Unemployment Rate: When Will QE End? [View article]
I don't claim to know which solution elements are workable.
I agree the bailouts were wrong.
But I also believe that deficit spending (i.e., loose fiscal policy through strategic tax cutting and INCREASED government spending) is a proven path through short term economic slumps. The US government is attempting loose policy via QE, which puts the money into the wrong hands...
I don't have to rehash the obvious, but in case I'm not clear:
1. Tax cuts need to be targeted to demographics most likely to spend the incremental available money (i.e., poor and middle classes). This is real domestic economic stimulus.
2. Government spending on infrastructure is a long term investment that easily justifies the debt incurred; assuming that waste and corruption is minimized.
Unemployment Rate: When Will QE End? [View article]
So won't anyone ever decide that QE does not work to create jobs and demand a different strategy? Is there a job creation (labor demand creation) strategy that doesn't kill GDP growth in the short term?
A savvy provider could sell a service that allows individual investors to subscribe to various HFT algorithm streams (i.e., directly participate in the transactions)... for a fee.
The correlation between VIX and VXX (etc.) seems very weak ... just from glance observation, let alone the correlation to SPY.
(e.g., VIX currently -0.31% while VXX is +1%, today).
Easy enough to graph the correlation trend, of course. But, absent that, I try to pairs trade VIX, VXX, and long or short option spreads or condors on SPY.
While I hang onto the SPY trades if they are positive Theta decay, I swing trade the VIX and VXX depending on their relative movements and "feel" for trend.
Just an experiment, but working out OK for now. Needs to be formalized...
The Whitney Tilson Indicator: Time To Short Netflix? [View article]
Icahn has cleverly stated that he still hasn't sold any NFLX *STOCK*.
He carefully avoids disclosing any derivative positions (i.e., he could be long PUTs, short CALLs, or both -- the result being a synthetic short of NFLX).
This Is Why Netflix Will Go Bankrupt [View article]
Icahn has cleverly stated that he still hasn't sold any NFLX *STOCK*.
He carefully avoids disclosing any derivative positions (i.e., he could be long PUTs, short CALLs, or both -- the result being a synthetic short of NFLX).
The Whitney Tilson Indicator: Time To Short Netflix? [View article]
Has has not sold any SHARES ... the article you link to does not say anything about OPTIONS or other derivatives.
Icahn could be long thousands of PUTs or short CALLs (or both) and thus be synthetically (essentially) short NFLX ... and still not be, technically, lying.
"We haven't sold a share of Netflix (NFLX +0.5%)," says Carl Icahn in an animated CNBC appearance (video) highlighted by broadsides fired at Michael Dell and (Dell short) Jim Chanos. The comments have helped Netflix, which has nearly tripled since Icahn disclosed his stake in the company last October, tick slightly higher. [View news story]
But have they sold derivatives, perhaps? Doh! It's not technically lying...
Market Outlook - What Comes Next After All-Time Highs? [View article]
What makes you conclude that falling workforce participation is primarily due to government safety-nets? The prevailing opinion is that these benefits are a pittance compared to earnings from employment... With the footnote being that "employment" means a job with a living wage and health care -- NOT minimum wage (or sub-minimum in the large sector of 'tipped' restaurant & service industry workers) or sub-30 hour/week jobs...
Think Streaming Will Replace Cable TV? This Data On Streaming Quality Proves Otherwise [View article]
I am a home theater enthusiast, but built my system on a budget, without sacrificing quality by substituting research: high quality components without hyped prices. I love the 1080P & 5/7.1 s
Barry Diller had some intriguing comments on upstart Aereo during a Bloomberg TV interview: 1) If the legal battles go Aereo's way, Diller sees a radical revolution where consumers have one wire into their house. Think cord-cutting on steroids - potentially good for Netflix (NFLX -0.1%) but clearly bad for broadcasters (CBS, CMCSA, DIS, AMCX). 2) Aereo could be profitable at 10M-20M subscribers. 3) What about media heavyweights such as News Corp (NWS, NWSA) threatening the nuclear option of going to cable? Diller thinks it's a grab for fees that won't play well for consumers. (video) [View news story]
Aereo's days are numbered. Low numbered.
