JCP doing a Benjamin Button after the ugliest earnings report I've ever seen. "At first blush, the JCP print is not very pretty. At second...
See what happens when you go play golf in the afternoon? Missed my chance to buy Zillow -12% AH last night. It's already bounced $1.50. I've got a...
Instincts were spot on for Annaly two weeks ago. Downgrades are flying and the stock is off about 5% since. Sadly, I only sold 60% of it. I...
Second sell-side upgrade of WMT in a week this morning. Nice move. Where were these geniuses when the stock was 25% cheaper after the NYT hit...
Covered the rest of the euro short ahead of the ECB meeting (though I still have a few put options hanging around out there). Methinks something's...
Covered half my euro shorts following the swoosh down after the Fed. Will hold the rest and see what the ECB has in store tomorrow.:cool:
Louis Bacon returning big chunk of money to investors. With central planners ruling the developed world, he can't make money anymore....
Shorting euros this afternoon. I don't think either Draghi or Bernanke can deliver on all that's been built up for the two (esp. Draghi) over...
So much depends on your needs/goals. If you're worried about the next few days or even the next few months, GOOG is not the stock for you. Fairly...
Apple at $602.50 on my screen right now - above its level from before the "horrid" earnings release. Who knows where the stock goes for the...
And sure enough, here comes Wells Fargo with the NLY downgrade. http://www.dividend.com/blog/?p=50658 Stock is off 1%. The rest of the...
I forgot to mention, I'm also an owner of Google now. The stock has been on my radar screen for awhile. Just as it was illogical to own WMT and...
Just unloaded 60% of my NLY. CIM has some serious issues and NLY owns a big chunk of it. There's a half dozen other mREITs I can park the money in...
Used the nice bounce today to unload my MSFT. I know Ballmer is in a tough spot, but I think he's doing everything he can to destroy the...
Mortgage REITs may be getting a bit frothy. Nearly all of the big ones trading well above book value and have done secondaries in the last month....
Tilson gone. We very much hope our tipster is wrong: after all how will CNBC Fast Money viewers know to buy JCP at $27, and $26, and $25, and...
I would argue there's no incongruity between being a global macro player and value investing (at least as I have done it). My buys of what some...
J.C. Penney's stock price becomes a teenager. Ackman is furiously trying to get through to Eddie Lampert as JCP is dead as a retailer, but he may...
Returning to the office for a couple of days before I head back to the beach and golf course, and I've got a lot to say! Yes, I always noted...
EURCHF weeeee!!!!!:cool:
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