Dame Daxx's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/206913/comments http://seekingalpha.com/article/105928-oil-bear-markets?source=feed#comment-305669 305669 Thu, 13 Nov 2008 20:44:38 -0500 http://seekingalpha.com/article/104285-a-40-bottom-in-oil?source=feed#comment-299028 299028
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]]> http://seekingalpha.com/article/102755-fomc-statement-what-it-really-says?source=feed#comment-293940 293940 Wed, 29 Oct 2008 22:03:25 -0400 http://seekingalpha.com/article/99875-boone-pickens-holdings?source=feed#comment-282542 282542
Boone has stumbled on oil all year. When it first hit $100 (going up) he shorted, losing a lot. Then he switched to being long, only to get hit again when it came down.

The markets, all markets, this year have just been a Casino. I like this quote from the FT yesterday:

"So many trading models have failed catastrophically over the past months that the survivors can wonder if anything other than randomly distributed luck can be relied on."]]> Tue, 14 Oct 2008 21:19:05 -0400
Boone has stumbled on oil all year. When it first hit $100 (going up) he shorted, losing a lot. Then he switched to being long, only to get hit again when it came down.

The markets, all markets, this year have just been a Casino. I like this quote from the FT yesterday:

"So many trading models have failed catastrophically over the past months that the survivors can wonder if anything other than randomly distributed luck can be relied on."]]> http://seekingalpha.com/article/99460-is-gold-a-sucker-s-bet?source=feed#comment-280017 280017
Gold is whack and it's never going back. ]]> Sat, 11 Oct 2008 17:06:07 -0400
Gold is whack and it's never going back. ]]> http://seekingalpha.com/article/99443-quitting-the-hedge-fund-game-mark-sellers?source=feed#comment-279829 279829 MCF). ]]> Sat, 11 Oct 2008 12:15:33 -0400 MCF). ]]> http://seekingalpha.com/article/99131-nouriel-roubini-predicts-surprise-a-long-recession?source=feed#comment-277669 277669

]]> Thu, 09 Oct 2008 10:03:30 -0400

]]> http://seekingalpha.com/article/98560-america-needs-a-turnaround-plan?source=feed#comment-274079 274079
Like, Medicare is the Largest Purchaser of Prescription Drugs in the World. But it is not allowed to Negotiate Prices with the Drug Companies. What the Heck is up with That?

]]> Sun, 05 Oct 2008 14:00:04 -0400
Like, Medicare is the Largest Purchaser of Prescription Drugs in the World. But it is not allowed to Negotiate Prices with the Drug Companies. What the Heck is up with That?

]]> http://seekingalpha.com/article/98487-cannibalism-the-latest-hedge-fund-strategy?source=feed#comment-273683 273683
I'm short BX (via puts).]]> Sat, 04 Oct 2008 22:41:30 -0400
I'm short BX (via puts).]]> http://seekingalpha.com/article/98487-cannibalism-the-latest-hedge-fund-strategy?source=feed#comment-273620 273620
Now the IB's are gone. The Hedge Funds are crumbling. The strongest traders are falling just as the strongest stocks are falling.

]]> Sat, 04 Oct 2008 19:13:21 -0400
Now the IB's are gone. The Hedge Funds are crumbling. The strongest traders are falling just as the strongest stocks are falling.

]]> http://seekingalpha.com/article/98429-calling-an-intermediate-bottom?source=feed#comment-272678 272678
What I'm struggling with is trying to identify which sectors will lead this rally. Apart from Healthcare, which is becoming a little crowded.]]> Fri, 03 Oct 2008 11:31:05 -0400
What I'm struggling with is trying to identify which sectors will lead this rally. Apart from Healthcare, which is becoming a little crowded.]]> http://seekingalpha.com/article/97249-could-america-echo-japan-s-mistakes?source=feed#comment-267123 267123
If we're going to Socialize the Losses, then let's Socialize the Gains. ]]> Sat, 27 Sep 2008 21:26:12 -0400
If we're going to Socialize the Losses, then let's Socialize the Gains. ]]> http://seekingalpha.com/article/96448-performance-for-harvard-yale-endowments-in-2008?source=feed#comment-260159 260159 Sat, 20 Sep 2008 14:46:02 -0400 http://seekingalpha.com/article/96328-have-we-reached-a-near-term-bottom?source=feed#comment-259684 259684
This time it's quite different. Financials have rallied, but Commodity Stocks were also up a lot today. This suggests that we're seeing not just some Sector Rotation, but New Money coming into the Market today.

I have much greater conviction in this Bottom than in the other 4 we're so far seen this year. ]]> Fri, 19 Sep 2008 21:05:08 -0400
This time it's quite different. Financials have rallied, but Commodity Stocks were also up a lot today. This suggests that we're seeing not just some Sector Rotation, but New Money coming into the Market today.

I have much greater conviction in this Bottom than in the other 4 we're so far seen this year. ]]> http://seekingalpha.com/article/96285-sec-bans-shorting-financials?source=feed#comment-258809 258809 AXP) isn't there either. But Blackstone (BX) and Och Ziff (OZM) are there. Protecting the Hedge Funds but not the Credit Card Companies?]]> Fri, 19 Sep 2008 08:28:30 -0400 AXP) isn't there either. But Blackstone (BX) and Och Ziff (OZM) are there. Protecting the Hedge Funds but not the Credit Card Companies?]]> http://seekingalpha.com/article/96285-sec-bans-shorting-financials?source=feed#comment-258789 258789 COF) seems to be missing from the list.]]> Fri, 19 Sep 2008 08:11:41 -0400 COF) seems to be missing from the list.]]> http://seekingalpha.com/article/96206-ireland-imposes-some-discipline-reaches-pay-freeze-deal?source=feed#comment-258465 258465
Unfortunately, Ireland in the past 21 years has degenerated into a One Party State. Elections are irrelevant, and the same faces are in power year in and year out. Inevitably that leads to Sloth and Corruption.

