freefall51's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/191871/comments http://seekingalpha.com/article/142982-fas-and-faz-a-short-seller-s-dream?source=feed#comment-546012 546012
Q: So, what is the immediate catalyst for BAC to move higher up?

A: I dont see any.

If BAC does not exceed the recent top next week that could be the signal that financials have run out of steam. Then FAZ is the place to be.



]]> Sun, 14 Jun 2009 10:24:38 -0400
Q: So, what is the immediate catalyst for BAC to move higher up?

A: I dont see any.

If BAC does not exceed the recent top next week that could be the signal that financials have run out of steam. Then FAZ is the place to be.



]]> http://seekingalpha.com/article/142989-citi-on-the-rocks-what-s-left-to-do-roundup?source=feed#comment-545739 545739 Sat, 13 Jun 2009 22:29:07 -0400 http://seekingalpha.com/article/142630-natural-gas-etf-ung-activity-catching-up-to-oil-uso?source=feed#comment-543406 543406 But then again. Had I always done the opposite of what I found intuitive in the market I would be filthy rich by now and retired. ]]> Fri, 12 Jun 2009 01:33:04 -0400 But then again. Had I always done the opposite of what I found intuitive in the market I would be filthy rich by now and retired. ]]> http://seekingalpha.com/article/140729-is-obama-selling-military-secrets-to-china-for-debt-forgiveness?source=feed#comment-527087 527087 ]]> Mon, 01 Jun 2009 16:56:25 -0400 ]]> http://seekingalpha.com/article/138947-jim-cramer-master-class?source=feed#comment-513821 513821
since you have obviously some insights, would you mind to elaborate what Jeff Macke really meant to say during his fallout to enlighten a pedestrian mind like mine?]]> Thu, 21 May 2009 23:21:53 -0400
since you have obviously some insights, would you mind to elaborate what Jeff Macke really meant to say during his fallout to enlighten a pedestrian mind like mine?]]> http://seekingalpha.com/instablog/104018-tradermark/5065-jeff-macke-implodes-on-cnbc?source=feed#comment-513569 513569 Thu, 21 May 2009 18:12:23 -0400 http://seekingalpha.com/article/139019-critical-clues-from-forex-traders-about-the-u-s-market-rally?source=feed#comment-513562 513562 Thu, 21 May 2009 17:59:50 -0400 http://seekingalpha.com/article/138928-will-obama-deliver-on-his-rhetoric?source=feed#comment-512604 512604 Thu, 21 May 2009 08:57:04 -0400 http://seekingalpha.com/article/138796-deere-gives-an-eh-type-of-earnings-report?source=feed#comment-512335 512335 Thu, 21 May 2009 00:50:17 -0400 http://seekingalpha.com/article/138280-lennar-bullish-trading-as-citi-upgrades-stock?source=feed#comment-509123 509123 Tue, 19 May 2009 00:19:41 -0400 http://seekingalpha.com/article/137819-baltic-dry-index-signals-commodity-inflation?source=feed#comment-506391 506391 Sat, 16 May 2009 10:33:21 -0400 http://seekingalpha.com/article/137009-the-federal-reserve-can-not-account-for-9-trillion-in-off-balance-sheet-transactions?source=feed#comment-499737 499737 Mon, 11 May 2009 21:03:41 -0400 http://seekingalpha.com/article/133180-one-trillion-dollar-commercial-real-estate-time-bomb-now-ticking?source=feed#comment-477896 477896 Sun, 26 Apr 2009 12:22:24 -0400 http://seekingalpha.com/article/133085-thoughts-on-the-current-restructuring-of-global-oil-demand?source=feed#comment-477518 477518 Sun, 26 Apr 2009 01:45:15 -0400 http://seekingalpha.com/news/market_currents/post/21993?source=feed#comment-468113 468113 Sun, 19 Apr 2009 07:12:19 -0400 http://seekingalpha.com/article/130544-stock-market-rally-is-for-suckers-as-credit-destruction-lingers?source=feed#comment-461102 461102 Sun, 12 Apr 2009 23:42:51 -0400 http://seekingalpha.com/article/127395-when-oil-was-free?source=feed#comment-437505 437505 Mon, 23 Mar 2009 21:42:13 -0400 http://seekingalpha.com/article/123372-will-obama-be-re-elected?source=feed#comment-407656 407656
Obama has learned the European lesson well to tax everything away so that private help starves and whoever needs help has got to ask HIM in the first place. This is how you make people dependent on a nanny state like junkies. Outright despicable. This destroys the fabric of the society. Just one more example that BHO is a really dangerous guy.]]> Sun, 01 Mar 2009 09:02:49 -0500
Obama has learned the European lesson well to tax everything away so that private help starves and whoever needs help has got to ask HIM in the first place. This is how you make people dependent on a nanny state like junkies. Outright despicable. This destroys the fabric of the society. Just one more example that BHO is a really dangerous guy.]]> http://seekingalpha.com/article/118673-the-market-s-going-nowhere?source=feed#comment-376564 376564 Thu, 05 Feb 2009 07:42:27 -0500 http://seekingalpha.com/article/115061-israel-etfs-and-the-gaza-factor?source=feed#comment-360251 360251
you master an amazing spectrum of issues. I am always waiting for your next one. Very good.

