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  1. M

    where do I see Baltic Exchange Dry Index (BDI)?

    http://www.dryships.com/pages/report.asp
  2. M

    If this is the Month That Faith Is Lost In Obama, Markets Crater

    Buying SRS at 21.25 (will add at 20) Stop 19 Target 30 by the end of June.
  3. M

    If this is the Month That Faith Is Lost In Obama, Markets Crater

    June is usually one of the worst months in bear markets. I don't think this one will be an exception. http://www.minyanville.com/articles/AAPL-rimm-BIDU-uup-spx/index/a/22785/from/home
  4. M

    This Country is run by morons

    No one wants to go around angry or depressed all day so you just have to laugh, the alternatives will either land you in an asylum or in jail. Some very bad times are coming. The backlash against public pensions is just the start and the end will be major geopolitical instability as the...
  5. M

    best way to short play commercial banking

    The only explanation that I can think of that makes sense is that REITs are seen as an inflation hedge. However while I feel there will be a time for that it is too early and we have another deflationary leg coming.
  6. M

    No one talking about Iran's missle test

    in the context of Netanyahu's visit? Israel has no adequate interceptor for Iran's new long-range missile DEBKAfile Special Report May 20, 2009, 11:10 PM (GMT+02:00) Sejil-2, Iran's first accurate surface missile Sejil-2, Iran's first accurate surface missile DEBKAfile's military...
  7. M

    Jeff Macke Meltdown On CNBC Last Night

    drunk or exhausted
  8. M

    US Debt Ratings Downgrade, meaningless?

    And no housing bubble deflating in Germany.
  9. M

    Economics Reporter @ NYT Nearly Gets Foreclosed - He "Should Have Seen It Coming"'

    Or marry right the 1st time around.
  10. M

    best way to short play commercial banking

    The big banks are safe, its the smaller regionals that will take the hit if the Fed allows it (and the new $500Billion line for the FDIC suggests that a lot of regionals will be allowed to fail, look for the new list of problem banks to be announced next week on the 27th) IAT KRE...
  11. M

    would you want more leverage if you could get it?

    Is this what passes for a joke on ET? I surely hope so.
  12. M

    Natural gas Journal

    Good call PapaRoach.
  13. M

    SRS commercial real estate melt rediscovered

    I added back the half I had sold today and am again carrying a full position in SRS calls. Target is $30 within a month.
  14. M

    GM Is The New Starbucks, To Cut 2,300 Dealerships By 2010

    Its more than just the sales people, the service people and all the admin jobs that a dealership provides, all gone.
  15. M

    Billionaire Rupert Says Crisis May Provoke Unrest, Inflation; Sounds An Alarm

    Fed is between a rock and a hard place, having to buy hundreds of billions more in trash no one wants while pulling auctions lest they face another embarrasment. I can't believe that there is so much complacency out there in the face of the Fed essentially and quite obviously trying to prop...
  16. M

    Economics Reporter @ NYT Nearly Gets Foreclosed - He "Should Have Seen It Coming"'

    They look pissed off, hopefully at themselves. If anyone is tempted to feel sorry for these people I suggest you read the story of Le Van Vu in one of those chicken soup for the soul books.
  17. M

    Steven Nison

    Never heard of this guy and I have been around a while. +-5 figure days=HUGE trader? Are you related to OB1?
  18. M

    huge stock market rally is over for now!

    Hmmm, are such low levels of risk aversion justified given current conditions, its not like the economy has turned up and is starting to add new jobs and production yet. Unemployment at 26 year high and risk aversion back to summer of 2007 levels when risk aversion didn't exist (NINJA loans)...
  19. M

    Where is growth going to come from...

    I'm having a 2007 flash back, this is exactly what all the bears, myself included were asking back then and never could find a good answer beyond a green tech and energy evolution but that seemed more feasible with oil at $150 than it does now, even the Aussies are putting the implementation of...
  20. M

    huge stock market rally is over for now!

    Sox is not confirming this break out and has actually broken its UTL from March low, nor is the action in some of the high beta names. Volume is unconvincing. Too much artificial support for the market, too much issuance coming and what is hitting the market is being flogged at below market...
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