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  1. KevMo

    Will the Winkelvii get Zucked again?

    Funny, I wrote almost the exact same thing on twitter a few days ago. :D Libra is likely to make $FB a monster's Monster! 2.6B installed customer base, maybe 6B TAM, and they're going apply the old American Express business model^2 into the digital age. BOOM!!! $FB will brush aside (or lobby...
  2. KevMo

    How come there are no Commodities Corp today?

    Remember too, the WACC...or Cost of Capital for the last 10yrs has been virtually free. There's all kinds of liquidity sloshing around this Blue Ball as we go spinning in circles traveling through Spacetime. Back in the pre-GFC days, and more so in the 70's, 80's..etc., Capital was actually...
  3. KevMo

    Why is SPY holding at near-record highs with demand driving bond yields down and gold soaring?

    Need a good story? Looking for reasons that due to X, we'll absolutely get more Y? Call up your local Morgan or Goldman office and ask for a Broker. They always have a good story. Much like the media. Gotta have a good story to move shitty product. Not trying to be a total smart-arse but...
  4. KevMo

    SPX Iron Flies

    The fella's [gaussian & Tom] beat me to it. U.S. Market Participants are likely leaning way bullish right now having already discounted into price multiple FOMC activities... as in at least 2 rate cuts, and perhaps as many as 4. Overall market I.V. is low, and what do we know about low Vol...
  5. KevMo

    Need a partner who can get capital!!We have a profitable system

    Have you ever seen a poor one? "Hey look at this new system! Backtest looks like shite." :D
  6. KevMo

    AQR’s Problem With Machine Learning: Cats Morph Into Dogs

    I heard Cliff on a Podcast recently. 2yrs ago he had high hope for his new Data/ML team. Though, he was fairly ambivalent about their progress. Who knows, he's crafty. They could be playing possum.
  7. KevMo

    Finding the best Strategy; Condors, Lizards, Butterflies

    They do tons of good work. But, not more than "anyone," or more anymore than others that is. Not saying I have all the answers. But, there are some very smart, very advanced traders here..even in this thread. Ask nicely, show some humility and they might help you out. [IMO] IC's are [in most...
  8. KevMo

    Finding the best Strategy; Condors, Lizards, Butterflies

    Damn. Missed the big sale. :)
  9. KevMo

    Ali Baba Looking Like A Fraud ?

    Exacly! If $BABA were actually production $13Billion per/yr in legit Net Income...why would they want to dilute themselves by doing a $20B secondary? Don't make no sense. Deep Throat Blog is powerful. More interesting viewing: "The China Hustle"
  10. KevMo

    Finding the best Strategy; Condors, Lizards, Butterflies

    First, I like Tom. I like Scott S.(SNY)[CBOE badge] don't even know if 'SNY' is still there. I've known those guys since TOS was in Beta...mid-to-late '90's. Nothing personal against them, I don't follow them now. Though, I did hear they were at one time a big advocate of IC's, even for...
  11. KevMo

    Can You Forgive Me?- More Ideas

    If you're into cheap Bio/Genomics check out: 1) NVTA 2) NTLA They may take a year. Street's gonna need 2020 TTM numbers 3) TWST 4) CDNA 5) NTRA And I woulda said: 6) VCYT But it's already 3x in 6mos...still good after a rest.
  12. KevMo

    Dest's journal of ultimate greatness and free cookies.

    Ah shit...look at this, you are loved. You're fuxxed now.:D
  13. KevMo

    Help with a complicated Tax issue from 2017/2018

    tl;dr ... no punctuation gave me a headache. You need someone who specializes in Tax Mitigation...not the ordinary CPA. I know someone, likely not cheap. But, the deals they get for their clients are often quite shocking. I know they will not charge you just to talk to see if they gameplan...
  14. KevMo

    Margin requirements TDameritrade

    a) What the heck does that mean? There is no "licensed trader." However, even if you were a Registered Rep (S7), or an Investment Adviser Rep (S65), or Securities Trader Rep (S57)...there is nothing that precludes you from illustrating any trade that you may be doing personally. b) try...
  15. KevMo

    Day Trading Is Back......Folks Leaving Steady Jobs

    Biz Cycle is long in the tooth always yields the same type of Behavioral Finance...or lack of. Every plan looks easy until first contact with the enemy, :D
  16. KevMo

    Question about IB please?

    I'm sure LS is slick. I noted with great interest --> Silexx.com Nice to know! I'm definitely aware of you all now. Appreciate the effort. However, I'm locked into custodial relationships...for now. But I'll keep your number Thx Robert
  17. KevMo

    Question about IB please?

    Thanks for that @RobertMorse As an aside...strange that ET's saves certain pages that were deleted ....as "drafts" then displays them again when they should be long gone. I wrote the "any suggestions for charting..." part before I left the office last night but then never posted it. Was...
  18. KevMo

    Question about IB please?

    With regard to @destriero = LOL!! He's a good dude. Doesn't suffer fools, else "it gets the hose again!" [Buffualo Bill] :D Weird about their TIM Calc. Thx for the heads up. I have RiskMgmt systems running in RT here too. I'll soon find out if it's prob with IB or not.
  19. KevMo

    Question about IB please?

    Right on! Exactly what I was looking for. Any suggestions for chart pkg and/or analytics Thx my friend!
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