tag:blogger.com,1999:blog-2520529622848941473.comments2023-07-07T04:54:52.640-04:00Shocked InvestorThe Shocked Investorhttp://www.blogger.com/profile/18143973693373656233noreply@blogger.comBlogger385125tag:blogger.com,1999:blog-2520529622848941473.post-91085855542116868142012-05-30T01:53:11.059-04:002012-05-30T01:53:11.059-04:00the banjs in Spain are going to need Euro Baleout ...the banjs in Spain are going to need Euro Baleout which will makes Greece bailout look like chup change. Guess who from Spain is leaving there positiob! He doesn't wanna be on this sinking ship... Exit all long positions all hell is getting ready to break lose!Anonymoushttps://www.blogger.com/profile/12639700864367415494noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-5451995232488316362012-03-31T22:27:14.746-04:002012-03-31T22:27:14.746-04:00So true. It's certainly not a vehicle for any...So true. It's certainly not a vehicle for anyone considering nat gas. <br /><br />One could consider a number of nat gas procuers, although with the current competitive fracking efforts, there is a glut overhang depressing prices. <br /><br />What's one to do? The transmission and pipeline companies are probably the way to keep exposure. You can receive an income stream while preserving capital.<br /><br />SeamusUnknownhttps://www.blogger.com/profile/03312504145779176394noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-18028962199004205512012-03-14T07:08:48.683-04:002012-03-14T07:08:48.683-04:00In Spain we have the smartest banks in all europe,...In Spain we have the smartest banks in all europe, they borrow at 1% from BCE and buy spanish debt at 5%. I wish I had a bank.JaviWollhttps://www.blogger.com/profile/07466669881744624349noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-44233788322265801792012-02-27T15:36:31.217-05:002012-02-27T15:36:31.217-05:00Maybe you could revisit the question of "Is M...Maybe you could revisit the question of "Is Morgan Stanley Going Bankrupt?" That stock is in bad shape. http://chart.ly/evbpsdbJosh Clarkhttps://www.blogger.com/profile/05700052930948473978noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-2466921442274232452012-01-04T11:30:17.378-05:002012-01-04T11:30:17.378-05:00Actually, the number has to do with the supply of ...Actually, the number has to do with the supply of food. Since there is a surplus in the US the food costs less, therefore less of our income is spent on food!ksmanhttps://www.blogger.com/profile/15213892036835294371noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-76692073745714856072011-11-16T16:22:19.535-05:002011-11-16T16:22:19.535-05:00Your second scenario appears to be for December op...Your second scenario appears to be for December options (not November) as noted. <br /><br />Not sure how many people know UCO is a 2 X oil ETF in your example. My initial read of a 4.8% or 18% move in oil was not interesting until the 2X nature of the ETF registered. Perhaps I shouldn't read blogs late in the day. <br /><br />Going into the close, UCO pulled back to 44.04. Your straddle had already covered the bid/ask spreads and profitable. <br /><br />Shortly before the close, a $43/45 November straddle was available for $1.40, requiring a maximum move of 3.3%. A lower max move, but if to the down side a lower price is required. We'll know by Friday.<br /><br />Thanks for pointing it out.Crashhttps://www.blogger.com/profile/06848142995415171320noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-20453053492164928842011-10-07T14:45:14.868-04:002011-10-07T14:45:14.868-04:00Indeed, and Waterloo is on the 2nd page.Indeed, and Waterloo is on the 2nd page.The Shocked Investorhttps://www.blogger.com/profile/18143973693373656233noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-27927176246055942802011-10-07T06:18:24.087-04:002011-10-07T06:18:24.087-04:00How is that the Technion of Haifa, with 2 Nobel Pr...How is that the Technion of Haifa, with 2 Nobel Prizes, is not in the list?Jhttps://www.blogger.com/profile/05676167615981895061noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-79850944260490797792011-09-01T17:44:42.366-04:002011-09-01T17:44:42.366-04:00Interestingly, Barron's (8/29/11 edition) repo...Interestingly, Barron's (8/29/11 edition) reported tax receipts up for all states with the exception of Hawaii, down - 10.1%.