The right enemy
12 years ago
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The Fade List / The Sheep Brigade: When being evil is not enough :)
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2008
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October
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- If FX is the trigger, then
- I really think we dodged a bullet today.
- MIDNIGHT OCT 30 ULTIMATUM: I like playing BOTH BUL...
- Stop Trading.
- You don't know what you got till it's gone.
- New info from FX dealer friend (small biz)
- Another secret I want to share:
- Coffee AND Artillery Shells in the morning.
- Souvenir from Detroit.
- Could have gotten lunch instead of coffee, oh well...
- Beware of Fakes.
- Fast forward to 3:42 - 3:55
- Why it does NOT pay to be a Prophet of Doom.
- A Lunatic's raving:
- A way of thinking that will DESTROY YOU:
- Attention: Bulls and Bears.
- A copy of today's sermon
- Email about Buffett:
- Bottom!
- Announcement:
- Many were upset with me due to my "Riot" calls
- Suggestion to "traders" with 95.0 target + a rally...
- Love.
- What's the name of the game here?
- Thomas Jefferson used to say:
- 401k-ers: Warning.
- I will not be going to Valhalla.
- Crossing the rubicon & aftermath of 1st day
- REALLY Bad News abound today.
- Warning: Civil unrest ahead.
- Covered.
- Hillarious:
- Psst ...
- I am posting exchanges with the Shorting Guru:
- National Treasure III: The Debt of Zhang
- You WILL LOSE RESPECT FROM ME:
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October
(36)
16 comments:
me likey.
Mr. Spy,
Care to explain your spreadsheet please. Some of the values are obvious, but some need more of an explantion so we can follow.
E = earnings projection in unit of $1
G = Growth in %
D = discount rate - you can see that I actually express an implicit view of Deflation vs. inflation there.
Yes - I am aware there is no positives in the first 3 years forecast, but that's ok. I'll take my "chances".
Do 1 through 4 for each of these values mean quarters or are you using them to derive the probability matric?
The probability is mine. Observe the TM :D
You may use your own. Just take the #s and multiply with your own view.
Mr Spy,
Are you planning to cover around the 850 area to reshort the bounce or are you planning to ride it out till 564? Assuming you are short at the 1200 area, you could afford to hold. Not if you entered say in the 1000 area.
I like spreadsheets. I like statistics. I like my own view. I like no bids but I don't like no booze. I like pussy, even when I don't like the brain that it's indirectly attached to. I like watching the shadow banking system crash and burn in the pits of hell. These are the things I like.
foghat that was genius. i might have to use that as my sign. on tickerforum.
gtt...go ahead...but quote "The Schwantz" :-)
Foghat:
Is there one attached to any of those?
ROFL
Ok, ok, that's too much. I probably just create invitation only soon, I want to show you what I know about 2 companies that have $40 price, but it's not yet time now. I even have what they own in a file, but I lack the firepower to finish it. Just the right story to fleet around. Then the end is complete. Not yet ... just in case there's a snapback here.
When I hiked the Inca Trail in Peru to Macchu Picchu, on the third day, it was all stairs down the whole way. You never know when you're at the bottom, you just know that your ears pop at some point along the way.
http://finance.yahoo.com/echarts?s=^N225#chart1:symbol=^n225;range=1d;indicator=volume;charttype=line;crosshair=on;ohlcvalues=0;logscale=on;source=undefined
Everyday is a crash Arak. Everyday.
Can't turn a dime with rate like this.
give us a libor real time update soon as it crosses your bloomberg term, spy, i'm gettin big delays.
i think its not set till 11 am but whatever it is i know this is day #3 there is no money flowing in USA banking system.
earnings will suck no doubt and price to dividend ratios are still awful and divies are gonna be slashed further as capital preservation takes hold of even "good" companies in this long, nasty downturn...
but that is for the future, today we bounce! hehe
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