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Macrotrader100

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  • Gold At An Inflection Point [View article]
    C,

    What is the catalyst for this horrible deflationary contraction?
    Apr 19 10:24 PM | Likes Like |Link to Comment
  • 2 Drilling Plays In The Spotlight [View article]
    I sold CHK, wish I didn't, but needed room for other plays. I hold POU.TO. BIR.TO, ECA and PDS, so I'm in.
    Apr 19 07:12 PM | Likes Like |Link to Comment
  • Why Stocks Won't Crash (For Now) [View article]
    "going to be a crash in 3d". Yeah I think it happened.
    Apr 19 07:06 PM | Likes Like |Link to Comment
  • Rolling The Dice With Earnings [View article]
    Basically covers it, thanks.

    My strategy is somewhat different, on a (tech dip ) like we have had, selling in the money puts, I am essentially taking on equity risk. Not sure this is the smart way to do it, and I really should research option pricing in more depth.
    Apr 19 07:02 PM | Likes Like |Link to Comment
  • Why Stocks Won't Crash (For Now) [View article]
    Ok. Could be simply the us deficit coming down fast, too.
    Apr 19 06:25 PM | Likes Like |Link to Comment
  • Why Stocks Won't Crash (For Now) [View article]
    T,

    Switching gears -- and my main area of worry -- we have had good data lately, earnings are OK so far, market holding up --- but we are still seeing persistent strength in the 30 year bond, and a flattening trend.

    Why?
    Apr 19 05:48 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #18 [View instapost]
    L,

    That's good. It's not a criticism. Don't take it that way.

    Its generalized counsel -- not directed at you but anyone -- about developing the right thought process from a top down level.

    I'm not writing specifically to you, although I posted your name. I'm sharing my process as its developed for 15 years. (Anyone) Take whatever is of value, leave the rest.

    I see at lot on this and other blogs, "it's got a great dividend, so it must be a good buy" type of thought process. That's, like the last thing I look at.

    Bottom line, I use a top down approach. Others use a bottom up. People should use what works for them, but be consistent, as not to get twisted up.
    Apr 19 03:18 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #18 [View instapost]
    L, (moving this down here)
     
    My frank advice. You are not going to learn this game through (only) getting ideas on this or that.
     
    You need to learn how to think, analyze, and determine a consistent process that works for your personality and tolerance. Otherwise you get twisted by the wind, by other investors opinions, and dont form your own convictions.
     
    To me too many investors do this. They invest in this or that because Buffett is in it. But you don't learn that way. It's funny, I'm in 3 stocks I discovered Carl Icahn is in. Now I'm not in because he is, didn't even realize he was in a couple of them. But it's interesting.
     
    My advice is think. Contemplate the world around you and the developing secular themes, and who might benefit. Then, always buy quality to take advantage of that. Of course, people will debate quality.
     
    I've rarely lost much when I focused on quality. I've lost many many thousands, buying junk or shorting high quality.
     
    And learn who's running the show. We don't buy companies -- we (at least I ) buy the CEO and his /her team.
     
    With EM's I buy the president / government.
     
    Think about it.
    Apr 19 03:05 PM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #18 [View instapost]
    L,

    My frank advice. You are not going to learn this game through (only) getting ideas on this or that.

    You need to learn how to think, analyze, and determine a consistent process that works for your personality and tolerance. Otherwise you get twisted by the wind, by other investors opinions, and dont form your own convictions.

    To me too many investors do this. They invest in this or that because Buffett is in it. But you don't learn that way. It's funny, I'm in 3 stocks I discovered Carl Icahn is in. Now I'm not in because he is, didn't even realize he was in a couple of them. But it's interesting.

    My advice is think. Contemplate the world around you and the developing secular themes, and who might benefit. Then, always buy quality to take advantage of that. Of course, people will debate quality.

    I've rarely lost much when I focused on quality. I've lost many many thousands, buying junk or shorting high quality.

    And learn who's running the show. We don't buy companies -- we (at least I ) buy the CEO and his /her team.

    With EM's I buy the president / government.

    Think about it.
    Apr 19 02:48 PM | 2 Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #18 [View instapost]
    L,

    I'll repeat my process:

    I never, ever, buy a dividend, I'm buying a piece of a business I have a reason to invest in. That has to come first in the risk assessment.
    Apr 19 02:43 PM | Likes Like |Link to Comment
  • Gold At An Inflection Point [View article]
    'cause in spite of all this so -called pent up demand, well known by the market and Totally discounted, in spite of "crisis in Ukraine" which has crushed Russian stocks, in spite of a huge fear driven rally in treasuries, huge oil price spike....ect.etc...gold IS falling net net, and is sitting on tenuous support.

    When that support fails, the legion of weak retail longs will panic and bail. Or try to.

    What I don't want to hear, is the word "manipulation" when it falls.
    Apr 19 01:54 PM | 3 Likes Like |Link to Comment
  • 2 Drilling Plays In The Spotlight [View article]
    I am Canadian; the delays are not well understood up here at all. What would the US have us do; sell it all to China? There's some serious level annoyance up here.
    Apr 19 12:40 PM | 5 Likes Like |Link to Comment
  • Gold At An Inflection Point [View article]
    Without an escalation in the Ukraine, to me lower prices are highly probable.
    Short gold via futures and options.

    http://bit.ly/1oYpQU3
    Apr 19 11:45 AM | 1 Like Like |Link to Comment
  • 2 Drilling Plays In The Spotlight [View article]
    On Keystone,

    My view is it has dragged on so long, there is little expectation of any benefit built into Canadian energy from its approval. Therefore, buying Canadian energy may also be buying a free call option on Keystone.
    Apr 19 10:45 AM | Likes Like |Link to Comment
  • Rolling The Dice With Earnings [View article]
    George,

    Can you comment on your put selling parameters,

    %in /out of the money,
    Time to expiration,
    Ect.....and why?

    Thanks!
    Apr 19 10:40 AM | Likes Like |Link to Comment
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