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  1. H

    Obligatory Chicken Little Thread...

    Goldilocks has effected a "soft landing" in the Cayman Islands where she opened an off shore account that's short the U.S. markets. As for Larry Kudlow, he's a brain-damged zealot whose "greatest story" incessantly told bordering on the delusional.
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    GS too good to be true

    GS has been known to short their own stock.
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    Late Friday Announcments, CDO Blues and the Markets Next Week

    http://blogs.wsj.com/marketbeat/2007/11/09/four-at-four-cdo-losses-who-us/?mod=yahoo_hs The JPM and BAC tidbits posted on "The Fly on the Wall" just before the market closed Friday so I sold GS and bought a few puts.
  4. H

    Late Friday Announcments, CDO Blues and the Markets Next Week

    "A time-honored tradition among governments has been to release bad news late on Friday, ensuring it ends up only in the Saturday newspaper, the least-read paper of the week (back when people did such things like read newspapers). But J.P. Morgan, viewed as one of the more prudent when it came...
  5. H

    When are the best rips?

    Me too. I like the opening 30 minutes - 1 hour the best.
  6. H

    Bidu Earnings date?

    Looks like they haven't scheduled it yet. http://ir.baidu.com/phoenix.zhtml?c=188488&p=irol-reportsAnnual
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    Anyone Else Miss the Incredible HAR Short?

    Does this morning's guidance clarify things for you in any way? Do you see a material adverse change or not?
  8. H

    Anyone Else Miss the Incredible HAR Short?

    No, because it's a scumbag bush league maneuver to allege a MAC if there is none, and would result in a "material adverse change" not just to their reputations but also to their negotiating power in future dealings.
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    Anyone Else Miss the Incredible HAR Short?

    Anyone think there's further downside? From the Washington Post: "The $8 billion buyout of audio-equipment maker Harman International Industries collapsed yesterday, the first major private-equity deal to unravel since the current credit turmoil began and a sobering sign for other big...
  10. H

    YHOO - the bull case

    So true. Unless you shorted it in 1999 when it was trading around $120 or so, YHOO is right up there with MSFT as one of the least interesting stocks trading. Waste of commissions.
  11. H

    Aapl???

    A lot of high fliers sold off today. Bitch slapped by BIDU, personally....rumors of secondary, profit-taking, yada, yada...yowch. Triple witching's always tough.
  12. H

    There will be no Fed rate cut

    SHOCK AND AWE lol
  13. H

    There will be no Fed rate cut

    I totally accept that I was wrong and the Fed funds were lowered by 1/2%. congrats to all who did well! And cograts to Atticus who won $20 form me. good trading! [/QUOTE A lot of us were totally wrong. It was a vote, we voted, and some of us were just dead wrong. I think Ben's a pussy. I also...
  14. H

    My very special BEAR STEARNS buying program

    >CLICK< Buy GS 20 $190 calls 2 seconds after hearing "...cut 50 points..." If only I'd had A.S.'s clairvoyance. Good call. $$$$$$$$$$$$
  15. H

    LEH Beats, BBY Beats, Why Cut?

    It's interesting that BSC is selling off on LEH's news and that GS has almost no response at all. It's almost as though they're expecting an afternoon selloff.
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    LEH Beats, BBY Beats, Why Cut?

    Completely agree.
  17. H

    LEH Beats, BBY Beats, Why Cut?

    Foreclosures are up 100% from last month, but BBY is raising guidance. Tell me how that makes sense. Screw the mortgage payment, let's go get a Wii. ??
  18. H

    LEH Beats, BBY Beats, Why Cut?

    Brokerages are booming, the consumer is spending, rampant commodities inflation, the dollar at historic lows---if the Fed cuts today I sure as hell am going to be interested to hear the rationale behind it.
  19. H

    There will be no Fed rate cut

    And he's saying it again today SHOCK AND AWE lololololol
  20. H

    There will be no Fed rate cut

    Laughing MAO through the whole show. "Shock and awe." What a tool. lol
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