nycDem's Comments nycDem's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/141879/comments Three Ways to Short Stocks http://seekingalpha.com/article/137267-three-ways-to-short-stocks?source=feed#comment-503056 503056 Wed, 13 May 2009 23:05:06 -0400 Bullish for the Time Being http://seekingalpha.com/article/127678-bullish-for-the-time-being?source=feed#comment-439075 439075 Tue, 24 Mar 2009 23:43:11 -0400 The Bubble of Uncertainty Is About to Burst http://seekingalpha.com/article/124520-the-bubble-of-uncertainty-is-about-to-burst?source=feed#comment-417624 417624
If I had only listened to him I would've been rich.

The most dangerous phrase in investing: "This time it's different."

We are in a recession. We will emerge from it. If you buy over-sold equities now in strong companies you will emerge a much wealthier individual.

Sadly, I bet most of the people posting negative comments here were convinced we were going to Dow 20,000 (or $400 oil). And now they're equally convinced we're going to Dow 2,000. The yappings of an hysterical crowd amped up on doomsday propaganda.

No, this time it's NOT different. It's just an economic cycle...and the smart money is positioning itself accordingly.

Cheers.
]]>
Sat, 07 Mar 2009 23:36:10 -0500
If I had only listened to him I would've been rich.

The most dangerous phrase in investing: "This time it's different."

We are in a recession. We will emerge from it. If you buy over-sold equities now in strong companies you will emerge a much wealthier individual.

Sadly, I bet most of the people posting negative comments here were convinced we were going to Dow 20,000 (or $400 oil). And now they're equally convinced we're going to Dow 2,000. The yappings of an hysterical crowd amped up on doomsday propaganda.

No, this time it's NOT different. It's just an economic cycle...and the smart money is positioning itself accordingly.

Cheers.
]]>
Tech Leads the Rally: Reason to Give Thanks, Or Dead-Turkey Bounce? http://seekingalpha.com/article/108221-tech-leads-the-rally-reason-to-give-thanks-or-dead-turkey-bounce?source=feed#comment-316403 316403

On Nov 27 12:52 PM Terry Huebert wrote:

> I'm holding off buying a new laptop until they get rid of Vista.
> That can't be good for Dell or Microsoft.]]>
Thu, 27 Nov 2008 18:07:09 -0500

On Nov 27 12:52 PM Terry Huebert wrote:

> I'm holding off buying a new laptop until they get rid of Vista.
> That can't be good for Dell or Microsoft.]]>
Paulson Trying to Rewrite His Own History http://seekingalpha.com/article/107177-paulson-trying-to-rewrite-his-own-history?source=feed#comment-311273 311273
This tells you a lot about the arrogance of this man.

I'm not saying he's unintelligent...I'm saying he's got a seriously flawed character.

Putting the arrogant 35 year-old Neel Kashkari in charge of disbursing these funds is yet another example of poor judgement.

The waning days of the Bush admin. are turning out to be quite the swan song.]]>
Thu, 20 Nov 2008 20:29:03 -0500
This tells you a lot about the arrogance of this man.

I'm not saying he's unintelligent...I'm saying he's got a seriously flawed character.

Putting the arrogant 35 year-old Neel Kashkari in charge of disbursing these funds is yet another example of poor judgement.

The waning days of the Bush admin. are turning out to be quite the swan song.]]>
Peak Oil, Cars, and Depressions http://seekingalpha.com/article/106251-peak-oil-cars-and-depressions?source=feed#comment-307652 307652 Mon, 17 Nov 2008 02:27:10 -0500 Julian Robertson: Some Buying, but Bearish on the Economy http://seekingalpha.com/article/99727-julian-robertson-some-buying-but-bearish-on-the-economy?source=feed#comment-281833 281833
I wish Freud were alive, he'd appropriately diagnose the situation as wholesale "projection" with an unhealthy amount of "cognitive dissonance."

The Republicans blew up the system...and they are unwilling to take the blame.

Pretty typical for the Republicans, I'd say. And it's the reason the party is going down in flames in three weeks.]]>
Tue, 14 Oct 2008 00:29:57 -0400
I wish Freud were alive, he'd appropriately diagnose the situation as wholesale "projection" with an unhealthy amount of "cognitive dissonance."

The Republicans blew up the system...and they are unwilling to take the blame.

