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  1. M

    Technical Question on Being Long in SUNW

    If you are a short term trader going for a few pennies here and there then fundamentals are really not worth bothering with beyong knowing what date earnings and important conferences are held. This info can be found on yahoo or the IR section of the company's web site. Even if you are a longer...
  2. M

    Technical Question on Being Long in SUNW

    It has seen significant accumulation the last couple of sessions, look at the volume about double the average and call buying has spiked almost 18 times the 10 day average. Someone was just soaking up all the supply in the stock. Look at its reaction to the MS downgarde, pretty much non...
  3. M

    Venezuela Nationalising MORE

    Yes but the Russians were crawling all over the island making preparations for the sites long before the missiles ever left the Soviet Union. US intel was pretty good and we knew what they were up to, hence the embargo before the missiles ever got there.
  4. M

    Venezuela Nationalising MORE

    When they are getting Russian nukes installed 90 miles from our shores I think we do, but I agree that at this point the embargo probably does more harm than good. Infact my guess is sin embargo and US interference Castro would have been gone a long time ago. While the idealism of communism...
  5. M

    Timing Journal

    Thanks, no just felt that the easy money had been made in the trade.
  6. M

    Timing Journal

    Thanks Closed QM 52300 Closed HPQ 43.10 Buy SUNW 6.05 (Double weight position) BUY AMD 17.77 (anticipating 6 month hold) Short TLT 88.13
  7. M

    Keep An Eye On OVEN

    Picked up some Feb Sunw calls today, vol and action look good. Earnings on the 23rd and impressive new server. Abnormal option action, heavy in the calls (58.5K vs 4K 10 day average). Some goog rumor but I think it will do well on its own merit and will surprise to the upside at earnings and...
  8. M

    Timing Journal

    Closed AAPL 97
  9. M

    The First Five Trading Days of January

    I like your thinking HM, a welcome addition to ET.
  10. M

    "High temperatures" theory for oil decline, scapegoat?

    Global slowdown = less demand.
  11. M

    ^BVSP down over 2.5% now.

    FXI off 5.9% TRF off 2.7% EEM off 2.51% and broke 110 Liquidity dries up a lot faster than it was created.
  12. M

    Correction Coming?

    He makes too much sense to be taken seriously.
  13. M

    Do you think the Fed will really lower rates this year?

    Yes and the latter. I think he used the buying interest on the heels of his remarks to either unload a position or to initiate one (in other words either getting short, maybe as a hedge, or lightening up on a long position with minimal slippage). These big players are always doing this.
  14. M

    When will you concede?

    http://www.bloomberg.com/apps/news?pid=20601087&sid=aSpdWzm2dEDQ&refer=home Maybe not so weak in the short term
  15. M

    nasdaq Chart very bullish

    Site shows how Fed is reducing liquidity by reducing repos, guess no one got that far.
  16. M

    nasdaq Chart very bullish

    http://www.nowandfutures.com/articles/20060426M3b,_repos_&_Fed_watching.html If he's right then the Fed (and central banks in world wide, China yesterday, BOJ soon, etc) is not with the longs anymore which could be problematic as falling oil and other commodity prices are also sucking...
  17. M

    nasdaq Chart very bullish

    One explanation I have read (John Succo at minyanville.com) is that when stock movements start to correlate because the idexes are being bought rather than individual stocks it has a muting effect on the vix. This often occurs at tops and bottoms (at bottoms people sell indiscriminately thus...
  18. M

    For those who trade RIMM ~ What am I missing?

    Fidelity put a bid under it and Momo money was looking for a place to make some coin in a down day and crowded in to the few Rimm and Goog trades available.
  19. M

    nasdaq Chart very bullish

    Look at what the BKX did today, I think it is trying to tell us something...
  20. M

    TOYOTA....TM what happened????

    Yen related and maybe this too: http://www.hemscott.com/news/latest-news/item.do?newsId=38356205440898
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