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Alpha Man

Alpha Man
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  • The Paradigm Shift Has Begun - This Isn't Going To Be Pretty [View article]
    JS

    Am I right in understanding that you're calling for about a 12% or so correction? Are we still going to crash, presumably before thend of the year?
    Jun 12, 2013. 11:01 AM | Likes Like |Link to Comment
  • Could This Strategy Be The Holy Grail Of Investing? [View article]
    SO,

    After spending some time studying this, I can see how it could work. I've mainly used OOM puts to hedge and sometimes written puts on stocks I like, so I'm no option expert. I have no experience with weeklies but it seems other shorter term puts could also work on the long side, perhaps with less cumulative premium than the weeklies. I'm not sure at this point how to model the premium from the weeklies but it's starting to make some sense. Very interesting approach!

    AM
    Jun 11, 2013. 07:37 PM | Likes Like |Link to Comment
  • Could This Strategy Be The Holy Grail Of Investing? [View article]
    SO,

    I'm confused about how one's portfolio is protected by the long puts when one is short an equal number of short term puts? I'm no expert on options, but I know the delta on the longer term puts is lower than the short term puts so it seems that during a bear week, the short term short puts would tend to negate the long puts hedging the portfolio?
    Jun 8, 2013. 03:56 PM | Likes Like |Link to Comment
  • Could This Strategy Be The Holy Grail Of Investing? [View article]
    I think Daniel Moser has presented a pretty compelling argument as to the feasability of this strategy, unless I'm missing something. I'd be interested in hearing your rebuttal as your strategy, if it worked would be quite attractive.
    Jun 6, 2013. 10:12 PM | 1 Like Like |Link to Comment
  • Don't Dump SodaStream Too Soon [View article]
    IIRC, I read it in an article here on Seeking Alpha a few weeks or so ago. I'd have to search for it. I don't follow the company, my son bought one of the kits a while back and I read the article out of curiousity. The author laid out some figures which suggested that people were buying the product but not following thru with ongoing usage.
    Jun 6, 2013. 02:37 PM | Likes Like |Link to Comment
  • Don't Dump SodaStream Too Soon [View article]
    I read that the rate of purchase of replacement supplies is declining. This implies that the machine usage after purchase is not that great. It seems that would call into question the company's business model. Can you comment?
    Jun 6, 2013. 01:12 PM | Likes Like |Link to Comment
  • A Bear's Best Effort At Making A Case For The Bulls [View article]
    JS,

    A couple of questions, you're predicting a crash and previously said a recession is a certainty, Do you think the recession has started? if not, when do you think it will start? Do you think we will crash prior to the start of a recession?

    AlphaMan
    Jun 3, 2013. 07:50 PM | 1 Like Like |Link to Comment
  • Why I'm Bearish On Seagate Technology & Western Digital [View article]
    "You are a complete buffoon to think cloud storage doesn't use hard drives."

    I had that same thought when I read the article but thought perhaps I was missing something, glad you pointed it out. I don't really understand the bearish case on these two companies based on SSD and demand for storage in the cloud.
    May 30, 2013. 11:12 AM | 1 Like Like |Link to Comment
  • 6 Fed Tightening Points In History Examined - What Happened? [View article]
    You're in West Virginia, right?
    May 28, 2013. 03:08 PM | Likes Like |Link to Comment
  • 6 Fed Tightening Points In History Examined - What Happened? [View article]
    I got out in 4q 2007 without a problem, enjoy your time on the sidelines.
    May 28, 2013. 03:07 PM | 2 Likes Like |Link to Comment
  • The 7 Reasons Why People Hate QE [View article]
    I'm not sure any of the big banks were anything but poorly run so I'm not sure who would have been buying their assets. It seems all of the largest and regional banks for the most part needed tarp money.
    May 25, 2013. 02:02 PM | 2 Likes Like |Link to Comment
  • Economic Expectations Continue To Clash With Reality [View article]
    Peter, I would presume you are short the market, for the pending crash?
    May 21, 2013. 07:05 PM | 1 Like Like |Link to Comment
  • How To Identify Market Distortions Caused By The Fed [View article]
    Romney fan?
    May 6, 2013. 07:57 PM | 3 Likes Like |Link to Comment
  • How To Identify Market Distortions Caused By The Fed [View article]
    Aaah good old Zero Hedge , bearish for the last 4 years!
    May 6, 2013. 07:55 PM | 2 Likes Like |Link to Comment
  • How To Identify Market Distortions Caused By The Fed [View article]
    And yet, somehow he manages to make money.
    May 6, 2013. 07:52 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
275 Comments
194 Likes