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Windwood Trader

Windwood Trader
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  • QuickChat #270, April 2, 2014 [View instapost]
    >SHB-

    Re:Deflation. DG had posted this link on shipping a couple of days ago-

    http://bit.ly/1kl37No

    Who says there is no deflation?

    I read Gary Shilling's great book "The Age of Deleveraging" four years ago. I go back and re-read some chapters and really do believe this guy has a 'Time Machine" that he used to get from 2009 to today-
    Worth reading if you haven't.

    WT
    Apr 15 06:00 PM | 3 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    >HTL-

    See overlay-
    The best match I could get was at 23 Days.
    What did you use?

    WT

    http://bit.ly/RmVrjI
    Apr 15 05:16 PM | 2 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    Nasdaq got down to 3946 and then took off- Probably a million traders keying on the 200 and feel that's the nadir.

    At 4000 at 14:15

    WT
    Apr 15 02:14 PM | 4 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    >HTL-

    Took my trading blocks off at 2.03 for $.05 loss and back in with just two at $1.96.

    I think between the tax cash needs (as you suspected), volatility, Ukraine (yes, again) and the length of the run people are just hunkering down for a bit.

    I still have exposure but hedged with (PCI) and (SDS)- Should have taken some (QQQ) PUTS also- I did last time but couldn't stand prosperity I guess!

    WT
    Apr 15 01:57 PM | 4 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    Re: (CPST) Got a couple of trading blocks at $1.96 early.
    Apr 15 10:33 AM | 5 Likes Like |Link to Comment
  • Swine Flu AND Medical News Concentrator April 8, 2014 To ??? [View instapost]
    Looks like (GALE) is heading for China-

    Down to $1.75 and counting.
    Apr 15 10:25 AM | 3 Likes Like |Link to Comment
  • Swine Flu AND Medical News Concentrator April 8, 2014 To ??? [View instapost]
    >LT-

    IMHO (INO) is a buy right this minute-

    (GILD) is bouncing off its 250SMA and a couple of UP days will convince me.

    If (GALE) can make it to $1.92 I will have further interest.

    WT
    Apr 15 09:12 AM | 3 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    More to that issue of needing tax money in my comment above- Looks like it was more important than I thought.

    I believe HTL raised this same issue about a week ago.

    http://bit.ly/1jHFZYG

    WT
    Apr 15 09:04 AM | 4 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    >HTL-

    Very nice article on (CPST)-

    Thanks-

    WT
    Apr 14 03:21 PM | 3 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    If civil rights are in play DOJ would most certainly be involved.
    Apr 14 12:51 PM | 2 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    >jak-

    The fund probably has a historical record of write-downs or performance of price over time. Morningstar could shed some light on it. If it continues to yield 8-10% you will have a lot of money in 30 Years.

    I did your calculation using 8% and came out with $1.84 mil for the 30 years- I don't think you did anything wrong.

    Isn't compounding wonderful?

    WT
    Apr 14 12:41 PM | 3 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    >Maya-

    Thanks!

    IMHO that is a great article by Jeff. I plan on reading it all through again. Some really good analysis and info there.

    WT
    Apr 13 06:59 PM | 4 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    >DG-
    Thanks!

    I'm pretty much out of the market- Locked into a couple

    Can't fight Mr Market no matter what the cause-

    Largest position is (SDS)

    WT
    Apr 13 06:37 PM | 5 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    Maybe my paranoia is showing but I would not be surprised if this 'flash dump' was an engineered product. The FatCats don't make any REAL money unless there is extremely hi volume for days. I think the volatility clouds are raining dollars now- No?

    The analysts have still not come to any kind of conclusion as to what caused the drop. Paying income taxes by April 15th and need to sell for the bucks? Maybe. Earnings drops? Everyone expected they would be down. Ruskies and Ukraine? Oh yeah, that- no big headlines since it's now on page three right there with Greece.

    Call me skeptical WT
    Apr 13 06:03 PM | 5 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    >DG-

    "Ship building orders evaporate and baltic dry collapse"

    Who says there is no deflation?

    Ever since folks on this chat steered me towards reading "The Shipping Man" all that Baltic Dry Index stuff not only makes sense but is fascinating to follow!

    Highly recommend it to those who have not read it.

    WT
    Apr 13 05:54 PM | 5 Likes Like |Link to Comment
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