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Interestingly enough, that goes against one of the Buffettisms of being happy when stocks goes down. I believe that is true up to a point, a stock might be a great buy at $25 but a big gamble at $10 This is true specially when the company has bankruptcy/litigation/nationalization risk. GGP...

A strong argument against shorting puts as a way of starting bullish exposure in my view, is the following: You might not necessarily buy a stock if it goes down to the price you thought it was cheap because there is new information avaliable If BP goes to $25, I would not jump in and buy...

He doesn't have the legal authority to take over a company(except a bank)

Funny, I heard the same thing in 2005 from many so called 'experts' in the field(including guys who worked decades in the industry). 2008 hits and oil production reaches new highs across the board

The entire sector is too high. 25x earnings and 1.7 book(overvalued book that is) I believe there is quite a bit of downside for them

hey atticus, Why dont you explain the reasoning behind the trade?Its not quite contributive to the forum who have calls coming from a black box, even if they work Thanks

Would you turn over your financial records to the US government without a subpoena?

Laffer raises an interesting hypothesis http://online.wsj.com/article/SB10001424052748704113504575264513748386610.html?mod=WSJ_hpp_sections_opinion And he backs with data instead of political pandering He makes a comment on the retirement and tax-free accounts, I'm not a US citizen so I...

Another must read http://www.businessinsider.com/niall-ferguson-sovereign-debt-2010-5#-1 It contains a check list of government measures when debt is large It includes 'Restrict overseas investments by citizens and residents'. At some point most of the smart money is going to have to wire...

" A stock swing of 10% would increase or decrease GDP growth by 0.14%–which is significant when you consider that's $58 billion in output that could rise or fall." The last year really created a around 1% of GDP growth, multiplied by 6(thats the historical multiple of gdp growth to earnings...

A must read on the stock market and economic performance http://www.dailyspeculations.com/wordpress/?p=4837

Krugman complains G20 is turning into deficit hawks http://krugman.blogs.nytimes.com/2010/06/06/lost-decade-here-we-come/ I disagree with this, first he is not looking at CDS spreads which are going up, the debt is affected by things like deflationary expectations(the real rate on the debt...

As far as I know it will be everything avaliable on the BMFBovespa. Interesting that the CME integration has been avaliable since late 2008 and IB didnt know about it, only when I gave a CME contact to them to reach, is that they found out

Interesting. I've been long ESV before, I'm considering playing it again. Need to see how global they are

I've been asking IB about the CME-Bovespa integration "IB is in the process of opening up access to the Brazilian markets with hopefully a 6 to 8 week time horizon."

Stock market suffering here. This time around I wont make the same mistake of staying bearish too long, as soon as I start to see stuff like -Sentiment surveys tip over to the bear side in a major way -Valuation measures suggesting 7-9% stock returns possible for the next 10years -Stocks...

Why didnt you run an historical test first before doing this real-time testing

Gold totally decoupling from silver today

How predictive they are

Another interesting study against the stock market. From Gluskin Sheff "As all the economists boast about how wonderful it is to have ISM at such a lofty level, from our lens as market-watchers, a 60+ reading is not good news at all because the laws of gravity show that there is nowhere to go...