Going in a different direction for a posting on this site… I like to highlight great talent no matter what the industry or genre it represents. Fresh off signing his deal with Roc Nation, Jay Electronica is already proving that 2011 is going to be his year to shine. Mountain Dew Code Red x Jay…
TJ's Take » A Global and Urban Flaneur
Yearly Archives: 2010I was on a Web-cast tonight and folks asked me why I started buying home builders recently… I said, for a trade, if not inflation….if you have some foreclosure memorandum thus keeping foreclosures out (6-12 months), home inventory will decrease & prices will in turn go up. Focus on those who can be acquired and… Everyone has been talking about the banks… The Banks, The Banks, The Banks… Here are the only things you need to be wary of if you choose to invest in the banks as earnings season approaches: 1) Loan Loss provisions – Have they improved or not? 2) Dividend reinstatement – When and how much? 3)… I have been bearish on the equity markets and have been selling options – OTM (out the money) calls and call spreads (bearish) on the banking sector and SPY (s & p spider) or selling OTM put spreads (bullish) on strong tech companies as they have been supported. However, in light of the FED inflating… Tell me something new FEDS, continue to tell me that the economy is doing better (it’s not), continue to tell me that unemployment is improving (it’s not, we are just adding 71k jobs a month, not even enough to keep up with NEWBORNS – 300k the past month), continue to tell me that we are… The Global Monetary Analyst “It was a quarter of real revenue shortfalls, real revenue weakness, and I think that is a persistent theme that we’re going to see throughout the next several quarters. Wall Street didn’t make a lot of head count changes and I think what you’re’ seeing now is the revenues don’t support the expense structure. Investors… Late yesterday afternoon Evan a.k.a. Sellputs on Twitter noted the S&P was hard to borrow (get a borrow on the common to go SHORT). Dating back to last summer (2009). Whenever the S&P was hard to borrow then it was imminent that a big down day was near us. The Market has a +2% rally… |
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