Printable View
Sweet, I bought some BIDU for round 2 off the recent low.
Bonds showing a bit of footing, I closed my 20yr UST short Monday, looking to get back in if the opportunity presents itself.
Natgas looking good on retracement off the latest move. Between natgas and crude there's a big energy earnings catalyst pending imo.
The tapatalk app keeps opening this thread to this comment for me, so I started watching orrp. Wow, that is some volatile stock. What was it, 0.365 today with swings of 10%+ per day?Quote:
Originally Posted by gravitylover
Do these guys even have the means to produce anything? Sounds like all they have now is a lease and are planning to drill some test holes. Maybe they should hire Todd Hoffman and make a TV show out of it.
Back in bond short, entered silver today as well as natural gas. Trying to get some yield while remaining somewhat agnostic on major index direction.
Sadly, I bought some telco a few weeks ago. Poor decision when I made it and plenty of opportunity to scratch. Looking to exit with a loss now. About a 2% position.
Quote:
Originally Posted by billyk
It's an OTC mining stock. SGS&PGS. Gotta have an edge to even think about it.
Haha yeah when it was hovering around $1.80 for a few days I bailed. Bought a bunch when it went below 20 cents and got out again at 40 cents. If it goes back down to 20 cents I'll do it again. You know, I don't think they actually have the means to do anything good yet but they're supposedly sitting on some good land. Ehh whatever, it makes money if you play it right and it's super cheap so doesn't hurt too badly if you don't.Quote:
Originally Posted by billyk
So these pink sheets are sorta like $1 roulette, or buying $40 worth of pull tabs at the bar for you guys?
holding pattern until one half the country gets a slap in the face.
vix rising
XLF up 5% in a month. Dollar breaking higher and global yield curve flattening. Danger.
20yr bonds selling off again, sizable gap down to break from 133 balance
double double x5
Dollar will be under 1.05 vs euro by year end. Called that in January. Still some work to do though but it'll get there
What are you using to trade it? Still on restriction from futures but have a nice short on since 1.12
Dollar took back six days gains in a few minutes on email news. Probably a buy around 98 USD index.
Its official. No matters who takes office the mkt will be in turmoil.
VIX rising
Russell shitting all over itself
Back in twtr as of yesterdee, 10% downside risk and 3-4x that to the upside. If not this level then down the road it should pay off. Platform going nowhere.
Goddamn I need some private equity jumping into twtr. Or John Malone.
The brand is entrenched and has durable value, imo. It's just a question of who will minetize it and when, not if. The market is far too rapacious to let a gold mine like twtr continue to give doverse user groups quality content for free.Quote:
Originally Posted by Brock Landers
I'd pay 5-10$/mo for it without hesitation. Most wouldn't, I know, but those that do really use it extract good value from it. Anyhow, gl. I know damn well the frustration.
A newspaper consortium should band together and buy $TWTR.
The trolling is horrendous though and no large corporation with any brand image is going to want to be linked to the shit that gets put into the public domain on a daily basis.
I'll chime in with an opinion on TWTR. They need to continue to make clear that they are all about one thing: Live, in the moment, right now for news, finance, culture, sports, silly shit, whatever - their value is in being the place folks go for what is happening in the moment. They already have this with breaking news and they need to expand it to be the go-to destination for anything happening right now. They'll need to keep expanding on things like their contracts with the NFL to include concerts, fashion shows, AMAs, award shows, live demos, whatever else so that users don't just think of Twitter reactively (oh, something happened, I should check Twitter) to being a pro-active destination to discover what is happening in the world around them. Ditch the "social network" component of connecting relationships and make it more about distributed voices and the ability to find and hear from the experts or on scene actors of whatever is happening. To make this fly, they gotta make the user experience more approachable, it's gotta be something my 68 year old mom can pick up in 60 seconds or less - they've got a long ways to go on this point.
In terms of investment, they need to keep going with the live video stuff and buying access to content. The R&D has to stay - they are doing some cutting edge shit to make it easy for you to watch NFL live in high def on your mobile phone without hiccups. They'll have to keep developing on that, especially as VR comes into play. They need to fire and replace at least half of their user experience teams, get some fresh blood not attached to Twitters past in there to make hard choices about UX.
Selling ads against live content is a very viable business - ask anyone in sports entrtainment. They can make bank there.
Given the above, my preferred acquirer of TWTR would be Disney (owns ABC, ESPN, and lots more content). Even without an acquisition, they can partner their way to success with the right deals. To solve the user growth problem they just need the right content and UX to attract and retain new users.
Well, we know who the markets likes.
Trump supporters, for the better part, want destruction of our current financial system. They typically don't own much or any of it so destruction means nothing if not opportunity for them.Quote:
Originally Posted by Cono Este
I suspect a big rally today and tomorrow only motivates the Trump destructionists even more.
What opportunity does destruction of the market represent for a Trump supporter? Majority have nothing. They live paycheck to paycheck. Is it just the joy the would receive in other's misery? Kind of that Schadenfreude effect. Maybe prices go down at Wal-Mart?Quote:
Originally Posted by 4matic
I'd say yes to all that. But I know "many" people that have sidestepped long term investing since the crisis and Obama. Those people desperately want a repricing of assets in their favor.Quote:
Originally Posted by Toadman
The irony is if Trump gets his way prices at Walmart go up bigly.