveys @ or above current bullish levels: 2 yr avg return on SPY is -35% Small sample size but a warning nonetheless
12/1/10
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...and the most grossly obvious facts can be ignored when they are unwelcome. ~George Orwell
12/1/10
Seeking Delta
People can foresee the future only when it coincides with their own wishes......
11/30/10
Seeking Delta
Busy day of econ data 2morrow Watch for: SLM Mfg (56.9p/57c), Labor Costs (-.1%p/0%c), ADP payroll (+43k prior) and Const spend(.5%p/-.4%c)
11/30/10
Seeking Delta
"Read everything you can. If it turns you on it will probably work for you." - Warren Buffett when asked how to become a great investor.
11/30/10
Seeking Delta
$SPY resilient at 50-day MA. Two days in a row is has dipped below only to bounce back. See what happens in last ~2 hrs of trading.
11/30/10
Seeking Delta
Consumer Conf improves to 54.1 on gains in expectations component. Current component showed little change as 46.5% say jobs hard to find.
11/30/10
Seeking Delta
Home prices fell for the 3rd straight month. Case-Shiller 10-city composite index down 0.7% M/M.
11/30/10
Seeking Delta
Chicago PMIR: 62.5 vs 60.6 prior and 61 consensus. Mostly positive report but higher input prices indicate margin compression.
11/30/10
Seeking Delta
Can the markets again shake off significant losses tomorrow? Futures down overnight, European markets down big most Asian markets too.