<br /><br />SeamusUnknownhttps://www.blogger.com/profile/03312504145779176394noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-75865888077282483472011-08-22T10:39:18.978-04:002011-08-22T10:39:18.978-04:00Italian oil company Eni (E) has a big presence in ...Italian oil company Eni (E) has a big presence in Libya. <br /><br />Don't have my figures with me, but recall Italy received something like 20-33% of its oil/nat gas from Libya. Also, many Libyans speak/understand Italian (Italian television continued to be accessed during the rebellion).<br /><br />FWIW: It's only the first hour of Monday trading, but E is understandably up nearly $3.<br /><br />SeamusUnknownhttps://www.blogger.com/profile/03312504145779176394noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-43203245945183890402011-08-20T11:19:38.936-04:002011-08-20T11:19:38.936-04:00lower numbers also mean they are going for cheap f...lower numbers also mean they are going for cheap fix like fast food.healthhttps://www.blogger.com/profile/01416991814525384231noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-57917830664389502242011-07-29T18:23:04.212-04:002011-07-29T18:23:04.212-04:00Lower numbers means countries have MORE money to s...Lower numbers means countries have MORE money to spend in other areas and are RICHER.thickerthantalkhttps://www.blogger.com/profile/16604534746959098352noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-33155327383980304932011-05-19T13:07:17.643-04:002011-05-19T13:07:17.643-04:00Is it about valuing Facebook and other social medi...Is it about valuing Facebook and other social media internet companies?Crashhttps://www.blogger.com/profile/06848142995415171320noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-72501820379172362162011-04-01T11:21:26.515-04:002011-04-01T11:21:26.515-04:00What they now need is drinkable water.
Seeing the ...What they now need is drinkable water.<br />Seeing the scarcity of bottled water esp. in some areas of Japan I have compiled a few "Survival tips: Out of bottled water? Drinking water contaminated? Here is what to do …"<br />http://crisismaven.wordpress.com/2011/04/01/survival-tips-out-of-bottled-water-drinking-water-contaminated-here-is-what-to-do/Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-77917832703539819372011-03-26T13:21:17.011-04:002011-03-26T13:21:17.011-04:00Lots of chatter on Financial Entertainment Tv that...Lots of chatter on Financial Entertainment Tv that this may create an opportunity (for U.S. traders) to buy Canadian dollar on a dip.<br /><br />No position. DOYDD.<br /><br />SeamusUnknownhttps://www.blogger.com/profile/03312504145779176394noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-44038106371784455282011-03-26T08:49:29.024-04:002011-03-26T08:49:29.024-04:00Given what occurred to the Deepwater Horizon, this...Given what occurred to the Deepwater Horizon, this sounds like <i>such</i> a good idea!latent sanityhttps://www.blogger.com/profile/17139625169850577450noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-28275314151725452572011-03-02T19:48:10.725-05:002011-03-02T19:48:10.725-05:00iPad challengers talking smack before their tablet...iPad challengers talking smack before their tablets are out. Only the beginning . . . .<br /><br />HP to RIM: Our iPad Challenger Is More Original Than Your iPad Challenger<br /><br />http://tinyurl.com/4aza6s8<br /><br />SeamusUnknownhttps://www.blogger.com/profile/03312504145779176394noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-79382146389526232132011-01-27T11:17:32.496-05:002011-01-27T11:17:32.496-05:00You could always trade snowfall futures, monthly o...You could always trade snowfall futures, monthly or seasonal, at the CME!<br /><br />SeamusUnknownhttps://www.blogger.com/profile/03312504145779176394noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-85548278179645142392011-01-26T08:45:14.102-05:002011-01-26T08:45:14.102-05:00Yes, those prices are absolutely right, but it is ...Yes, those prices are absolutely right, but it is not related to inflation per se, it has more to do with their high taxes. It is something they are trying to reform.The Shocked Investorhttps://www.blogger.com/profile/18143973693373656233noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-30353561815588920162011-01-25T09:25:52.757-05:002011-01-25T09:25:52.757-05:00Inflation?