Pretty typical for the Republicans, I'd say. And it's the reason the party is going down in flames in three weeks.]]>
How Oversold Are We? http://seekingalpha.com/article/99459-how-oversold-are-we?source=feed#comment-280256 280256
Instant Karma's gonna get you... ;-)]]>
Sun, 12 Oct 2008 00:37:00 -0400
Instant Karma's gonna get you... ;-)]]>
Solar Rises As Senate Adds 'Tax Extender' Legislation to Bailout Bill http://seekingalpha.com/article/98049-solar-rises-as-senate-adds-tax-extender-legislation-to-bailout-bill?source=feed#comment-271192 271192
fingers are crossed that the house approves the measure. i bought in big on solar yesterday in anticipation that the senate would vote "yea".

and they did!

so...good for my portfolio AND the environment.

just the way i like it.]]>
Thu, 02 Oct 2008 00:33:57 -0400
fingers are crossed that the house approves the measure. i bought in big on solar yesterday in anticipation that the senate would vote "yea".

and they did!

so...good for my portfolio AND the environment.

just the way i like it.]]>
Play the Bounce to Hedge Your Longs http://seekingalpha.com/article/97977-play-the-bounce-to-hedge-your-longs?source=feed#comment-270131 270131
I don't know how people who are all long are doing. Not well, I guess. This market sucks. It's made me a better trader...but I'd rather invest in fundamentals.]]>
Tue, 30 Sep 2008 23:03:08 -0400
I don't know how people who are all long are doing. Not well, I guess. This market sucks. It's made me a better trader...but I'd rather invest in fundamentals.]]>
Coal Prices Set to Go Up http://seekingalpha.com/article/97771-coal-prices-set-to-go-up?source=feed#comment-269327 269327
Look it up.

Boy, listening to you Republicans whine without checking facts is seriously annoying.

With regards to the prognosis for coal (or more specifically, coal stocks), I think only technical trading at this point suffices as sound investment advice.

Check out the chart for JRCC...and set your in/out points accordingly.

It's not difficult.

Right now the markets are a mess.

Fundamentals are out the window.]]>
Tue, 30 Sep 2008 03:17:40 -0400
Look it up.

Boy, listening to you Republicans whine without checking facts is seriously annoying.

With regards to the prognosis for coal (or more specifically, coal stocks), I think only technical trading at this point suffices as sound investment advice.

Check out the chart for JRCC...and set your in/out points accordingly.

It's not difficult.

Right now the markets are a mess.

Fundamentals are out the window.]]>
Looking for Hope http://seekingalpha.com/article/97874-looking-for-hope?source=feed#comment-269096 269096 Mon, 29 Sep 2008 20:37:47 -0400 Obama vs. McCain: Who's Better for Dividend Investors? http://seekingalpha.com/article/95727-obama-vs-mccain-who-s-better-for-dividend-investors?source=feed#comment-267184 267184
The Republicans can vote for McCain. If he wins, they can stay in their gated communities until this country turns into a banana republic - with 1% controlling all of the wealth, and everyone else getting screwed.

And ronslim, your jab that Obama is a Marxist is pathetic. In any other country Obama's economic policies would be considered almost right-wing.

You want Marxism? Wait until enough people wake up and realize that the Republican party only PRETENDS to help the middle-class while actually screwing them over so they can transfer America's wealth to their rich buddies' tax-free offshore bank accounts.

As a member of the "investment class" I'm all for the free-market, but I sure as hell won't vote for McCain and 4 more years of criminal greed.

Obama/Biden '08.]]>
Sun, 28 Sep 2008 00:33:23 -0400
The Republicans can vote for McCain. If he wins, they can stay in their gated communities until this country turns into a banana republic - with 1% controlling all of the wealth, and everyone else getting screwed.

And ronslim, your jab that Obama is a Marxist is pathetic. In any other country Obama's economic policies would be considered almost right-wing.

You want Marxism? Wait until enough people wake up and realize that the Republican party only PRETENDS to help the middle-class while actually screwing them over so they can transfer America's wealth to their rich buddies' tax-free offshore bank accounts.

As a member of the "investment class" I'm all for the free-market, but I sure as hell won't vote for McCain and 4 more years of criminal greed.

Obama/Biden '08.]]>
AIG: Details of Its Punishing Bailout http://seekingalpha.com/article/97272-aig-details-of-its-punishing-bailout?source=feed#comment-264382 264382
So AIG is giving 80% of its common to the government? If so, how is giving stock to the government "dilution"? Or it's issuing 80% more stock to the government on top of it's common?

Thanks in advance.]]>
Thu, 25 Sep 2008 01:08:05 -0400
So AIG is giving 80% of its common to the government? If so, how is giving stock to the government "dilution"? Or it's issuing 80% more stock to the government on top of it's common?

