Uncle Bill

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92 Comments

    • Wed Oct 10th 09:05 AM | Rating: 0 0
      Commented on:
      Mispriced Securities: If Hedge Funds, Then Investment Banks
      You're so smart, it's incredible. I wonder why all these people didn't listen to you? Again, no alpha here, David.
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    • Wed Oct 10th 08:50 AM | Rating: 0 0
      Commented on:
      Patient Thornburg Buyers Will Be Handsomely Rewarded
      You wrote a post about buying TMA two months ago, and the stock is unchanged after a nice rally in the overall market. Notice that in the latest statement they say things will be OK as long as the market returns to normal. That ain't happening -- but at least they've got something to blame their bankruptcy on. Gotta love those "adverse market conditions."
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    • Tue Oct 9th 09:38 AM | Rating: 0 0
      Commented on:
      Gold Stocks Poised to Shine Again
      Now that's good alpha, Boris. Strong information, nicely presented, resulting in a clear conclusion. Thanks.
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    • Tue Oct 9th 07:54 AM | Rating: 0 0
      Commented on:
      Options Traders Paying Dearly For S&P 500 Puts
      Is this supposed to be funny or pithy? I'm an options guy, and I don't know what this means. Are you saying that puts are trading with a higher implied volatility than calls? "So-called" put options? Who wrote that piece you quoted?
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    • Mon Oct 8th 09:45 AM | Rating: 0 0
      Commented on:
      International ETFs: Profitable But Still Risky
      What's with the "some would" phrase? Do you believe this drawdown theory is the proper way to express relative risk? Your bio says you're a risk expert -- is this the way you calculate risk, using this drawdown statistic?
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    • Mon Oct 8th 07:57 AM | Rating: 0 0
      Commented on:
      Housing Market in Desperation
      Your first post -- no alpha here. Quit wasting our time if this is what you have to contribute. Reads like a term paper for classs.
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    • Mon Oct 8th 07:53 AM | Rating: 0 0
      Commented on:
      Merrill Should Have Taken Its Own Advice
      Nice rant, but where's the alpha? How do I make money off this post?
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    • Mon Oct 8th 07:48 AM | Rating: 0 0
      Commented on:
      Steel Stocks in for Trouble; US Steel's a Short - Morgan Stanley
      Great alpha, Notable. The Mother of All Shorts is a steel stock -- Posco (PKX). You can put your kids thru school on this one. But wait another month or so, we think, then buy six-month puts.
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    • Sun Oct 7th 08:16 AM | Rating: 0 0
      Commented on:
      The Jobs Report: 'Never Mind'
      "Conceiveably change the whole market landscape"? "Otherwise good business journalists"? You don't know what you're talking about, Malkiel.
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    • Fri Oct 5th 08:07 AM | Rating: 0 0
      Commented on:
      Notes on the Defense Industry and Stocks
      This is just advertising for your company's product. No alpha here.
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    • Thu Oct 4th 07:16 AM | Rating: 0 0
      Commented on:
      The World Wakes Up To Alpha-Centric Investing
      What? No alpha here.
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    • Thu Oct 4th 07:10 AM | Rating: 0 0
      Commented on:
      Why Are Stocks Rallying?
      Yeah, that's it. We're all going to start worrying about taxes and then sell our stocks. Absolutely ridiculous. That is not what moves markets. No alpha here.
      View article »
    • Thu Oct 4th 07:04 AM | Rating: 0 0
      Commented on:
      Mortgage Equity Withdrawal Only Modest Drag on Consumer Spending
      States a conclusion, but offers no evidence. You're wrong, Doc. As soon as home prices start falling -- there's a serious gap between bids and offers right now, hence nothing is moving -- people will stop drawing down their mortgages. We've already heard what Greenspan has to say about the housing debacle, and we don't believe him.
      View article »
    • Mon Oct 1st 15:28 PM | Rating: 0 0
      Commented on:
      Are You Missing the ETF Rally?
      I noticed that your positions in this article are only a month old, so I checked your previous posts to see how you've been doing. On June 20, with SPX a 1512, your post was Outlook Continues to Be Bullish. About two weeks later, July 3, with SPX at 1534, your title was Outlook Moves to Neutral from Bullish. Three weeks after that, with SPX at 1511, your title was Outlook Shifts to Bullish. Ten days later on August 2, with SPX at 1472, you wrote "What has happened in the last week has little to do with the valuation of most stocks. We find many attractive buys on our "watch list" and we have added to our positions." Two weeks later, on August 17, you wrote, "Our intermediate term model turned neutral as we reported on August 1st, and negative a couple of days later." At the time of the post, SPX stood at 1411. That was pretty much the low for the summer. What's a thoughtful reader to conclude?
      View article »
    • Mon Oct 1st 10:26 AM | Rating: 0 0
      Commented on:
      The Buffett Sell Signal
      Thanks for reprinting what I read on Bloomberg. No alpha here.
      View article »
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