Anything Can Happen™

Discussion in 'Journals' started by Gaslight Capital, Nov 17, 2020.

  1. vanzandt

    vanzandt

    2021 kick-off here in a bit.

    Anybody catch Chanos on Bloomberg "Out Front" this weekend?

    Pretty interesting commentary on things.
     
    #361     Jan 3, 2021
  2. vanzandt

    vanzandt

    I never knew this....
    Enron didn't get in trouble for accounting fraud. Everything they did was legal. Their problems stemmed from misleading investors.

    This was Chanos' point. Accounting fraud. Apparently, according to him, (note that "fraud" is not the right word as it was/is all legal)... but according to him, (currently) there has NEVER been a higher degree of companies using every loophole that exists to pad the books. He even called out IBM.

    I know when I'm out of my league.... I can't hold a candle to this man's level of intelligence. Market-wise at least. But I've gotta believe what he says is true.

    Does that matter for the direction of the markets?
    No.
    To be more exact... F no.

    But I highly suspect this cat is right.

    Whatever..

    ...up we go I'm sure.
     
    #362     Jan 3, 2021
  3. speedo

    speedo

    Bullshit, Skillern and Fastow didn't go to prison for "misleading investors". Fastow cooked the books by creating special purpose entities to hide losses. It was absolutely fraud. The separate entities were common in the energy industry but using them as a shell game was and is illegal.
     
    #363     Jan 3, 2021
    Amatrue likes this.
  4. "Top officials at the Houston-based company cheated investors and enriched themselves through complex accounting gimmicks like overvaluing assets to boost cash flow and earnings statements, which made the company even more appealing to investors."

    Sounds like they committed fraud through manipulative accounting practices in order to entice investors. There were definitely securities fraud convictions.

    https://www.fbi.gov/history/famous-cases/enron

    There was an interesting piece done by Dorsey Wright back in the day ... (way back in 2001) ...

    https://www.theadvisoryfirm.net/newsltr/EnronAnatomyCollapse.pdf
     
    #364     Jan 3, 2021
  5. Always Look On The Bright Side

    Always look on the bright side of life.JPG

    No doubt the inspiration for ...
    upload_2021-1-3_20-57-20.png
     
    #365     Jan 3, 2021
    Nobert and Relentless like this.
  6. ES Short at $3750, Stop $3756.25, profit limit order $3730 ... Good night.
     
    #366     Jan 3, 2021
  7. speedo

    speedo

    #367     Jan 4, 2021
    Nobert likes this.
  8. Covered some in the $760's
     
    #368     Jan 4, 2021
  9. vanzandt

    vanzandt

    Don't shoot the messenger Speedo.
    Check it out. It queued.

     
    #369     Jan 4, 2021
  10. speedo

    speedo

    DA's and AG's tend to shove white collar fraud cases to Civil jurisdiction. They take on criminal cases when it benefits them politically and/or the charges are egregious. Enron defined egregious corporate fraud.
     
    Last edited: Jan 4, 2021
    #370     Jan 4, 2021