Thanks in advance.]]>
5 Failures of SEC Chairman Cox http://seekingalpha.com/article/96487-5-failures-of-sec-chairman-cox?source=feed#comment-263099 263099
Any Republican who won't take the blame for his party driving this country into the ditch isn't worth talking to.

Stand up. Be a man (or a woman). You guys blew it - badly.

Now go to your room and let Obama/Biden restore the dignity to this country.]]>
Tue, 23 Sep 2008 23:15:23 -0400
Any Republican who won't take the blame for his party driving this country into the ditch isn't worth talking to.

Stand up. Be a man (or a woman). You guys blew it - badly.

Now go to your room and let Obama/Biden restore the dignity to this country.]]>
Hedge Funds May Have Gone Too Far http://seekingalpha.com/article/96203-hedge-funds-may-have-gone-too-far?source=feed#comment-258635 258635
Who's your daddy now, Mr. Republican? It ain't the free market. It's the FED! ]]>
Fri, 19 Sep 2008 02:05:01 -0400
Who's your daddy now, Mr. Republican? It ain't the free market. It's the FED! ]]>
Managing Risk: A Probability Model http://seekingalpha.com/article/96183-managing-risk-a-probability-model?source=feed#comment-258461 258461 Thu, 18 Sep 2008 19:55:19 -0400 GS, MS: Do Wall Street's Independent Brokerages Have a Future? http://seekingalpha.com/article/96242-gs-ms-do-wall-street-s-independent-brokerages-have-a-future?source=feed#comment-258448 258448 Thu, 18 Sep 2008 19:16:01 -0400 The Commodities Basket Trade http://seekingalpha.com/article/94029-the-commodities-basket-trade?source=feed#comment-246728 246728 Sat, 06 Sep 2008 02:17:22 -0400 Solarfun's Huge Run: Time To Lock in Solar Profits http://seekingalpha.com/article/92438-solarfun-s-huge-run-time-to-lock-in-solar-profits?source=feed#comment-239790 239790
I'm speculating that since a lot of the daily market drama is driven by hedge funds...and since these hedge funds use an army of computers to make automatic technical trades...that's why you saw today's drop on solar stocks...they ran up to value "x", the hedge-funds grabbed their profits, and now they go down...but the fundamentals are still the same...so the overall TREND-LINE should be up...

Again, this is pure speculation on my part. But i think it's the Quants (the algorithms the hedgies derive from their quantitative analyses of the market sectors) which drive these up and down prices.

Black box trading.]]>
Wed, 27 Aug 2008 01:32:23 -0400
I'm speculating that since a lot of the daily market drama is driven by hedge funds...and since these hedge funds use an army of computers to make automatic technical trades...that's why you saw today's drop on solar stocks...they ran up to value "x", the hedge-funds grabbed their profits, and now they go down...but the fundamentals are still the same...so the overall TREND-LINE should be up...

Again, this is pure speculation on my part. But i think it's the Quants (the algorithms the hedgies derive from their quantitative analyses of the market sectors) which drive these up and down prices.

Black box trading.]]>
Solarfun's Huge Run: Time To Lock in Solar Profits http://seekingalpha.com/article/92438-solarfun-s-huge-run-time-to-lock-in-solar-profits?source=feed#comment-239789 239789
I'm speculating that since a lot of the daily market drama is driven by hedge funds...and since these hedge funds use an army of computers to make automatic technical trades...that's why you saw today's drop on solar stocks...they ran up to value "x", the hedge-funds grabbed their profits, and now they go down...but the fundamentals are still the same...so the overall TREND-LINE should be up...

Again, this is pure speculation on my part. But i think it's the Quants (the algorithms the hedgies derive from their quantitative analyses of the market sectors) which drive these up and down prices.

Black box trading.]]>
Wed, 27 Aug 2008 01:32:22 -0400
I'm speculating that since a lot of the daily market drama is driven by hedge funds...and since these hedge funds use an army of computers to make automatic technical trades...that's why you saw today's drop on solar stocks...they ran up to value "x", the hedge-funds grabbed their profits, and now they go down...but the fundamentals are still the same...so the overall TREND-LINE should be up...

Again, this is pure speculation on my part. But i think it's the Quants (the algorithms the hedgies derive from their quantitative analyses of the market sectors) which drive these up and down prices.

Black box trading.]]>
Solarfun's Huge Run: Time To Lock in Solar Profits http://seekingalpha.com/article/92438-solarfun-s-huge-run-time-to-lock-in-solar-profits?source=feed#comment-239038 239038
Sorry, Kevin, this isn't analysis. It barely event qualifies as drunken bar chatter.

