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2LO Asset Management

2LO Asset Management
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  • Russia (RSX) is lifted to Overweight by Citigroup, citing low valuations for making the country its preferred pick in central/eastern Europe, Middle East, and Africa. The Micex trades at 5.1x earnings after falling 8.5% this year vs. 9.5x for the MSCI Emerging Markets Index. The recent rise in crude oil to more than a 1-year high can't be hurting either. [View news story]
    The waiting game on the BRIC upswing is nail biting, but it has to work... They are the only creditable economies once you measure valuations by hard assets and cash reserves and surpluses, but this artificial inflating of economies that are highly indebted, spending into deficit oblivion, and with no hard assets or unable/unwilling to extract and prosper from them is mind numbing. I believe the more disparity there is between real and artificial valuations the greater the bubble becomes. I am buying on the dips waiting for the 'big bang'.
    Jul 8, 2013. 08:22 AM | Likes Like |Link to Comment
  • Bernanke press conference: Should projections hold, Bernanke sees QE ending "around mid-year" 2014 and the unemployment rate being about 7% at that time. Responding to a question, he says the FOMC stands ready to quickly adjust - i.e. fire purchases back up - should it prove to have made a mistaken forecast. Stocks (SPY -0.5%) and Treasurys (TLT -1.2%) are at session lows. [View news story]
    And the flushing of the economic toilet continues. Wheee!! little turds into the abyss.
    Jun 19, 2013. 03:25 PM | 1 Like Like |Link to Comment
  • BioTime Is Running Out Of Time - Short-Sell Idea [View article]
    I think you have already shorted BTX and are trying to deflate the stock even further, or you are looking for a very good entry point to go long on the stock. BTX is a company to be watching as it is one of the leading forefront runners in genetics, and if it is as you say then it will be an excellent buy-out candidate for one of the larger pharmas. But, I do not believe Michael West, the CEO, is interested in being bought out. BTX is a strong buy. So, go ahead and drive the price down for me so I can buy more shares and add to my long position.
    Apr 11, 2012. 07:42 AM | 2 Likes Like |Link to Comment
  • Annaly And Chimera: Big Possible Downside [View article]
    I believe you are forgetting to take into account the rush into yield bearing accounts that is taking place right now. Because of this the dividend is decreasing. When the market is in a stable uptrend money rushes into stocks and mREITs have to offer higher yields to attract investors; but, what is happening in the markets right now is exactly opposite and money is on the side lines seeking higher yields avoiding the risky unstable, unpredictable market. This has the result of mREITs not needing to offer such attractive yields, and the mREITs will then use the money to purchase more assets which will increase their book values over time.
    Your analysis forgets or neglects this entirely.
    Mar 23, 2012. 08:24 AM | 1 Like Like |Link to Comment
  • Why Rare Earths May Have Room to Run [View article]
    Great information:
    Feb 12, 2011. 10:25 AM | Likes Like |Link to Comment
  • Why Rare Earths May Have Room to Run [View article]
    Feb 12, 2011. 10:07 AM | Likes Like |Link to Comment
  • Why Rare Earths May Have Room to Run [View article]
    Additional information:
    Feb 12, 2011. 09:51 AM | Likes Like |Link to Comment