Hey X, the other one. Dude this one is buried so deep I even forgot about it

Chronicles of an Equities Daytrader

Cool, thanks for the detailed post. Your size is abit too big for my liking, I usually limit my largest positions to 5% of AUM. However, I do make some exceptions. I remember that JAZZ was getting alot of attention some 8-12 months ago, and I never ...

NYSE & Nasdaq

How big are these test positions on average? And when you say bigger positions, how big is bigger to you? Where I come from, we don't have tax on individuals thank god. So I never incorporate tax on to the equation. Whats you thesis on MCK and JAZZ? ...

NYSE & Nasdaq

Facebook up 21.35% at the time of this writing!!! I have no positions. This is definitely significant, and should impact the entire market tomorrow. If you want to read more, here is a good starting point.

NYSE & Nasdaq

No lol, I never meant it was a bubble at this point. God only knows whether it bottomed out or not. I meant to use it as an example to stocks I look to short "stocks that are in a bubble" like AAPL back in 2012. But not today obviously, the R/R has ...

NYSE & Nasdaq

CHE technically looks broken, major H&S pattern on the daily there... Fundamentally, I will have to look at it in more detail... This article by MarketWatch drew a grin on my face this morning, the likened the current bull market to the walking ...

NYSE & Nasdaq

The only time I see it happening in China is when: a.government intervention fails to have any affect; b. if government fails to intervene all together. I totally agree with you, Greece is very attractive. I was seriously contemplating going long ...

NYSE & Nasdaq

Yeah lol no shorts were incorporated on to that pie chart because I have no shorts on, at the moment. Its hard to be short with any conviction with the SPY breaking out on to all time highs. Being short in a bull market is a very hard thing. One of ...

NYSE & Nasdaq

Welcome back X, you have been missed around here

XAU/USD & XAG/USD - Gold & Silver Traders Thread

Hi Infinity, Most of my portfolio is in cash at this point. However, the part of it that isn't is in: The DXJ and large positions in oil companies. I was able to catch that rally in oil, and I expect oil stocks to out perform should oil hold higher. ...

NYSE & Nasdaq

Thanks Greg, appreciate it.

NYSE & Nasdaq

Update: HGG went up 120% before pausing a little.

NYSE & Nasdaq

Where is NFLX now?

NYSE & Nasdaq

I expect the entire banking industry to head higher as interest rates rise and as the economy recovers, the fundamentals look good. As for the technicals, they also look good. I like the potential breakout, should it break out and hold; expect it to ...

NYSE & Nasdaq

On gold analysis, I strongly encourage every one to read this and this article.

NYSE & Nasdaq

Your welcome Gregfx. I would summerize what is happening as follows: Inflation or inflation expectation (up) = Yield on fixed income (up) and their prices (down) = equities (?) = gold (up) Inflation or inflation expectation (down) = Yield on fixed ...

NYSE & Nasdaq

Hi Gregofx, Gold is a very controversial topic these days, the gold bugs keep on hyping gold and that it is under valued and the bears argue on the opposite; mainly on that gold has no intrinsic value. In situations like these where the fundamentals ...

NYSE & Nasdaq

Its very cool to have someone from there tell me about the Company thanks Greg My full thesis on the stock could be found here. By the time things clear out and the economical issues are resolved, YPF would be long gone. Just look at Greece ...

NYSE & Nasdaq

Thanks for your input Greg, much appreciated! These are my facts on YPF: YPF was nationalised by the Argentine government from Spanish giant oil Company Repsol. This nationalisation was implemented on the Argentines largest oil producer because ...

NYSE & Nasdaq

gregofx, what do you think of Argentine oil company YPF?

NYSE & Nasdaq