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tripleblack

tripleblack
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  • QuickChat #274, October 9, 2014 [View instapost]
    Its an election year. Payoff to "someone" for earlier favors ($$$) tendered...

    Chief beneficiaries would be large foreign operators that make something requiring modern welding techniques...

    Like, well, just about everything worth anything.

    Short Boeing, I guess, and find out which Chinese firms will be able to make all their subassemblies requiring welding for them.

    I would not go long the Europeans, they never seem able to capitalize on our idiocy (they just increase their own stupid ideas).
    Oct 30 05:43 PM | 2 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    One reason for a shift to a higher cash share of purchases (not to be confused with a higher share of all cash purchases) are higher % requirements for cash down payments, particularly when added to lower prices. Another aspect is the number of properties which are now worth a small fraction of what they might have brought in 2007. Houses that went for $120k new in 2005 ultimately bottomed as foreclosures (often worn and damaged, requiring extensive repair), to then experience further degradation, theft and vandalism as they sat vacant for years. Now they go for very small prices, much less than the price for a new car.

    This could well be a good sign, as market forces are allowed to once more start a natural healing cycle, but its difficult to trust the source of the information, whether the private NAR or the public sector. Self serving agendas in an election year control.
    Oct 29 01:30 PM | 3 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Gauguin once criticized Vincent van Gogh that he "painted too fast".

    Van Gogh replied: "I don't paint too fast, you look too fast".

    Whether this situation twixt the SEC and Edgar is a similar conversation remains to be seen. The idea has long lurked in the back of my mind that there is opportunity for someone who does NOT "look too fast" to take advantage of the HFTs...

    Sigh. Perhaps I have not thought upon it long enough or slowly enough.
    Oct 29 09:48 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 376 Oct. 26 '14: Axion Up-List Completed; S-1 10/22 Revision;NS-999 In Testing; Axion Nasdaq SPO Page Up; EPower & Axion Present At The Battery Show [View instapost]
    The trade will likely be a short cycle (news cycle) based upon the withdrawal of the cone of silence and the need to release material news. Its too early to tell, but a buy opp is likely just before the silence lifts and communication resumes, whereas a selling opp is possible just after news is disseminated. A trade cycle measured in days, I think.

    High level of risk, of course.

    The usual pro forma about doing due diligence before engaging is necessary, but the lack of solid data makes it a very pure gamble at best.
    Oct 29 08:22 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 376 Oct. 26 '14: Axion Up-List Completed; S-1 10/22 Revision;NS-999 In Testing; Axion Nasdaq SPO Page Up; EPower & Axion Present At The Battery Show [View instapost]
    Thumbs up for that plan, Amouna. Although I am thinking about a week from now we may see an opening for some judicious trading, as the cone of silence lifts...
    Oct 28 12:20 PM | 9 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Sometimes cash IS an investment, though given the currency wars, its as risky long term as many other options.
    Oct 28 12:16 PM | 4 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    The (Colin) Powell Doctrine is a military policy concept, but it applies to investments as well...

    Never go into an investment without a good exit strategy.

    Of course, for a trader, the structure of any such strategy is very different from a true "investor".

    LOL, maybe the policy would be "Never exit a good investment without somewhere better to go".
    Oct 28 10:46 AM | 5 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    I agree with Gareth, though I will join the request that he present his own support.
    Oct 24 01:13 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 375 Oct. 23 '14: S-1 10/22 Revision;NS-999 In Testing; Axion Nasdaq SPO Page Up; EPower & Axion Present At The Battery Show [View instapost]
    I have always believed that there is an inverse relationship between the number of times salesmen come knockin', and the likelihood that you are missing out on a genuine opportunity.
    Oct 24 08:40 AM | 14 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    I'll reiterate my opinion, which is that Lynas is positioning itself to split into two companies, one comprising the mine (barred from foreign ownership by the Australian government) and the other the LAMP in Malaysia.
    Oct 23 08:39 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 374 Oct. 18 '14: NS-999 In Testing; Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show [View instapost]
    “He who slings mud generally loses ground.”
    Adlai E. Stevenson
    Oct 22 08:57 PM | 12 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Yes. As they state (and I agree) that, as a rule, its a good idea to err on the side of caution (logical rule of the universe, really, when it comes to survival). The US is doing something different, ie, erring on the side of PC-ness. In an election year, this is particularly exaggerated.

    Our national security is (as a normal state of affairs for a very long time now) being planned via a process which places political concerns first and last, and everything else somewhere in the mushy middle.
    Oct 22 03:34 PM | 5 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    The impact of Daimler's departure from the stock is yet muted (judging from the AH numbers). A storm of short efforts can be expected this morning...

    I predict that shorts will run through all available shares quickly. Easy to pay too much for options in this case.
    Oct 22 09:01 AM | 3 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    I don't believe a word of it. Election year posturing. Both sides should be ashamed.
    Oct 21 02:53 PM | 7 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Added some at $9.65 today. Building about 30% of position goal.
    Oct 20 03:12 PM | 5 Likes Like |Link to Comment
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