Seeking Alpha
  • anonymous#12
    Short FFIV, CMG, LULU, BPOP. Could enter TVIX if there is a big jump in the morning.
    12/14/11
    Reply (23)
    • jason2788: The futures are shrugging off this Euro dumping. How long can this go on?
      12/14/11
    • Chines33: Careful on the US consumer names..US consumer names gain the most from string dollar Commodity crash and decent US economy.
      12/14/11
    • Demi9OD: We break 1200 on the ES and it might be time for the big UVXY entry. You know that entry where you don't even trust CS.
      12/14/11
    • Chines33: Those are probably fine to short now but will snap back given their margins just drastically improved.
      12/14/11
    • jason2788: Chines - the reason commodities are goin down so drastically is b/c of a liquidity event in the horizon. This bodes bad for everything
      12/14/11
    • jason2788: I realize you are always super bullish, but its gonna bite you when no more bullish spin can be done.
      12/14/11
    • jason2788: Looks like DECK is going to be on sale even more today.
      12/14/11
    • Chines33: Maybe...but honestly silver and hold are just inflated from printing..Oil is still find, if it were liquidity oil would be sown much more.
      12/14/11
    • Chines33: Silver and gold are selling off because people and finds locking in biggest gains of year..they both are still outrageously high
      12/14/11
    • Bio Insights: Chines33 isn't always bullish. I think he shorted last week or something
      12/14/11
    • anonymous#12: All 4 positions were put in place on Monday. They are all up, moved stops up to protect profits.
      12/14/11
    • jason2788: i think it will go down a lot more, and gold still up big on year...silver I dont know about.
      12/14/11
    • Chines33: I'm not overly bullish jere I am 70% cash...just sayin US consumer is biggest gainer from this
      12/14/11
    • anonymous#12: Chines, you could be right. But my positions are already up a lot, so I moved the stops enough to protect most of the profits.
      12/14/11
    • Chines33: Jason I'm not always bullish..been net short multiple timeles over the year and 70% cash of late..just picking at long term and intra day.
      12/14/11
    • Chines33: If you remember over summer I was super bearish until stocks got so outrageous I had to start buying 1075-1135 area.
      12/14/11
    • Chines33: Anyway..still think there are spots to be long here...it's just gold and silver are still up huge on year and lost printing catalyst.
      12/14/11
    • Jacquez: Printing catalyst will come in the new year. Fed will buy MBS when dovish governors join in Jan.
      12/14/11
    • Chines33: If thats true I'd rather but oil regardless.
      12/14/11
    • cheme: Just like in '08 oil will fall also (albeit from a higher price point). Main reason for it's heightened state is Iran.
      12/14/11
    • campusglass: But Iran fears arent going anywhere. how does oil come down cheme?
      12/14/11
    • cheme: You see it coming down tdy, normally acts like any other cmdty. But Iran is a big factor right now and I can't predict how it'll turn out.
      12/14/11
    • campusglass: thats why im keeping my small oil
      12/14/11