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markrpat

markrpat
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  • 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
  • A Hardwood Flooring Insider's Take On Lumber Liquidators [View article]
    Couldn't have said it better. Bravo! That about wraps it up...court adjourned for milk and cookies.
    Mar 11, 2015. 04:44 PM | 5 Likes Like |Link to Comment
  • First Day Of Winter & Colder Temperature Forecasts, So Why Did Natural Gas Hit New Yearly Lows Friday? [View instapost]
    Note: second column are multipliers, but show how decay works. The actual % change in $UGAZ product of 1st and 2nd column.
    Dec 22, 2014. 07:37 AM | Likes Like |Link to Comment
  • First Day Of Winter & Colder Temperature Forecasts, So Why Did Natural Gas Hit New Yearly Lows Friday? [View instapost]
    Correction....0% daily change in benchmark = 0% change in $UGAZ. That's math for you.
    Dec 21, 2014. 08:48 PM | Likes Like |Link to Comment
  • First Day Of Winter & Colder Temperature Forecasts, So Why Did Natural Gas Hit New Yearly Lows Friday? [View instapost]
    Always have to remind myself that a 25% loss requires a 33% gain to break even...and that's without the required headaches and calculus of derivatives.
    Dec 21, 2014. 08:16 PM | Likes Like |Link to Comment
  • First Day Of Winter & Colder Temperature Forecasts, So Why Did Natural Gas Hit New Yearly Lows Friday? [View instapost]
    Thanks for the article, all good, for readers that have a more elementary understanding of how $UGAZ is intended to work - and is in line with the prospectus. Here's some additional information for readers (more elementary). This is why it's toxic going down more than up.

    % single daily change of SPGSNGP (benchmark/underlying) vs. $UGAZ % single daily change:

    -5 -3.35
    -4 -3.27
    -3 -3.20
    -2 -3.13
    -1 -3.06
    0 3.00
    +1 2.94
    +2 2.89
    +3 2.83
    +4 2.79
    +5 2.74

    This does not imply a progression for more than one day. Please correct me if I'm mistaken.
    Dec 21, 2014. 07:53 PM | Likes Like |Link to Comment
  • 6 billion reasons to like retail [View news story]
    Yep. Your point of view and analyses inspire real thought and further due diligence. Very nice to have you back Paulo!
    Nov 28, 2014. 05:13 PM | 1 Like Like |Link to Comment
  • Senate fails to approve Keystone XL pipeline [View news story]
    We can all relax for the Thanksgiving Holiday - even our northern brethren might take a breather. Best that nothing causes a ruckus. Now the news hounds can take a break? Whoops...now it's what if it would've passed, why it didn't, what stopped it, could it in the future - why or why not?...holy schnikes! Well...anyway P. Obama will be getting the break...and I'm sure he's relieved.
    Nov 18, 2014. 08:44 PM | 1 Like Like |Link to Comment
  • North Dakota to require producers to make oil less volatile before shipping [View news story]
    The aha moment. Never overlook the power of politics...and always look underneath the superficial.
    Nov 13, 2014. 07:54 PM | 1 Like Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 06:37 PM | Likes Like |Link to Comment
COMMENTS STATS
216 Comments
124 Likes