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markrpat

markrpat
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  • Don't buy the Amazon dip - Barron's [View news story]
    I'm not big fan of "don't buy the dip". Especially if it's a significant dip. The thing to remember is if you do buy the dip, keep finger on the sell button. It's really not that hard to do.
    Oct 25 09:13 PM | 1 Like Like |Link to Comment
  • IBM to make 'major announcement,' release earnings Monday morning [View news story]
    speculation...if they bought, did they buy too high given recent downturn? If splitting company...that's in the future.
    Oct 19 06:39 PM | 1 Like Like |Link to Comment
  • Buying ZIV: A Better Option Than Shorting VXX [View article]
    before any confusion is sparked by my comment, I fully understand that long position on $ZIV is equivalent of shorting intermediate 4-7mo IV.
    Oct 19 06:37 PM | Likes Like |Link to Comment
  • IBM to make 'major announcement,' release earnings Monday morning [View news story]
    Great...more drama for the market to absorb.
    Oct 19 06:08 PM | Likes Like |Link to Comment
  • Buying ZIV: A Better Option Than Shorting VXX [View article]
    Good article. I still think it's okay to trade $ZIV, even over a few days. I think of it as a damped price movement of $VIX. I may sell it, but not in a panic. Always willing to buy it back lower. Nonetheless, I fully understand the article and terminologies of contango, backwardation on 2 point comparisons; also inverted and normal as related to term structure. How long you hold it depends on size of position, whether you're using it as a hedge, and whether you think we will return to a "recent normal" spot $VIX of 12-15ish.
    Oct 19 06:04 PM | 1 Like Like |Link to Comment
  • Anatomy Of A Market Bubble [View article]
    my bad...too many zeros...1 trillion? hard to keep track with all the debt moving around at the speed of light.
    Sep 21 07:23 PM | Likes Like |Link to Comment
  • Anatomy Of A Market Bubble [View article]
    Thanks for the Article. Lot's of effort. I've done my very best to read and understand the article in 1 hour or less. I failed.

    I do have one simple question (please forgive me): What happened to the mortgage debt outstanding by all holders (in 1st FRED table). I understand it may be on the asset side of the FED balance sheet, but were the obligations paid off, are they being paid off, forgiven or lost in the shuffle? Did 10 trillion of debt disappear before the end of the recession?
    Sep 21 06:32 PM | Likes Like |Link to Comment
  • Reports of escalation in Ukraine send markets south [View news story]
    I was holding back MI. A test of nerves indeed.
    Aug 15 03:00 PM | Likes Like |Link to Comment
  • Reports of escalation in Ukraine send markets south [View news story]
    Question is whether we get the real story before Friday close. When in doubt, buy protection.
    Aug 15 11:27 AM | Likes Like |Link to Comment
  • Twitter +26.5% AH on Q2 beat, strong guidance, MAU growth [View news story]
    Would like to hear other opinions on the matter...1980xls.
    Jul 29 09:35 PM | Likes Like |Link to Comment
  • Twitter +26.5% AH on Q2 beat, strong guidance, MAU growth [View news story]
    Even without a chronometer, a textbook short squeeze might be short interest reported as 20% -ish after these shares were freed (not 7%ish). If 20% short interest were disclosed, call option activity would have been light-housed across the media. Less fog on the shoals, different outcome.
    Jul 29 09:00 PM | Likes Like |Link to Comment
  • Twitter +26.5% AH on Q2 beat, strong guidance, MAU growth [View news story]
    Yes..I would also like to know what's textbook about it. Short interest is mined on the 15th of each month, and released 8 business days later - that would be last Friday. That makes navigation based on short interest a bit of a gamble...wouldn't you say? A little like sailing in the ocean without knowing your longitude near the rocky shores of earnings reports. http://bit.ly/NVu8DJ
    Jul 29 08:19 PM | Likes Like |Link to Comment
  • Herbalife rebounds after Mr. Ackman fails to deliver a knockout punch [View news story]
    Reel Ken...those are cogent thoughts. I've been joking about it all day, it's not illegal. However, if he were doing so, I doubt he'd tear up. It's sickological.
    Jul 22 11:08 PM | Likes Like |Link to Comment
  • Why I'm More Confident Of My Herbalife Short Position Today [View article]
    dabomb...I like that statement. Makes sense, Icahn doesn't need to counter Ackman's plea, he's smarter and older. Plus he can change the company from the inside if he chooses.
    Jul 22 09:15 PM | 2 Likes Like |Link to Comment
  • Herbalife rebounds after Mr. Ackman fails to deliver a knockout punch [View news story]
    Lots of shares traded today, how much was short covering ahead of Monday earnings report? Ackman gave many the opportunity to cover. Looking back, last time daily volume was this high was February 15, 2013.
    Jul 22 03:06 PM | Likes Like |Link to Comment
COMMENTS STATS
204 Comments
107 Likes