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NHTC, likely gets halted by the Nasdaq and gets delisted over coming days. Check out the short case on twitter. If shorts are wrong, it pops back to $25 (in the short-term, long-term its likely to come down). If they are right, its going to $8 or lower. High risk high reward. I'm short

Rally is weakening, I bought back bonds and will let the price tell me what to do

Lockhart

Also, some Fed guy is already talking about backing down from hikes

Stocks are oversold and bonds are not having a lot of haven buying. I sold most bonds today. Expecting a bounce in stocks over the next 2-3 days

I wouldn't trust Samsung after the EVO fiasco. Its not even about the mistake but how they dealt with the issue

I have traded using a macbook pro(with 3 external monitors) with bootcamp running W7 for the past year. I do not recommend it at all . Bootcamp is not the real windows experience. You will find yourself running into lots of problems. lack of bios, driver problems, issues when reinstalling...

http://www.businessinsider.com/jpmorgan-1q-2016-markets-guide-2016-1 Huge JPM presentation showing lots of macro data. These slides makes me think high yield is starting to become a value sector. I know it sounds crazy but unless there is a recession (which leading indicators do not suggest)...

If markets crash monday I will buy some BRKB outright instead of selling more puts. Just in case the $125 support holds and I don't get to buy shares

And I will sell the US bonds if they start to go down along with stocks

If they were to do a deval, ES would gap down like 50 points or something. This will probably be a year to be on the defensive side. I'm sticking with a conservative allocation of less than 18% in equities (although, this will rise a lot if I get assigned on BRKB), 50% US bonds, 14% BR bonds, 5%...

"December’s decline brought overall reserves to $3.33 trillion, the People’s Bank of China said Thursday. For the full year, reserves fell $512.7 billion, the largest yearly decline on record."

http://www.wsj.com/articles/chinas-foreign-exchange-reserves-fall-107-92-billion-in-december-1452161583

With China signaling the fact that they want a weaker currency but only doing it in a gradual fashion, they are effectively giving money to the people to are finding ways to short it. this selling makes them have to intervene more and more at levels they want dont to (because they want it...

And thats not even the ridiculous part, the ridiculous part was the fact that the bond market didn't massively change its assesement of the Fed hike chances for Dec. That was just a fantasy that equity people wanted to believe in

We can only look back at how ridiculous the October rally was, it was based on the idea that the Fed was not going to raise rates until March (which was completly wrong and it didn't take that long for that to be falsified) and the fact that the Chinese market was closed for a few days. Then...

What I believe will happen is the Fed will hike rates as soon as stocks catch a bid and have a run. When it pops 50-100 points on ES, thats when they can do it. When they are down they will be in wait and see mode. So stocks could be in this range where they are saved by the Fed on the way down...

Hatzius thinks Fed will hike 4 times this year https://t.co/0jHUVvV9Ey If he is right, the scenario I was talking about could happen, a decline in stocks and bonds at the same time. But thats the thing, if that happens I don't think the Fed will keep hiking. So it becomes a dog chasing its own...

"ponzi scheme" is just a exaggerated claim prosecutors use to scare people into a plea bargain. if he did something wrong, its going to be an accounting fraud or misappropriation of property, not a ponzi

I stand corrected. Id still say its similar, a lot of hedgies are in it and it has been one of the leaders