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  1. T

    Bidu about to tank down below $80

    I'm short some. Can't get any more.
  2. T

    Bidu about to tank down below $80

    Why useless? I don't find your calls useless.
  3. T

    No way are stocks selling off in Sept

    Do you think PE's really matter? Did people not buy the tech stocks with 500 multiples at a quarter of their eventual peaks? Surely they didn't buy AMR at a negative mutiple. And homebuliders are a BARGAIN now (like TOA) trading at a 2.2x earnings. Are you kidding me? I'm talking about the...
  4. T

    No way are stocks selling off in Sept

    The one thing that sticks with me is that the market internals are not good at all. Wal Mart, Cisco and Intel leading a huge really doesn't seem like a possibility to me. The lack of growth is being discounted in small-caps now, big time. Writing is on the wall IMHO.
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    No way are stocks selling off in Sept

    Thanks.
  6. T

    How does Nassim Taleb trade?

    Wrong. He is still trading and constructing systematically long volatility portfolios for institution(s).
  7. T

    No way are stocks selling off in Sept

    Why do you think this - too much short interest and pessimism? Just interested.
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