Solar Co's are growth stocks. Oil may go down in the short term, but in the long-term it's up up up.

And as an aside, it's truly pathetic that the majority of Americans think we can drill ourselves out of our energy crisis. We need to conserve and develop alternative/renewable fuels.

And yes, I am voting for Obama/Biden.]]>
Tue, 26 Aug 2008 04:49:35 -0400
Sorry, Kevin, this isn't analysis. It barely event qualifies as drunken bar chatter.

Solar Co's are growth stocks. Oil may go down in the short term, but in the long-term it's up up up.

And as an aside, it's truly pathetic that the majority of Americans think we can drill ourselves out of our energy crisis. We need to conserve and develop alternative/renewable fuels.

And yes, I am voting for Obama/Biden.]]>
Obama Is Bad for the Economy - Barron's http://seekingalpha.com/article/92371-obama-is-bad-for-the-economy-barron-s?source=feed#comment-237917 237917
Yep, taxing the "rich" is going to hobble our economy. Because taxing the poor and the middle-class over the last eight years (both directly and indirectly - through skyrocketing education, medical and energy expenses) has done so much for the American economy!!

The Republicans need to go. Before it's too late.

There's nothing wrong with being rich. But there's a LOT wrong with being greedy and hypocritical. And that pretty much sums up the Republican party. Remember what Bush memorably said? "This is an impressive crowd - the haves and the have-mores."

A more swaggering cast of feckless, sanctimonious chicken-hawks has never walked across the nation's stage before.

The Barron's article is utterly pathetic. The last gasp of a pathetic, villainous oligarchy before being stampeded in the storming of the Bastille.]]>
Sun, 24 Aug 2008 17:11:13 -0400
Yep, taxing the "rich" is going to hobble our economy. Because taxing the poor and the middle-class over the last eight years (both directly and indirectly - through skyrocketing education, medical and energy expenses) has done so much for the American economy!!

The Republicans need to go. Before it's too late.

There's nothing wrong with being rich. But there's a LOT wrong with being greedy and hypocritical. And that pretty much sums up the Republican party. Remember what Bush memorably said? "This is an impressive crowd - the haves and the have-mores."

A more swaggering cast of feckless, sanctimonious chicken-hawks has never walked across the nation's stage before.

The Barron's article is utterly pathetic. The last gasp of a pathetic, villainous oligarchy before being stampeded in the storming of the Bastille.]]>
Fannie and Freddie: The Heat Is On http://seekingalpha.com/article/91479-fannie-and-freddie-the-heat-is-on?source=feed#comment-233404 233404
As a trader, the way to play this is through the volatility. FRE/FNM are either going to rocket upwards or come crashing down.

So my advice might be to buy a put/call straddle or a strangle and sit back and watch the fireworks. Heck, both of them already dropped 22% today.]]>
Mon, 18 Aug 2008 16:45:40 -0400
As a trader, the way to play this is through the volatility. FRE/FNM are either going to rocket upwards or come crashing down.

So my advice might be to buy a put/call straddle or a strangle and sit back and watch the fireworks. Heck, both of them already dropped 22% today.]]>
Don't Believe the Lies: Ride the Bank Stocks Bull http://seekingalpha.com/article/91137-don-t-believe-the-lies-ride-the-bank-stocks-bull?source=feed#comment-232829 232829
Airlines, autos and financials are bleeding red ink.

Commodities are rolling in cash (Witness BHP Billiton's latest earnings).

This is a classic bear market trader's rally that isn't even remotely grounded in fundamentals.

If you have a five-year horizon, you might want to buy financials. Anything less? I'd sideline your ambitions...a lot of these stocks are classic "value traps."

Also, Chopin's posted 3 articles in the last three days pumping financials. I'm wary of his motives.

No one knows what's on the financials' balance sheets. And with noise coming out about FRE and FNM teetering on the edge...well, that could get ugly...real fast.]]>
Mon, 18 Aug 2008 03:49:25 -0400
Airlines, autos and financials are bleeding red ink.

Commodities are rolling in cash (Witness BHP Billiton's latest earnings).

This is a classic bear market trader's rally that isn't even remotely grounded in fundamentals.

If you have a five-year horizon, you might want to buy financials. Anything less? I'd sideline your ambitions...a lot of these stocks are classic "value traps."

Also, Chopin's posted 3 articles in the last three days pumping financials. I'm wary of his motives.

