Why I came in this morning at my highest net short position in months….. Italian bonds blowing out…….. (bulls…. It’s OK..it’s just some rates..they’ll print, Ben will print, 1370 $spx year end, Baaa) Spanish bonds blowing out, can’t raise all $ they wanted to this week…….. (bulls…. It’s OK..it’s just some rates… they’ll print, Ben…
TJ's Take » A Global and Urban Flaneur
Tag Archives: msThe market wants to gap up this morning. While bears typically can short the common or buy puts, there are other tactics that bears can use when the mkt goes against them. My term that many on twitter have seen is ‘selling hope’. That is selling ATM (at the money) or OTM (out the money)… 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)… |
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