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  1. J

    Jcrew

    I really like this stock too. I hate the clothes, personally, but women? Shit, that's the first place my GF and sister go when we go to the mall. And it shows, the men section is constantly getting smaller. Add to that the fact that Michelle Obama loves the place too....... Add to that a...
  2. J

    Are the banks ready yet?

    where's the growth going to come from? why buy the stocks anyway? Citi just did a $12 biln bond offering GUARANTEED by the FDIC. The common is waterlogged, buy the debt.
  3. J

    Best Forex Charts???????????

    thanks!
  4. J

    Best Forex Charts???????????

    what about DeMark TD sequential? anybody other than bloomberg? I have codes for 2 software programs for demark now. But, not being very good at coding I have no idea whether they are "perfect"
  5. J

    What instrument to use when bullish on OIL ?

    2 ways 1) Lever up through a traditional margin account and buy the USO. 2) Buy call options on the USO. - however, with the oil market in contango, combine that with high volatility (i.e. premium) and you have the makings of a really shitty trade. If you nail the front-month on a wicked...
  6. J

    Why is the market still so low?

    Felix Zulauf has said we're still in a secular bear market from 2000. People shit on the TARP, but without it I doubt there would be a bank left. We haven't even stopped the bleeding at the banks yet. Housing is still falling (although at a slower pace) We're going lower. I...
  7. J

    Who else bought MXC at 4?

    i'd be more impressed if you bought it at 16 - that takes balls. if you bought it at 4 congrats, but you could've been waiting a long time.....
  8. J

    Anyone LONG the DUG Here?

    Tim Knight is and has been.
  9. J

    I am seriously thinking of shorting oil long term

    this is a runaway market here - and while you may be close time-wise - you could be off a mile price wise. i think copper back in 04 or 05 - can't remember exactly - but it cracked $3 - and went straight to 4 within weeks - thats a gigantic move % wise. don't be a tim knight - just wait...
  10. J

    Market Monk is back............?

    Just google market monk - you'll find his new blog. he's not doing a PMTC again.......but somebody asked him in his comments recently if he was the same guy - he denied it, and yet wished the original blog was still up because "it had some useful ideas" so, i'm assuming this person...
  11. J

    Why is it called...

    I always wondered why it wasn't Reminiscences of a covertible risk arb trader or Reminiscences of global macro event driven risk manager.............(which is exactly what he was) Read the book You do understand that everything was completely different 100 years ago in this country right...
  12. J

    Oil hits record $122 on $200 oil prediction

    considering the carnage in burma this week - if a hurricane even flirts with the gulf - prices will already be near $150 by the time hurricane season approaches, and if there's a cat 3 or higher that makes landfall between N.O. and Houston expect a fat spike...............after that oil will be...
  13. J

    The ultimate portfolio

    See - your definition of the stock market is to make money - thats mine too. But for a lot of people its just earning a steady rate of return without losing what you've earned. There are so many ways to skin a cat on wall st. its not even funny. I don't pretend to be diversified - I play...
  14. J

    The ultimate portfolio

    No speculation? Sorry, but you are speculating, even if you hold these things for 10 years..........Other than that - those are the mega growth names that have been working. Nothing has changed for those stocks so they should keep working.........but to say you're not speculating is foolish...
  15. J

    Am I diversified?

    you have no commodity exposure - no steel, ag, coal, gold............nothing if you feel that trade is spent - fair enough as per your "oil short" as i'll call CAL - why not buy DUG or short USO? Oil and airlines may be a perfect negative correlation trade when oil rips, but there is no...
  16. J

    What companies benefit most from high crude price?

    EOG, & DVN have recently made big finds. DVN was a few years ago. Also, any E&P plays that have some nat gas exposure like DVN and APA will also do well. Take XOM's recent quarter - they got killed on refining and only spent $5 billion on exploration. Once oil goes beyond $150 - firms with...
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