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markrpat

markrpat
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  • 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
  • Lumber Liquidators, Formaldehyde And Asbestos [View article]
    One more thing Tilsen...if anybody loses their job because of your mis-judgements...hope you cover the damages. You can work your way out of this...payoff is big on your conscience.
    Apr 9, 2015. 08:49 PM | 5 Likes Like |Link to Comment
  • Lumber Liquidators, Formaldehyde And Asbestos [View article]
    Yo...Tilsen..bet you wished you'd never heard of $LL. It happens to the best of us. Now is time to take a break. Let things settle...and don't do it again. Sometimes it's best to be forgiven in silence...otherwise, nightmares will continue.
    Apr 9, 2015. 08:08 PM | 2 Likes Like |Link to Comment
  • Lumber Liquidators: Research, Not Hyperbole [View article]
    personally...I think argument for threat to personal health is a complete and total joke. But, and there's always a but: risks are always there for companies that marginalize compliance, even if regulations are ill conceived, poorly written and poorly regulated. You can't walk your business down the sidewalk in the US without a lawyer by your side.

    Call it a "sidewalk tax". Perhaps a good catch phrase.
    Mar 19, 2015. 08:43 PM | 5 Likes Like |Link to Comment
  • Lumber Liquidators: Research, Not Hyperbole [View article]
    Thanks...I also like humor. Rather gargle with HCHO than have short puts on my menu.

    But getting back to the mundane...this is a battleground that has received so much attention, it's too early to make long term commitments. It's just not worth it IMHO. Too many scientists, lawyers and journalists all chasing a minnow in the shark tank.
    Mar 19, 2015. 07:45 PM | 4 Likes Like |Link to Comment
  • The Euro-Dollar Riot! [View article]
    D...I think he did give a hint at possibility for mispriced earnings expectations for 1H 2015. Also about J-curve recovery further out. Nobody knows for sure.
    Mar 15, 2015. 08:06 PM | Likes Like |Link to Comment
  • The Euro-Dollar Riot! [View article]
    Thanks for helping me understand mechanism between interest rates and currency fluctuations. This has been a very large missing piece of the puzzle for me, a fundamental piece. Thanks for walking through it, very well written.
    Mar 15, 2015. 07:03 PM | Likes Like |Link to Comment
COMMENTS STATS
227 Comments
132 Likes