Their competition (cable companies) have extremely deep pockets for both litigation and lobbying.
Every attempt to break traditional distribution models has failed and will continue to fail as long as it's fate can be fought by those traditional content distributors and owners.
Unemployment Rate: When Will QE End? [View article]
Interest rates will be kept low until the Wall Street Bankers who pay his real salary instruct him otherwise.
Unemployment Rate: When Will QE End? [View article]
I agree the bailouts were wrong.
But I also believe that deficit spending (i.e., loose fiscal policy through strategic tax cutting and INCREASED government spending) is a proven path through short term economic slumps. The US government is attempting loose policy via QE, which puts the money into the wrong hands...
I don't have to rehash the obvious, but in case I'm not clear:
1. Tax cuts need to be targeted to demographics most likely to spend the incremental available money (i.e., poor and middle classes). This is real domestic economic stimulus.
2. Government spending on infrastructure is a long term investment that easily justifies the debt incurred; assuming that waste and corruption is minimized.
Unemployment Rate: When Will QE End? [View article]
Modeling The VIX Futures Curve [View article]
If this is permitted by SEC/FINRA, that is.
Alternatively, purchase HFT based hedge funds?
Modeling The VIX Futures Curve [View article]
(e.g., VIX currently -0.31% while VXX is +1%, today).
Easy enough to graph the correlation trend, of course. But, absent that, I try to pairs trade VIX, VXX, and long or short option spreads or condors on SPY.
While I hang onto the SPY trades if they are positive Theta decay, I swing trade the VIX and VXX depending on their relative movements and "feel" for trend.
Just an experiment, but working out OK for now. Needs to be formalized...
A Russell 1000 Dividend Stocks Strategy That Can Outperform [View article]
Why I'm Bullish And We Are Not In A Bubble [View article]
The Whitney Tilson Indicator: Time To Short Netflix? [View article]
He carefully avoids disclosing any derivative positions (i.e., he could be long PUTs, short CALLs, or both -- the result being a synthetic short of NFLX).
http://bit.ly/YGeBAN
This Is Why Netflix Will Go Bankrupt [View article]
He carefully avoids disclosing any derivative positions (i.e., he could be long PUTs, short CALLs, or both -- the result being a synthetic short of NFLX).
http://bit.ly/YGeBAN
The Whitney Tilson Indicator: Time To Short Netflix? [View article]
Icahn could be long thousands of PUTs or short CALLs (or both) and thus be synthetically (essentially) short NFLX ... and still not be, technically, lying.
"We haven't sold a share of Netflix (NFLX +0.5%)," says Carl Icahn in an animated CNBC appearance (video) highlighted by broadsides fired at Michael Dell and (Dell short) Jim Chanos. The comments have helped Netflix, which has nearly tripled since Icahn disclosed his stake in the company last October, tick slightly higher. [View news story]
Market Outlook - What Comes Next After All-Time Highs? [View article]
Think Streaming Will Replace Cable TV? This Data On Streaming Quality Proves Otherwise [View article]
I don't think I am an exceptional consumer.
Now we have 3D and 4K consumer level equipment and content coming soon... The bandwidth requirements for these is, obviously, a tremendous hurdle.
Think Streaming Will Replace Cable TV? This Data On Streaming Quality Proves Otherwise [View article]
Barry Diller had some intriguing comments on upstart Aereo during a Bloomberg TV interview: 1) If the legal battles go Aereo's way, Diller sees a radical revolution where consumers have one wire into their house. Think cord-cutting on steroids - potentially good for Netflix (NFLX -0.1%) but clearly bad for broadcasters (CBS, CMCSA, DIS, AMCX). 2) Aereo could be profitable at 10M-20M subscribers. 3) What about media heavyweights such as News Corp (NWS, NWSA) threatening the nuclear option of going to cable? Diller thinks it's a grab for fees that won't play well for consumers. (video) [View news story]
Their competition (cable companies) have extremely deep pockets for both litigation and lobbying.
Every attempt to break traditional distribution models has failed and will continue to fail as long as it's fate can be fought by those traditional content distributors and owners.