]]> Mon, 19 Jan 2009 17:27:27 -0500
you master an amazing spectrum of issues. I am always waiting for your next one. Very good.

]]> http://seekingalpha.com/article/115255-the-bull-run-begins-this-week?source=feed#comment-359415 359415
When the young will discover (of course too late) that Obama will have taxed away their inheritance the enthusiasm will cool off rapidly. ]]> Sun, 18 Jan 2009 22:25:02 -0500
When the young will discover (of course too late) that Obama will have taxed away their inheritance the enthusiasm will cool off rapidly. ]]> http://seekingalpha.com/article/114543-two-economic-triggers-for-recovery?source=feed#comment-354207 354207
you better pay attention to Jason Schwarz. He predicted oil at $ 30 when it still was $ 130 and he took a lot of flak. And I thought what a BS!

Now he looks more like a genius.]]> Tue, 13 Jan 2009 08:31:35 -0500
you better pay attention to Jason Schwarz. He predicted oil at $ 30 when it still was $ 130 and he took a lot of flak. And I thought what a BS!

Now he looks more like a genius.]]> http://seekingalpha.com/article/114210-real-unemployment-closer-to-18-watch-those-long-positions?source=feed#comment-352706 352706
That notwithstanding I believe the bull is not dead as long as the last max or the last min of the say S&P index is not undercut, which is not the case yet. However the market does feel skittish, not bullish.

In times of uncertainly the chartists rule. Plus at this time the market is fully determined by statistical oversold - overbought conditions on every time span, 3 min, 10 min, 60 min, 1 day and so on. Whenever such a condition is reached, the computers that launch buy or sell orders start talking to each other. lf you can anticipate what comes next you can make some money with some probability until it is over and the direction changes. Got to stay alert if you want to play.

]]> Sun, 11 Jan 2009 17:23:40 -0500
That notwithstanding I believe the bull is not dead as long as the last max or the last min of the say S&P index is not undercut, which is not the case yet. However the market does feel skittish, not bullish.

In times of uncertainly the chartists rule. Plus at this time the market is fully determined by statistical oversold - overbought conditions on every time span, 3 min, 10 min, 60 min, 1 day and so on. Whenever such a condition is reached, the computers that launch buy or sell orders start talking to each other. lf you can anticipate what comes next you can make some money with some probability until it is over and the direction changes. Got to stay alert if you want to play.

