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User 149255 » Comments » TM

  • Investing In a Resource-Constrained World (Part V) [View article]
    "The validity of both theories can not be disputed because both are extremely simple and perfectly logical derivatives of mathematics."

    Somebody get this guy a copy of Black Swan.
    Jun 13 08:23 am |Rating: 0 0 |Link to Comment
  • Five Short Ideas for the Committed Environmentalist [View article]
    Sounds like someone is long F and GM.

    BSC was not able to fail because of the potential ripple effect it would have on the financial industry as a whole. It was also an excellent short and the fact that it didn't go flatout bankrupt doesn't change that.

    Auto manufacturers are not privy to the same immunity. In the case of US auto manufacturers, they consistently lose money and absolutely can fail. It would be "downright imprudent" to buy these companies at any price. F is in the midst of an overextended bounce. Choose a timeframe and load up on some cheap puts.
    Apr 21 14:41 pm |Rating: 0 0 |Link to Comment
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