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  1. K

    JS Global Macro Notes

    Was this meant to mock me or something? I'm not sure I get thr joke. I'll check out Mauldin. I'll be the first to tell you I'm just getting into economics and finance and all of it. Oddly enough I became interested after the recent housing bubble popped, I didn't appreciate the power and...
  2. K

    Issa vs Bernanke

    Anybody read the correspondance between Issa and Bernanke? http://professional.wsj.com/article/SB10000872396390444358404577609231770784446.html?mg=reno64-wsj Beautiful. Issa: What the hell is wrong with you? Bernanke: I don't know what you're talking about. Issa: No, seriously...
  3. K

    JS Global Macro Notes

    I'm of thr opinion that controlled deflation would help out right now, if you can't increase income, reduce cost of goods to compensate, spur trade and thus hiring.
  4. K

    Lone Pine Resources

    Lone Pine was spun off from Forest Oil which is an absolute trainwreck itself, it's not high profile like Chesapeake Energy, that's a risky bet. Chesapeake is only on the up and up because of McLendon's land picking prowess and Icahn shaking up the board, to sell off some of McLendon's prime...
  5. K

    Will Radioshack go bankrupt?

    After thinking about it, Apple made more profit from selling probably 20,000 cell phones than Radioshack made on over $4,000,000,000 revenue. That's rough.
  6. K

    Will Radioshack go bankrupt?

    Buying for a short squeeze maybe. Last I looked something like 40% of Radioshack's shares are sold short. They have to cover eventually. Being affiliated with who they are I bet they could plead ignorance. "It got cheap so I bought it and I sold it when it went up!....get off my case!" Lol
  7. K

    JS Global Macro Notes

    I do appreciate the sentiment. I have a simple but effective business model but it'll take a bit to be able to execute. There's a gas station near my house and since I go there nearly every day, I get to talking with one of the employees. It's one of those Indian family owned jobs so the guy...
  8. K

    Another example why dividends are better, and acquisitions are bad.

    Apple develops their own products though, they have no or next to no use for an acquisition, what about Walgreen's? They bought Alliance Boots (I thought they were a boot making company too, but they're not, they're a pharmacy too), one of the biggest or the biggest pharmacy chain in Europe...
  9. K

    Will Radioshack go bankrupt?

    Revenue is irrelevant if you don't net anything. Revenue may have increased but operating and net income have steadily declined, cutting prices to try and compete with Wal-Mart and Amazon. Classic situation where a specialty (RSH) has its business moved in on by larger and more diversified...
  10. K

    JS Global Macro Notes

    The Natural gas boom situation I've said verbatim myself, couldn't agree more. That would be such a gigantic industrial boom with lasting capacity, not like the Chinese cheap labor that has too much capacity now. How I really feel, I'm not sure how old you are but I'm in the generation who...
  11. K

    Will Radioshack go bankrupt?

    I read their most recent 10-Q and they're just inching into the red now, though they've obviously been in decline a while. They have a pretty decent cash pile and new credit line and some convertables also to burn through before they're empty, though it will invariably end that way IMO...
  12. K

    Using Lunar Cycles to create a Swing Trading Edge

    Price historian...meaning he/she/it can read? Kudos.
  13. K

    Using Lunar Cycles to create a Swing Trading Edge

    For your weekend entertainment you "fuck with the little.dipshits" on an internet forum. Jesus. Lol.
  14. K

    JS Global Macro Notes

    FUBAR.
  15. K

    Poll: SPY,long or short?

    Cdcaveman I'm gonna PM you to stop hijacking this thread.
  16. K

    Poll: SPY,long or short?

    Then again, what's it worth if I lose 50% before I double up, nothing. Rollercoaster ride to nowhere. One mistake I'll never make again if nothing else, that's for sure.
  17. K

    Poll: SPY,long or short?

    I saw the 10x and such gains in aug-oct last year and I had onr of those pavlov dog moments, I immediately set out to know everything about the products and figured it was worth thr contango.risk. I bought into TVIX in late July...obviously that is how that has turned out thus far. At this point...
  18. K

    Poll: SPY,long or short?

    That is such a noob mistake...I shouldn't be trying to short the correction I should be waiting until after the fact and going long from the bottom.
  19. K

    Poll: SPY,long or short?

    I've forgone a bunch of solid trades trying to call the correction with vix etfs...ate up almost 50% of my money thus far.
  20. K

    Using Lunar Cycles to create a Swing Trading Edge

    You're saying that pussy controls the stock market...lol. Fair point I guess, I'll keep my computer on my girlfriend's back and let you know what happens. :p
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