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AMZN = the next NFLX Key question now is at what point "Whit" Tilson steps in as a buyer.

Yes, we're well aware of your familiarity with the trade data. The eurocrats who have done such a wonderful job with their "rescues" apparently have the data too. One can choose to put their head in the sand or take a sober look. You're in deep because you took an interesting, provacative...

Straw man alert again. Who said Paulson was an investing giant? The guy made a nice play on mortgages, kudos for that. I heard the guy speak at a Grant's conference in 2010 hawking his Greenspan-fed picks and never considered investing in any of that for a second (from what I could tell of those...

Tilson now well underwater on his NFLX knife catch attempt.

Straw man alert. Bass (or Einhorn or Ackman or any number of other guys worth listening to) aren't Bob Fucking Dahl coming on CNBC every day saying stocks look cheap. These guys do insane amounts of research and their conclusions are backed by facts and, more importantly, math. What a ridiculous...

Aussie decoupling from risk assets? http://www.robertsinn.com/2011/11/17/what-is-the-australian-dollar-trying-to-tell-us/ Go man, go.

No one gets creamed listening. Be promiscuous in your research, selective in your trading.

Responding to ASusilovic about KB ... He didn't go into the details of this trade in the interview (seriously, seek out the full interview - it was one of those BBC things where the purpose was to try and slam speculators and give a rah-rah for Europe's central planners and Bass just...

http://www.zerohedge.com/news/anti-tilson-etf-update-34-four-days-and-rising :D

I dunno. Maybe because he makes money for his investors. Maybe because he's helped me make money. I mean, WTF, that's what we're here for. I await, with bated breath, your detailed critique of his thesis. Do get your number right this time, please.:D

You da man.

Well those comments last night were just a case of getting some numbers mixed up. Your dislike of a guy like Bass seems to have more to do with the message he is delivering? I too have an issue with publicity hounds, but mostly with publicity hounds whose genius lies not in managing money...

Is there an easy way to look these sorts of quotes up on Bloomie?

WTF? Have you checked with his investors. I don't think they find him silly. You want bottom-up? How about "Whit" Tilson - the guy wouldn't know what macro was if it slapped him upside the head. Loses money for his investors quarter after quarter. BTW, the full 30 minute interview is...

Good man. :)

Euro at $1.10 (assuming $/yuan stays somewhat constant) is not something the Chinese want to see, but it doesn't mean we won't see it. There is the equivalent of a bank run going on in Europe and the Chinese may soon be the last buyers of the euro. The world is going to find out - today...

Funny, when I say something like, I'm just a conspiracy theorist. :D Beijing may not have an official peg to the euro like it does to the dollar, but it's crazy to believe the mandarins would allow the yuan to rise sharply against it anymore than they would allow the yuan to rise sharply...

Kindle Fire looking like a disaster. Even Walt Mossberg, who I assume is in the back pocket of most of these tech companies, doesn't sound so hot on it. Will look into buying puts on AMZN.

A little decoupling action? http://www.google.com//finance?chdnp=1&chdd=1&chds=1&chdv=1&chvs=maximized&chdeh=0&chfdeh=0&chdet=1321453405172&chddm=8602&chls=IntervalBasedLine&cmpto=NYSEARCA:SPY;NYSEARCA:FXA&cmptdms=0;0&q=NYSEARCA:FXE&ntsp=0

Well, that's the Paulson repsonse (if the markets know I have a bazooka in my pocket, I won't have need to use it), and the markets - after a euphoric rally - have blown through that theory every time. Math is a bitch. It holds no ideology and isn't short or long, thus has no bias. The only way...