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Drew R

Drew R
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  • Extreme Short Float On Angie's List [View instapost]
    I am seeing borrow rates come down on ANGI over at IB.
    Feb 14, 2014. 08:48 PM | Likes Like |Link to Comment
  • Don't Trust The Dead Cat Bounce In Angie's List [View article]
    Haha, I'll have to find that clip. A scam artist a/c repair and a sham company are a great match.
    Jan 30, 2014. 09:59 AM | Likes Like |Link to Comment
  • Carry Trading the Brazilian Real [View article]
    If you agree that the long term fundamentals for commodities are good, a Brazilian Real carry trade looks like the place to be. Brazil has improved its debt profile over the last several years and the economy is not very leveraged. Most households have not had access to credit in large amounts.
    Apr 8, 2009. 11:44 AM | Likes Like |Link to Comment
  • Why We're Enthusiastic About Brazil [View article]
    It also appears that Brazil has relatively strong institutions. Their left of center president has not tried to nationalize everything in sight like some of the others. Of course, this country will be a good natural resource play once the inflation picks up.

    Mar 27, 2009. 11:47 PM | Likes Like |Link to Comment
  • Poor Treasury Auction Results Rattle Investors [View article]
    Money is always and everywhere a monetary phenomenon.

    I am continuing to hold TBT. The Fed will try to push down long-term rates, but ultimately they will have to pull back if it causes inflation or other buyers of Treasuries will be crowded out.

    Drew
    Mar 27, 2009. 11:33 PM | Likes Like |Link to Comment
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