It looks like the Celtic Tiger was a peculiar aberration, and now we're seeing Ireland revert to the mean.]]> Thu, 18 Sep 2008 20:04:06 -0400
Unfortunately, Ireland in the past 21 years has degenerated into a One Party State. Elections are irrelevant, and the same faces are in power year in and year out. Inevitably that leads to Sloth and Corruption.

It looks like the Celtic Tiger was a peculiar aberration, and now we're seeing Ireland revert to the mean.]]> http://seekingalpha.com/article/95201-recognizing-an-abnormal-market?source=feed#comment-252838 252838 Fri, 12 Sep 2008 12:52:40 -0400 http://seekingalpha.com/article/94218-8-quick-comments-on-the-freddie-fannie-bailout-plan?source=feed#comment-247410 247410
So once again we will have a massive transfer of wealth, for the US taxpayer to billionaires like Mr. Ackman and Mr. Gross.]]> Sun, 07 Sep 2008 10:21:31 -0400
So once again we will have a massive transfer of wealth, for the US taxpayer to billionaires like Mr. Ackman and Mr. Gross.]]> http://seekingalpha.com/article/94157-job-numbers-don-t-freak-out-dollar-bulls?source=feed#comment-246668 246668
So a Stronger Dollar helps the Euro zone. I don't see how it helps the US.]]> Fri, 05 Sep 2008 21:40:13 -0400
So a Stronger Dollar helps the Euro zone. I don't see how it helps the US.]]> http://seekingalpha.com/article/93874-why-commodities-may-be-nearing-a-turning-point?source=feed#comment-246333 246333 Fri, 05 Sep 2008 12:25:50 -0400 http://seekingalpha.com/article/93088-hedge-fund-manager-s-notebook-why-hummers-are-greener-than-hybrids-and-tech-homebuilders-may-be-a-buy?source=feed#comment-241015 241015
XLB is materials

]]> Thu, 28 Aug 2008 14:03:50 -0400
XLB is materials

]]> http://seekingalpha.com/article/90527-want-to-see-a-bursting-bubble?source=feed#comment-228592 228592 Tue, 12 Aug 2008 10:39:59 -0400 http://seekingalpha.com/article/87263-why-i-m-not-buying-oil-s-recent-correction?source=feed#comment-215852 215852
I got demolished on my energy stocks in the past 2 weeks (especially CHK), so most of them are closed. However, I do believe that it will be Energy & Materials that leads the next bull market. The alternatives just seem to have too much going against them.
]]> Sun, 27 Jul 2008 15:34:31 -0400
I got demolished on my energy stocks in the past 2 weeks (especially CHK), so most of them are closed. However, I do believe that it will be Energy & Materials that leads the next bull market. The alternatives just seem to have too much going against them.
]]> http://seekingalpha.com/article/87005-what-s-behind-the-slide-in-oil-and-commodities?source=feed#comment-215209 215209
@peteF, get some Ritalin.]]> Sat, 26 Jul 2008 16:06:23 -0400
@peteF, get some Ritalin.]]> http://seekingalpha.com/article/87085-more-drama-at-cleveland-cliffs-harbinger-to-block-deal?source=feed#comment-215196 215196 Sat, 26 Jul 2008 15:32:34 -0400 http://seekingalpha.com/article/87062-the-dead-cat-returns-to-earth?source=feed#comment-215194 215194
I sense it kills Melissa that she has to share an hour with Trish Regan.]]> Sat, 26 Jul 2008 15:29:50 -0400
I sense it kills Melissa that she has to share an hour with Trish Regan.]]> http://seekingalpha.com/article/87104-friday-options-update-xlf-c-crox-jnpr-gdx-tol-uhs-colm-ten?source=feed#comment-215158 215158 Sat, 26 Jul 2008 14:26:33 -0400 http://seekingalpha.com/article/85860-barron-s-goes-bullish-on-banks-again?source=feed#comment-210115 210115 Sun, 20 Jul 2008 17:46:59 -0400 http://seekingalpha.com/article/85860-barron-s-goes-bullish-on-banks-again?source=feed#comment-209772 209772
"The chairman of one of the world's most powerful banks has warned that house prices in the UK and the US are likely to fall for another two years.

Sir Win Bischoff, the chairman of the US banking giant Citigroup, has told me that he expects it will take two years for these markets to find a floor. "

tinyurl.com/59vphj

If the housing market will continue to deteriorate, and consumer credit along with it, I can't see how they can call a bottom in Financials.]]> Sun, 20 Jul 2008 10:38:53 -0400
"The chairman of one of the world's most powerful banks has warned that house prices in the UK and the US are likely to fall for another two years.

Sir Win Bischoff, the chairman of the US banking giant Citigroup, has told me that he expects it will take two years for these markets to find a floor. "

tinyurl.com/59vphj

If the housing market will continue to deteriorate, and consumer credit along with it, I can't see how they can call a bottom in Financials.]]>