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yoyoma1

yoyoma1
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  • How To Make 27% A Year On Intel [View article]
    I received an email alert for this article at 10:50 AM today, October 4.
    Based on the 1st post being dated 3 Oct, 9:59 AM (not sure what time zone), that means I didn't get notified for a whole day after the article came out. I am consistently getting new articles a day late. Does anyone know how to get immediate alerts or same-day alerts? (I already did a Google search and found nothing.)
    Oct 4 03:40 PM | Likes Like |Link to Comment
  • Make A Quick Profit On Cisco [View article]
    Shmulik, do you still think this is worth shorting now, if it starts retracing downward? It gapped right past the 19.20 resistance and continued upward as is common when a stock gaps past resistance. It seemed like a good trade idea, but I just read it a day late and the underlying reasons no longer hold.
    Sep 6 05:55 PM | Likes Like |Link to Comment
  • The Fed's got it right. Data going back to 1962 shows the 10-year Treasury yield is far more correlated with core CPI than it is with the headline rate, notes Matt Busigin. Since 1986, the Treasury/core rate correlation is even higher, getting pretty close to 1. The data also gives truth to the argument that energy and food price shocks (which affect the headline) are deflationary[View news story]
    Inflation is deflationary! You are blowing my mind...

    Are you saying that price increases in energy and food are a leading indicator to deflation or what?
    Aug 20 03:21 PM | 2 Likes Like |Link to Comment
  • Tesla's Troubling Risk-Reward Profile [View article]
    "coal smoke and mirrors" -- Hahahaha, nice jab at EV. John, it's amazing you have the fortitude to continue writing intellectual articles with 80% of the comments completely ignoring your analysis... or analysis in general.

    I would be happy to leave Tesla alone, except they're part of the faux-environmentalism corporate lobby that is draining tax dollars to pay for toys for the ultra rich.

    Stop the tax credits and incentives, and I will be happy to let Tesla (and the solar companies) live in peace for as long as they can delude themselves.
    Jun 7 04:51 PM | 2 Likes Like |Link to Comment
  • Annaly: Leave The Common Shares Alone, Ride The Preferred [View article]
    Can you provide more information about the competitors that went bust during the rising rates in 1999-2000? Like names, tickers, charts? Thanks!
    May 16 11:13 AM | Likes Like |Link to Comment
  • Time To Short The Donuts [View article]
    Stopped out this morning on earnings even though the trade still has merit.
    Apr 26 12:07 PM | Likes Like |Link to Comment
  • mREITs' Golden Era Is Over - Part I [View article]
    Shmulik Karpf,

    I have been looking for a way to profit from the eventual downfall of mREITs. I didn't realize NLY had such a high payout ratio. What would you think about shorting NLY and long 80% as much AGNC? The carrying cost would be zero as long as AGNC keeps paying their dividend as long as NLY does. This also assumes NLY isn't hard-to-borrow and doesn't have a interest charge to borrow. The puts on mREITs are crazy expensive, while the calls are free, so the option market definitely agrees these things are going down.
    Feb 23 02:48 AM | Likes Like |Link to Comment
  • Atwood Oceanics Post-Earnings Trade Recap [View article]
    Yes but how did you choose that specific price to close?
    Feb 3 10:55 AM | Likes Like |Link to Comment
  • Atwood Oceanics Post-Earnings Trade Recap [View article]
    The strategy is an interesting one, but how would your followers know to enter a buy-to-cover order at 45.73 for 2.5% gain, rather than just buying on the open at about 46.60? 45.73 was a very obtainable price today, but what was the criteria to get that price?
    Feb 2 05:24 PM | Likes Like |Link to Comment
COMMENTS STATS
26 Comments
18 Likes