James Davis's Comments James Davis's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/21268/comments Why I'm Not Shorting Diedrich Coffee http://seekingalpha.com/article/167178-why-i-m-not-shorting-diedrich-coffee?source=feed#comment-720759 720759
Barnum was right.

]]>
Mon, 19 Oct 2009 13:53:32 -0400
Barnum was right.

]]>
Book Review: Niall Ferguson's 'The Cash Nexus' Offers Much Needed Perspective http://seekingalpha.com/article/162455-book-review-niall-ferguson-s-the-cash-nexus-offers-much-needed-perspective?source=feed#comment-693695 693695 S) and the others use. Even Bloomberg is doing it .

We are watching for the info guys, not to hear video game sounds.]]>
Mon, 28 Sep 2009 01:01:41 -0400 S) and the others use. Even Bloomberg is doing it .

We are watching for the info guys, not to hear video game sounds.]]>
Class Action Lawsuit Against ProShares SRS Seems Without Merit http://seekingalpha.com/article/154816-class-action-lawsuit-against-proshares-srs-seems-without-merit?source=feed#comment-652858 652858
No need for fancy math to prove that. Since a normal short exposes you to UNLIMITED loss, and these ETF's DO NOT , does anyone imagine that benefit comes for FREE? I hope not. You are made to pay for that privilege, daily.

They are probably too esoteric for the average investor, and anyone who traded them thinking you could just buy and hold was ill advised or ill informed. You have to sign an options disclosure to trade options, maybe the same should be required of leveraged ETF's]]>
Sat, 29 Aug 2009 23:43:29 -0400
No need for fancy math to prove that. Since a normal short exposes you to UNLIMITED loss, and these ETF's DO NOT , does anyone imagine that benefit comes for FREE? I hope not. You are made to pay for that privilege, daily.

They are probably too esoteric for the average investor, and anyone who traded them thinking you could just buy and hold was ill advised or ill informed. You have to sign an options disclosure to trade options, maybe the same should be required of leveraged ETF's]]>
Analyzing Strange Volume on the NYSE http://seekingalpha.com/article/158286-analyzing-strange-volume-on-the-nyse?source=feed#comment-649598 649598
Anyone paying up for the shares would have to have an *offsetting* position in something else , not another LONG, for it to be an arb.

Someone holding a CDS would not be bidding up AIG hoping that he could then unload the CDS at a profit, cost way too much and way too much risk.

Yes there are all sorts of bonds, swaps, etc, but this action in AIG does not seem like an arb at all. Of course, I could be wrong, there are an infinite number of possibilities out there, and no one knows them all. Just seems like the least likely explanation for the run up.



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Thu, 27 Aug 2009 18:02:32 -0400
Anyone paying up for the shares would have to have an *offsetting* position in something else , not another LONG, for it to be an arb.

Someone holding a CDS would not be bidding up AIG hoping that he could then unload the CDS at a profit, cost way too much and way too much risk.

Yes there are all sorts of bonds, swaps, etc, but this action in AIG does not seem like an arb at all. Of course, I could be wrong, there are an infinite number of possibilities out there, and no one knows them all. Just seems like the least likely explanation for the run up.



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Analyzing Strange Volume on the NYSE http://seekingalpha.com/article/158286-analyzing-strange-volume-on-the-nyse?source=feed#comment-649554 649554
I await an example.]]>
Thu, 27 Aug 2009 17:12:04 -0400
I await an example.]]>
Expected Volatility: 20 Option Straddle Ideas for High Beta Stocks http://seekingalpha.com/article/149809-expected-volatility-20-option-straddle-ideas-for-high-beta-stocks?source=feed#comment-598972 598972
In some cases 10% will make you nothing or or very little. ]]>
Thu, 23 Jul 2009 01:20:05 -0400
In some cases 10% will make you nothing or or very little. ]]>
CIT Prepares to File for Bankruptcy http://seekingalpha.com/article/148223-cit-prepares-to-file-for-bankruptcy?source=feed#comment-585219 585219
Crappy job, but now they are gonna staple CIT.]]>
Mon, 13 Jul 2009 01:01:41 -0400
Crappy job, but now they are gonna staple CIT.]]>
Jim Rogers Shares His Thoughts on the Market http://seekingalpha.com/article/144099-jim-rogers-shares-his-thoughts-on-the-market?source=feed#comment-561030 561030
TSCM , $2 garbage can. Investors pillaged.

