Thursday, July 22, 2010

Steve Kaplan

Steve i copied you, sorry but damnit your are smart:

The next decade will be challenging for most investors due to sharp fluctuations in both directions for nearly all assets, but the frequent extremes should make it easier for those who are paying attention to take advantage of the most glaring mispricings. There will be at least two compelling buying opportunities for equities, the first one in late 2011 and 2012 when commodity-share and emerging-market funds will be among the best choices, and the second one near the end of the decade when some as-yet-unknown sectors will be ideal for purchase. There will be some amazing lows for funds like TLT and EDV in the final years of the decade, which could produce triple-digit gains. While you should be eager to trade the most exaggerated extremes, you should be sufficiently disciplined not to participate at all other times. The initial surprise impact of rising mortgage rates in 2012-2013 will probably be negative almost everywhere, even in the most undervalued regions. Do not buy real estate in any given neighborhood until soaring mortgage rates a few years from now no longer have a negative impact on housing prices in that neighborhood. For example, if the 30-year fixed mortgage rate rises from 9% to 11% while housing prices remain approximately unchanged, then this is probably an ideal time to jump in.

Sorry steve please don't kick me off the service

That being said

Read this guys blog. I callhim Capn. http://capitalobserver.blogspot.com/ his name is Tsashy Mishal.

He is the man!!!!

Lucky Guy

I am so lucky. I have great parents and a sexy wife. I live in nicaragua and currently can't surf because i tore my rotater cup. Shoulder.

I have been over trading pretty damn hard. I am trying to get rich quick. This doesn't happen. I have 1000 shares of aapl short at $257 i think. Gonna clear it tommorrow and spend some great time with my parents.

Sorry about everything i have done bad. Surfing or having pain sucks. Adios.

Tuesday, July 20, 2010

Reading

This is something that is very important. When you teach someone to read you open many doors for them. Way better than fixing a damn road for property sales.

Facebook

Keep kicking Googles ass. Fuck um. Make them pay 2 bill for it

AAPL

Not impressed with apples numbers. Also goog are you guys really so smart to buy mafia wars and farmville. Idiots.

Goog

shorting some more here. Selling some BGZ for a gain

Farmville and Mafia wars

Give me a freaking break

Euro

I am moving everything back into dollars. I am also gonna short the euro

Monday, July 19, 2010

Short GOOG

Just got short at $468

Call Buying

There is a ton of call buying

Sunday, July 18, 2010

Goog

There is some news on this. Everythink the news is good for google. Reminds me of a large merger in the aol/time warner bullshit. See ya $180

Tuesday, July 13, 2010

BGZ

I will be purchasing pretty large amounts of this ETF shortly maybe tommorrow.

Monday, July 12, 2010

Short AAPL

I am opening a small AAPL short position.

Thursday, July 8, 2010

Selling Everything

I am closing all my positions and going to 100% cash. Will look to get long again on a break of 1000 on the sp500. I know this sounds radical but i have had a pretty good streak other than UNG. Over and out for now.

GLD

Selling it here

TBT

Running from TBT here selling it hard

Gap Fill

That looked like a classic gap fill to me. Getting long the spy at $106.1

SPWRA

Getting long SPWRA at $13.60

GLD

Getting long some GLD here at $116.7

BGZ

Going to hedge my longs on the way up with small Purchases of BGZ. Sort of like running a long short fund. Still i feel that during the summer months the market can move in wild swing and being totally long is not an option.

The solar funds have been on fire. Yesterday i picked up some ENER for a day trade and it flew. Will be looking at spwra and fslr to day trade today.

Also looking at selling TLT puts naked to hedge my TBT position.

Wednesday, July 7, 2010

TBT

Now i have over 600 shares of tbt with a costs of $36.10. putting my stop at $35 profit exit of $40.

The solars are flying today TAN is a star

TBT

Buying some more TBT premarket at $35.27

Tuesday, July 6, 2010

Market Bottom

A lot of people are saying that the market hit a bottom today. That makes me think we go lower.

BAC Short

Clearing all BAC short

Friday, July 2, 2010

TBT

Still Holding TBT had a order filled yesterday at $35.00. This brings my costs on this trade to about $36.75.