]]> http://seekingalpha.com/article/113480-garmin-downgraded-as-cell-phones-get-gps?source=feed#comment-348106 348106 Tue, 06 Jan 2009 22:16:41 -0500 http://seekingalpha.com/article/113480-garmin-downgraded-as-cell-phones-get-gps?source=feed#comment-348105 348105 Tue, 06 Jan 2009 22:16:23 -0500 http://seekingalpha.com/article/113480-garmin-downgraded-as-cell-phones-get-gps?source=feed#comment-348103 348103 Tue, 06 Jan 2009 22:16:16 -0500 http://seekingalpha.com/article/113034-the-ghost-of-crude-oil-futures-part-2-2?source=feed#comment-345455 345455 Sun, 04 Jan 2009 12:07:10 -0500 http://seekingalpha.com/article/112863-india-unraveling-stay-short-emerging-markets?source=feed#comment-345067 345067
keep going. I like your articles.

BTW, I think the latest mini-bull is just based on a temporary lack of sellers after the recent tax loss sell-off and due to the fact that the indices hit a major uptrending support line. The market tries to sneak in an upswing on low volume. This is not logical to me given the overall conditions but the market proves me typically wrong. ]]> Sat, 03 Jan 2009 22:41:30 -0500
keep going. I like your articles.

BTW, I think the latest mini-bull is just based on a temporary lack of sellers after the recent tax loss sell-off and due to the fact that the indices hit a major uptrending support line. The market tries to sneak in an upswing on low volume. This is not logical to me given the overall conditions but the market proves me typically wrong. ]]> http://seekingalpha.com/article/112981-s-p-s-best-and-worst-of-2008?source=feed#comment-345063 345063 in my view the financial picture is absolutely over-leveraged in a time where credit availability is restrained; latest credit rating is BBB;

From the Aug 08 numbers I take Debt/ Equity is 22/1; AZO are buying back shares on credit and manage to lower the equity per share from $ 6 to $ 3.60 in a year. The incomplete numbers for the last quarter ending Nov. hint an equity of only $ 1/share and the share price sits at $ 141 and a triple top high. What kind of improvement can one reasonably expect form here? I think AZO is an excellent short candidate.

]]> Sat, 03 Jan 2009 22:01:02 -0500 in my view the financial picture is absolutely over-leveraged in a time where credit availability is restrained; latest credit rating is BBB;

From the Aug 08 numbers I take Debt/ Equity is 22/1; AZO are buying back shares on credit and manage to lower the equity per share from $ 6 to $ 3.60 in a year. The incomplete numbers for the last quarter ending Nov. hint an equity of only $ 1/share and the share price sits at $ 141 and a triple top high. What kind of improvement can one reasonably expect form here? I think AZO is an excellent short candidate.

]]> http://seekingalpha.com/article/112979-the-riskiness-of-bonds?source=feed#comment-344826 344826 Look at LyondellBasell, one of the world’s largest companies for plastics, chemicals, and fuels.
Over extended debt for the merger $12.7 B, cannot be served in economical downturn.
Rating downgrade by S&P and Moodys earlier in Dec to selective default. Then press release, company considers filing for Chapter 11 on Dec 31, 08.
Lyondell bonds sell now for 11.5 c on the dollar. It costs $ 8.5 M to insure a $10 M loan over the next years. BAM!
Here is an idea. Other than going for high yield bonds, screen companies for high debt/ equity and short the hell out of them.
]]> Sat, 03 Jan 2009 10:30:20 -0500 Look at LyondellBasell, one of the world’s largest companies for plastics, chemicals, and fuels.
Over extended debt for the merger $12.7 B, cannot be served in economical downturn.
Rating downgrade by S&P and Moodys earlier in Dec to selective default. Then press release, company considers filing for Chapter 11 on Dec 31, 08.
Lyondell bonds sell now for 11.5 c on the dollar. It costs $ 8.5 M to insure a $10 M loan over the next years. BAM!
Here is an idea. Other than going for high yield bonds, screen companies for high debt/ equity and short the hell out of them.
]]>