Send Message
View as an RSS Feed
  • Dudley sounding dovish  [View news story]
    I guess his IRA got whacked. BTW, looks like I'm going to be right in the end about the end of loose money being a mistake. The Fed always whistles into the graveyard. Usually the path is long. This time, it's quite short.
    Feb 3, 2016. 09:26 AM | Likes Like |Link to Comment
  • Gross: "Stay out of the bathroom"  [View news story]
    Well, well...Gross right for once, but not great on timing, what with him being a "perma-grump."
    Jan 15, 2016. 02:02 PM | 1 Like Like |Link to Comment
  • Fed's Bullard sounding less sure about inflation  [View news story]
    Bullard is probably talking his IRA.
    Jan 14, 2016. 10:53 AM | 2 Likes Like |Link to Comment
  • API: Oil inventories down, but product stocks shoot higher  [View news story]
    Distillate producers see the right crude price. Demand is kicking in. Miles driven at record high. But total gallons sold per day is still low but it is rising. Seasonal demand is pretty strong.
    Jan 12, 2016. 06:00 PM | 2 Likes Like |Link to Comment
  • PCTEL Struggling To Grow  [View article]
    Taking a look at Glassdoor reviews, management seems to live in a ivory fog. That with no history of successful execution, I'd stay away.
    Jan 9, 2016. 03:54 PM | Likes Like |Link to Comment
  • Gundlach: "All is not well"  [View news story]
    I think it's been pretty well shown that long term (like more than 3 months out) macro economic predictions aren't worth a hill of horse manure, no matter who's predicting, especially the Fed. The Fed would do better to simply adjust rates based on the Atlanta Fed Now forecasts. In the process the Fed could defang Lacker & Co who seem to be in a permanent state of irrational exuberance. They did a good job of torpedoing Summers' near appointment.
    Jan 7, 2016. 08:43 PM | 1 Like Like |Link to Comment
  • Gundlach: "All is not well"  [View news story]
    Gundlach has been very right on target. The Fed is making a terrible mistake, not just with the 1/4 pt, but with all the telegraphing of higher rates for the last 2 years beginning with Bernanke. Had the Fed not put its ego on the line by listening to idiots like Jeffrey Lacker who ranted month in and month out then I am certain the Fed would be thinking about another QE at this point in time. However, now that the Fed is keeping a stiff upper lip and trying convince investors the economy is strong, a backtrack into a QE might crumble the markets. BIG MESS!
    Jan 7, 2016. 04:12 PM | 12 Likes Like |Link to Comment
  • Fischer: Market needs to ratchet up rate hike expectations  [View news story]
    Fischer's comments are bearish because the market sees his stiff upper lip is nothing but loose blubber.
    Jan 6, 2016. 09:50 AM | 1 Like Like |Link to Comment
  • Why I Covered My Short Position In Lumber Liquidators  [View article]
    Doesn't the purchase of the options in the eyes of the IRS equate to covering the position now, and not next year when the options expire? I thought the IRS considered options an equivalent instrument: "The positions are sold or marketed as offsetting positions, whether or not the positions are called a straddle, spread, butterfly, or any similar name;" So it seems that by advertising here on SA that you have covered your position with options, you have essentially offset the short position this year.
    Dec 14, 2015. 07:25 PM | 2 Likes Like |Link to Comment
  • High-yield hit by energy woes  [View news story]
    The title is misleading. Energy is only about 13% of HYG. Many other debt are being hit. This looks very bad.
    Dec 7, 2015. 11:26 AM | 2 Likes Like |Link to Comment
  • Fed's Evans not so sure about Dec. hike  [View news story]
    So where's the punch bowl the Fed would like to take away? There is no punch bowl. The Fed would like to take away a punch bowl that isn't there yet. I think the Fed should wait until the yield curve begins to flatten, then begin raising their rate.
    Dec 1, 2015. 04:11 PM | Likes Like |Link to Comment
  • Manufacturing sector contracted for the first time in 36 months  [View news story]
    It is possible for you to be technically right but still take big losses in the stock market because earnings will be hit. It's going to be a rocky road.
    Dec 1, 2015. 10:37 AM | 1 Like Like |Link to Comment
  • MannKind: Weekly Data Updates- 11-20-15 Data  [View article]
    You know as well as I that ORMP is a blatant scam.
    Nov 30, 2015. 02:25 PM | Likes Like |Link to Comment
  • Insider selling surges  [View news story]
    If you click through to the Barron's ongoing tally, you can see that insider activity was bullish most of the summer and into September. Not a great indicator, was it? After a bearish October and early November, insider activity is back to the bullish side. So maybe you see something I don't.
    Nov 30, 2015. 02:01 PM | Likes Like |Link to Comment
  • 3D XPoint Technology Found Its Match... Not  [View article]
    Thanks for this review. I have considered NLST for years and understand the same way you do. Also, checking employee happiness at Glassdoor reveals an organization with issues.
    Nov 24, 2015. 01:39 PM | Likes Like |Link to Comment