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markrpat

markrpat
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  • Greece bailout expires as deadline passes [View news story]
    leopard...pretty broad statement on history of IMF payments. Not sure their track record is that great.
    Jun 30, 2015. 06:57 PM | 1 Like Like |Link to Comment
  • Greece bailout expires as deadline passes [View news story]
    Cramer's latest sound bite relates to waiting for the German Lady to sing, or Greeks to dance. I'm waiting for the Italian (ECB) Opera ala Mario. It should be a show stealer.
    Jun 30, 2015. 06:44 PM | Likes Like |Link to Comment
  • After Hours Gainers / Losers [View news story]
    ditto OOF...bid/ask : 4.55/4.64 on my screen...nobody trading AH? Appears there is no AH trading at first glance...going back a few days.
    Jun 30, 2015. 06:05 PM | 3 Likes Like |Link to Comment
  • Yellen press conference: Market volatility won't prevent hikes [View news story]
    I'm not quite sure where "IMF stick to their knitting" impression kicked in...might have to watch it a 3rd time. Anyway...it's worth the watch IMHO.
    Jun 17, 2015. 08:01 PM | Likes Like |Link to Comment
  • Yellen press conference: Market volatility won't prevent hikes [View news story]
    Nothing like watching the news conference for yourselves. It's worth hearing the words and seeing the whole thing on tape. Better than sound bites within media...they tend to go for ratings. http://1.usa.gov/1d2ukUT
    Jun 17, 2015. 07:57 PM | 1 Like Like |Link to Comment
  • Federal Reserve Exit Strategy: Number 17 [View article]
    Agree...following from now on.
    May 29, 2015. 07:41 PM | Likes Like |Link to Comment
  • Dissociative Identity Disorder Is For Markets Too [View article]
    into the fall (or Autumn as Ms. Lagarde suggests)....on the macro level...keep an eye out. We are indeed in a currency war!
    May 11, 2015. 11:27 PM | Likes Like |Link to Comment
  • Dissociative Identity Disorder Is For Markets Too [View article]
    would also add...in the short term...things are looking a little shaky. Addition of China into IMF could add to volatility..a complete recombobuation of valuations...a macro kick in the nuts.
    May 11, 2015. 11:14 PM | Likes Like |Link to Comment
  • Dissociative Identity Disorder Is For Markets Too [View article]
    One more word on the subject. TAX. GL folks.
    May 11, 2015. 10:16 PM | Likes Like |Link to Comment
  • Dissociative Identity Disorder Is For Markets Too [View article]
    I started an independent ST on the interview...after reading what I wrote, deleted it. Realized that my opinion is redundant and useless...the interview speaks volumes without my sway.

    Currently reading "Creature from Jekyll Island" ..about 1/3 through it. The interview in context is striking.
    May 11, 2015. 09:15 PM | Likes Like |Link to Comment
  • Dissociative Identity Disorder Is For Markets Too [View article]
    It is indeed a slippery slope...one that has gone on for a long time. All the more reason for everyone to watch the interview. It's somewhat revealing. I don't offer an opinion...don't think it's required.
    May 11, 2015. 08:57 PM | Likes Like |Link to Comment
  • Dissociative Identity Disorder Is For Markets Too [View article]
    I don't have a strong opinion atm...but for what it's worth...here is a link to the entire interview. http://bit.ly/1RtaItI
    May 10, 2015. 10:42 PM | 1 Like Like |Link to Comment
  • China Stock Mania Is Serious Risk For Global Stock Markets [View article]
    It's very tough to decipher what's going on when a single decisive power, more singularly decisive than US Fed, US Congress, IMF and EU forces combined...can make decisions overnight. A hell of a lot of stuff happens behind closed doors.
    Apr 25, 2015. 09:23 PM | Likes Like |Link to Comment
  • China Stock Mania Is Serious Risk For Global Stock Markets [View article]
    as is my nature to add comments...here goes. Not sure that $ASHR (also 50%ish financials) is any better that $FXI as a hedge to any of the 3 China exchanges - it's just not representative as far as I can see. To complicate ...controls between HK and Shanghai stock exchanges seem to be under control by China powers (Shanghai-Hong Kong Stock Connect). Further, control of HK dollar as well as Yuan under control by same - currently both tied to US dollar - subject to further notice by ...guess whom...China?
    Apr 25, 2015. 08:21 PM | Likes Like |Link to Comment
  • China Stock Mania Is Serious Risk For Global Stock Markets [View article]
    Great article, and thanks. I'm still trying to put the puzzle together. I get why market was down Friday AH when China decided to reign in margins, but I don't get why it was saved by a 100 basis point reduction on 19.5% bank reserve requirement (seems meager to my simple mind). Also wondering if there really is a good way to short SSEC when $FXI is composed of 50 stocks, 1/2 of which are financials (I think that's the case anyway). Would like to hear more thoughts by anyone on the subject, as I'm just struggling to get a handle on it all.
    Apr 25, 2015. 05:59 PM | Likes Like |Link to Comment
COMMENTS STATS
233 Comments
137 Likes