nyctrax

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    • Wed Aug 27th 01:32 AM | Rating: 0 0
      Commented on:
      Solarfun's Huge Run: Time To Lock in Solar Profits
      User 76581 --

      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.
      View article »
    • Tue Aug 26th 04:49 AM | Rating: 0 0
      Commented on:
      Solarfun's Huge Run: Time To Lock in Solar Profits
      I normally don't comment in the negative, but this article really irked me. How the author managed to link Obama/Biden with SOLF is beyond me...if there's any politician to reference it's the Governator (Schwarzenegger) in CA...who's state inked a big deal with SPWR recently.

      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.
      View article »
    • Sun Aug 24th 17:11 PM | Rating: 0 0
      Commented on:
      Obama Is Bad for the Economy - Barron's
      I was going to get a subscription to Barron's. But not any longer.

      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.
      View article »
    • Mon Aug 18th 16:45 PM | Rating: 0 0
      Commented on:
      Fannie and Freddie: The Heat Is On
      Trader Mark, I love your ideas. But I'm thinking that this is too risky, though, for a straight put/short. It seems that all this noise is coming from one source: Barron's.

      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.
      View article »
    • Mon Aug 18th 03:49 AM | Rating: 0 0
      Commented on:
      Don't Believe the Lies: Ride the Bank Stocks Bull
      So over the last few weeks we've seen the hedge funds plow money into uh...airlines, autos, and...(cough) financials. While cashing out heavily on the multi-year commodities run-up.

      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.
      View article »
    • Sat Aug 2nd 14:43 PM | Rating: 0 0
      Commented on:
      Massey Energy Posts Big Number But Big Charge Too
      Sorry, my comments were wrong. USO goes up...all the "oil-related"... stocks go up (not down). Too much late-night blog posting.

      Apologies.
      View article »
    • Sat Aug 2nd 02:26 AM | Rating: 0 0
      Commented on:
      Massey Energy Posts Big Number But Big Charge Too
      It IS getting old. Watching the ticker the other day, USO goes down...CHK/XTO/MOS/BTU... goes up. USO goes up...and all these babies go down. Like kids on a seesaw.

      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.
      View article »
    • Fri Aug 1st 21:08 PM | Rating: 0 0
      Commented on:
      Chesapeake Energy Pre-Call Notes: Another Quarter, Another Beat
      Great comments here. JJSpano, really good stuff. I, too, lost some $$ on both CHK and XTO (re: Zoedog). I was asleep at the wheel, and when NG plunged...well, I kept thinking it was a two or three day "correction."...

      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.
      View article »
    • Fri Jul 25th 00:45 AM | Rating: 0 0
      Commented on:
      Potash Corp. Earns $2.82, a 220% Increase
      Gaucho, where are you getting your info about the short presence on CALM and POT? According to shortsqueeze.com, POT only has 1.3% of it's shares sold short, and MOS (my other fave ag. stock) only has 1.7%.

      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.)
      View article »
    • Thu Jul 24th 18:53 PM | Rating: 0 0
      Commented on:
      Potash Corp. Earns $2.82, a 220% Increase
      I agree with you, Will. However, the overall Market got sucker-punched today...so hopefully the fert. companies will come back tomorrow with a vengeance. Medium and long-term they will be fine.

      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.
      View article »
    • Tue Jul 22nd 14:26 PM | Rating: 0 0
      Commented on:
      XTO Energy Just Picked a Bad Day To Announce Earnings
      Trader Mark, keep up the great posts. Love your writing style as well.

      As far as XTO goes, well, the same thing could be said of COG, CHK, etc. I keep buying, thinking these things are going to turn around on the fundamentals...but no. Hey, WB's up today...on a 8.9 Billion dollar loss!! Sign me up! Where can I invest?!
      View article »
    • Mon Jul 21st 23:19 PM | Rating: 0 0
      Commented on:
      Energy: The Year In (P)review
      Great Article. Thanks for the work.
      View article »
    • Thu Jul 17th 03:40 AM | Rating: 0 0
      Commented on:
      How Do You Spell a Short-Term Bottom in Financials?
      I'd believe you except...except...MER'... and WB's earnings are about to come out (this week and next). They will be dreadful.

      Today was a short-covering bounce. Tomorrow (Thursday), I'm betting the financials will take another hit in anticipation of MER's awful earnings after-hours. (Also, the financials SP's sprung far too high today to not get some bounce-back).

      I could be wrong, so I'm straddling/strangling my options on this one...but I'm definitely weighted to the downside puts.
      View article »
    • Mon Jul 14th 01:08 AM | Rating: 0 0
      Commented on:
      Parsing Paulson: The Fannie and Freddie Bailout
      Spot on. Enjoyed the article immensely. Bought a tight option straddle on FNM on Friday hoping to make a dirty buck on the volatility.

      But honestly...I'm not happy about any of this. Our country should be better run than this. Right now it's just being run into the ground.
      View article »
    • Sat Jul 12th 02:39 AM | Rating: 0 0
      Commented on:
      LDK Solar: Forecasting Sunny Skies in Q2 Earnings
      Great article. I own long-term call options on LDK. I did some research a while back and came to the same conclusion as you. (Though my own research paled in comparison to yours posted here). Many thanks!
      View article »
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