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Ducaticorse

Ducaticorse
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  • Weighing The Week Ahead: Will Economic News Alter Fed Policy? [View article]
    I stopped selling options this month because premiums for calls and puts are so low. It's not worth the cost of opportunity or the risk to load your portfolio with stocks in a down trend (if your sold to open puts are exercised). In 1980 we had the death of equities, in 2015 we may have the death of volatility.
    Mar 1, 2015. 09:59 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Economic News Alter Fed Policy? [View article]
    In Los Angeles gas is back to $ 3.50...
    Mar 1, 2015. 09:53 AM | 1 Like Like |Link to Comment
  • New Home Sales Confirm Resales; New Home Prices Confirm Bubble [View article]
    This bubble is geographic and limited to the clusters of prosperity like NYC, SF, DC, LA and other I don't know about. The oi polloi gather to these cities because you have jobs but they can't afford to buy a house. That's where the 0.1% gathers because they like and must network. The rest of the country is stuck in the mud. This phenomenon is similar to Europe. If you go to Paris, you'd think that France is the richest country in the world. Go to Barcelona and you'd never think that Spain is in a mess.
    Feb 28, 2015. 12:22 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Net Neutrality To Sweep The Nation? [View article]
    It will not work this way. NFLX will pay and T and VZ are going to cash in and your connection is going to be slower. There is no competition in this market, it's like cable TV. They can charge providers the way the want. Did you ever get any improvement from cable TV for the money you pay?
    Feb 26, 2015. 10:10 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Net Neutrality To Sweep The Nation? [View article]
    RIQ you're absolutely correct about this. And worst we slowly create a class of mercenaries, a Pretorian guard (I like those new black uniforms for the army), which loyalty will become dubious faster than we can imagine. Furthermore, we can't attack politicians for letting their kids dodge the draft anymore and with the printing press, it's all for free. For the moment.
    Feb 26, 2015. 09:58 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Net Neutrality To Sweep The Nation? [View article]
    Don't confound rules and government. Better government is always sold as more government. More government is bad no matter how you slice it because they have no particular incentive to perform.
    Feb 26, 2015. 09:48 AM | 8 Likes Like |Link to Comment
  • Wall Street Breakfast: Net Neutrality To Sweep The Nation? [View article]
    Here James I don't quite agree with you. First I would not trust VZ or T for my well being. But most important, tactically, I think that net neutrality will force them to improve their networks much faster. As a matter of fact, if they could favor and cash in on selling the band, what's their incentive to improve their network? The $ 100 / month oi polloi could scream as much as they want, nothing would change as long as the NFLXs pays their dues and don't complain.
    Feb 26, 2015. 09:46 AM | 3 Likes Like |Link to Comment
  • When The Sellers Go [View article]
    You have inequality in income but you also have inequality in geography. I think growth is extremely concentrated in some geographical areas like SF, LA, NY and DC. In those places money is gushing and RE prices become quickly unaffordable. In LAs San Fernando Valley, in good school districts, prices have increased by 40% within 2 years, or even more. The rest of the country being in the dust, I'm not surprised that sales are trending down.
    Feb 25, 2015. 11:10 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Markets On Edge Before Yellen Round Two [View article]
    The problem with these BDCs is to sort the good management from the bad. There are some conflict of interest between the shareholders and the management in these companies. I own all the usual suspects, Main, Gain, Pain (just kidding). I also owned TCAP, talking about management! PSEC is far from brilliant but at least I bought it after, this time. However I aim to exit all of them but MAIN and put the money on BDCL. It's extremely volatile but no so bad compared to PSEC or TCAP and it pays a huge dividend and I don't have to worry about the CEO or CFO.
    Feb 25, 2015. 09:11 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Markets On Edge Before Yellen Round Two [View article]
    I think we are slowly reaching the limits of this ZIRP policy as to its effects on "stimuling" the economy. Because even if you can borrow for free, a bad investment is still a bad investment and soon there is going to be nothing left to buy but old paintings for $ 300 millions.
    Feb 25, 2015. 09:05 AM | 6 Likes Like |Link to Comment
  • Greek Non-Drama - Has Syriza Really Given Up? [View article]
    I thought also that they were not prepared for the mayhem that would have come in case they showed the finger. But it's clear that the saga is not over. It will come back in the headlines within 2 months.
    Feb 24, 2015. 03:12 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Markets Await Yellen Testimony [View article]
    If only.
    Feb 24, 2015. 08:51 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: European Business Growth Gains Momentum [View article]
    It will hit our shores because their Navy is even better than ours (they secretly negotiation with Russia to buy rubber dinghies powered with Chinese solar panels). But just for your information, Isis doesn't have the 21st century equivalent of the Bismarck, the Messerschmitt, the V2 ballistic missile, Krupp guns shooting 30 miles away and the Panther tank. And that will strongly hinder their strategic depth, an absolute necessity to conduct a war of invasion.
    Feb 20, 2015. 03:00 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: European Business Growth Gains Momentum [View article]
    What type of tea leaves do you read to come to the conclusion that helping Sunnis instead of Shias would have lead to a better outcome? The whole point is to stay away from this quagmire.
    Feb 20, 2015. 02:55 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: European Business Growth Gains Momentum [View article]
    If you charge only while demand for electricity is low... works only if few people use an electric car. When everybody does, so goes your base load.
    Feb 20, 2015. 02:42 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
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