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WalkTheLine

WalkTheLine
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  • One question that some have been asking is if JPMorgan (JPM) lost $2.3B, to whom did it lose all that cash? Investment firms such as BlueMountain and BlueCrest made ~$30M, the WSJ reports; one trader reckons that over a dozen hedge funds and banks profited by taking the other side of JP Morgan's trades.  [View news story]
    Great, I am glad we've tracked that $30m of the $2.3b...:-). Somehow I think the beneficiaries are going to be more discrete than an IB (investment banker) that wins the Lotto :-)
    May 13, 2012. 09:38 PM | 1 Like Like |Link to Comment
  • Intel Takes Back The Crown [View article]
    Interesting thread. Thanks for the article and all the great comments.

    Another important note on Intel that was overlooked in this discussion is the impending CEO transition. Based on the time and focus on this by Intel management, it is clear that this is a challenging decision them.

    I would recommend that investors follow the result of this effort closely as it will have (IMHO) a huge impact on the medium and long term value of the company.
    Apr 20, 2013. 06:32 PM | Likes Like |Link to Comment
  • Embattled Yahoo (YHOO) CEO Scott Thompson will reportedly step down to be replaced temporarily by global media head Ross Levinsohn while Yahoo once again looks for a leader. And Yahoo's five directors, who were set to step down in the summer, will leave the board immediately to make room for Dan Loeb's Third Point nominees, with recently added director Fred Amoroso moving to board chair.  [View news story]
    He may have been good for YHOO, we'll never know. But it is bad Karma to lie and Karma always prevails in the end.
    May 13, 2012. 09:25 PM | Likes Like |Link to Comment
  • TVIX and GAZ: Betting Against The Consumption Of This Free Lunch [View article]
    I was one of the ignorant and uninformed TVIX traders. That is my fault as this thread re-enforces. With that, trading information in securities like these remains appears not to be shared equally.

    It is clear to me that the precise timing of the rebalance was leaked, and the trading activity reveals that. It remains illegal to trade on non-public and inside information as far as I understand it.
    Mar 25, 2012. 02:42 AM | Likes Like |Link to Comment
  • SanDisk (SNDK) guides on its earnings call (webcast) for Q1 revenue of $1.3B-$1.35B and 2012 revenue of $6.2B-$6.6B; below a consensus of $1.46B and $6.65B. In addition, the flash memory giant forecasts a Q1 gross margin of 39%-42%, below a Q4 level of 42.9%, and forecasts 2012 capex $1.1B-$1.6B. Shares now -8.4% AH. (Q4 results)  [View news story]
    Either they are not getting design wins or losing market share or both. Margin squeeze too. Race to the bottom?

    Deja vous......
    Jan 26, 2012. 12:02 AM | Likes Like |Link to Comment
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