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    Global Macro Trading Journal

    http://online.wsj.com/article/SB10001424127887324073504578103403052975588.html?mod=WSJ_hp_LEFTWhatsNewsCollection Reach for yield reaching new highs These bonds are potential shorts, the issue is that the only way to make a good return is to lever up the position, which ties up a lot of margin
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    The Shorting of Frauds, Overhyped and Bankrupt Stocks Journal

    http://www.ft.com/intl/cms/s/2/4dcf8200-2796-11e2-8c4f-00144feabdc0.html#axzz2BSs73HS7
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    Global Macro Trading Journal

    http://www.zerohedge.com/news/2012-11-04/15-plus-devaluation-coming-spain-and-greece
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    The Shorting of Frauds, Overhyped and Bankrupt Stocks Journal

    I only have a very small short on OSG. I might even cover soon, I'm too scared to short big here as the stock is very oversold and there is just not enough info to make sure bets I do have my orders ready to short the shit out of the stock in case they file or are rumored to file(by a...
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    The Shorting of Frauds, Overhyped and Bankrupt Stocks Journal

    OSG didn't report earnings, I think they will pull a DMND. A research firm also said that their ships are overvalued by $1B on their books, a similar number that I conservatively estimated on Seeking Alpha a few weeks back
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    The Shorting of Frauds, Overhyped and Bankrupt Stocks Journal

    Apparently Dan Loeb was long OSG
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    The Shorting of Frauds, Overhyped and Bankrupt Stocks Journal

    I'm starting to think FMCN will go through as well. These people are just too insane. If it fails there will be plenty of time to short the stock all the way to $1 and make a nice % return There are SSFs as well so it will be an easy play without shorting restrictions I think thats a...
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    The Shorting of Frauds, Overhyped and Bankrupt Stocks Journal

    TAGG imploding. Next is PWEI, short if you can, its hard, not a lot of shares avaliable. Company is worth more than half a billion dollars and stock is completely worthless. Check out the bearish articles on Seeking Alpha by inifinitials
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    The Shorting of Frauds, Overhyped and Bankrupt Stocks Journal

    Covered FMCN I don't like how irrational these people are being http://professional.wsj.com/article/BT-CO-20121102-702565.html?mg=reno64-wsj
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    AAPL: Buying the Dips!

    Such a dangerous phrase
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    The Shorting of Frauds, Overhyped and Bankrupt Stocks Journal

    OSG reports earnings today, time not supplied
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    The Shorting of Frauds, Overhyped and Bankrupt Stocks Journal

    It opens up briefly at some points in the day. I shorted there
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    The Shorting of Frauds, Overhyped and Bankrupt Stocks Journal

    Short TAGG if you are able to, stock is going through a massive spam and promoting campaign. Market cap got inflated to $130M+, yet they have no revenues, a history of losses and stock issuance Stock has already been halted in Canada and today in Germany. Only the SEC allows this...
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    Global Macro Trading Journal

    Most market participants seem to be aware that the deaths are not a big deal as their drinks have less caffeine than regular coffee. What IS a big deal is all the negative publicity the drinks are receiving, this could affect sales. The stock commands a high multiple due its growth prospects, if...
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    The Shorting of Frauds, Overhyped and Bankrupt Stocks Journal

    http://www.presciencepoint.com/wp-content/uploads/2012/10/actv_strongsell_10-2012.pdf ACTV strong sell. Adding to garbage index
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    Global Macro Trading Journal

    Airlines are up, insurers are flat, ED is up. CHG is up. The media hyped up this hurricane to ridiculous levels
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    Global Macro Trading Journal

    What is your macro outlook and what kind of bets are you making right now?
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    Global Macro Trading Journal

    If the US were a corporation there would be a hit to net income and book value but it seems that GDP accounting likes to have lots of + but no - so hits to book value(or national networth) might show up on the Fed Flow of Funds but not at GDP figures
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    Global Macro Trading Journal

    Sandy: Terrible for Individuals, but no Impact on Q4 GDP Growth General Points We expect that some economic activity will be delayed several days or even weeks, but this is an intra-quarter story with no impact on Q4 GDP growth. The value of property destruction itself is not a...
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