Search results

  1. C

    Swine Flu stocks?

    Long USD against the Mexican Peso, hombres. China is also the largest hog producing nation in the world. What that means to you is a totally different story. If there's a wide campaign of invetory cleanup/disposal, short corn, make money.
  2. C

    Renaissance RIEF fund Underperforms S&P by 17% In April

    Oh, the irony of it all. Investors are lured into Rentec after hearing of such spectacular results...results of the employee-owned fund. Oh, the irony.
  3. C

    Options market and swine flu.

    Higher IV's in the meat complex (lean hogs, live cattle, feeder cattle, pork bellies). Long vega, non-directional play sounds about right. Hard to say what the reaction will be. People could shy away from pork which would lead to a supply glut in the pork market (bearish). On the other...
  4. C

    Another Technical Indicator-MACD Heat map

    Nice, looks like overlays of different period M.A. divergences, correct? Fastest signal up front, progressively slower in the back. Or this could be an overlay of progressively slower time frame divergences. Either way, looks interesting. Let us know how you do with this thing.
  5. C

    U.S. - Zimbabwe. 1 to 1.

    Obviously, Zimbabwe experienced a classic case of hyperinflation. There's no parallel between the US and Zimbabwe, because we have not, and will not see a case of hyperinflation like that of Zimbabwe. Accelerated inflation is to be expected once velocity and credit make a rebound, but our...
  6. C

    Swine Flu stocks?

    Watch the lean hog mkt. If they start "cleaning out" sick hog supplies, you could see some price dislocations in the meat complex.
  7. C

    FRPT Short Opportunity--Supply Glut(photo proof)

    Recently, photos of British air strips (now serving as car lots) have been circulating, illustrating the massive imbalance between auto supply and demand. Now, we can see the same thing occuring in Iraq. There are large amounts of idle MRAPs, parked and awaiting shipment back to the US...
  8. C

    Why We Think The Market Should Go Down Next Week

    Starting to see those fabulous selloffs occur in the last 10 minutes of trade. Feels like a time not so long ago...when serpents ruled the earth, and the bears were in full control. Surely we're not headed back down that road...Cramer said that the "bottom was in," and he is NEVER wrong. I...
  9. C

    Fixed Money Supply Full Gold Standards

    Pigou effect describes the positives of deflation, only caveat being that Pigou did not factor in the devastating effects on highly levered economies. In a world with no credit, and zero debt, Pigou effect sounds awesome, everything gets cheaper, and people buy more. In a world with credit...
  10. C

    White House Says Banks Stress Tests Will Reveal ‘Gradation’

    The origional grading system was: 1. Too Big to fail 2. Too small to care 3. Populist scapegoat 4. Chuck Norris-type capitalization
  11. C

    Bernanke and Paulson look foolish if Lewis is right

    And how the market rallies in the face of news like this is beyond me. Not quite an economic confidence booster. Seems like the ostriches are going to have to pull their heads out of the sand very soon.
  12. C

    Doom Options.....Credit Derivitaves for us

    Somewhere, Taleb is laughing with a very condescending tone.
  13. C

    S&P 500 Bid x Ask Size Increased today?

    Battle for Dow 8K, and Spooz 850
  14. C

    Is the worst of the recession Over?

    Way to whip out those accounting skills man! We need more of this type of stuff around here. GE is a dead stock in my eyes. It might eventually work it's way back to $25 bucks a share sometime in the next couple of years, but the company is a ticking time bomb, IMO, and represents a major...
  15. C

    Dead fish handshakes from top fund managers??

    It's because most of them are nerds.
  16. C

    Britain In Tatters; Hard to Believe: Gov't May Have To Accept IMF Loan

    Too bad Oklahoma does not have its own currency, because that would be the greatest short opportunity of all time.
  17. C

    U.S. Retail Sales "Unexpectedly" Fell in March as Jobs Evaporated

    Massive propoganda campaign that started with Ben's appearance on 60 Minutes a few weeks back. Everyone's tone shifted from honestly negative, to falsely positive a couple of weeks ago. Just a way to trick everyone into believing the economy is okay, and that it's time to spend and reinvest...
  18. C

    David Faber's "House of Cards"

    The Ascent of Money was the first, and probably a bit better at summing up the mess. You can find it on the PBS website. Faber looked like he ripped his idea off of that show. I did see Faber's show, and the only part that I thought that was interesting was Kyle Bass making reference to...
  19. C

    more and more people doubting

    Really? Are you serious? You continue to debase yourself in ways that amaze me. April performance of BIDU's stock is not a valid indicator of credit health and availability. I thought Rent-a-Center would've pulled your computer by now, how are you posting?
  20. C

    OJ/ Coffee Random Musings

    Nice setup. How do you keep from frying your eyeballs? I've got two high-quality samsung widescreen lcd monitors, and they kill my eyes; even w/ brightness turned way, way down. I have to keep eye drops handy for this reason. I look like a major pot head b/c I'm putting drops in my eyes like...
Back
Top