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Nailed it: Was short Treasurys, long euros, long ES heading in.:p Actually was out in the yard picking veggies, but woulda, coulda shoulda!

Gonna make $10K today trading this FOMC announcement. Don't know how and I have no positions of note going in. I just feel I have this thing knocked no matter what they say at 12:30. Favored vehicles will be the long bond and the euro. :D :cool:

Hussman now lifting stuff from ZH. Outstanding value.

Yahtzee! http://www.forexpros.com/currencies/eur-chf-chart :cool:

For the love of god ... http://www.google.com/finance?chdnp=0&chdd=1&chds=1&chdv=1&chvs=Logarithmic&chdeh=0&chfdeh=0&chdet=1346776955170&chddm=66079&cmpto=NYSEARCA:SPY&cmptdms=0&q=MUTF:TILFX&&ei=Uy9GUJDWJ5SK0QGSGw...

Just sold half my Zillow. Been a nice run, but I think I'll get a chance to buy back lower. :cool:

Dude. http://www.bloomberg.com/quote/MBIO62DA:IND/chart

YELP up 17% on lockup expiration day as shorts get roasted. This is exactly what I thought would happen with FB. Sigh.

JOY Global earnings a disaster (though it has to have been expected, wouldn't be surprised to see a ton of shorts cover and the stock close green today). Getting really itchy to short aussies but must force myself to wait for something akin to a rate cut out of China...

Central planning has erased vol from the markets except on the days when these bureaucrats speak. http://www.ifre.com/a-new-regime?/21037545.article No wonder the big guys (see Bacon) are frustrated.

Aussie headed back below parity with the greenback. Will wait for Beijing to cut rates or something, and then short the Pavlovian bounce.

Gonna sell my Verizon today. It's been a nice run, but (I've said this before) it makes zero logical sense for a company barely growing earnings to be trading at a steep premium to the market multiple while GOOG and AAPL trade at or even at discounts to the market multiple. I'm not saying...

I don't dispute the numbers, just Joe's shit-eating Krugmannite attitude. I've heard Bass talking about his positions in which he described trading desks quoting him (what he thought) were ridiculously low prices on put swaptions (or the like), paying little more than zero to say bet on JGBs...

Consider the source. Joe W has a hard-on for fiat currencies and countries that can finance their own debt through the pressing of a button. He thinks the U.S. gov't doesn't spend/print enough, nor Japan, nor the U.K., and of course, the ECB is all that's holding back Europe from becoming Hong...

Hussman growth underperforming SPY by 2500 basis points YTD. Sheesh. :eek: http://www.google.com/finance?chdnp=0&chdd=1&chds=1&chdv=1&chvs=Logarithmic&chdeh=0&chfdeh=0&chdet=1345566983040&chddm=62560&cmpto=NYSEARCA:SPY&cmptdms=0&q=MUTF:HSGFX&

Now Thiel is selling almost all of his FB shares (no doubt to prop up Clarium:p ). FB isn't reacting to the news. I'm stepping back into the stock pre-market at $19.90. I still believe this puppy is headed lower long-term, but like it for a pop here.

FB looks to be opening right about where I bought yesterday. I would have bet anything (and actually did) that the stock would quickly reverse yesterday's early drubbing. Was I just early and should hold on with the reversal to come today or next week? Or is the selling pressure on this POS so...

Buying FB for a trade at $20.05. Lockup expiration is today. Maybe the most widely reported and followed lockup in history. I believe the market may have frontrun this (short interest has soared) and shares are hitting a temporary bottom at the open.

Buying GM this morning. Missed my chance to buy NSM, +7% after reporting earnings. These guys are killing it despite rent-seeker Buffett fraudulently using the court system to bail out his own crap bond investment in ResCap (and raising the price for NSM to buy ResCap's servicing portfolio).

The big banks' woes are other's gains. The banks are being forced to unload their mortgage servicing assets (at the bottom) in order to raise capital and please nanny-state regulators. This is a windfall for the specialty servicers that acquire them. Just saw a good list of them here...