Recent content by Kanzei

Getting short again on the next rally. Horrible earnings in Q4. Mass layoffs. Major competition on their cash cow (world of warcraft) by a superior game that is blowing people away (Rift), and two bigger name games coming this year (Tera and a Star Wars MMO). Customers are so upset on...

ha! one of my rules of life... never trust someone who excessively whitens their teeth.

GE up 3% today, S&P up only 1.5%. GE looks strong, outperforming. We might be too early for a lawsuit short. And in reality, proving damages will be tough, though their cheaping out on safety might be a contributing factor. Then again, BP got whacked hard in the gulf spill.

Stoney, I love your thinking on yzc. I'd just add KOL to it for some stability and to filter out any yzc specific bad news that could come out. Only caution, if half that island ends up radiation poisoned and 1/2 the population north of tokyo goes to osaka, and the other half go to...

I need some spoon feeding on this one. I can't find a public company that makes that stuff, but I'm SURE when the US Government buys a big stockpile (and they will), they'll buy from a public company... after they let their friends in Congress have a taste of some call options.

how so? If people overreact, there's a trade there. If people don't react and the problem is serious, there's a trade there. I'm not saying nuclear holocaust. I'm saying that fear, greed, and quickly moving events causing massive changes in human activity lead to opportunities. news this...

tread lightly traders.

By the way, radiation in California by Friday. http://www.nytimes.com/2011/03/17/science/17plume.html

Fact: Radiation will be hitting California on Friday Opinion: It won't be strong enough to hurt most people. Here's the article. Many other facts and opinions of course, but these are the central two pieces of information. http://www.nytimes.com/2011/03/17/science/17plume.html Will...

The US government is moving radiation monitors to the west coast. They apparently believe radiation is in the jet stream. if they don't get this under control, soon there will be a daily radiation dose level in our morning weather reports.

NIMBY Most spent rods are stored in reactors.

When the correct trade is so incredibly, abundantly obvious I used to wonder who was taking the other side of all my winners. Now I know. There's people who see the forest, some who see the trees. Or maybe better, there's those that believe in the laws of physics, and those whose egos...

BoJ intervention? How many pips did it go before retracing?