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5 Comments

    • The Failure of John Thain [view article]
      and the dilution from Bloggers dont matter either! You are really great at calling the shots from you couch at home. You get filed in the bucket of "GAS-parino" wanna-be's...your 15 minutes are up Jul 29 11:30 AM
    • RBC Defends Potash Corp.'s Valuation: $200 POT? [view article]
      The Best trade is to short POT go long TRA as a hedge (Lower Natty G is better for the nitrogen guys) but in general, its a way way crowded long and as the rotation out of materials/AG begins, this will also end badly....By the way, Dont give me the Changing DIET argument either...I am not saying that the BRIC nations wont eventually demand more Meats ect...but you are putting the cart WAY in front of the horse on this one...Diets will change, but it wont be overnight (Gap between Rich and Poor in China is still HUGE and the country is on the verge of a revolution...)....Pric... it all in to far....Corn breaks $5 the story has even more issues....SHORT ALL THE FERTS are as we like to call them, The Sh*t stocks Jul 25 03:07 PM
    • RBC Defends Potash Corp.'s Valuation: $200 POT? [view article]
      POT is a SHORT....if you really think they are going to Earn $20 - $22 per share in 2009 you guys are going to be in for a huge disappointment....Corn is rolling over, Farmers margins are getting squeezed (below $6 Corn they earn less than $400 per/acre and now Fertilize is supposed to double again???). The street is spinning this potential strike as a postive will give them the ability to raise prices further do to the fact that there is more scarcity.... Strike = rising wage costs and less Margins. Period. Good luck hitting the 2009 estimates....Corn doesnt grow to the SKY! I am not shorting here, i am going to wait for $220 again and start the postion Jul 25 03:03 PM
    • Citi, Merrill, WaMu: Death Spiral Financing [view article]
      your an idiot
      Jul 23 12:50 PM
    • iPhone 3G Slated for Early 2008 - TheStreet [view article]
      I am missing something here? Even if the Iphone is 3G capable, doesnt true 3G performance depend on the network that we are running on? If so, the Edge is still not true 3G, so wont you still have to wait for the Carriers to upgrade the networks? Sep 18 09:07 AM
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