David Pinsen

Author


Dealing with a heckler

An article of mine published by Seeking Alpha over the weekend (“Hedging Against Gold Losing Its Haven Status“) attracted a heckler.
That article quoted both a bullish case and a bearish case for gold, originally presented in an FT article Saturday. One gold bug, angry that I included a case against gold in my article, [...]

For Phillipe Rancourt

Phillipe Rancourt, in a witty allusion to the arc of a typical blog, and in response to the lack of posts here over the last ~2.5 months, asks if it’s time for me to post a picture of my cat. We’ve got two, a brother and sister. Here they are:

As for the recent posting [...]

Hedging Costs for Gold-Tracking ETF Jump after Fed Chairman’s Testimony

We tweeted this before Bernanke’s testimony Tuesday:
Cheap to hedge $GLD against a greater than 20% drop between now & September – 0.8%. Longs should consider it. twitter.com/PortfolioArmor…
— Portfolio Armor (@PortfolioArmor) February 29, 2012

Hedging costs had jumped 46% for GLD by the end of the day, as we noted in this Seeking Alpha article. [...]

Tweets of the Week, 2.18.2012

For the idea behind this weekly series of posts, see the preamble to the 1st edition.
Not the age, it’s the mileage. “@dpinsen: MT @MikeZaccardi: RT @coffeygrinds: Snaps Of Whitney Houston last night bit.ly/xvos7B“
— Andy Swan (@AndySwan) February 12, 2012

Twitter Breaks News of Whitney Houston Death 27 Minutes Before Press – on.mash.to/y2tmUS
— Pete Cashmore [...]

High Optimal Hedging Costs Offer Another Warning

In a previous post, we noted that we’d seen several examples of high optimal hedging costs presaging poor performance in a stock. This is the most recent example.
Last week, we noted the high optimal hedging cost for Zynga could be a warning:
Steep hedging cost for $ZNGA (compare to last tweet re $QQQ). A [...]

Tweets of the Week

Micro blogging is quicker than regular blogging, but tweets are also more ephemeral: it’s pretty common for someone to read a blog post you wrote a day or a week ago, but not so common for someone to read something you tweeted an hour ago. With that in mind, I’m going to start picking 10 [...]

Making Sense of Mandates

For the most part, I’ve avoided writing about politics on this blog, sharing my opinions instead in 140 character bursts on Twitter. But since tweets seem to be more ephemeral than blog posts, I’m preserving a few salient ones in amber by embedding them below.
This exchange occurred during the second Florida GOP debate last [...]

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