No one knows what's on the financials' balance sheets. And with noise coming out about FRE and FNM teetering on the edge...well, that could get ugly...real fast.]]>
Massey Energy Posts Big Number But Big Charge Too http://seekingalpha.com/article/88585-massey-energy-posts-big-number-but-big-charge-too?source=feed#comment-221097 221097
Apologies.]]>
Sat, 02 Aug 2008 14:43:29 -0400
Apologies.]]>
Massey Energy Posts Big Number But Big Charge Too http://seekingalpha.com/article/88585-massey-energy-posts-big-number-but-big-charge-too?source=feed#comment-220841 220841
Eh...at least coal is the same color as crude. Even shares the same first letter.

But NG, fertilizer? C'mon, people! Maybe the hedgies are on vacay and haven't had time to enter in some new algorithms.

I hate this market now. It's no different than a roulette wheel. Can we please get back to rewarding fundamentals? Seems energy went from being Prom Queen to the buck-toothed fat girl in the course of one week. Why? Just b/c the hedgies said they liked Merril's taking out the trash so much.

Pffft! Fine go ahead and invest in financials right now. Personally, I think it'll feel no different than getting run over by a garbage truck.

I remain long XTO and CHK. I've got October $55 calls I bought at the recent low. Maybe I'm a fool. But I'm hoping it'll be a cold winter.


]]>
Sat, 02 Aug 2008 02:26:11 -0400
Eh...at least coal is the same color as crude. Even shares the same first letter.

But NG, fertilizer? C'mon, people! Maybe the hedgies are on vacay and haven't had time to enter in some new algorithms.

I hate this market now. It's no different than a roulette wheel. Can we please get back to rewarding fundamentals? Seems energy went from being Prom Queen to the buck-toothed fat girl in the course of one week. Why? Just b/c the hedgies said they liked Merril's taking out the trash so much.

Pffft! Fine go ahead and invest in financials right now. Personally, I think it'll feel no different than getting run over by a garbage truck.

I remain long XTO and CHK. I've got October $55 calls I bought at the recent low. Maybe I'm a fool. But I'm hoping it'll be a cold winter.


]]>
Chesapeake Energy Pre-Call Notes: Another Quarter, Another Beat http://seekingalpha.com/article/88517-chesapeake-energy-pre-call-notes-another-quarter-another-beat?source=feed#comment-220757 220757
Eh...not really, right?

However, read this article for NG information: www.bloomberg.com/apps...

According the article we're at seasonal lows for NG.

I like this quote: "Our rule of thumb is no matter how bleak it is, or how bearish people are talking [about NG], don't be short after Labor Day.''

As far as CHK's merit as a stock, I'm long...and I will do some more analysis per JJSpano's info. I'll check out his blog.

Good luck to everyone.]]>
Fri, 01 Aug 2008 21:08:09 -0400
Eh...not really, right?

However, read this article for NG information: www.bloomberg.com/apps...

According the article we're at seasonal lows for NG.

I like this quote: "Our rule of thumb is no matter how bleak it is, or how bearish people are talking [about NG], don't be short after Labor Day.''

As far as CHK's merit as a stock, I'm long...and I will do some more analysis per JJSpano's info. I'll check out his blog.

Good luck to everyone.]]>
Potash Corp. Earns $2.82, a 220% Increase http://seekingalpha.com/article/86877-potash-corp-earns-2-82-a-220-increase?source=feed#comment-213973 213973
While I do agree that the naked shorting is appalling and criminal...I'm just wondering where you are getting your figures.

(As a point of reference, UAUA has 25% of it's shares sold short! Which makes sense, frankly.) ]]>
Fri, 25 Jul 2008 00:45:14 -0400
While I do agree that the naked shorting is appalling and criminal...I'm just wondering where you are getting your figures.

(As a point of reference, UAUA has 25% of it's shares sold short! Which makes sense, frankly.) ]]>
Potash Corp. Earns $2.82, a 220% Increase http://seekingalpha.com/article/86877-potash-corp-earns-2-82-a-220-increase?source=feed#comment-213834 213834
Still, the rotation from commodities to financials has been dispiriting for those who invest in fundamentals. There's just so much blatant market manipulation. And if the retail investor gets on the wrong side of it, he/she gets steamrolled.]]>
Thu, 24 Jul 2008 18:53:01 -0400
Still, the rotation from commodities to financials has been dispiriting for those who invest in fundamentals. There's just so much blatant market manipulation. And if the retail investor gets on the wrong side of it, he/she gets steamrolled.]]>