Scandal with that nitwit Dykstra, pimping him out as an options guru when he was nothing but a ponzi schemer.

Surprised he has not been SUED yet for misrepresentation.


On Jun 24 11:08 AM bobbobwhite wrote:

> Rogers made his money in the unregulated hedge fund game of the 70's
> with George Soros. Nothing documented since then.....30 years! Those
> were the dark ages of unregulated investing, but through his constant
> grandstanding Rogers has now reached critical mass the same way Cramer
> and Kudlow et al have done......talk enough and get seen enough on
> TV about what you have done or say you have done and people start
> to listen, unfortunately, in all 3 cases, no matter how biased, off-the-wall
> or arcane it may be.
>
> And all 3 pump shamelessly what they already own. Be cautious of
> following the advice of people who always eat their own cooking,
> and tout it endlessly as the only food in town. It is good sense
> to try something else, and often.]]>
Wed, 24 Jun 2009 18:44:00 -0400
TSCM , $2 garbage can. Investors pillaged.

Scandal with that nitwit Dykstra, pimping him out as an options guru when he was nothing but a ponzi schemer.

Surprised he has not been SUED yet for misrepresentation.


On Jun 24 11:08 AM bobbobwhite wrote:

> Rogers made his money in the unregulated hedge fund game of the 70's
> with George Soros. Nothing documented since then.....30 years! Those
> were the dark ages of unregulated investing, but through his constant
> grandstanding Rogers has now reached critical mass the same way Cramer
> and Kudlow et al have done......talk enough and get seen enough on
> TV about what you have done or say you have done and people start
> to listen, unfortunately, in all 3 cases, no matter how biased, off-the-wall
> or arcane it may be.
>
> And all 3 pump shamelessly what they already own. Be cautious of
> following the advice of people who always eat their own cooking,
> and tout it endlessly as the only food in town. It is good sense
> to try something else, and often.]]>
Jim Rogers Shares His Thoughts on the Market http://seekingalpha.com/article/144099-jim-rogers-shares-his-thoughts-on-the-market?source=feed#comment-561027 561027
He only gives you his wisdom out of a desire to help the downtrodden.

You are downtrodden, no?]]>
Wed, 24 Jun 2009 18:40:39 -0400
He only gives you his wisdom out of a desire to help the downtrodden.

You are downtrodden, no?]]>
Credit Suisse ETNs Now Trading OTC http://seekingalpha.com/article/129593-credit-suisse-etns-now-trading-otc?source=feed#comment-454387 454387
I find it profoundly suspicious and disturbing that GOE magically traded right down to near par the first day of pink trading.

What 'buyer' could have been so stupid to pay 40-50 , up to $100 for shares that were worth $10? And all of a sudden a NOT UNEXPECTED move to the OTC caused all those idiots to wise up. lol.

No, there's more to this than simple supply and demand.]]>
Tue, 07 Apr 2009 01:17:23 -0400
I find it profoundly suspicious and disturbing that GOE magically traded right down to near par the first day of pink trading.

What 'buyer' could have been so stupid to pay 40-50 , up to $100 for shares that were worth $10? And all of a sudden a NOT UNEXPECTED move to the OTC caused all those idiots to wise up. lol.

No, there's more to this than simple supply and demand.]]>
Credit Suisse ETNs Now Trading OTC http://seekingalpha.com/article/129593-credit-suisse-etns-now-trading-otc?source=feed#comment-454059 454059
Why did this persistently trade at 40 on Arca or wherever it was on the NYSE, and as soon as it moved to the pinks it dropped to 12 ?

I know stock prices are pure bs, but this is really a black eye for orderliness.

]]>
Mon, 06 Apr 2009 18:11:22 -0400
Why did this persistently trade at 40 on Arca or wherever it was on the NYSE, and as soon as it moved to the pinks it dropped to 12 ?

I know stock prices are pure bs, but this is really a black eye for orderliness.

]]>
The Modified Uptick Rule Debate http://seekingalpha.com/article/129696-the-modified-uptick-rule-debate?source=feed#comment-454054 454054
Wingnuts and shmucks indeed. ]]>
Mon, 06 Apr 2009 18:05:10 -0400
Wingnuts and shmucks indeed. ]]>
Credit Suisse ETNs Now Trading OTC http://seekingalpha.com/article/129593-credit-suisse-etns-now-trading-otc?source=feed#comment-453937 453937
How many shorts could there have been to be squeezed or bought in?

