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Tough luck. Whether they like it or not, capital raises are coming. A lot of the selling in financials was surely do to frontrunning this sort of scenario.

Tilson on NFLX today. "Irritating," he says. Idiot. No sign he is selling yet, though. http://blogs.wsj.com/deals/2011/11/22/netflix-stock-sale-is-irritating-tilson-says/

IMF offering another great opportunity to reload shorts.:)

And GMCR up again premarket. Can't make this stuff up. Waiting to hear for when Tilson blows out of NFLX. I will buy on that day and await a takeover offer from Google or Apple at a 50% premium.

NFLX ... wow.

Ron Johnson (JCP) on creating a great retail store ... http://blogs.hbr.org/cs/2011/11/what_i_learned_building_the_ap.html

Can't make this stuff up. GMCR +4% NFLX -5.5% Tilson blowing through even more of his investors' (mum, dad, and pop pop?) money.

Yes, the action on Friday definitely raised my eyebrows. Fortunately, the AUD still acts like its supposed to act. :)

Anybody see that move in the euro (completely ignored by every other risk assets)? Wow!

Martin Wolf with an outstanding summary of events over the past 4 years in Iceland. http://blogs.ft.com/martin-wolf-exchange/2011/11/21/how-iceland-survived-the-fire/#axzz1eLTyO5v1 The contrast with what happened elsewhere – particularly, in Ireland – is striking. Iceland let the...

Endgame. http://t.co/qoiLDqiU

You do realize you've completely lost it now.

Covered AMZN puts near the open. Don't want to say how many bags. :p I personally tried out the Fire this weekend and found it to be a huge, stinking, piece of crap - which probably means they'll sell about 9 zillion of them to folks who need to read People magazine, buy the latest Harry...

Great post from Peter Brandt re: MF Global. Just another day in Geithner and Bernanke's America. http://peterlbrandt.com/mf-global-proof-that-the-u-s-government-is-not-able-or-willing-to-protect-investors/ I would posit that the selloff in risk since Halloween is as much, if not more to do...

Does Buffett own a stake in LUK? He just told CNBC he's not interested in JEF. LUK has been knife-catching JEF all the way down, so I'm curious as to why Buffett would publicly pull the rug out from under them.

The two posts above are the most unintentionally funny posts I've ever read on this site.:)

May need to short more AMZN next week .... http://om.wordpress.com/2011/11/18/did-you-do-this-to-your-kindle-fire-too/

What in god's name are you talking about? It's not a binary option - either default and get paid off or no default and lose your bet. Only an idiot (or a banker) would hold the CDS hoping to get paid off on a default. If CDS trade at 1 and go to 5, or 10, or 20, or 100, you cover the bet and...

I feel badly for Spain. Idiot.

Should be higher, far higher. Hungary can be bailed out and in fact is working with the IMF on just that. Italy can't.