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  1. M

    Hpq

    Looks like it wants to run in to earnings May 16th. Probably good for a run to $44-45 with a 60c stop.
  2. M

    Goldman says Bernanke WRONG!

    http://www.econbrowser.com/archives/2007/04/recession_proba_1.html
  3. M

    Andy Xie Sees Massive Chinese Stock Market Bubble

    Will they have any teeth, yes but it is all political http://english.cri.cn/2946/2007/04/30/65@222039.htm How many people even realize that there was silent coup in China a couple of years ago with US complicity. Mayor of Shanghai a recent causualty.
  4. M

    Black Tuesday (1st May, 2007)

    At this rate I might just sell all my EEM puts at the open tomorrow... Don't you guys get it, the weak $ is squeezing the life out of the EMs. The US is not where the short opportunities lie, use the relatively undervalued US indices as hedges as they are helped by the weak $ and the Fed. The...
  5. M

    Possible Black Swan Sighting In Turkey

    Nothing ever matters to the ignorant until it bites them on the arse. If you think an Islamic revolution in Turkey would not matter then you have your head up the aforementioned orifice.:D
  6. M

    Black Tuesday (1st May, 2007)

    You just couldn't resist could you :p
  7. M

    S&P old high will get tested next week?

    I just can't say it enough, don't short the US markets the dollar weakness is a huge headwind for US shorts and crushing the liquidity in EM. The RR is far greater in EM. Use US markets to hedge an EM short. In the unlikely event that US markets correct 10% EM will correct 30-40%.
  8. M

    S&P old high will get tested next week?

    Smart money who orchestrated this rally has been unloading in to short covering and to pikers late to the party who have been sucked in. Now time to take it down...
  9. M

    Andy Xie Sees Massive Chinese Stock Market Bubble

    I was talking to a guy this weekend who has been investing in the Shanghai market for the last 2 years. He is well connected and told me that it is a rigged market used essentially to pay off corrupt Chinese officials.
  10. M

    The Second Great Depression is Here

    Article in the Boston Globe this morning stating that MA added 5K jobs a month in the 1st quarter and that the economy here is booming so perhaps things are not quite as universally gloomy as you imagine. Also Boston planting 100K trees as part of a joint urban forest experiment with the US...
  11. M

    Fed Rate Cut Coming???

    If you take the Fed at its word (yeah I know) the they are unlikely to cut rates as the number they use for imnflation just poped from 1.8 to 2.2. Their goal is to keep inflation under 2% by this measure so if anything a rate hike is the more likely scenario.
  12. M

    GDP tomorrow morning - what's your trade?

    The trade is to be in is short EEM and hedge with NQ futures as I have been saying for the last few weeks. The weak $ helps you on both legs. Yesterday someone bought 2000 120 puts and sold 3500 calls so clearly I am not alone in this trade. The other trade to be in right now is long yen...
  13. M

    Hillary Clinton "1984"

    Suggest you take your own advice about not jumping to conclusions about someone's beliefs and political views. Suggest also that you look up the definition of intolerant.
  14. M

    Hillary Clinton "1984"

    What? You believe in an omnipotent omnipresent being who actually gives a rat's arse about us specks of dust in this seemingly infinite universe and its a stretch for you to buy my completely logical argument, just kidding :) . All my family and most of my friends are religious and I was myself...
  15. M

    Hillary Clinton "1984"

    False pride I am afraid. You are religious and that is synonymous with being a bigot. Sex offenders cause great harm. They have their own system of beliefs that make them dangerous and I have real rational reasons for not wanting them to live near me and my family. Religious fanatics cause...
  16. M

    Hillary Clinton "1984"

    Thanks Mav, coming from someone who believes in ethereal nonsense your admiration means a great deal. The fact that it stems from an argument that has as much logic to it as most religions doesn't phase me as I wasn't expecting someone who embraces the irrational to come up with anything...
  17. M

    Hillary Clinton "1984"

    It just means that given a choice between two liars I will be happier to have the one that lies about their belief in god as well as everything else than the one who fervently believes in god but lies about everything else. As far as bigotry goes, I have rational reasons for being prejudiced...
  18. M

    Complacency

    A little honesty goes a long way on ET, good for you. And you know it isn't where you start in this business that is important it is where you finish. Good luck.
  19. M

    Complacency

    Loks like we have two people who don't know what the word complacency means :D
  20. M

    Hillary Clinton "1984"

    The prejudice come down to the fact that you don't want a guy that believes in fairy stories running the country and making rules on how people should live their lives based on rules that other fruitcakes just pulled out their arses. And god forbid that the Prez should be someone who thinks the...
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