On 12.15.10, In Economics, Investing, Long positions, Macro Trends, Secular Market Trends, by David Pinsen
From today’s FT: “Boost for suppliers as miners dig deep”. Excerpt:
Samuel Brannan became the richest man in California during the state’s Gold Rush of 1849; although he never found a lump of bullion. He made his fortune selling shovels and picks to the gold-seekers.
Fast forward 150 years and the modern version of Mr Brannan – [...]
Hat tip to Tim Knight for this:
A couple of interesting takes on OPEN:
Via Seeking Alpha, Geoff Abbott offers a short case for it ( http://seekingalpha.co… ). Excerpt:
“My firm’s research revealed that there are hardly enough reservation-taking restaurants on earth to justify the current valuation on the shares. Often, when we evaluate short prospects, we have to concede that there are future [...]
– Paul Tudor Jones’s investor letter, via Dealbreaker. Excerpt:
The root cause of the unemployment woes is quite obvious. In the United States alone, in the last two decades, nearly six million jobs in manufacturing have been lost overseas. This equates to nearly four percentage points of the
current 9.7%
[...]
How did we get here? On [...]
If you have an iPhone and were considering downloading the Portfolio Armor iPhone app, this would be a good time to do that. The price will go up to $28.99 on Sunday. Why is the price going up? Two reasons: it’s worth more than 99 cents, and it’s virtually impossible to get any ROI selling [...]
On 10.11.10, In Business and Entrepreneurship, Culture, Economics, Investing, Musings memories and observations, Politics, Technology, by David Pinsen
– The title sequence from last night’s The Simpsons features a Chinese sweatshop where people, pandas, and unicorns are exploited in the process of animating the show and producing its merchandise. Funny stuff:
– Somewhat related, Clive Crook’s Financial Times column today, the latest of several columns by different pundits in the same vein, [...]
On 09.12.10, In Business and Entrepreneurship, Economics, Investing, Short Selling, U.S. economy, by David Pinsen
Sorry for the light blogging over the last week or so. I’ve been interacting with some a$$holes recently, which has been a little draining.
14 Short Ideas for Next [i.e., this] week
Seeking Alpha contributor Kapitall wrote this article about using the combination of Short Screen’s screener and Audit Integrity’s Accounting and Governance Risk (AGR) rating [...]
Hedging Tool for Stocks & ETFs
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Algorithmic hedging tool for stocks and ETFs
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Tools & Ideas for Short Sellers
