The Credit Crisis Financial Stocks Short Journal

Discussion in 'Journals' started by Daal, Aug 14, 2008.

  1. Long and short ends getting beaten with the ugly stick after a weak auction. I assume this will be spun as bullish for equities - investors are shunning gov't paper means they're ready to move into risk assets ...

    Either that or its just a lesson for the Feds not to have a bond auction on the Jewish New Year.
     
    #2601     Sep 9, 2010
  2. All sorts of cool lines out of old Bond movies come to mind...

    Villain: "Goodbye, Mr Bond"

    or

    Bond: "Do you expect me to talk?"
    Goldfinger: "No, Mister Bond, I expect you to die!"
     
    #2602     Sep 9, 2010
  3. Daal

    Daal

    A variation of this deceptive tatic might be when the person is accused of some wrong doing, they usually follow up with extreme words like 'this is outrageous' with an overly exaggerated emotional state trying to 'project' some image that they are innocent, this is usually followed by threats of legal action
     
    #2603     Sep 10, 2010
  4. Daal

    Daal

    #2604     Sep 10, 2010
  5. Daal

    Daal

    The correction in the front end came, so now I'm on the watch to go back to a full 100% long on the fed futures(currently I'm at about 55%) but I will wait a few more days because this decline might have some legs
     
    #2605     Sep 10, 2010
  6. Not much of a correction. The Dec 11s are down what, maybe 10 points from their highs? At what level will you step in and buy? What does 55% vs 100% mean?

    I bought a few Dec 11s today at 99.48 and 99.475.
     
    #2606     Sep 10, 2010
  7. Daal

    Daal

    55% of my old position size. I might actually go to 120% by buying additional contracts if the correction goes low enough(mid 30's)
     
    #2607     Sep 10, 2010
  8. Daal

    Daal

    Buffett doesnt see double dip, says his businesses are doing well
    http://www.cnbc.com/id/39159230

    I'm not sure that means much, he owns the best companies they are supposed to perform better in a relative basis. Furthermore current business performance is a hardly a leading indicator, also the GDP figures came in at 1.6% so if he doesnt think the slowdown is for real, he is kidding himself
     
    #2608     Sep 14, 2010
  9. Buffet could be: 1) talking his own book
    2) talking the government's book
     
    #2609     Sep 14, 2010
  10. I used to have a ton of respect for Buffet.

    However, in his old age he has become nothing more than a promoter of his own positions, a rent seeker, and a pimp for the BO administration.

    These comments need to be taken in context - they were uttered in the midst of a fierce election season in which BO's party could take a devestating loss. Buffet and our dear leaders are going to pull all of the stops to try and take the crap economy off the table as much as possible as voters enter the booths. Do not, I repeat do not short S&P futures or buy $'s prior to the election.
     
    #2610     Sep 14, 2010