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  • QuickChat#224, February 14, 2012 [View instapost]
    Have a position in TVIX. Up about 12 percent, but that can be erased in an hour of trading. I am thinking that we are due for a correction....
    Feb 15, 2012. 09:08 PM | 4 Likes Like |Link to Comment
  • QuickChat#224, February 14, 2012 [View instapost]
    I think we are almost now at the stage where the only solution to the problem is.......marshmellows.
    Feb 15, 2012. 04:19 PM | 3 Likes Like |Link to Comment
  • QuickChat #222, January 26, 2012 [View instapost]
    Does the equity market feel like it wants to roll over? It had a nice run up since 12/19 on fairly light volume. Last 4 days the S&P has stalled.

    Picked up some TVIX.
    Jan 31, 2012. 07:57 PM | 4 Likes Like |Link to Comment
  • QuickChat #222, January 26, 2012 [View instapost]
    hindsight sucks. Had around 10k shares of apple in 2002. Sold them on a small move of the stock of around 25 cents.
    Jan 29, 2012. 10:39 PM | 6 Likes Like |Link to Comment
  • QuickChat #221, January 16, 2012 [View instapost]
    My guess is it is situational. Remember last year when it was announced that there was to be a deal, the market reacted favorably and the equity market took off. But the equity market at that particular point had been beaten down. If a bond deal is reached with the equity market near its highs, then it may go unfavorably.
    Jan 20, 2012. 10:08 AM | 4 Likes Like |Link to Comment
  • QuickChat #221, January 16, 2012 [View instapost]
    The US ITC may be ruling soon regarding China's unfair competition of solar products:

    "The Chinese supervision uses money grants, raw-materials discounts, favoured loans, taxation incentives and banking strategy to boost exports of solar cells, according to SolarWorld’s Oct. 19 censure to a ITC and a U.S. Commerce Department. SolarWorld, a builder of solar modules, is seeking duties to equivalent a practices."

    Noticed late last year that a Chinese company purchased near where I live a former IBM plant for the initial distribution of solar panels and later manfacture of them:

    Some of the key words from this article are:

    "The company will first set up an office and warehouse to distribute PV modules to fulfill existing contracts. The second phase calls for establishing a PV panel factory and a facility for manufacturing glass tubes....."

    Wonder if they will ever make it to phase two of this project. The article also says the Chinese company plans on eventually investing about 100 million into the facility and manufacturing plant. Will be interesting to see if they follow through on this as well....
    Jan 17, 2012. 04:22 PM | 3 Likes Like |Link to Comment
  • QuickChat #220, January 6, 2012 [View instapost]
    Another article out today that indicates there are two Infantry Brigades as well as an Aviation Brigade in Kuwait. That is 15,000 combat troops that could pretty much destroy any Iranian division put in its path. Tons of ammunition and fuel stockpiled in Kuwait for them to train on as well.
    Jan 13, 2012. 09:40 AM | 6 Likes Like |Link to Comment
  • QuickChat #220, January 6, 2012 [View instapost]
    The Israelis made a allusion to this assassination a couple of days before it actually took place. This is a provocation on the part of Israel. They are pushing for a resolution before the nukes are actually assembled and tested by Iran.

    Iranian media is calling for some type of revenge action against Israel so the provocation seems to be working. An overt action against Israel gives them a more legitimate reason to use an air strike without world condemnation.
    Jan 13, 2012. 09:35 AM | 2 Likes Like |Link to Comment
  • QuickChat #220, January 6, 2012 [View instapost]
    Not so sure about that. There are three Navy carrier groups that have converged into that area. Normally there is one. The Navy has portrayed that as just coincidence.

    Then there is the major joint air defense exercise that is taking place right now called "Austere Challenge 12" in Israel. According to the defense department this was scheduled long ago and is a mere coincidence with what is going on in the Gulf region. This exercise involves lots of air defense assets that are capable of intercepting long range missiles.

    Additionally, the French and Russians have placed ships off of the coast of Syria, and Turkey has halted the Iranian arms corridor to Syria.

    Seems to be a lot of coincidental pieces to the puzzle, but then this is a long weekend coming up in the US. Should something happen for example tonight there would be a long weekend for positive information to settle down the markets by Tuesday.

    I have opened up a couple of small hedge positions just in case....
    Jan 13, 2012. 08:49 AM | 5 Likes Like |Link to Comment
  • Treasury Yields Continue to Signal Caution [View instapost]
    So many potential places in the world for a catalyst to kick off this reversal. Time to hedge again. Thanks Erik.
    Jan 12, 2012. 01:25 PM | Likes Like |Link to Comment
  • QuickChat #220, January 6, 2012 [View instapost]
    The current military template of the Obama Administration is their "kinetic military engagement". Worked in Libya. The trouble with Libya is that it did not give the Obama poll much of a bounce. If it can be engineered so that Iran is the first to use overt violence, then Obama might get some traction in the polls when the military takes action.
    Jan 11, 2012. 03:55 PM | 3 Likes Like |Link to Comment
  • QuickChat #220, January 6, 2012 [View instapost]
    Just curious....what would the market reaction be to an air strike on Iranian nuclear weapons development sites? Lots of puzzle pieces in the news recently and over the past month that indicates this might happen very soon.
    Jan 11, 2012. 10:36 AM | 6 Likes Like |Link to Comment
  • QuickChat #218, December 18,2011 [View instapost]
    Regardless of whether fracking is found to be the culprit of ground water pollution or not, the decision to ban fracking will be political.

    A glaring example would be the banning of DDT. There were extensive EPA hearings that concluded that DDT should not be banned, but the EPA administrator at the time, William Ruckleshaus, over-ruled his own agency and banned it anyways.

    Does anyone think that the current EPA administrator, Lisa Jackson, will adhere to strict science or the more currently coined term "environmental justice" in making her decision?
    Dec 21, 2011. 09:31 AM | 5 Likes Like |Link to Comment
  • QuickChat #205, October 5, 2011 [View instapost]
    Maya, I agree with you. Extending the unemployment benefits is just extending the underlying problem out indefinately.

    I bet if the FED and Alabama untethered these people from the dole that they are receiving, tomato farmers would not have an issue with pickers.
    Oct 9, 2011. 12:57 PM | 3 Likes Like |Link to Comment
  • QuickChat #205, October 5, 2011 [View instapost]
    I dont see Chinese jobs coming back to the US anytime soon. Huge disparity between our regulated minimum wage and what Chinese workers are receiving. Chinese workers in those apple factories are making a huge 51 cents an hour. And of course those factories dont have to worry about things like EPA mandates or OSHA standards.
    Oct 9, 2011. 09:04 AM | 3 Likes Like |Link to Comment