kagame

George Soros: The Guru Outlook

US needs startling new technological innovation to recover its economic dominance. Just think what we could have accomplished if any substantial part of that bailout and TARP stimulus was put into real industries that could produce actual products and create industrial jobs and supporting service jobs. We need more research and development! Think how bad the future will be for the US if we truly lose our innovative edge along with everything else.

Sina Q2 Preview: Focus Media Acquisition by Year End

Simply amazing post by me also I would like to add. Sometimes I amaze even my amazing self.

Sina Q2 Preview: Focus Media Acquisition by Year End

Amazing detail about the websites inclusion of an FMCN product. Do you have any more details? And FMCN priced down at $9!

Still an amazing opportunity.

Distinction Between Positive and Normative Economics Misses the Point

What you are attempting to describe as a third form of economics is actually a bastardized combination of normative and positive economics.

At the behest of politicians, economists are told/allowed to not examine or judge, but instead, to attempt to create an actual change; to try to circumvent the current economic reality.

Often this is simply a brainwashing double speak intended to confuse the public, with no chance of success.

So yes, it is usually merely politics as usual.

Just my thoughts.

The Stock Rally Could Continue Higher

Take a look at ETFC (etrade). Do you still have a FMCN long?

E*Trade: Living on Borrowed Time?

Economic recovery would benefit Etrade's pps far more than any other stock I have heard of lately. As the market continues to rally on a supposed end to this recession, Etrade will move drastically higher.

What people like Al the Pal fail to realize is that all the bad news is baked into the stock price. I have read numerous sources say it is trading below liquidation value, Citadel or no Citadel.

Also consider the high % of the float short. If we see encouraging economic indicators that might bode well for the housing industry and the mortgage portfolio, Etrade will skyrocket.

This is all about risk reward. Etrade cannot go below $0.

What to Make of the Market Here

stop using ultras! get in the 1x short on margin instead. good grief people.

An Ugly Messy Market

Overall an excellent article.

An Ugly Messy Market

Why the hell are you using ultras? They dont perform like theyre supposed to at all, what with the reweighting and inherent slippage. There have been many articles reporting on this.

I liked another ideas I found on here, short hotels and casinos.

The energy short idea may be a underperformer as far as shorts go, CVX was not as weak as the SMB guys anticipated Friday.

Ove

The Best Times to Buy Shanda's Stock

"Many investors did not realize that in terms of average spending, online gaming had become a widespread and inexpensive form of entertainment in China"

While I agree with your overall assessments of the events that preceded irrationally low prices for SNDA, I would take issue with the actual cause of that mispricing. It surely wasn't a great "misunderstanding" of the company by normal everyday investors. I am on the message boards constantly and everyday normal Joe types were fully informed as to the actual growth and strength of SNDA's business model and online gaming in general.

I would tend to think it was massive forced hedge fund liquidations that clobbered the price. Or perhaps manipulation by large market makers to make a killing on options positions. Anything besides rational investors deciding to sell. Because that just doesn't hold up to logic.

If you ever watch the way SNDA trades, its actual tape, you will see it is incredibly illiquid in terms of price levels and will fluctuate wildly. It is very thin, and highly volatile. Shorts have abused long term investors in the this over and over, and most likely will again.

I would be willing to be we see another irrational selloff in the near future, probably related to the lack of transparency regarding the IPO of the gaming unit, or maybe at the slightest collapse in the overall market.

Lets remember this is a company who has crushed estimates every quarter for years. Yet look at that stock chart. Ever since the switch to the CSP business model SNDA has been a rock star outperformer, in a booming recession resistant sector, in a stronger economy, with a stronger currency. Did that prevent SNDA from selling off almost 50%? Nope.

Efficient markets for ya.

Stopped out of Trades, Will There Be a Reversal?

none of you know what the hell you are talking about

What's Driving NetEase's Stock Price?

Care to do a similar analysis on SNDA and PWRD? Thanks!

Why You Don't Need an Informational Advantage, Just an Emotional One

The analysis in Gartman's letter is lightyears ahead of cheerleader Todd's. Perhaps he should read it.

The Impact of Recent Regulations on Chinese Online Gaming Stocks

This helps explain the collapse in NTES stock price Wednesday AM compared to its peers. Although it did also just get upgraded to a $43 price target. Funny how little the analysts actually know.

SNDA dropped further, about $10 total.

I believe these companies will adapt and flourish, despite these regulations. What is more troubling is that the Chinese gov't continues to abuse Western investors with this type of bizarre and oddly timed regulatory action.

An Opportunity to Profit from Focus Media / Sina Transaction

Wow more manipulation. Rumors that contradict company statements issued the day before, gotta love em.