Seeking Alpha

The Other Street's  Instablog

The Other Street
Send Message
Thirty years of salt mine experience as an institutional investment advisor, both on the Buy and Sell side. A graduate of Columbia Business School (MBA) and Chimie Paris Tech (MSChe), I started my Wall Street career with Brown Brothers Harriman & co, went West with Montgomery Securities and... More
My company:
Capital Max, Inc.
My book:
Anatomy of the Meltdown - 1998-2008. The Worst Decade in Stock Investing, or Was It? 2nd edition, with a new introduction by the author.
View The Other Street's Instablogs on:
  • The Air Pocket Is Over - SnP 1643 Going Higher

    While everybody seems t be ready the economic and Fed tea leaves, I posit that the defining surprise this week-end is the Election in Iran of "moderate" Rhowani. After the close on Friday, the futures were ticking down, and I can't help but believe that the then likely scenario of a Jalil victory was the Invisible Hand behind the correction, especially given the heightened rhetoric on Syria and Russia. If I am correct and this defuses the Middle East concern for a bit, we can then turn back to economics and the Fed' tea leaves. My opinion on this has not changed. Target 2000, but we first should expect a strong test around 1675 or so.

    From my last article, glad to see that NILE is finally being talked up - and that's a prime candidate for a short squeeze.

    Disclosure: I am long NILE.

    Jun 17 9:58 AM | Link | 5 Comments
  • A Couple Of Ideas.

    I would not be surprised to see a short squeeze on IO ($7.75, up 10%), which I own. Also, for those who are interested, it looks like AKAM ($35.85) is about to tumble - surprising after the strong move on Q2 earnings, but that's what my Oscilator reads.

    Disclosure: I am long IO, EXH, ADES, GVA, JOE, MXWL, ODP, PHM, PIKE, SANM, SLM, TIVO, TMO, URI, URS, VECO, WCC, WSBC, WTS, WWD, TWM.

    Aug 08 10:10 AM | Link | Comment!
  • It's 3:55 Thursday 8/2 - I Am Covering Shorts @ SnP 1365 And DJII 12880

    I am covering shorts @ SnP 1365 and Dow 12880 - it's Wednesday 8/2 at 3:55.

    Aug 02 3:59 PM | Link | 3 Comments
Full index of posts »
Latest Followers

Latest Comments


Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.