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pollyserial

pollyserial
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  • GLD: I Don't Think We Break Down... Yet [View article]
    filipo: you should thank ari for hurting your sensibility and do your best to lose it entirely. this game is hard enough without taking an emotional attachment to your positions. IMHO! best of luck.
    Sep 29, 2014. 01:43 PM | 1 Like Like |Link to Comment
  • Major Stock Market Selloff Looms As The Fed's QE3 Ends [View article]
    And if most pundits say most pundits say a sell off is long overdue then....??
    Sep 27, 2014. 04:49 PM | 8 Likes Like |Link to Comment
  • Major Stock Market Selloff Looms As The Fed's QE3 Ends [View article]
    If by someone you mean "everyone" (other than small fish who are hoping they can dart in and out successfully) well, then, yeah. But if you're a long term holder then you're a long term holder and that's your approach. Ignore everything, in that case, and check back in 30 years. Good luck.
    Sep 27, 2014. 04:48 PM | 2 Likes Like |Link to Comment
  • Major Stock Market Selloff Looms As The Fed's QE3 Ends [View article]
    David, this is a great point. But then again, can king dollar soar without the tacit approval of the fed? What exactly is going on here? I think they've realized this tactic didn't work and are preparing ground for another more radical effort, which will only be accepted after people accept that we need it, i.e. the SP500 trades down to 1600. On the other hand, it could just be that at some point people get sick and tired of the fed and their goldman tapes and agitate against it. THAT would be interesting, indeed.
    Sep 27, 2014. 04:44 PM | 3 Likes Like |Link to Comment
  • Major Stock Market Selloff Looms As The Fed's QE3 Ends [View article]
    The prime reason for the end of QE as far as I can tell is worries about financial instability (lack of high quality collateral -- i.e. moar debt to monetize) rather than strong growth or inflation. IE they are in a corner and hoping no one notices, but if this year's stubborn rally in bonds is any indication.....everyone noticed. Now, if the government were functional and was using the record low rates to actually do something productive, well then growth wouldn't be an issue. But....grab your popcorn, this should be interesting. I'm guessing: newer more radical (tax rebates for everyone!) stimulus next year.
    Sep 27, 2014. 04:41 PM | 4 Likes Like |Link to Comment
  • Major Stock Market Selloff Looms As The Fed's QE3 Ends [View article]
    The technology god of productivity enhancement is inherently deflationary. Therein lies the rub. At the end of the day, if consumers aren't consuming, then the economy as it is currently configured will struggle to grow. If consumers aren't making more money then they can't consume more. QE does great things for asset prices but so far hasn't had a positive effect on wages. This is a difficult problem. Best wishes.
    Sep 27, 2014. 04:35 PM | 38 Likes Like |Link to Comment
  • Can't Keep A Good Buck Down [View article]
    xtigerx, I can't figure out whether that's a tongue in cheek comment or not!
    Sep 26, 2014. 01:52 PM | Likes Like |Link to Comment
  • One Can't Really Love Alibaba [View article]
    ?
    Sep 24, 2014. 04:58 PM | Likes Like |Link to Comment
  • Why Thursday's Sell-Off Matters [View article]
    @JDAdy, not to split hairs but the GDP number needs to be taken in the context of the previous quarter, doesn't it? H1 GDP is 1%. Not exactly on fire.
    Aug 1, 2014. 01:01 AM | Likes Like |Link to Comment
  • The Day I Sold Everything [View article]
    uhm. Interactive brokers is a dollar a trade. Changes the math a bit.
    Jul 30, 2014. 12:02 AM | Likes Like |Link to Comment
  • Loomis Sayles managers bet on higher rates [View news story]
    Are reasonable people really expecting no trouble to accompany the completion of the taper? Why don't we just see what happens there and then think about whether rates are going up.
    Jul 29, 2014. 06:45 PM | 1 Like Like |Link to Comment
  • Twitter +26.5% AH on Q2 beat, strong guidance, MAU growth [View news story]
    James, my understanding is that GAAP stands for 'generally accepted accounting principles' and non GAAP stands for 'toilet paper'. Just kidding. But seriously, should Twitter just be allowed to disregard the costs of delivering shares to employees, just....because? Going from -.24 to .02 PS stinks of book cooking to me. But, congrats, longs and good luck.
    Jul 29, 2014. 05:50 PM | 1 Like Like |Link to Comment
  • Twitter +26.5% AH on Q2 beat, strong guidance, MAU growth [View news story]
    LOL @.02 cent non GAAP beat! Not short, just amused. Seeking Alpha can you please start making the distinction between GAAP and non-GAAP numbers when you report earnings? People are going to get hurt.
    Jul 29, 2014. 04:35 PM | 6 Likes Like |Link to Comment
  • The Day I Sold Everything [View article]
    I would add: there is no 'all in' or 'all out', as the dollar is a position.

    But one can certainly lean stock/bond/dollar/other.
    Jul 25, 2014. 02:51 PM | 18 Likes Like |Link to Comment
  • Amazon.com misses by $0.12, beats on revenue [View news story]
    OK so how exactly is this different from FB? Oh, yeah, AMZN uses GAAP numbers and doesn't engage in fraudulent click-baiting to pump its ad numbers. (btw I'm not saying AMZN shouldn't be sold back down to 100....)
    Jul 24, 2014. 04:36 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,093 Comments
1,062 Likes