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pollyserial

pollyserial
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  • Is It Time To Short Stocks? [View article]
    You've got to be kidding. Cam is about as perma-bull as it gets, in my book! And try re-reading the article in your native language. He says it's NOT time to be short here. And I agree. (but like him, I think we're close.....)
    Mar 31 11:54 PM | 3 Likes Like |Link to Comment
  • Is It Time To Short Stocks? [View article]
    I suspect that the "crash" is going to look much more like a slow grind down, punctuated by rips higher at counter-intuitive moments. Just my two cents. Good luck.
    Mar 31 11:52 PM | Likes Like |Link to Comment
  • Is It Time To Short Stocks? [View article]
    ValueInvestor, it's not necessarily pleasure in shorts losing money, but more, if you're long, pleasure in making money, as shorts scramble to cover. It feels good to hold through fear and make money, doesn't it? Similarly, those short the market take pleasure in making money from longs as they panic. It's a zero sum game, no?

    That said, I'm pretty cash-heavy here, making little opportunistic stabs in both directions, with minor success. Seems to be a trader's market. And I can't say I agree with anyone who thinks we're sitting in 1994/5/6/7 here. That's just naive historical bias IMHO. Looks a lot more like 2014 to me. Good luck.
    Mar 31 11:45 PM | Likes Like |Link to Comment
  • Yahoo testing app install ads [View news story]
    Uh, that sounds like a great way to put the final nail in the coffin. If a site makes it harder for me to look at it on my phone then....I just don't look at it on my phone! (that means you, seeking alpha!)
    Mar 4 10:48 PM | Likes Like |Link to Comment
  • Treasurys gain after home price numbers [View news story]
    right, the weather. which is why the housing markets in the west (where we are having an unseasonably sunny winter, with drought conditions) are the ones doing the worst. come on, people!
    Feb 25 11:05 AM | 6 Likes Like |Link to Comment
  • The Pain Has Only Just Begun [View article]
    JUD, I agree with you that this secular bull pronouncement is a bit hasty. Let's at least wait and see what happens when we get the inevitable back kiss. Bulls who think we won't retest 1600 at some point strike me as a bit optimistic. But, we'll see. One day at a time.

    Also, I would humbly put forward that the monetary shenanigans of the last decade have made it very difficult to perform reasonable/accurate/us... fundamental analysis. So, trend-following becomes more useful/important. Don't underestimate the trend! Because I think almost every reasonable observer out there would agree that the main reason you have to buy/own stocks the last couple of years is just.....QE. Which quite literally is just, the trend.

    Feb 8 10:09 PM | 3 Likes Like |Link to Comment
  • The Pain Has Only Just Begun [View article]
    ...what was that about pain again? Good luck everyone and have a great weekend!
    Feb 7 05:07 PM | Likes Like |Link to Comment
  • Warren Buffett Is Wrong About Dividends [View article]
    I am constantly amazed by people's need to be dogmatic. How about, a nice mix?
    Feb 6 11:34 PM | Likes Like |Link to Comment
  • The Pain Has Only Just Begun [View article]
    Sensible: Buffet, Graham, (Einhorn?) etc., would say that f you buy a strong company AT A FAIR PRICE, it will do well over time.

    (and if you buy an index fund in an up trending market...just try to sell it before the market turns!)

    Not really wanting to wade into this whole bear market brouhaha, just wanted to add that. Good luck everyone! (let's go bulls!)
    Feb 6 11:27 PM | Likes Like |Link to Comment
  • The Pain Has Only Just Begun [View article]
    Not 100% cash, certainly. But, per Buffet: "an option with no expiration date".
    Feb 6 11:15 PM | Likes Like |Link to Comment
  • The Pain Has Only Just Begun [View article]
    Who needs an option? Just, the game has red squares too. Not that we need them right this minute. Maybe in a month or two...
    Feb 6 11:12 PM | Likes Like |Link to Comment
  • The Pain Has Only Just Begun [View article]
    Agree. For a trade. Brazilian consumer stocks also killing it. GOL.
    Feb 6 11:08 PM | Likes Like |Link to Comment
  • The Pain Has Only Just Begun [View article]
    not yet.
    Feb 6 11:07 PM | Likes Like |Link to Comment
  • The Pain Has Only Just Begun [View article]
    Tack, you say "this recovery of the economy and markets has not been embraced", but, the economy quite simply hasn't recovered, while the markets have. 1.5% growth is not recessionary but it's not the growth of days gone by. This is from someone who, I should say, embraces this rally, all of these rallies actually....but, new secular bull? Nah.
    Feb 6 11:06 PM | Likes Like |Link to Comment
  • The Pain Has Only Just Begun [View article]
    for Argentina? ; )
    but seriously. Eric wasn't saying we're about to have another financial crisis, just that the unnaturally expensive stock market needs to rest a bit. at some point.
    Feb 6 10:54 PM | Likes Like |Link to Comment
COMMENTS STATS
1,055 Comments
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