Something ungodly stupid about how this traded. Makes you wonder who is watching the store.]]>
Mon, 06 Apr 2009 16:40:26 -0400
How many shorts could there have been to be squeezed or bought in?

Something ungodly stupid about how this traded. Makes you wonder who is watching the store.]]>
Credit Suisse ETNs Now Trading OTC http://seekingalpha.com/article/129593-credit-suisse-etns-now-trading-otc?source=feed#comment-453935 453935
I don't believe it was possible to short this rat, and anyone that went long at those absurd high prices, well, they would have been better off just burning their money.

]]>
Mon, 06 Apr 2009 16:38:44 -0400
I don't believe it was possible to short this rat, and anyone that went long at those absurd high prices, well, they would have been better off just burning their money.

]]>
Elements MLCX Gold ETN Currently at 1,000% Premium: Sell Now http://seekingalpha.com/article/125056-elements-mlcx-gold-etn-currently-at-1-000-premium-sell-now?source=feed#comment-423415 423415 Thu, 12 Mar 2009 13:51:34 -0400 Gold Coin Shortage Is Likely to Become Chronic http://seekingalpha.com/article/125110-gold-coin-shortage-is-likely-to-become-chronic?source=feed#comment-421357 421357 Wed, 11 Mar 2009 01:01:41 -0400 Elements MLCX Gold ETN Currently at 1,000% Premium: Sell Now http://seekingalpha.com/article/125056-elements-mlcx-gold-etn-currently-at-1-000-premium-sell-now?source=feed#comment-421134 421134
If the SEC can't crack down on something as obvious as this promptly, how can they catch and repair more subtle offenses?

Don't tell me it's about funding. That's crap. It's about a little street sense and the will to deal with market perversions.]]>
Tue, 10 Mar 2009 19:37:48 -0400
If the SEC can't crack down on something as obvious as this promptly, how can they catch and repair more subtle offenses?

Don't tell me it's about funding. That's crap. It's about a little street sense and the will to deal with market perversions.]]>
Elements MLCX Gold ETN Currently at 1,000% Premium: Sell Now http://seekingalpha.com/article/125056-elements-mlcx-gold-etn-currently-at-1-000-premium-sell-now?source=feed#comment-421125 421125
The way Credit Suisse has handled this is a disgrace. More evidence that none of these Wall St Clowns has anyones interest but their own in mind.


Borrows are probably impossible to come by (for retail) on this, but anyone who was squeezed and forced to cover at this obscene price should sue the morons for market manipulation.

PS Who is long this rat and NOT selling? No one? Or the manipulators.]]>
Tue, 10 Mar 2009 19:31:59 -0400
The way Credit Suisse has handled this is a disgrace. More evidence that none of these Wall St Clowns has anyones interest but their own in mind.


Borrows are probably impossible to come by (for retail) on this, but anyone who was squeezed and forced to cover at this obscene price should sue the morons for market manipulation.

PS Who is long this rat and NOT selling? No one? Or the manipulators.]]>
LPHI: This Life Partner May Not Be Good for You http://seekingalpha.com/article/120294-lphi-this-life-partner-may-not-be-good-for-you?source=feed#comment-386706 386706
Im sure more than a few bought on that pump and are now losing large. I have no idea if the knocks are legit, but its just the kind of biz where you could play a lot of games.

Meanwhile , Pardo issued a press release, and Cramer also put the knock on this .

]]>
Fri, 13 Feb 2009 01:56:28 -0500
Im sure more than a few bought on that pump and are now losing large. I have no idea if the knocks are legit, but its just the kind of biz where you could play a lot of games.

Meanwhile , Pardo issued a press release, and Cramer also put the knock on this .

]]>
WSJ Weighs in on Peter Schiff http://seekingalpha.com/article/117739-wsj-weighs-in-on-peter-schiff?source=feed#comment-371748 371748
When you find a heavy favorite (housing bubble) you want to bet against it. But you still have to pick the winner. In this case , Schiff beat the favorite but still ripped up his tickets , having backed a LOSER in the race.

Happens every day.]]>
Sat, 31 Jan 2009 00:52:40 -0500
When you find a heavy favorite (housing bubble) you want to bet against it. But you still have to pick the winner. In this case , Schiff beat the favorite but still ripped up his tickets , having backed a LOSER in the race.

