pollyserial

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  • Owning Stocks Today Is Risking Dollars To Make Pennies  [View article]
    But patiently waiting to build your long term portfolio at reasonable valuations is also an option.
    Dec 13, 2015. 12:16 AM | 2 Likes Like |Link to Comment
  • Owning Stocks Today Is Risking Dollars To Make Pennies  [View article]
    8.5% and 7.5% dividends.....for now. Unlikely to stay that high if oil stays low.
    Dec 13, 2015. 12:12 AM | 1 Like Like |Link to Comment
  • 2-Year Treasury Yield Spikes, Close To 6-Year High  [View article]
    But...I'd think that if commodities collapse then a significant portion of stocks also collapse, no? Even just oil collapsing brings some pretty heavy pressure on both the Russell and the Spoos. Also, retail is looking darn weak.....that said, not planning on agressively shorting, if at all, more just stepping out of the way. Good luck all.
    Nov 11, 2015. 03:47 PM | 1 Like Like |Link to Comment
  • 2-Year Treasury Yield Spikes, Close To 6-Year High  [View article]
    Quin, the banter you have with the trout is quite interesting, so I looked back at your recent comments and was saddened to read, from a month ago that you recently lost all of your money (in the recent swoon I suppose?) and are done with trading. That said, if you are still trading -- being so dead on bullish here strikes me as perhaps premature. Not saying that as a bear, either, just a patient fellow who doesn't mind missing some trades. Best wishes.
    Nov 11, 2015. 12:27 AM | 1 Like Like |Link to Comment
  • Another Selloff Is Coming  [View article]
    markets looking like they might reverse crash but gold on the other hand......and the long bond better catch a bid here or it might waterfall too.
    Nov 3, 2015. 02:00 PM | Likes Like |Link to Comment
  • Another Selloff Is Coming  [View article]
    CA: long bond not cooperating with your thesis so far....
    Nov 3, 2015. 01:57 PM | Likes Like |Link to Comment
  • We Are So Bearish At These Levels That We're Polar Bearish  [View article]
    "June is the exit" of which trade, kind sir?
    Oct 29, 2015. 02:18 PM | Likes Like |Link to Comment
  • There Is Something In This More Than Natural  [View instapost]
    not sure if you mean short stocks or not but will assume you do and, nope, not currently short nor particularly long stocks. but not so sure about the new bull market highs part, either. watching the action here near the 200 day, expecting some waffling around it for a while. we shall see. more interested in treasuries, personally, but sort of waiting for some strength to show up. best wishes.
    Oct 26, 2015. 12:08 AM | 1 Like Like |Link to Comment
  • There Is Something In This More Than Natural  [View instapost]
    I'm not sure I understand what you're saying here. Sounds like asset price inflation and commodity price deflation are going to continue going opposite directions, in your view?

    Which would lead to....commodities lower, rates lower, stocks volatile but up? In a nutshell?
    Oct 25, 2015. 01:07 PM | Likes Like |Link to Comment
  • Deflation Warning: The Next Wave  [View article]
    Part of me thinks, maybe the PBOC or even the ECB could turn the needle here, but on the other hand -- if the global difficulty is strong dollars, didn't they just turn up the heat?
    Oct 24, 2015. 06:18 PM | Likes Like |Link to Comment
  • Deflation Warning: The Next Wave  [View article]
    !!! Holy cow. 1100 by year end? That's a pretty extreme call! (And the sort of call that makes someone who sat mostly in cash last week, for no good reason, seemingly, feel a bit better, perhaps) I personally was expecting more like some backing and filling in November and maybe as low as 1600? in March/April but.... will definitely keep your thinking in mind as action unfolds.
    Oct 24, 2015. 05:36 PM | Likes Like |Link to Comment
  • Molycorp creditors ask court for Oaktree probe  [View news story]
    I got filled as low as .07 a while back but just a few. I find the whole thing a bit too suspicious. Why the heck would they be trading at .05? Who's selling them at that price and why?
    Oct 24, 2015. 05:28 PM | Likes Like |Link to Comment
  • Molycorp creditors ask court for Oaktree probe  [View news story]
    are you a buyer or just a holder here?
    Oct 24, 2015. 05:26 PM | Likes Like |Link to Comment
  • Molycorp creditors ask court for Oaktree probe  [View news story]
    It depends what you own/ed. If you owned the secured debt (like me) then my understanding is we will automatically be covered by whatever deal ends up being worked out, but you should do you own research on this. Here I think they are talking about the less senior debt obligations, which apparently are up in the air. If you owned stock I think there's nothing to do.
    Oct 24, 2015. 05:25 PM | Likes Like |Link to Comment
  • Oil: $20 Or $70  [View article]
    Or they could have put it in Delorean, because it was a small auto company with a dangerous balance sheet, and they would have lost every penny. IMHO the two companies you mentioned are two of the worst balance sheets in the sector, and only very strong balance sheets are going to survive.
    Oct 24, 2015. 04:53 PM | 1 Like Like |Link to Comment
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