Soonerxii

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    • Mon Nov 10th 18:57 PM | Rating: 0 0
      Commented on:
      Commodities Still Have Downside - Barron's
      Jim Rogers Vs. jegan???

      I'll take the rich guy.
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    • Mon Nov 10th 10:49 AM | Rating: 0 0
      Commented on:
      The Case for Shorting Long Dated U.S. Treasuries
      I still trying to wrap my head around this trade, but I've got a core DXKSX position now. So, I would certainly read more articles on this subject.
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    • Thu Oct 23rd 17:28 PM | Rating: 0 0
      Commented on:
      The Case for Shorting Long Dated U.S. Treasuries
      I hadn't heard of DXKSX before this article. I'm going to build a position up starting tomorrow.
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    • Thu Oct 23rd 16:12 PM | Rating: 0 0
      Commented on:
      The Case for Shorting Long Dated U.S. Treasuries
      Bill Fleckenstein has predicted pretty much everything that is happening now. He was actually about a year early. Anyways, I recomend him to people who want to drop about 120 a year for a daily roundup.
      This is an email he answered on his site about a week ago. He is ramping up his shorts on long term treasuries I believe, but his trades can come and go fast....I'm not trying to pimp Fleck here, but I am posting something from a paid site, so I need to reflect that, (but also, I will pimp Fleck, because has been fricking invaluable this past year).

      "Bill,

      It's probably a good thing in the very short term that the "flight to safety" has permitted the Treasury (and ultimately the Fed) to fund the bailing out of the world, because the rate of interest on those short-term Treasuries being bought is REALLY low (as low as one tenth of one percent yield). That reduces the interest-rate burden created by the selling of so much government debt into the markets.

      However, this surge of bailout debt is another "weapon of mass destruction" that is going to fall on us somewhere down the road. There is absolutely no way that the bailout debt (like all other U.S. debt since WWII) will be payed down. To quote Dick Cheney, describing the political stupidity of the American electorate, "Reagan proved deficits don't matter."

      Now, all this short-term bailout debt has to be rolled over each time it falls due. Once the credit panic is over and the "flight to safety" ebbs, the interest rate on Treasuries will snap upward as the debt is rolled over with fewer buyers bidding on it. As a result, the 10 year yield will rise at least to it's fifty-year average of 7% (not even counting possible conventional bombs going off like inflation from so much liquidity injection or the major devaluing of the dollar).

      In other words, the panic has created a "bubble" specific to Treasuries as an asset, and when the bubble pops, the cost of the interest payments on the trillions of dollars in new debt will become a fiscal disaster. With some real bad luck, this can be unfolding just about the time the Boomers are depleting the Social Security trust fund reserves and all that off-the-books Social Security liability will start seriously devastating our already-deeply-underwa... annual fiscal budgets.

      How high can interest rates go? Can you say 1979?
      • Thanks for that-- I agree-- foks who don't understand how rates can rise given the economy should read this twice. "
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    • Wed Oct 22nd 09:25 AM | Rating: 0 0
      Commented on:
      The Case for Shorting Long Dated U.S. Treasuries
      A lot of people have been calling for this trade. I guess you can short the TLT or buy RRPIX also. When people say long term Treasuries, do they mean 10, 20, or 30? Or all 3?
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    • Wed Sep 24th 14:31 PM | Rating: 0 0
      Commented on:
      Retail Sector Doomed: Weak Holiday Sales Will Destroy Under Armour
      Actually, UA looks like a great short. But in reality, anything that touches a consumer is going to be a great short. UA is no crocs but margins are going to evaporate along with consumer wallets
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    • Wed Sep 24th 14:26 PM | Rating: 0 0
      Commented on:
      Hedge Funds Finding New Ways to Short
      doesn't someone else have to short the stock to sell you a put?
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    • Fri Sep 19th 19:08 PM | Rating: 0 0
      Commented on:
      Are Short Sellers to Blame for the Financial Crisis?
      No, naked shorting should not be punished harshly. It should be enforced. The A hole Cox should be fired for 1. Allowing the foxes to guard the hen house, as he always did with a smile and a nice blue suit.

      and 2. for blaming all of this on short selling. Even naked shorting. The uptick rule has nothing to do with any of this either. Paulson and Cox are sooooo bad for our country. "The only difference between us an the Soviets, is that they don't pretend to be capitalists".
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    • Fri Sep 19th 09:13 AM | Rating: 0 0
      Commented on:
      SEC Bans Shorting Financials
      People that think short sellers are the cause of this are idiots. Greespan pulled a move like this several years ago...also right before options expiration. I guess the Greenspan Put isn't quite dead yet.
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    • Wed Sep 10th 11:35 AM | Rating: 0 0
      Commented on:
      Massive Opportunity to Short the Dollar
      Chris B is bringing me down :(
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    • Tue Sep 2nd 11:46 AM | Rating: 0 0
      Commented on:
      Brunswick Corporation: Is the Bad News Over?
      How could anyone feel good about owning shares of a boat company when we are in a consumer led recession? Not to mention it appears that we are on the brink of economic disaster as the housing bubble unwinds.
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    • Tue Aug 12th 09:47 AM | Rating: 0 0
      Commented on:
      Capital One: A Different Short Case
      That was freaking funny. It's funny how everyone wants to vilify short traders, and no one seems to care about people that are constant cheerleading for stocks that have no business going up.

      Also, people would be better served to quit using the term sub-prime, as if that is the only category of loans that are going bad or are going to go bad. Alt-A is Waaaaaaaaaaay bigger than subprime, and it is headed for disaster as well.
      COF and RIMM are the shorts of the century. And AMZN. Any week now it's going to pop, imo.
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    • Sun Jun 29th 10:35 AM | Rating: 0 0
      Commented on:
      Marvel's in for a Hulk of a Lawsuit - Barron's
      That is interesting. I've never heard any of this before, though I do remember Marvel going through some trouble back in the late 90's
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    • Wed Aug 22nd 09:41 AM | Rating: 0 0
      Commented on:
      Subprime Mess, Credit Excess - This Ain’t My American Dream!
      Why don't write an article on another Switchfoot song...Company Car. That was their first hit anyways..
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    • Tue Aug 21st 17:40 PM | Rating: 0 0
      Commented on:
      Vizio Leads LCD Sales; Syntax-Brillian Remains in Seventh Place
      50%? Really, THAT much? That's a lot. If you are long, and really believe in this company than you just might be set for a beautiful ride up. I don't agree, however, that shorts are snakes that bash unfairly punish stocks. I'm sure there are dudes on message boards and such, but who cares about them? To me the real crooks are the ones that get you into stocks that you shouldn't be in. Then it tanks and you find yourself blaming the shorts for exposing the company's flaws. When in reality, it was some pumping bull that led you to water in the first place.
      I short stocks. I go long. Whatever. The market is full of snakes, but not necessarily because they are shorts.
      View article »
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