Quote :

"one more thing...i think oil barrel will approach $100 by the end of the year, followed by the steady increase of Saudi output (which has already begun) bringing prices al the way back down to $50 -- just in time for golbal growth to enter a cooling phase, and the 2008 Beijing olympics to pass...in the meantime, gold will test $1000 and the dollar will stabilize."

So what you are saying is: "Buy gold."

9/17/2007 5:43:09 PM

ya, but wait until you see what the fed's decision does to the metal


i missed this last leg up on BIDU



[Edited on September 18, 2007 at 12:15 PM. Reason : 262]

9/18/2007 12:14:30 PM

^ Lowered 50 basis points. Overnight rate also lowered 50 basis points.

9/18/2007 2:18:04 PM

damn 50 pts

http://www.reuters.com/article/newsOne/idUSN1735238220070918

[Edited on September 18, 2007 at 2:19 PM. Reason : ]

9/18/2007 2:18:45 PM

ii think i'm going to go out and buy actual gold bars now...

9/18/2007 2:58:40 PM

recent inflation data showed inflation was slowing...

but i wonder how long this run up will last before people start worrying about the credit situation again

9/18/2007 2:59:52 PM

It has been a very, very good day for my stocks.

9/18/2007 4:16:16 PM

Ultimately I think today might bode bad for everyone. It feels like a political pressure overreaction.



But being self-centered today I love the world.

9/18/2007 9:45:26 PM

yeah i roughly doubled the market's gains today

9/18/2007 9:46:48 PM

I went up 3.6% today. Didn't double the market, but I'm not complaining either.

9/18/2007 10:19:48 PM

oh would you look at the market....

goldman sachs options since the 7th of this month $$$$$ CHING CHING...100%
200 TNH shares since aug 16 LOOK

CLF CHING
CROX CHING
AAPL CHING

infact look at it since august 16, the dow, and all stocks up since then, no need to explain more!!!

to miami thursday with a smile

9/19/2007 2:50:17 AM

shopping spree:

30 shares of VV @ 68.72
25 shares of VO @ 80.07
30 shares of EFA @ 80.59
43 shares of ADRE @ 50.69

9/19/2007 10:36:00 AM

and the hits just keep on coming...

i'm going to get out of some of my long dated stuff (don't know exactly what yet --
already dumped MS for a nice gain this morning)

20/20 tells me i sold FCX, BHP, PTR, RIMM, and CHL way too early. oh well.

already chasing BIDU again. there seems to be a lot of call activity in it despite it already being frothy.

also chasing JRJC, and possibly CMED. hit new highs and may tank, but will cost average in if/when it tanks.

9/19/2007 11:38:09 AM

Dear XOM -- please keep going.

9/19/2007 12:54:50 PM

VMW up a good bit, along with GOOG ( ).
I think I might pick up some CSCO. Picked up 10 shares at $32.38 just to see what happens.

9/19/2007 1:13:49 PM

MDR and TRID up a lot too.

I'm up 28% on MDR and down 28% on TRID

9/19/2007 1:16:10 PM

Hope you had more MDR than TRID.

9/19/2007 1:51:02 PM

Hmm my losses on MS were canceled out by my gains from GE.

9/19/2007 4:27:12 PM

^yay for diversification

9/19/2007 9:05:46 PM

i don't know what the deal is with JRJC, but i'm glad i got in for now...

9/20/2007 10:03:36 AM

Tuesday picked up
150 BAC at 50.50
100 ETFC at 13.30

9/20/2007 10:21:46 AM

Pete Najarian sees call activity in TIE

will likely buy on near term pull back

9/20/2007 11:44:16 AM

i picked up at 7.75

http://www.reuters.com/article/healthNews/idUSN1734935920070918

9/20/2007 1:42:01 PM

Damn the Canadian dollar is about equal with the real dollar now. It used to be like 1.30 to 1. That premium used to be nice when going to Niagara Falls or Toronto.

Is anybody in any Canadian stocks? The only one I'm monitoring right now is POT.

9/20/2007 3:04:52 PM

went ahead and bought TIE before closing...didn't wait for pullback

9/20/2007 7:38:14 PM

^^ You should get into POT. I've had a position for ~3 months.

