m22au's journal

[m22au]

SUNE recently sold $650 million in convertible preferred.
cusip 86732Y208
6.75% Series A Perpetual Convertible Preferred Stock liquidation preference $1,000 per share.
650,000 Shares at $1,000 per share
http://finance.yahoo.com/quotes/sune,sdsnp
On Tuesday the shares (SDSNP) closed at $778.36, to yield 8.67%

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[m22au]

Oil stocks link
http://finance.yahoo.com/quotes/sfy...gcy,hk,bbep,line,bte,dnr,cie,wll,sdrl,rig,chk

List of stocks
sfy,gdp,crk,exxi,mhr,sd,arp,lgcy,hk,bbep,line,bte,dnr,cie,wll,sdrl,rig,chk

pwe

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[m22au]

Sydney house prices may be cooling:
http://www.domain.com.au/news/sydne...pping-in-investor-heartlands-20150918-gjovei/

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[m22au]

Daal writing about Brazil (and also Russia / Turkey)
http://www.elitetrader.com/et/index...-trading-journal.215992/page-532#post-4181978

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[m22au]

Emerging market currency carnage:
http://www.zerohedge.com/news/2015-09-23/despite-fed-fold-emerging-market-currency-carnage-continues

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[m22au]

Short ideas from Jim Cramer:

http://www.thestreet.com/story/1325...cap-5-groups-you-once-loved-but-now-hate.html

1. Oil and gas stocks

2. Commodities stocks other than oil and gas (eg. iron ore, steel, copper, coal)

3. biotech / healthcare

4. companies that require cheap debt (eg. SUNE). VRX and GLEN.L could be other examples, especially since they fit into the above categories of commodities and healthcare.

http://finance.yahoo.com/quotes/sune,sdsnp
SDSNP issued at 1,000 not that long ago, now at 660

5. No earnings (he provided examples of WDAY and FEYE)

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[m22au]

Timing for Greek bank bailout
http://www.ekathimerini.com/202055/...lders-may-avoid-bail-in-recap-fund-chief-says

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[m22au]

Timing for Greek bank bailout
http://www.bloomberg.com/news/artic...ove-fast-to-lure-investors-to-banks-hfsf-says
(original source for the ekathimerini article from the previous post)

http://greece.greekreporter.com/201...ital-requirements-to-be-announced-by-end-oct/

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[m22au]

Bitcoin and gold both doing fairly well since the start of September. ZeroHedge suggests that this may relate to capital controls in China.

http://www.zerohedge.com/news/2015-10-25/bitcoin-bullion-soar-chinas-creeping-capital-controls-loom

http://www.zerohedge.com/news/2015-...s-capital-flight-threatens-economy-which-grea

However it is important to note that correlation does not always equate to causation.

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[m22au]

Sweden
http://www.zerohedge.com/news/2015-...eads-sweden-draghi-creates-nightmare-riksbank

Denmark
http://www.zerohedge.com/news/2015-10-22/what-happens-after-three-years-negative-interest-rates

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