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pollyserial

pollyserial
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  • 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
  • Sneaking Out The Euro Amid A Swirl Of Financial Signals [View article]
    All that said, I have to say, I'm deeply skeptical that the ECB will be doing any large scale asset purchases any time soon. Japan and the US are doing wonders to show that QE doesn't help the economy and I think the corporatocracy is less entrenched in Europe, so, while I'm sure corporations would love to have the carte blanche to extract value, I don't see them being able to put it over on folks. But, we'll see. Please keep up the good work! And good luck out there!
    Jul 24, 2014. 04:18 PM | Likes Like |Link to Comment
  • Sneaking Out The Euro Amid A Swirl Of Financial Signals [View article]
    A good read, as always, sir. I always enjoy your blog posts. FEZ seems to be tracking the IWM fairly well. Perhaps euro large cap will be a place to look for some EPS expanding buyback programs to keep pace with the SPX?
    Jul 24, 2014. 06:59 AM | Likes Like |Link to Comment
  • What A GDP-Based IMF Would Look Like [View article]
    Sorry if in my shorthand comment I misspoke. I appreciate your thoughts.

    I think there is some compelling evidence for recently heightened cooperation between BRIC nations. The new lending facility which those countries have committed to for one; Chinese buying gas from Russians in non-dollar denominated transactions for another. But if you don't see that as significant I also find that interesting.
    Jul 21, 2014. 06:17 PM | Likes Like |Link to Comment
  • What A GDP-Based IMF Would Look Like [View article]
    Marc, you mention that growing BRICS coalition power tends to come at the expense of Europe rather than the US, but I'm interested to hear your thoughts on the dollar vs BRICS subplot that appears to be developing.

    I would add that England has done a decent job staking out neutral territory, which I find interesting.
    Jul 21, 2014. 04:10 PM | Likes Like |Link to Comment
  • The West warns Russia of another round of sanctions [View news story]
    It's not terribly re-assuring to see that there are so very many people who are absolutely sure they know what happened here -- because, of course, they read about the 'evidence' in their (surely unbiased) American/English newspaper. Come on, people! It's horribly, terribly sad that these dead people were/are being used as pawns in a geopolitical power struggle. But we will only ever be able to guess whose pawns they really are.
    Jul 21, 2014. 12:34 PM | Likes Like |Link to Comment
  • Yellen warns on small cap and momo sector valuations [View news story]
    Is anyone surprised that the Yellen slammed sectors sold off hard LAST WEEK?
    Jul 15, 2014. 02:04 PM | 2 Likes Like |Link to Comment
  • Molycorp drop halted only briefly by positive analyst mention [View news story]
    Chuckling at this headline, closed +4%. Bought a little @ 1.70. Legging in, because the whole Apollo Group thing is a bit concerning and I kind of expect lower prices as earnings approach.
    Jul 10, 2014. 04:09 PM | Likes Like |Link to Comment
  • CYNK Technology: Promoters Push Market Cap To $655 Million Despite $39 In Assets And No Revenue; 100% Downside [View article]
    If any shares do become available for shorting you'll know it's because another short squeeze is about to commence.
    Jul 10, 2014. 04:05 PM | 1 Like Like |Link to Comment
  • CYNK Technology: Promoters Push Market Cap To $655 Million Despite $39 In Assets And No Revenue; 100% Downside [View article]
    OTOH if it is like LOTE then it's still got 100% left in it before it dies.....
    Jul 9, 2014. 09:35 PM | Likes Like |Link to Comment
  • CYNK Technology: Promoters Push Market Cap To $655 Million Despite $39 In Assets And No Revenue; 100% Downside [View article]
    I think they shut the SEC down a few years back.
    Jul 9, 2014. 09:29 PM | 6 Likes Like |Link to Comment
  • CYNK Technology: Promoters Push Market Cap To $655 Million Despite $39 In Assets And No Revenue; 100% Downside [View article]
    A fellow below mentioned LOTE, seems a pretty good match. And there's an SA article from April saying it's a short @4.80 (it's at that point up from .80) -- then it quickly runs up to 25$ before ending up at .16 in July, and now .02.

    Just amazing stuff.

    And there's an interesting comment in that article that mentions that brokers will often force you to cover a short that has moved 100% against you. Which is an interesting wrinkle. I take that to mean that if you have enough capital or are able to borrow enough capital, it's basically a fail-safe win for the short-murdering pumpers. Of course the SEC isn't going to worry too much about short crucifixion. It's fascinating. I would imagine you could put out some publicity on how crappy your company is, lure in some shorts, and then just take all the shares private? What happens then?

    There don't seem to be any winners on the short side in that particular article's comments.
    Jul 9, 2014. 09:24 PM | Likes Like |Link to Comment
  • CYNK Technology: Promoters Push Market Cap To $655 Million Despite $39 In Assets And No Revenue; 100% Downside [View article]
    (On the other other hand....18,000% in a month would be a heck of a nice move if you could piggyback on it (long) in a small way from near the beginning. But then on the other other other hand you'd probably need a chemical bath to wash off the ill stench that would come from participating in such manner of depravity. Even so I may just bookmark this author to see what happens next.)
    Jul 9, 2014. 06:20 PM | 2 Likes Like |Link to Comment
  • CYNK Technology: Promoters Push Market Cap To $655 Million Despite $39 In Assets And No Revenue; 100% Downside [View article]
    When you say "other examples", do you mean penny stocks or just piece of crap companies? Zero hedge has been documenting this basic concept since at least early 2013, with the 'most shorted index'. This example is pretty extreme, though! Only thing I know of to compete with this is pot stocks or maybe nuclear refiners. With the more mainstream possibly 'growthy' names it seems like waiting for the analyst upgrade and then waiting a bit before taking a shot at it short can work if you are adventurous. A name like this isn't going to get an analyst upgrade though, it's just a crapshow through and through. I am amazed that anyone thinks they can reasonably make money on this on either side. There's just way too much phony liquidity out there for reasonable, rational ideas to prevail and OTOH the rug on this kind of thing can get pulled in microseconds. Good luck!
    Jul 9, 2014. 06:15 PM | 2 Likes Like |Link to Comment
  • CYNK Technology: Promoters Push Market Cap To $655 Million Despite $39 In Assets And No Revenue; 100% Downside [View article]
    uh.....perhaps too obvious? good luck.
    Jul 9, 2014. 05:49 PM | 4 Likes Like |Link to Comment
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