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  1. kmiklas

    What stocks do best in inflationary environment?

    Basically, anything that's not paper at this point.
  2. kmiklas

    Tapering - "Canary in the Mine?"

    I think you need to do a little more figuring.
  3. kmiklas

    Tapering - "Canary in the Mine?"

    Do you contest the fact that the Fed has 120B/month of QE flowing into markets? See the following reference, and I imagine that this is just the tip of the iceberg. This article doesn't talk about corporate bonds, commercial paper, munis, and other QE. I wonder how many AAPL 30-year bonds...
  4. kmiklas

    Tapering - "Canary in the Mine?"

    Hard to ignore this massive market manipulation. Spectacular sums of money flowing into markets is causing irrational behavior and covering up the laws of economics. RIP free market. It's forcing me to re-evaluate my models and way of thinking about the markets. Real moral hazard here where...
  5. kmiklas

    Is shorting the box legit?

    Well, to be totally transparent, I'm not actually planning on shorting against the box. I'm looking for insight on tapering of the Fed QA program. I'm sure you know that hundreds of billions of dollars is being poured into the markets every month. This is both a juggernaut and a behemoth--it is...
  6. kmiklas

    Is shorting the box legit?

    I know that shorting against the box has been restricted to force taxes to be paid, but is it still legit to use it to protect capital gains without closing a position? Are they going to lock me up and throw away the key?
  7. kmiklas

    Tapering - "Canary in the Mine?"

    He's not a moron.
  8. kmiklas

    Hawkish Statements - Which FOMC meeting? - Last Call - Punch Bowl empty

    At which FOMC meeting will the Fed make its first hawkish statements regarding Fed fund rate increases and/or tapering of QE? [1] In case you didn't know, the Fed is pouring hundreds of billions into the markets every month. [2] It is creating irrational market behaviour, making the Laws of...
  9. kmiklas

    Tapering - "Canary in the Mine?"

    1. You don't mention Fed purchase of non-treasury bonds: everything from corporate bonds to commercial paper to munis. 2. You didn't answer the question: what will be the first signs of tapering, where will it first manifest itself, and what is your best timeline projection? Thank you for...
  10. kmiklas

    Tapering - "Canary in the Mine?"

    I asked for the canary in the mine. Those in the know will roll out of their positions long before the announcements.
  11. kmiklas

    Tapering - "Canary in the Mine?"

    Not bait... truth.
  12. kmiklas

    Tapering - "Canary in the Mine?"

    With Uncle Jerome & Co. using "all tools available," QE'ing hundred of billions each month to "keep markets liquid" and basically keeping the money printing amps on 11, how long will this continue? I envision a Fed meeting in the future, a lá Bernanke 2013, slightly hawkish statements will be...
  13. kmiklas

    In Stunning Reversal, NASA Halts $2.9 Billion Contract with SpaceX

    Think of all the Bitcoin that could be bought with that huge sum of money!
  14. kmiklas

    which scripting lang would you learn

    Respectfully disagree. EasyLanguage is specific to Tradestation, and C# is a more comples OO language generally for Microsoft-specific stuff.
  15. kmiklas

    which scripting lang would you learn

    Python, Kotlin, R
  16. kmiklas

    (Continued) TWTR Trump Gag, Freedom of Speech and Expression

    (Continued from TWTR <-- Dead Meat post in Trading, linked below) When TWTR suspended President Trump's account and removed all of his tweets, it was an egregious offense to Freedom of Speech, Freedom of Expression, historical documentation, and trust in social media. Trump used Twitter to...
  17. kmiklas

    TWTR <-- Dead Meat

    There's political points on both sides, which I will be happy to argue in the Politics forum--I will start a new thread there. I posted this here in Trading because I was reading the tea leaves. My emotional reaction was to boycott Twitter and their advertisers, and that others would do the...
  18. kmiklas

    TWTR <-- Dead Meat

    The OP was not about politics, it was about freedom of speech, freedom of expression, and fury about how these were violated when the standing President was gagged.
  19. kmiklas

    TWTR <-- Dead Meat

    Yeah this was an emotional post. I was furious about the censorship of the former President.
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