Seeking Alpha

cowpieTX

cowpieTX
Send Message
View as an RSS Feed
View cowpieTX's Comments BY TICKER:
Latest  |  Highest rated
  • Nasdaq Resolves Itself To The Downside On Higher Volume [View instapost]
    Good read.
    Nov 17 08:21 PM | Likes Like |Link to Comment
  • The EU may require Greece to provide collateral such as assets or revenue from asset sales in order to receive extra aid and avoid a debt restructuring, a source says. A German official says other steps may include lower interest rates or longer maturities on bailout loans. (previous)  [View news story]
    Truth is, they usually lie. It wouldn't be a secret meeting then would it? Greece (WSJ agrees) knows that they'd be better off exiting the Euro. And I'm sure Greece and all it's vast Democratic knowledge would know this as well. It's really not as absurd a possibility as Papanderosapolloderoso... would like us to believe.
    May 8 05:49 PM | Likes Like |Link to Comment
  • ETF Ranking: A New Fundamental Approach That Drives Short-Term Return [View article]
    good points. maybe this market is nothing more than an ATM machine or tool poised to vacuum power from wal-street to main street. A distribution of wealth (liquidity). historically speaking, it's not unheard of for a booming economy to suffer a bear equities market simultaneously.
    Kudos to Geithner for his "Strong Dollar Policy" and Heilicopter Ben for 2 years of careful calculus to make this happen. Disclosure: Long TVIX and XIV.
    May 5 09:16 PM | Likes Like |Link to Comment
  • Obama’s plan to cut $4T in cumulative deficits: a "moral case" for an "expansive vision" of America that's a potential “positive” for U.S. credit quality and a reversal in the budget debate, or just more class warfare mixed with accounting gimmicks that avoids long-term reforms?  [View news story]
    right now the money is only worth what we say the money is worth. the rest of the world will just have to titrate their own economy to fully benefit from ours. if not, to hell with it all.
    Apr 13 09:49 PM | 2 Likes Like |Link to Comment
  • Rep. Paul Ryan releases a new deficit reduction proposal that claims to cut $5.8T in spending over the next decade and includes major changes to Medicare and Medicaid. These problems won't get fixed because (choose one): A. they're unworkable; or B. politicians and voters don't have the stomach for such deep cuts.  [View news story]
    i say pass Ryan's budget. it'll crash the market simply put. there's not cove of investor's in line with billions of dollars to invest now. mutuals have had net outflows of -2-1 billion last week alone. i'm locked and loaded with lots of dry powder on the side.
    Apr 5 08:09 PM | 1 Like Like |Link to Comment
  • Our news team is expanding! We're looking for smart, ambitious stock-market mavens to fill the following three full-time positions:
    1) Market News and Homepage Editor
    2) Tech Currents Editor
    3) Consumer Currents Editor  [View news story]
    Sure, hire me!
    Mar 30 08:57 PM | 1 Like Like |Link to Comment
  • Whether or not he broke the law, Rajat Gupta is out of the Wall Street club forever after Lloyd Blankfein testifies that the former Goldman (GS) board member violated board confidentiality in discussing internal information with Raj Rajaratnam. Defense lawyers argue that the alleged tips were public knowledge.  [View news story]
    This case just validates what many suspected all along. GS is a scam house. They tell the public to buy while private letters to paying customers are told to sell. Get caught, blame it on the Sri Lanken.
    Mar 23 05:59 PM | 5 Likes Like |Link to Comment
  • A bullish call on BofA (BAC) from Barron's, which thinks the stock could rise more than 40% in the next two years as the bank's credit portfolio improves and as CEO Brian Moynihan works to improve earnings. Potential investors may want to see what Monday brings before jumping in.  [View news story]
    dud
    Mar 14 01:55 AM | Likes Like |Link to Comment
  • Former Air Force Chief of Staff, Gen. Merrill McPeak disagrees with much of the chatter regarding the no-fly zone. "I can’t imagine an easier military problem ... just flying a few jets across the top of the friendlies would probably be enough to ground the Libyan Air Force."  [View news story]
    i say we colonize Libya like the "Crusaders" we're accused of being. And it's a great alternative to what they've been living with all along. Libya, Commonwealth of the USA.

    Obama would be just the right man to pull it off too.
    Mar 10 09:52 PM | 2 Likes Like |Link to Comment
  • "We are going into a recession, damn it!" says John Taylor of currency hedge fund FX Concepts, due to rate hikes coming as easy monetary policy ends. He foresees a 4%, 3%, 2%, 1% rate of annualized GDP growth by quarter. U.S. stocks will continue rising for another few months, at which point the "coming recession" will take over, he says (video).  [View news story]
    it's all a bullcorn! Recession never ended, just took a vacation. And until we can look inside at the top 3 hedgefund's trades, none of our strategies matter. the amount of secrecy amongst top tier traders somehow isn't insider trading? P-L-E-A-S-E, just give me one look at what they've done with our tax funded rally.
    Mar 3 02:50 PM | 7 Likes Like |Link to Comment
  • Volatility: Can VIX and VXX Continue the Upside Move? [View article]
    Shorting VXX right now is like purchasing a beachfront condo right before a hurricane. That trade is over. VXX will be in the 40 to 50 range in short order.
    Feb 24 08:55 AM | Likes Like |Link to Comment
  • It's not just about Libya, Brett Arends writes. Everyone had become way too bullish and way too complacent. That's why the market downturn is more than just a blip, and caution is the wisest course now.  [View news story]
    It's my belief that the price oil since I've been alive is a function of how many people you have to pay to get it. It's the foundation of society for many countries. It's not so much about the demand or supply as it is about how many people can be sustained on it's production.

    In other words, as leaders fall in the middle east the LESS we owe them. We can get the oil cheaper by giving them incense, booze and murr. And find someone else to prop up. Meanwhile oil some day goes to $15, back when the barrel cost more to make than the oil was worth in them.
    Feb 23 11:08 PM | 1 Like Like |Link to Comment
  • They know it's coming but they can't help themselves. The number of investors fearing a catastrophic crash is rising even as they pile back into stocks. "They aren't so much expecting one as hoping for one," Josh Brown says, "so they can rationalize buying into a market that's left them behind."  [View news story]
    ditto. but only recently. i dove head first into 200 shares of TVIX today.
    Feb 18 08:11 PM | 3 Likes Like |Link to Comment
  • The most worrisome thing John Chambers said in last night's Cisco (CSCO -13.6%) conference call: "From [a] public sector perspective... we believe that you're going to continue to see a rapid decrease in discretionary spending including IT in a majority of [developed world] governments." Austerity, anyone?  [View news story]
    not saying there's no market for longer ip addresses. but the goverment is CSCO's biggest customer and IPv6 is not a priority. Running out of IPv4 addresses just makes them worth more. And if one can't afford an IPv4 address they certainly won't be buying new routers and switches.
    Feb 10 04:06 PM | 1 Like Like |Link to Comment
  • The most worrisome thing John Chambers said in last night's Cisco (CSCO -13.6%) conference call: "From [a] public sector perspective... we believe that you're going to continue to see a rapid decrease in discretionary spending including IT in a majority of [developed world] governments." Austerity, anyone?  [View news story]
    IPv6, pfffff. I've been hearing that argument since I took my CCNA test 8 years ago. And guess what, I've not replaced ANY routers or switches in 8 years either. Granted CSCO makes a fine product, but it NEVER breaks. Imagine if AAPL had products that never needed to be replaced. AAPL would be 19/share too.
    Feb 10 03:30 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
29 Comments
79 Likes