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  • Fed's dovish taper sends stocks flying, Dow and S&P score record closes [View news story]
    Except Friday is opex and open interest on puts is large. Any shorts are going to have to hold through a weekend and into the christmas week, and then into the early January buying. Game, set, match Bernanke. Until January......
    Dec 18 07:34 PM | 1 Like Like |Link to Comment
  • GoldieBlox, Fair Use, And The Cult Of Disruption [View article]
    Felix, I am so grateful for your blog and other writing, your reasoned perspective and analysis. But, come on. Even if it feels good to take a swipe at entire cross-section of American commerce, the intellectual conceit here is shabby, at absolute best. Writing off an entire, distant region with a stroke of your pen might feel good but equating Goldieblox with Google is pretty juvenile.
    Nov 26 11:27 AM | 1 Like Like |Link to Comment
  • Dow 16,000 Versus Its 2007 Peak [View article]
    I think the point the author made was that the dow level has psychological impact for retail/news. Not that it is fundamentally significant.
    Nov 25 02:16 PM | 1 Like Like |Link to Comment
  • FOMC minutes: Taper could happen without labor improvement [View news story]
    I'm glad you guys know for sure what the market nannies will and won't do in the long run.

    Since I really don't, I'm going to just deal with the immediate present and if you look at a GLD/UUP cross it seems reasonably clear where this is headed. For now, at any rate.
    Nov 20 02:49 PM | Likes Like |Link to Comment
  • Gold drawn into rate-fixing probe [View news story]
    I'm not so sure those are the 'smart investors' that are now moving towards bitcoin. Isn't it self evident that the smart investors bought it 3 years ago? If you have some from back then, then maybe just maybe it makes sense to hold a bit to see where this goes. Otherwise you are looking to get trampled, as those who bought gold last fall did.
    Nov 20 01:00 AM | Likes Like |Link to Comment
  • Yellen: QE cannot go on forever [View news story]
    LOL 'we are watching them and taking them seriously' and 'we don't currently see any signs of excessive risk-taking'....

    what exactly are you 'watching', madame chairwoman?
    Nov 14 02:39 PM | Likes Like |Link to Comment
  • Still Riding Potash To $40 For 30% Gains [View article]
    If Cramer's selling, I'm buying. (actually, long from c. 31, like Raven, looking for that 40 handle)
    Nov 13 10:26 PM | Likes Like |Link to Comment
  • My Love/hate Relationship With Capitalism  [View instapost]
    Totally agree. Thanks for the post.
    Oct 28 03:01 PM | Likes Like |Link to Comment
  • The Stock Market Bubble's Achilles' Heel [View article]
    Take Five: market averages going up in low volume markets while decliners lead advancers just means that people are buying index funds, nothing more, nothing less. Who's doing it and why? If we knew we wouldn't need to play the game. Good luck, everyone.
    Oct 28 12:20 AM | Likes Like |Link to Comment
  • I Concede Defeat In [View article]
    I'm confused how losing money is 'doing great'? Poised for greatness, possibly, maybe, but, forward expectations can only go so far. Not short, fwiw.
    Oct 25 05:20 PM | 2 Likes Like |Link to Comment
  • General Electric EPS of $0.36 in-line, misses on revenues [View news story]
    yet another company missing on revenue and exploding higher.
    Oct 18 10:22 AM | Likes Like |Link to Comment
  • Political Antics Won't Hurt The Markets - Republicans Better Beware [View article]
    There's a difference between shutting down government (and democratic debate) because you don't have the votes to get what you want and arguing to get the votes you want. Sorry to say it but these Republicans are just plain cowards and spoiled children.
    Oct 16 08:48 AM | 1 Like Like |Link to Comment
  • Get Set For The Relief Rally [View article]
    a) so wait, we're saving money but not spending less? I'm confused what your original point was

    b) taxes will be less on less revenue (lowered output) -- which is a distinct possibility, just because of the uncertainty this situation is creating

    c) it costs money to stop science projects and re-start them, it costs money to change payroll procedures, etc, etc.

    d) uh. higher borrowing costs are not the best way to introduce fiscal restraint.

    e) I'm done with this conversation I think, not because I'm upset, just because I don't really see the point in discussing it further. Believe what you will. Best wishes.
    Oct 9 11:07 PM | Likes Like |Link to Comment
  • Get Set For The Relief Rally [View article]
    Well I think the thing is....there probably is a deal in sight. I think that perhaps the place where we bounced today was channel support, a bit lower than I thought but that felt pretty real to me. We'll see. Added today. Good luck.
    Oct 9 06:35 PM | Likes Like |Link to Comment
  • Get Set For The Relief Rally [View article]
    That isn't logic you're using, I'm afraid to say, but straw man solipsism; and it betrays an ignorance of basic economic facts. The shutdown will probably a)decrease GDP b) decrease revenue c) is costly to implement and perhaps even d)increase our borrowing costs. It's really that simple.
    Oct 9 06:24 PM | 2 Likes Like |Link to Comment