Recent content by levitation

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    ARO

    Anyone trading this now? For a buyout rumor this stock brought a good amount of option activity given its market cap size. News that moved the stock (from flyonthewall.com), "Aeropostale rallies amid talk of presentation cancellation Shares of Aeropostale (ARO) are moving higher amid...
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    Dude buys 150k Jan TWTR calls

    Cant this just be a bet on a big short squeeze? This stock was overvalued at $40 and now its almost 2X that.
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    What changed in 1980

    Good points. My opinion has always been that our deflationary market really started in 2001 (after the tech bubble) and we've been scrambling for ways to create growth since. Starting in 2001, 9/11 gave a cyclical upswing to the defense sector (Afghanistan + Iraq) and changes to tax and interest...
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    MWW - a steal down here

    They are doing a massive buyback and management in the recent CC painted an ok picture of revenues stabilizing in 6 months. You can see the buyback and accumulation showing up in the daily volume and 2 bull flag patterns. LONG :D
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    AAPL is now lower than when Carl Icahn made his infamous tweets.

    I was an apple bear for probably the last 8 months but now I just bought some. I think Icahn is right the stock is trading fairly cheap and over the last 9 months they've done a pretty good job protecting gross/operating margins. My take is that the stock dropped from $700-$400 over the fear...
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    The Trading Software Market is Dead

    I think you may be partially right, but all industries suffer the problem of non-business people being inept at launching their product. I think the reason is the most obvious that has been mentioned: lack of demand and clarity on who is the target user. I've had this thought for a while but...
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    Byrne Takes Full Page WSJ Ad, Taunts Stevie

    Kudos to Patrick. Hedge funds paid the media to push his stock down and now hes paying the media to push a hedge fund down. On another note, I'm not sure how much an SAC liquidation will actually impact the market. 50 billion might seem like a lot but the overall market is 15 trillion and I...
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    Now Steven Cohen is charged... why ever read another Market Wizard book?

    I like this thread. I've read the book as well and re-read it recently and it feels like a classic even though it's only 14 years old. So much of the market dynamics have changed, yet basic principles still stay the same. Going through some of the recent names you can see: Mark Minervini...
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    Does anyone feel like this economy is full of expendable jobs?

    wow, reading this is shocking -- because I thought I was the only person who had a job like this! :D . but seriously, I put in about 5/8 hours effort and the rest are randomly logging into IB when i'm not busy or reading some annual report. I know a couple other people at my company who are...
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    RM's occasional market calls...

    I piled most of my capital into 2 longs that haven't moved as much as I thought. It sucks because I didn't have room for some tech and oil stocks that I really liked and have moved well. I'm not sure if I should sell, I have no short positions on but I'm getting uneasy and have a feeling...
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    Assault on Wall Street: Official Trailer

    Not the first time the German government has funded an anti-wallstreet movie http://en.wikipedia.org/wiki/Titanic_(1943_film) :eek:
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    If this market keeps being manipulated, the us market won't be attractive any more.

    you'll have plenty of bear when the new health care laws kick in and the fed decides to stop purchasing LT bonds. but until then, wheeeeeee :D
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    Charlie Munger, 90 years old , and smarter than 100 of you put together

    I'm a noob on this topic, but is the advantage of dark pools just more liquidity and better average prices? How much better are the prices, it can't be more than +- 1% right? it seems like the only way to fix this problem is to just make dark pools illegal. Gambling is only allowed in...
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