Heard a commentator remark yesterday t...Inflation?<br /><br />Heard a commentator remark yesterday that a cheaper pair of Nike shoes in the U.S. @ $35-$0, easily costs more than $100 in Brazil. Same shoe, different country.<br /><br />SeamusUnknownhttps://www.blogger.com/profile/03312504145779176394noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-66480748568451900612011-01-22T13:57:23.411-05:002011-01-22T13:57:23.411-05:00Interest due on $1.4 trillion of face value mortga...Interest due on $1.4 trillion of face value mortgages, as Lenzner claims in Forbes, does not equal $1.4 trillion in interest on bad mortgages, as shocked investor claims. The actual amount of unpaid interest would be a function of (a) the interest rate of the mortgage and (b) how long that interest has not been paid. It is possible that the unpaid interest amount might equal the $1.4 trillion face value, but pretty unlikely.Kronoshttps://www.blogger.com/profile/14204679184167634110noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-29060914172485977352011-01-18T23:54:39.850-05:002011-01-18T23:54:39.850-05:00Excerpts from Barrons online and a Reuters article...Excerpts from Barrons online and a Reuters article:<br /><br />"Alexandra Lebenthal has had enough of banking analyst Meredith Whitney’s claims that muni markets are in peril.<br /><br />"Lebenthal, a long-time expert who has been described as the “Queen of Munis,” says in an interview with Reuters today that she’s very concerned about Whitney’s projections that a huge number of issuers are on the verge of defaulting.<br /><br />“Her numbers are way off. She’s brilliant when it comes to housing, but I don’t think she has the same expertise or credentials when it comes to munis,” Lebenthal said."<br /><br />http://www.reuters.com/article/idUSTRE70H5RW20110118?pageNumber=2<br /><br />SeamusUnknownhttps://www.blogger.com/profile/03312504145779176394noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-49578860394899367202010-12-28T08:46:53.040-05:002010-12-28T08:46:53.040-05:00Credit Suisse report this a.m. mentions "Chin...Credit Suisse report this a.m. mentions "China's State Grid Corporation is buying seven Brazilian power transmission companies and has won a 30 year concession to operate power infrastructure in the more populous parts of the country."<br /><br />Any news there on it?<br /><br />Enjoy your visit!<br /><br />SeamusUnknownhttps://www.blogger.com/profile/03312504145779176394noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-91910545993720512492010-12-14T08:10:06.087-05:002010-12-14T08:10:06.087-05:00Sunday, December 12, 2010, 60 minutes (U.S. televi...Sunday, December 12, 2010, 60 minutes (U.S. television) had a segment on Brazil including its economy. One of the "stars" was <br />Lula.<br /><br />Temperature here this morning is 9 degrees farenheit!<br /><br />Enjoy your visit!<br /><br />SeamusUnknownhttps://www.blogger.com/profile/03312504145779176394noreply@blogger.comtag:blogger.com,1999:blog-2520529622848941473.post-12549908701303734632010-12-03T13:25:54.823-05:002010-12-03T13:25:54.823-05:00If true that interest rates will stay lower for a ...If true that interest rates will stay lower for a longer time period, it makes municpal bonds (munis) very attractive for those in the U.S. <br /><br />However, one must use caution as many states, municipalities, etc. face horrendous budget squeezes and may have trouble meeting payments. Although muni default is very rare, some states, communities, are very overextended and may default. <br /><br />So selection is critical as there are many munis that are completely funded or have municipalities that prudently planned and have ample funding resources. For example, some from financially sound areas have revenue bonds based on water & sewer revenue. <br /><br />Some munis in this climate are paying more than Treasuries, while historically because of the tax advantage, they usually trade at @ 85% of Treasury yields.<br /><br />SeamusUnknownhttps://www.blogger.com/profile/03312504145779176394noreply@blogger.com