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  • Quickchat #279, March 19, 2015 [View instapost]
    >Mark-

    Re: (W)

    Yeah I saw the analyst improvement but pretty much figured it would be taken in stride,

    virtually anytime a lock-up ends stocks go crazy for a few days. This is indeed an anomaly that there wasn't even a ripple. I do find it curious. No sour grapes just scratching my head.

    WT
    Apr 9, 2015. 11:54 AM | 1 Like Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >DG-

    "When they get 2.5% or more of gold reserves to GDP"

    Agree with that- It seems to be the % of GDP held in gold by the big boys and China wants to be a player in those games. Seems that Germany has one of the highest percentages at 3400 tons and a GDP of $3.6Trillion while the US holds 8100 tons and has a GDP of $17.4Trillion.

    China is the world’s largest gold mining country and exports none of the 400+ tons a year it produces.
    China's holdings are 1050 Tons with a GDP of $17.6Trillion, the largest GDP of any country.

    I believe there are 12 OZ in a pound for gold purposes. So a pound would be 12 X $1200 (roughly) for a value of $14,400. If a ton is 2000# a ton of gold is worth about $28.8million. If a metric "tonne" is used the figures will vary.

    I looked for a concise table showing both GDP and gold holdings but could find nothing any where near current. If anyone wants to get out the HP12C here are the tables for source data-

    Lists of GDP by country-

    http://bit.ly/1cMRXNM

    Gold holdings by country-

    http://bit.ly/1Czpp31

    Have fun!

    WT
    Apr 9, 2015. 11:45 AM | 3 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >Maya-

    "Banked $2.01 per share."

    Nice catch on the 4% swing-

    I think that (TWTR) may be a suitable short right now. Back it up with cheap CALLs.

    It may be happier with a mid-forties handle.

    JMHO

    WT
    Apr 8, 2015. 05:06 PM | 2 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >Maya-

    "Your significant other will love it." LOL!

    I thought you were my friend!


    Yeah- I thought of the Amazon business model immediately.

    My thought on the lack of volume was that the insiders may have had financial backing to sort of 'short against the house' and when the lock-up period ended they just relinquished their shares- or some variation of such an idea. Possibly remuneration to NOT dump shares?

    Don't know if that's feasible or not but sure would explain the lack of volume subsequent to the release date.

    It sure ain't like Twitter! I may consider a toe in the water there after a little further decline.

    WT
    Apr 7, 2015. 09:01 PM | 2 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >Maya-
    Speaking of (non) dumping, (W) has been eerily subdued for the period after the lock-up expiration on 31 March. Absolutely no heavy, if any dumping by insiders. The daily volume for the last10 day average is 622K vs 761 for the 90 day average-

    A DROP of 140K shares. I also note that there are 10% of the shares short or 8,300,000. Not too distant from what the lock-up share amount was. Hmmm... Coincidence?

    I had bought a batch of PUTs at $30 set to expire on 10 April- Cashed them in at a 25% loss. The stock is a rock!

    WT
    Apr 7, 2015. 04:04 PM | 4 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    Medical services portion of the CPI dropped .2%- first time in forty years this has happened.

    http://bit.ly/1O3Ul40

    WT
    Apr 7, 2015. 12:03 PM | 3 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    Re: Gold-

    The Chinese have been buying very large amounts of gold, probably with US Treasury money.

    WT
    Apr 7, 2015. 11:57 AM | 5 Likes Like |Link to Comment
  • HEDJ: The Inevitable Capitulation Of The Euro Hedge [View article]
    Thanks, Noah-

    I too have profited from holding (HEDJ) AND (DBGR) over the last few months. I agree with your thesis but submit that the Euro may seek a lower floor than at present. We still have Greece and the Russians and their shenanigans to deal with.

    I am thinking to leave half of each on the table for now substituting ((VGK) and (EWG) or (EGWS) and watching carefully.

    Thanks for a very nice analysis.

    WT
    Apr 6, 2015. 06:31 PM | 2 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    Labor participation rate continues to fall-

    http://t.co/MfZw7V9TfP

    No stable economy until Joe Sixpack can buy a refrigerator.

    WT
    Apr 4, 2015. 10:07 AM | 6 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    Ralph Acampora (Godfather of TA) says on Twitter:

    Tight Trading Range: S&P 500. near-term support = 2039.69; major support = 1976.56 and overhead resistance = 2119.59.

    Stealth Correction: stock selection is key because some issues are suffering serious breakdowns while others are holding up well.

    WT
    Apr 4, 2015. 09:50 AM | 5 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    This is an interactive graphic from the Energy Information Administration (EIA) on the movements of costs and analysis of the energy deliverables. Some neat comparisons available as well as the ability to track movements. Gas, oil, propane etc.

    http://1.usa.gov/1DsMOKF

    I may have posted this before but some may not have seen same.

    WT
    Apr 2, 2015. 09:23 PM | 5 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    I always regret being half a generation ahead of the flower children. How come THEY got all the free love and cool stuff to ingest? Sheesh!

    WT
    Apr 2, 2015. 06:21 PM | 2 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >Maya-
    Yup- A neat excursion to Pennsy Dutch country. Love the markets. Harness leather men's belt with a solid real brass buckle for $8.00. Raw honey at $9.00 a pound. Not too many rip-offs in these venues. Fair product and fair prices.

    WT
    Apr 2, 2015. 06:18 PM | 3 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    OK-
    Valleywood's new handle is 'Fragile Flower'!

    >Hey, FF-

    Loved the Amish conversation. We have a couple of clusters quite near where we are in up-state New York. Palatine Bridge, Stone Arabia and Ephratah are the ones I know of.They don't seem too outgoing, not like the Amish in Lancaster County, PA.

    WT
    Apr 2, 2015. 04:15 PM | 3 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >jpau-

    As an institutional investor in recovery I know that all such investors work under an investment policy protocol that always addresses the relative size of a position in a portfolio. Twenty percent would not only be huge but entirely too risky for an outfit considered a fiduciary. Five percent would typically be the maximum percent of any stock's outstanding stock or as a percentage of the market value should that differ.

    Five percent would also be the maximum held by such organization as a percentage of all similar holdings (stock) held by that entity.

    Hedge funds have no implied fiduciary size restrictions as far as I know but I'm sure most do as well as mutual funds; Just a hazarding a guess.

    WT
    Apr 2, 2015. 12:58 PM | 3 Likes Like |Link to Comment
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