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Windwood Trader

Windwood Trader
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  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    >SHB-

    "The US guvmint is a prime example of "getting away with it". So far."

    Wars and reconstruction prime examples- I guess the boomerang came home with depending on inflation to pay for our last two dismal wars- still waiting.

    WT
    Jun 12, 2015. 06:43 PM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >SHB-

    Re: (KMI) Good move on the trade. Once it pierced the $40 support level you'd have to go a long way back to find the next support, maybe $38.50 in December. Only $.40 to that level now with a $38.92 close today.

    This is one ugly market with little leadership. Thinking some long in-the-money index puts on Monday.

    WOW- Just saw Arch Coal- (ACI) From $39.00 five years ago to $.39 to close today.

    WT
    Jun 12, 2015. 06:10 PM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >Ungawah-

    Methinks the oracle may have some narrow attitudes regarding income inequality in the US, either that or the rest of the world doesn't require the same high-order talents that we do in the US.

    You may find this piece of interest.

    http://nyti.ms/1IA3YVQ

    The US middle class is no longer the best off in the world.

    WT
    Jun 12, 2015. 04:23 PM | 3 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    Maya-

    Re: (KMI)

    You're welcome- Hope you were shet of it!

    I am a customer. They just recently postponed for a year or more a major fourth line through my property. It was full speed ahead until late April- then the brakes came on- Lower demand maybe? No one's talking.

    WT
    Jun 12, 2015. 02:37 PM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    (KMI)

    Still holding Kinder Morgan? You may want to read this piece. It looks to have resulted in a hit to KMI today-

    http://bit.ly/1e8X8fO

    Be careful out there-

    WT
    Jun 12, 2015. 12:31 PM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    From Der Spiegel-
    Re: Merkel and Greece-

    Schaeuble has been pushing to cut the rope and Merkel wants to try to work things out with Greece-

    From the article-
    "Schäuble is convinced that Europe can only succeed if everyone abides by the rules and Greece is prepared to accept what he calls "conditionality," in other words, that credit depends on Greece respecting the terms of its creditors. Merkel basically agrees. But a Grexit could upset the financial markets, and then what? She is reluctant to risk looking like she prioritized national interests and undermined the founding principles of the EU."

    Looks like things are coming to a head-

    http://bit.ly/1e8TUJo

    WT
    Jun 12, 2015. 12:14 PM | 5 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    >D-inv-

    Thanks for that link.

    Pretty much sums up the issues as they have been highlighted by others. Tsipras has openly stated that he would reverse the reforms that have already been put into place. The fact that there is no economic model that supports such a position is apparently irrelevant.

    To paraphrase Margaret Thatcher- It's amazing what you can do with other peoples money- until you run out of it.

    WT
    Jun 11, 2015. 09:39 AM | 6 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    I had posted this on the Stability of the European-etc. this morning but it fits well here also:

    >>>>>

    A response to FPA's post "quoted" section:

    >FPA-

    "The question that needs to be asked is should the Greek government accept increased austerity as dictated by the Troika and measured by the size of the primary surplus and percent of increased taxes, or should Greece default, leave the Euro and switch to the Drachma."

    I agree with your take, Rattie but I am just not sure where the question sits. I think an analysis could be made as to where the axe will fall in the event of a default and how large of a chunk it will be to each creditor. I would be amazed if each nation has not already done the math and done worse case scenarios. Fortunately there appears to be only one prodigal country (so far) and the Bigs- Germany, France etc. may come to the conclusion that Grexit is not only a possibility but a necessity akin to a bad investment that you keep "averaging down" hoping it will come back.

    The culture and fiscal non-responsibility attitude of Greece clearly says Greece will do what it can to maintain its status quo and has the belief you all will blink, capitulate and continue to give it the money to accomplish what is currently in place. There will be no further compromise of substance from the Greek quarter.

    How much longer would the creditors be willing to keep averaging down into this irresponsible mess?

    Sometimes you just have to cut the losses and suck it up.

    WT
    Jun 6, 2015. 01:57 PM | 6 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]


    >FPA-

    "The question that needs to be asked is should the Greek government accept increased austerity as dictated by the Troika and measured by the size of the primary surplus and percent of increased taxes, or should Greece default, leave the Euro and switch to the Drachma."

    I agree with your take, Rattie but I am just not sure where the question sits. I think an analysis could be made as to where the axe will fall in the event of a default and how large of a chunk it will be to each creditor. I would be amazed if each nation has not already done the math and done worse case scenarios. Fortunately there appears to be only one prodigal country (so far) and the Bigs- Germany, France etc. may come to the conclusion that Grexit is not only a possibility but a necessity akin to a bad investment that you keep "averaging down" hoping it will come back.

    The culture and fiscal non-responsibility attitude of Greece clearly says Greece will do what it can to maintain its status quo and has the belief you all will blink, capitulate and continue to give it the money to accomplish what is currently in place. There will be no further compromise of substance from the Greek quarter.

    How much longer would the creditors be willing to keep averaging down into this irresponsible mess?

    Sometimes you just have to cut the losses and suck it up.

    WT
    Jun 6, 2015. 09:20 AM | 5 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >Mark-

    Re: (MEMP) The idea of an article would be much appreciated!

    Thanks, WT
    Jun 5, 2015. 09:31 PM | 3 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >dapizz- Re:(MEMP) PUTs

    Looks like the $20s have not traded as $17.5s October are getting the only action right now - 55 contracts traded at $3.00.
    Not a bad play IMO.

    WT
    Jun 5, 2015. 10:18 AM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Had to laugh at Jeff Miller's quip in "A Dash of Insight."

    " Most people think that storms affect cloud computing! Hmm…."

    WT
    Jun 4, 2015. 06:51 PM | 5 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator May 23, 2015 To ?? [View instapost]
    >Maya-

    (GILD) is my only gainer and I have only an entry position.

    As Riley used to say, "What a revoltin' development this turned out to be!"

    WT
    Jun 4, 2015. 03:53 PM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >HTL-

    If you lined up the world's economists they would all point in different directions.

    {;-)}

    WT
    Jun 4, 2015. 10:14 AM | 5 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >Maya-

    Re: (MEMP)

    Thanks a bunch for the insight. I had forgotten about the hedging they did- makes all the difference.

    WT
    Jun 4, 2015. 09:31 AM | 5 Likes Like |Link to Comment
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