Category: Short positions

Updates and links for 9/3/10

The last time you got your ass kicked
The Last Psychiatrist has good taste in TV. Here he blogs about a recent episode of the F/X show Louie, “Bully”. Below is the trailer for the episode. Incidentally, in addition to being a sharp writer, the way TLP breaks up his posts with roman numerals is a [...]

Updates and thoughts for 9/2/10

Wine is terroir

I had the pleasure of meeting Arnold Waldstein Tuesday evening at his local watering hole, Terroir. Nice place; don’t let the current iteration of their website throw you off. It was the first time I’d seen a bar have Riesling on tap, but I ended up having some Greek red, the name of [...]

Short Screen Contest Update

We’ve settled on a prize for this contest: an HP 12C Financial Calculator.
The contest, which ends Wednesday night, is still wide open. Consider taking a moment to post an idea between now and then if you haven’t already. Again, if you’re not registered yet, you can do so in ten seconds by entering a [...]

A few thoughts and links for 7.29.10

A few thoughts and links, but first, if you haven’t had a chance to vote for the Portfolio Armor iPhone app in the Thomson Reuters StreetApps Challenge, please take a few seconds to do so here. Thanks a lot.
– Batesian Mimicry Explanation of Business Cycles. Fascinating post by Eric Falkenstein. Worth reading in [...]

The neutral zone

In a post Thursday (“Road to Nowhere”), Tim Knight wrote,
With the exception of commissions-based brokers, it’s hard to believe there’s anyone out there who has really enjoyed the stock market over the past few months. I mean, just look at the ES [S&P e-mini futures] below.

Tim Knight still thinks the S&P’s going to decline to [...]

On Short Screen Tuesday

– On Short Screen, Hesperian mentions a potential long idea, and I mention a new pairs trade I opened Tuesday, long EGY, short TRGL. I note that this would have actually been a nice pairs trade a few months ago:

Overheard on Short Screen

- Hesperian highlights a new blogger/analyst who scrutinizes U.S.-listed Chinese companies for fraud.
- Hesperian also shares a Seeking Alpha poster’s jaundiced look at Alcoa’s rosy earnings report.
- AvoidtheGarbage asks when PIPE shares start coming off restriction for JBI, Inc., a company whose shares have dropped 75% since Avoidthegarbage first mentioned it as a potential [...]

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