Happens every day.]]>
Interactive Brokers: Navigating Turbulent Waters http://seekingalpha.com/article/116391-interactive-brokers-navigating-turbulent-waters?source=feed#comment-366709 366709
I suggest those folks carefully examine what happens when a broker lets its clients get too 'frisky'.]]>
Mon, 26 Jan 2009 14:07:37 -0500
I suggest those folks carefully examine what happens when a broker lets its clients get too 'frisky'.]]>
The Shallowest Generation http://seekingalpha.com/article/103202-the-shallowest-generation?source=feed#comment-296817 296817
I believe the reason we are in this mess is we do not have leaders that are men.

That's right, men.

As in, men with testosterone.

Men that can say NO to the demands of punks and slackers, and make it stick.

Bending over doesn't cut it.

You have to be able to say no, and when they whimper and bleat, and scream, and chant, laugh in their faces.

Until we have men like that in places of power, we will always be the victims of the greedy.]]>
Sun, 02 Nov 2008 23:48:12 -0500
I believe the reason we are in this mess is we do not have leaders that are men.

That's right, men.

As in, men with testosterone.

Men that can say NO to the demands of punks and slackers, and make it stick.

Bending over doesn't cut it.

You have to be able to say no, and when they whimper and bleat, and scream, and chant, laugh in their faces.

Until we have men like that in places of power, we will always be the victims of the greedy.]]>
Barton Biggs and Bob Brinker Are Both Bullish http://seekingalpha.com/article/79854-barton-biggs-and-bob-brinker-are-both-bullish?source=feed#comment-290574 290574
]]>
Sun, 26 Oct 2008 00:12:40 -0400
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Yesterday's Market: Advantage, Bulls http://seekingalpha.com/article/98806-yesterday-s-market-advantage-bulls?source=feed#comment-276355 276355 Tue, 07 Oct 2008 20:44:55 -0400 Profiting From Market Volatility With VIX/ETF Pairs Trades http://seekingalpha.com/article/96070-profiting-from-market-volatility-with-vix-etf-pairs-trades?source=feed#comment-260421 260421
Worst losses too.]]>
Sun, 21 Sep 2008 01:18:12 -0400
Worst losses too.]]>
Preserving U.S. Economy Over Free Markets (Short Sellers) http://seekingalpha.com/article/96450-preserving-u-s-economy-over-free-markets-short-sellers?source=feed#comment-260339 260339
You could limit any short selling in financials to licensed market makers to retain market liquidity. That being for the amount of time it took to quiet the market.

Taking the uninhibited short (puts are not quite the same power) away from hedge funds and whoever is causing this panicked, PRICE INSENSITIVE selling would be a smart move.

Shorts are not NATURAL sellers.]]>
Sat, 20 Sep 2008 21:31:54 -0400
You could limit any short selling in financials to licensed market makers to retain market liquidity. That being for the amount of time it took to quiet the market.

Taking the uninhibited short (puts are not quite the same power) away from hedge funds and whoever is causing this panicked, PRICE INSENSITIVE selling would be a smart move.

Shorts are not NATURAL sellers.]]>
Preserving U.S. Economy Over Free Markets (Short Sellers) http://seekingalpha.com/article/96450-preserving-u-s-economy-over-free-markets-short-sellers?source=feed#comment-260337 260337 Sat, 20 Sep 2008 21:27:24 -0400 Bank of America / Merrill: Shotgun Marriage http://seekingalpha.com/article/95414-bank-of-america-merrill-shotgun-marriage?source=feed#comment-254554 254554 Mon, 15 Sep 2008 00:42:53 -0400 Decoupling Of Physical Gold And Paper Gold Prices http://seekingalpha.com/article/93307-decoupling-of-physical-gold-and-paper-gold-prices?source=feed#comment-243488 243488
Let them keep it until the price reflects reality.

Nothing nuttier than a gold nut]]>
Mon, 01 Sep 2008 19:56:53 -0400
Let them keep it until the price reflects reality.

Nothing nuttier than a gold nut]]>
The Disconnect Between Supply and Demand in Gold & Silver Markets http://seekingalpha.com/article/91357-the-disconnect-between-supply-and-demand-in-gold-silver-markets?source=feed#comment-235310 235310
See what a nice 20% beating will do to a man.]]>
Wed, 20 Aug 2008 23:43:06 -0400
See what a nice 20% beating will do to a man.]]>