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Windwood Trader

Windwood Trader
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  • QuickChat #273, August 15 2014 [View instapost]
    >Joe-

    Thanks for sharing the strategy- I held my PCI throughout and am a little over 3% underwater- No complaints.

    PIMCO is a top quality firm and am confident that my investments there will pay off handsomely. I spent a couple of days visiting with the firm back when I was managing large trust funds. These folks do it properly- it's not just one person.

    I just wish I had that kind of confidence in PIMCO at the beginning of 2009 for my own investments.

    WT
    Sep 29, 2014. 12:24 PM | 4 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    >Doc-

    Thanks for the write-up.

    Very nice summation of the FED/GS article.

    I am proud of myself having understood the Latin also!

    Foxes watching the chickens works well also. LOL!

    WT
    Sep 28, 2014. 04:28 PM | 4 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    >HTL-

    Re: Confirmation-

    Yup-

    We little guys are always fighting the battle uphill.

    WT
    Sep 27, 2014. 01:23 PM | 2 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    Re: Goldman Sachs and the Fed-

    Here is Newsweek's video version-

    http://bit.ly/1rqW9cB

    I hear sounds like crony capitalism out there..............

    WT
    Sep 27, 2014. 10:40 AM | 3 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    For those of you (like me) that believe government is in bed with the financial industry you will find this article from Bloomberg of some interest.

    http://bv.ms/1my8IUH

    Does it ever end?

    WT
    Sep 27, 2014. 10:17 AM | 4 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator August 16, 2014 To September 14, 2014 [View instapost]
    Maya-
    Not sure you realize this is the OLD Swine Flu blog

    ([=)}

    WT
    Sep 24, 2014. 06:32 PM | 3 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    >TB-

    Interesting thought- ...looking to sell rather than buy.

    Can't imagine that there would be too much interest based on market activity, but I guess an extra $100M would sweeten the buyout pot a little.

    Strange company-

    WT
    Sep 24, 2014. 12:22 PM | 4 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    >LT-

    NVAX is most assuredly a quandary. On the Swine Flu chat I had discussed their recent stock dilution for $100 mil and their hiring of a gunslinger who is a company acquisition specialist at the same time. Looked to me that NVAX was in a buying mood. What happened? Boopkus. They surely didn't need the cash for current cash flow needs. They still had around $100 mil in the till at the time.

    More and more it looks like these guys are just using the cow for milk for the corner suite and not to grow the herd. I would love to be wrong but see little to change my mind.

    WT
    Sep 24, 2014. 09:33 AM | 4 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September 14, 2014 To October 18, 2014. [View instapost]
    Re (NVAX)

    Some news of interest on Novavax-

    Novavax Gets Additional Funding Commitment From US For Vaccine Development; Adds 4% Pre-bell

    Novavax' H7N9 Avian Influenza VLP Vaccine Candidate With Matrix-M(TM) Delivers Positive Phase 1/2 Clinical Data

    WT
    Sep 23, 2014. 06:26 PM | 4 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    >maya-

    Re: (SBOTF)

    You're welcome!

    Re: MLPs-

    I still have some (BBEP) at a 5% loss so far but I did ring the cash register for a few bucks in covered CALLs that expired worthless.

    (MEMP) is one we talked about and I have a good sized chunk in two accounts barely even. Hopefully this "correction" (he said with a lot of hope) will do its thing and let us move on. I never did the (KMP). I believe you probably did the right thing with your sell on that.

    WT
    Sep 23, 2014. 05:49 PM | 3 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September 14, 2014 To October 18, 2014. [View instapost]
    Re: (SBOTF)

    Stellar has drawn some unwanted attention it seems-

    http://seekingalpha.co...

    Might want to move quickly on this one. I have been gone at $2.20 or so a couple of months back.

    WT
    Sep 23, 2014. 11:00 AM | 2 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    >Maya-

    Re: MLPs-
    Lot of room for UP there- They took a pretty good hit on Monday.

    Futures way down at 08:40.

    Dow-60
    S&P- 7
    NSDQ- 15.50
    Sep 23, 2014. 08:44 AM | 3 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    James-

    Thanks. I agree with the conclusions. The 'tell' for me has been the total cratering of the velocity of M2 money stock- Lowest it has been in as long as I can remember and that is a LONG time. It started its swan song in the late 90s and basically been sliding ever since.

    http://bit.ly/x0cMMT

    This really is the reason that I believe rising interest rates will have some but little effect on the economy as a whole. Since nobody is borrowing what difference does a 100bp or so increase have on anything?

    I do hold a bit of the physical PM and it is helping keep my socks in place.

    WT
    Sep 22, 2014. 11:00 AM | 4 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    >HTL-

    Thanks for the Parnell link on Stealth Liquidation.

    The comments are most interesting on this one, IMO.

    WT
    Sep 22, 2014. 10:21 AM | 2 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    Lifelong commodities trader Peter Brandt comments on the long term outlook for Gold and Silver- Not for the faint of heart-

    http://bit.ly/1rhCv3S

    WT
    Sep 22, 2014. 10:08 AM | 2 Likes Like |Link to Comment
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