Greg Feirman1's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/136340/comments http://seekingalpha.com/article/102948-commodities-the-next-bubble?source=feed#comment-298745 298745
In my opinion, that was just a preview of the real deal to come once we work through the current global mess.]]> Wed, 05 Nov 2008 12:20:09 -0500
In my opinion, that was just a preview of the real deal to come once we work through the current global mess.]]> http://seekingalpha.com/article/101805-the-recession-is-already-priced-into-stocks?source=feed#comment-291231 291231
The bears make a good point when they say that we're already in a stock market crash. I should have used the word "collapse" to make my point.

I also think the comments here provide a valuable read on sentiment. I agree with basehitz:

"The overwhelming bearish comments here confirms AAII sentiment data, which is far more bearish now than at any time. That is bullish. However, only the strongest financially deserve investment. The weak ones may not survive."]]> Mon, 27 Oct 2008 02:22:00 -0400
The bears make a good point when they say that we're already in a stock market crash. I should have used the word "collapse" to make my point.

I also think the comments here provide a valuable read on sentiment. I agree with basehitz:

"The overwhelming bearish comments here confirms AAII sentiment data, which is far more bearish now than at any time. That is bullish. However, only the strongest financially deserve investment. The weak ones may not survive."]]> http://seekingalpha.com/article/96104-playing-for-a-bounce?source=feed#comment-269272 269272 Tue, 30 Sep 2008 00:44:35 -0400 http://seekingalpha.com/article/96104-playing-for-a-bounce?source=feed#comment-269270 269270
The whole idea is that they're going after short sellers right now because they want to stop the market from going down. Anybody disagree that that's why they made this announcement when they did? The point was to intimidate and help the market out.

All the details about naked short selling don't concern me. It makes sense that you should have to line up the shares first. But the SEC's intention was to stop stocks from going down and use the force of their government power to that end. Hence they are "sort of" making it illegal for stocks go down.

When the people with the guns (i.e. power) start to flex their muscles to some end, in this case stopping stocks from going down, it's worth paying attention to and it will probably be, ceteris paribus, effective to some extent.]]> Tue, 30 Sep 2008 00:41:52 -0400
The whole idea is that they're going after short sellers right now because they want to stop the market from going down. Anybody disagree that that's why they made this announcement when they did? The point was to intimidate and help the market out.

All the details about naked short selling don't concern me. It makes sense that you should have to line up the shares first. But the SEC's intention was to stop stocks from going down and use the force of their government power to that end. Hence they are "sort of" making it illegal for stocks go down.

When the people with the guns (i.e. power) start to flex their muscles to some end, in this case stopping stocks from going down, it's worth paying attention to and it will probably be, ceteris paribus, effective to some extent.]]> http://seekingalpha.com/article/85117-calling-today-a-short-term-bottom-for-financials?source=feed#comment-210255 210255 Sun, 20 Jul 2008 22:34:39 -0400 http://seekingalpha.com/article/81060-gfi-group-is-not-your-typical-brokerage?source=feed#comment-184567 184567
What makes you so sure GFIG would be a primary beneficiary of any centralized clearing house? Wouldn't the bigger brokers try to muscle in and take over this lucrative business?]]> Thu, 12 Jun 2008 19:46:19 -0400
What makes you so sure GFIG would be a primary beneficiary of any centralized clearing house? Wouldn't the bigger brokers try to muscle in and take over this lucrative business?]]> http://seekingalpha.com/article/81077-is-pfizer-s-7-dividend-safe?source=feed#comment-184557 184557 Thu, 12 Jun 2008 19:38:40 -0400 http://seekingalpha.com/article/73781-freeport-mcmoran-is-overvalued?source=feed#comment-155954 155954
www.slate.com/id/21300...#

As the growth slows down worldwide, I expect the edge to come off the price of copper which, it should be noted, is trading at multi year highs.

If I'm right, Freeport will selloff massively as it is essentially a huge call option on copper prices.
]]> Thu, 24 Apr 2008 12:07:48 -0400
www.slate.com/id/21300...#

As the growth slows down worldwide, I expect the edge to come off the price of copper which, it should be noted, is trading at multi year highs.

If I'm right, Freeport will selloff massively as it is essentially a huge call option on copper prices.
]]> http://seekingalpha.com/article/69498-borders-explores-strategic-options-receives-special-funding?source=feed#comment-130687 130687
My original said "and are getting torched today as well" (www.topgunfp.com/borde.../).

Uhhh..... not using torched literally!!!!

]]> Mon, 24 Mar 2008 13:32:17 -0400
My original said "and are getting torched today as well" (www.topgunfp.com/borde.../).

Uhhh..... not using torched literally!!!!

]]> http://seekingalpha.com/article/62666-say-goodnight-as-google-disappoints?source=feed#comment-115313 115313
I agree, Adam, that the fundamentals are good. But what this earnings miss and price action suggest is that the peak for this cycle is in. So while Google is still solid fundamentally, it likely will go lower before going higher.

Rumpole: Yes, I think GOOG and GS are the most important stocks in the market these days.]]> Fri, 08 Feb 2008 15:06:08 -0500
I agree, Adam, that the fundamentals are good. But what this earnings miss and price action suggest is that the peak for this cycle is in. So while Google is still solid fundamentally, it likely will go lower before going higher.

Rumpole: Yes, I think GOOG and GS are the most important stocks in the market these days.]]> http://seekingalpha.com/article/60221-sears-lampert-how-much-trouble-is-the-next-warren-buffett-in?source=feed#comment-113990 113990 Fri, 01 Feb 2008 04:18:32 -0500 http://seekingalpha.com/article/60438-trade-a-bounce-in-intel?source=feed#comment-113989 113989 Fri, 01 Feb 2008 04:14:15 -0500 http://seekingalpha.com/article/58854-an-attractive-entry-for-an-amazon-short?source=feed#comment-108325 108325
Shorting is all about timing. Amazon's valuation shows that it is trading as a speculative stock and now is not the time for speculation. Note how Amazon got crushed today, down 7% in a down 2-3% market. Speculative stocks always get hit harder.

It's going down more.]]> Fri, 04 Jan 2008 18:12:38 -0500
Shorting is all about timing. Amazon's valuation shows that it is trading as a speculative stock and now is not the time for speculation. Note how Amazon got crushed today, down 7% in a down 2-3% market. Speculative stocks always get hit harder.

It's going down more.]]>