9/21/2007 9:19:47 AM

ancillary topic:

http://www.businessweek.com/technology/content/sep2007/tc20070917_079427.htm

9/21/2007 10:16:27 AM

Dubai buys 20% of NASDAQ?
http://www.worldnetdaily.com/staticarticles/article57749.html

9/21/2007 11:29:25 AM

"as American as apple pie Dubai"

atleast it rhymes... it almost seems to reason that the first words out of US focused financial leaders would be "alternative fuels"

anyhow didn't want to get off topic, but did... you can ignore my remarks

9/21/2007 12:06:08 PM

GOOG soars to new high.

9/21/2007 12:35:41 PM

Bump for today. GOOG hits another new high...

9/24/2007 11:35:58 AM

everything's been on a tear. despite the vix being low, don't be so greedy that you forget to take profits altogether. nobody went broke by securing profits.

9/24/2007 2:50:12 PM

What if I'm securing negative profits?

9/24/2007 2:54:31 PM

I might buy back into JCG.

It climbed as high as 57 in June and has since dropped back down to ~45.

9/24/2007 3:08:36 PM

I'm thinking I'm going to dump my GOOG sometime soon. Don't want to get greedy and pull another RMBS.

9/25/2007 10:49:59 AM

ancillary topic...outsourcing coming full circle. i used to own INFY & CTSH, so i guess this can go here:

http://tinyurl.com/ypf6c3

9/25/2007 10:53:15 AM

Quote :

"also chasing JRJC...hit new highs and may tank, but will cost average in if/when it tanks. 9/19/2007 11:38:09 AM"

sometimes you roll the dice, and lady luck decides to give you some head

9/25/2007 10:59:27 AM

so we're definitely in or near a bubble, but we could still see several months of momentum:

http://www.cnanalyst.com/ytd_ranking/index.html

after the bubble bursts (sometime around the Beijing olympics), it will be like 2000-2002 all over again, and the subsequent rebound will occur over the following 2-5 years.

9/25/2007 12:57:31 PM

^^^Very good article about outsourcing outsourcing.

So much for a market dip.

9/25/2007 2:56:44 PM

ssjamind:

i thought the opec nations were in a cartel that said they all have to follow a quota? how can the saudis ramp up production unless they all do?

9/25/2007 3:03:25 PM

i'm not sure they all have to increase decrease at once, i just think they have to be in agreement (by majority or plurality -- i don't know) on how much they allow to be taken from the ground by any particular country. i think this time around they agreed Saudi (particularly Aramco) would increase production.

9/25/2007 3:21:54 PM

^^^^ i'll be able to put up to $10k/year into a savings acct guaranteed to give 10% interest while i'm doing combat deployments



oh, and up 3.3% today across the portfolio...lots of gains, led by big jumps in GRMN and NVT.

9/25/2007 9:02:48 PM

10% I want a piece of that

9/25/2007 9:10:33 PM

anyone know why cisco has been up the past few days... seems like a big jump without news that I could find.

Related to VMW by any chance?

9/26/2007 10:00:25 AM

Cisco is cranking on all cylinders and the market is just catching on.


almost at a full monetization point with JRJC. took speculative positions in CPSL and SVA before close yesterday. i'm saying little mantras to keep them from collapsing.

9/26/2007 10:26:42 AM

Quote :

"Cisco is cranking on all cylinders and the market is just catching on."

No complaints here.

9/26/2007 10:43:18 AM

Bank of America (BAC) has been on a downtrend since October of 2006. Could be a good buying opportunity.
They might not be a huge growth stock, but I feel they have potential to go up. As an added bonus their dividend is $2.56/share, which is currently ~5% ROI. Not too bad.

[Edited on September 26, 2007 at 10:48 AM. Reason : ]

9/26/2007 10:48:23 AM

How often are dividends paid?

9/26/2007 11:16:36 AM

Depends on the stock. Looks like BAC does them once every quarter. Other companies, such as Disney, only pay out once per year.
Small dividends such as Disney's piss me off -- what's the point of a dividend that has a 0.9% yield? If it's that small it might as well not exist.

[Edited on September 26, 2007 at 11:26 AM. Reason : ]

9/26/2007 11:25:45 AM

So you get 1/4 the dividend every quarter?

9/26/2007 11:27:03 AM