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pollyserial

pollyserial
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  • Stocks pull back on Greece news, oil price reversal [View news story]
    More interesting will be whether or not the ECB is allowed to continue their bond-buying, if tax payers in member nations feel the burn of a Greek default.
    Feb 5, 2015. 02:05 AM | 1 Like Like |Link to Comment
  • The Real Reason Saudis Didn't Cut Oil Production [View article]
    I'm guessing, he's dealing with the fact that his crystal ball is broken and so, maybe isn't sure where oil will bottom out.
    Dec 1, 2014. 02:53 PM | 9 Likes Like |Link to Comment
  • Molycorp Hits 52-Week Low On Debt-For-Equity Swap [View article]
    I mean, the way the re-organization of EGLE was handled. Another recent project of Oaktree. Existing shareholders and to a large extent debt holders were mostly wiped out. Oak tree seems to have made out quite well. Have begun to suspect MCP will follow that script. But I'm not entirely clear on the details.
    Nov 25, 2014. 03:22 PM | 1 Like Like |Link to Comment
  • Molycorp Hits 52-Week Low On Debt-For-Equity Swap [View article]
    And what do you think longer term, SE? Will Oaktree pull an EGLE here?
    Nov 25, 2014. 02:54 PM | Likes Like |Link to Comment
  • Molycorp Hits 52-Week Low On Debt-For-Equity Swap [View article]
    I hope you mean, price target for covering a short. There won't be any winners here, for quite some time, other than Oaktree, and the insiders. IMHO. I thought this name had a prayer until I saw what happened with EGLE. If there was any agency in our 'government' that regulated securities, they would possibly do something about this stuff but.....ah well. Best of luck.
    Nov 24, 2014. 03:54 PM | 1 Like Like |Link to Comment
  • Molycorp Hits 52-Week Low On Debt-For-Equity Swap [View article]
    MCP certainly isn't worth fighting the Oaktree algos over. One of these days we'll look up and see it at 20, but it'll be after all existing shareholders have been wiped out. Sleazefest.
    Nov 24, 2014. 03:42 PM | 1 Like Like |Link to Comment
  • New EU stimulus fund to be announced this week [View news story]
    More like, 'let's get those German shopkeepers to work 80 hours a week so those multinational banksters can buy another private plane'.
    Nov 24, 2014. 01:14 PM | 1 Like Like |Link to Comment
  • Molycorp Hits 52-Week Low On Debt-For-Equity Swap [View article]
    Well put, when you say "manglement".
    Nov 24, 2014. 12:27 PM | 1 Like Like |Link to Comment
  • Contrarian Delight: Maybe Last Chance To Invest Or Hedge With UVXY At All Time Lows [View article]
    Trout, I'm not following you here. If the dollar is going to strengthen in the mid to long term, won't that put further pressure on commodities? I thought you were positioning for a massive bull run in the oil sector.
    Nov 20, 2014. 03:30 PM | Likes Like |Link to Comment
  • Contrarian Delight: Maybe Last Chance To Invest Or Hedge With UVXY At All Time Lows [View article]
    Why do you prefer SH and SQQQ to just selling the SPY/IWM/QQQ or emini short? And why prefer UVXY to SPY puts? You get similar exposure with lower costs, I think?

    And re: gold, I don't see that as a stock market hedge but more in response to your fears above about inflation, which is not necessarily bad for stocks.
    Nov 18, 2014. 01:31 AM | Likes Like |Link to Comment
  • Contrarian Delight: Maybe Last Chance To Invest Or Hedge With UVXY At All Time Lows [View article]
    Can we all just have a good laugh together about the fact that the VIX is up 5.6% today and UVXY is......down 1.3%? If you're thinking about buying it, don't! There are an almost limitless number of better ways to hedge. IMHO.
    Nov 17, 2014. 03:38 PM | 2 Likes Like |Link to Comment
  • Contrarian Delight: Maybe Last Chance To Invest Or Hedge With UVXY At All Time Lows [View article]
    If inflation is higher, as you're saying, I think it's gold you want and not a VIX product. The stock market *could* go to the moon if we have an inflationary crisis, look at Venezuela.
    Nov 17, 2014. 03:31 PM | Likes Like |Link to Comment
  • Surprise contraction in Japanese GDP [View news story]
    LOL @ "surprisingly".
    Nov 17, 2014. 12:25 AM | 1 Like Like |Link to Comment
  • Molycorp's Debt Trades At All-Time Lows [View article]
    tenofwands, that's my thinking, exactly. a geopolitical lottery ticket. this whole oak tree thing has me a bit spooked, though, I'll admit. that was a vicious game they pulled with EGLE recently.
    Nov 12, 2014. 05:27 PM | Likes Like |Link to Comment
  • Contrarian Delight: Maybe Last Chance To Invest Or Hedge With UVXY At All Time Lows [View article]
    Well at least the author is making a few bucks thanks to all of these comments and page views. Happy to contribute a bit here. Good luck!
    Nov 10, 2014. 03:20 PM | 1 Like Like |Link to Comment
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