Seeking Alpha
  • Chines33
    Doug Kass MIA on twitter, Has been 19% of portfolio short bonds for months and huge longs in Banks, JCP, AKAM INTC..ouch
    5/16/12
    Reply (14)
    • Chines33: Not to mention last seen pressing his SPY rental long in mid 134s
      5/16/12
    • Hillbilly Stock Star: Maybe he should switch to Ozzie Red Wine! LoL!
      5/16/12
    • Hillbilly Stock Star: Caught run in short munis PRFSX, Long term stock of cash.
      5/16/12
    • Hillbilly Stock Star: Of course The Bakken Boys Club OKE, PAA, KOG, Long.
      5/16/12
    • Chines33: All 3 on my radar. Will continue to add to ETP as well.
      5/16/12
    • Chines33: Hard to not buy ETP's and PAA's for a longer term bond replacement holding.
      5/16/12
    • Chines33: Both with reasonable enough growth as well. I only prefer ETP due to its large yield since I am holding it for those purposes.
      5/16/12
    • Chines33: From a longer term perspective Nat Gas trough levels too makes it a compelling longer term yield play.
      5/16/12
    • Chines33: But got to love PAA too.
      5/16/12
    • Hillbilly Stock Star: Watch though could have summer like last on debt ceiling debacle....
      5/16/12
    • Chines33: Very possible. I will put on shorts to protect at times.
      5/16/12
    • Hillbilly Stock Star: I have heard that ETP has 5-star trading desk......
      5/16/12
    • Chines33: Reading a blog from a pretty credible guy today I follow on twitter who says that does not think Greece's banks can hold on till election
      5/16/12
    • Chines33: Got a source on the ground saying majority if not all of Greece banks about to go belly up in a matter of days not weeks.
      5/16/12