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pollyserial

pollyserial
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  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    RE: Buffet and options, why go any further than the horse's mouth? His 2008 newsletter has makes some excellent points about derivatives, and he discusses his own derivatives plays for that year. I'm just using the 2008 newsletter because it was practically the first hit on a google search.

    http://bit.ly/xn7xbx

    Good luck to you and may I suggest that you try not to be so dismissive of opinions that differ from your own. Your market experience will be improved.
    Feb 2, 2013. 03:53 PM | 2 Likes Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    Naivete in your assessment of a titan of the insurance industry. You think he doesn't practice risk management in his extensive portfolio? And just where do you get this information from?

    Arrogance in the tone of your writing here on this thread and everywhere else I've had the misfortune to encounter you.

    I can appreciate that you're a bit frayed about your Apple investment, but there's no need to take that out on folks here or anywhere else.
    Feb 2, 2013. 01:23 PM | 2 Likes Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    STD:
    You have no clue about what Warren Buffet or his massive team of investment professionals does. The simplistic naiveté of your worldview is only exceeded by your arrogance.
    Feb 2, 2013. 11:52 AM | 1 Like Like |Link to Comment
  • Reality Bites: Economy Begins To Shrink As Fed Goes Broke [View article]
    Well, at least that's one way that CA is ahead. ; )
    Feb 2, 2013. 10:55 AM | 1 Like Like |Link to Comment
  • Breaking Open The Piggy Bank [View article]
    WMARKW I think 'retail' is just a vague term for the people who don't pay much attention to the markets but are invested in them all the same. As opposed to those like us, who pay too much attention, confuse and scare the heck out of ourselves, spin our wheels, and burn up trade commissions needlessly. ; )
    Feb 1, 2013. 11:25 PM | 1 Like Like |Link to Comment
  • Reality Bites: Economy Begins To Shrink As Fed Goes Broke [View article]
    btw, fascinating and terrifying addendum to this discussion, an interview with the man who's in charge of the nyfed's trading desk:
    (read between the lines)

    http://bit.ly/YJVeIV
    Feb 1, 2013. 09:38 PM | 2 Likes Like |Link to Comment
  • If the NAAIM Survey of Manager Sentiment was "off the charts" bullish in the high 80s, what is it now? The index rises to the unheard of level of 104.25, meaning the average respondent is now leveraged long. The most bearish manager is 60% net long - the most bullish position for the most bearish respondent ever. [View news story]
    But, there's nothing healthy here. It is a cocaine gorilla bubble and it's going to be an interesting year.
    Feb 1, 2013. 06:19 PM | 1 Like Like |Link to Comment
  • What's Up Nokia? Oh Yes... Lumia [View article]
    I actually disagree, I expect Nokia to survive. But I don't think they're going to 10 or 20 any time soon. MMs are going to ride it up and down like a rag doll between 2.5 and 5. Should provide all sorts of trading opportunities long and short but investing in such a chaotic name requires more long-term faith than I can muster.
    Feb 1, 2013. 05:46 PM | Likes Like |Link to Comment
  • What's Up Nokia? Oh Yes... Lumia [View article]
    Charles, I know you've been around since the bottom, so I wouldn't call it 'quitting', but, rather, 'profit-taking'! But, good luck, if you decide to stay in. NOK is a bit too wild/hyped up for me at the moment, but I still enjoy following.
    Feb 1, 2013. 05:29 PM | Likes Like |Link to Comment
  • The Great Rotation [View article]
    Nulife, while I find China interesting I actually think that will be the epicenter of the next financial catastrophe, and perhaps the beginning of the great global unwind in centrally planned markets (ours included). I also think that this might mark the painful beginning of a transition towards a global leadership role for Asia. Sheerly speculation of course, nothing immediately actionable there except that I am reluctant to be long Asia at the moment.
    Feb 1, 2013. 05:23 PM | Likes Like |Link to Comment
  • Reality Bites: Economy Begins To Shrink As Fed Goes Broke [View article]
    In my opinion a much bigger issue is regulatory oversight for the financial industry.
    Feb 1, 2013. 03:13 PM | 2 Likes Like |Link to Comment
  • Reality Bites: Economy Begins To Shrink As Fed Goes Broke [View article]
    Nice points, Daro. I'm with you. 3 cheers for the tortoise.
    Feb 1, 2013. 02:18 PM | Likes Like |Link to Comment
  • Reality Bites: Economy Begins To Shrink As Fed Goes Broke [View article]
    if you;re talking about my response to ltstg1, that was a joke. hence the ; ) which is internet for winking. i agree.

    asbytec, i'm with you. scared to be long, scared to not be long.

    days like today make me think that the fed's unemployment based policy is pretty crazy. the market keeps grinding up and the employment numbers keep grinding down.
    Feb 1, 2013. 01:02 PM | 1 Like Like |Link to Comment
  • Reality Bites: Economy Begins To Shrink As Fed Goes Broke [View article]
    Asbytec: Didn't the trend fully reverse and then some already? Markets have been roaring. The only question, is, as a trader, how long will the fed's liquidity be able to keep the market churning along. It concerns me, because of the physics of this situation: what roars up must roar down. But just, when? April? I wouldn't normally expect markets to repeat themselves so thoroughly, but then again if we're living in a centrally-planned equity market welfare world, maybe we'll have to get used to that kind of predictability.
    Feb 1, 2013. 08:11 AM | Likes Like |Link to Comment
  • Breaking Open The Piggy Bank [View article]
    what are you recommending as an inflation hedge? commodities generally? energy? shiny stuff? ag? other?
    Feb 1, 2013. 02:49 AM | Likes Like |Link to Comment
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