Recent content by einai
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VR reports after the close
So, I'm long a lot of puts on this one. http://www.elitetrader.com/vb/showthread.php?s=&threadid=202606&highlight=validus Seems to be selling off nicely into the close. Combined ratio of 134.3% last quarter. Bad results from SwissRe and Zurich this morning. If you don't understand... -
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CEO and Chief Risk Officer of VR [Validus Holdings] Sell Shares
Seems to be a distinct organisation. Still working on what's driving the selling. Analysis of fundamentals and insider selling remains. -
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CEO and Chief Risk Officer of VR [Validus Holdings] Sell Shares
Prospectus here. They seem also to have had large positions in MBS's. http://www.sec.gov/Archives/edgar/data/1348259/000095012307010347/y37506b4e424b4.htm#110 -
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CEO and Chief Risk Officer of VR [Validus Holdings] Sell Shares
This obscure mention in a Croation newspaper last night seems to show what is going on. I suggest that you look at the initial prospectus and their strategy of loss reserves and "arbitrage" of opportunities in the Gulf. This company wrote a lot of short-tail Gulf-related marine and energy... -
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AA at post-earnings resistance
AA popped a little on a weak beat. This morning we are at resistance at 10.65 See whether it holds... -
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CEO and Chief Risk Officer of VR [Validus Holdings] Sell Shares
More selling, different insiders. http://www.sec.gov/Archives/edgar/data/1348259/000120919110037238/xslF345X03/doc4.xml Bought more puts for after earnings. Short-tail marine reinsurance means damage claims. NB I have no inside knowledge. But I think that when insiders are selling... -
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Why is HFT not prevalent in the bond markets?
"Surely a lot of bonds are listed on exchanges and traded electronically. Everything about a bond is quantifiable and perfect for inputting into trading models." With the exception of so-called current US Treasuries (and their sovereign equivalents), almost all bonds are comparatively... -
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CEO and Chief Risk Officer of VR [Validus Holdings] Sell Shares
I have closed out a 1/3 of my HOV puts, and put the money towards Aug puts in VR, a marine liability reinsurer whose CEO and Chief Risk Officer are selling stock. Unlike HOV, which was a no-brainer (and which I am still short, after a 50% drop), this one requires your thinking cap. No... -
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HOV in Freefall
$3.57 and continues to plunge... More colour from this morning: http://www.tradershuddle.com/Trading-Ideas/4313807022010-will-hovnanian-recover.html -
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Yuan Devaluation
Right you are. Doesn't change the math, or the fact that treasuries and the dollar are tanking. When I need help with English, I will let you know. -JB