After 7pm EST tonight, I will be doing a special “iBankCoin Markets in Turmoil Special” video presentation.
Please leave me any questions you may have below. I will try to get to as many as possible.
See you then.
Joined Apr 1, 2010
8,861 Blog Posts
When will CZR hit $0? While you’ve been pointing out “weakness” in LVS and WYNN, CZR has been cut in half…and that’s after being cut in half not that long ago! In all seriousness, do you think these guys all have room to drop, or are we near the bottom?
Also, for fodder, what do you think of the healthcare names, specifically the big, Obamacare insurers such as AET, HUM, UNH, WLP?
You seem even more concerned, more than usual. I’m really curious now.
Let’s talk VIX
when we do start buying miners? thanks Chess
Dipped my toe in the water and bot Nov call option (30 strike) on OAS.
Gravestone Doji on $SPX needs a green candle tomorrow to signal an end to this wave down. Of course after a rally to at least 1925 and maybe 1956 we get one more wave down to new lows.
Is the rally in the US$ due for a pull back and how this has/will impact the commodities (particularly metals and miners). Thanks.
impact of the commodities on some of the retail names a couple of earnings down the line, who potentially profits w oil/corn/weat/etc pulling back over the past 6 mos? Does the run in the $ hurt or help those same companies
Saudi’s need $80 oil to cover costs and social benefits to keep the peons quiet. If it goes any lower they must produce more and they don’t want to give it away this cheap and deplete their LT supplies.
Should old momo stocks be sold in to any strength? Solar + 3d etc
Should we be buying oil stocks? Production/exploration or service companies or pipelines?
Love that as money pulls out of stocks into money market funds no one remembers that the rules were changed to allow them to break the buck and also limit or freeze your withdrawals. Dangerous times even without the big E!
is this time really any different from the other corrections we’ve had? If so, how so?
Can you comment on Dr. Fly’s opinion that the market may be on the precipice of doom?
How much higher can TLT go, given that $TNX appears to have broken recent intermediate term support?
what happened to OIL and money flow out of oil stocks? what could be termed as capitulation in oil? What’s the price of break even for Saudi?
You think it is time to liquidate the whole portfolio including the retirement fund?
What would Churchill do right here right now?
Seems like earnings have been coming in strong. Thoughts on this causing a strong relief rally starting tomorrow morning? (this is coming from a bear)
$INTC a good play for tom?
Think $aapl will hold above recent lows or will follow to the downside?
$USO ready to capitulate? or wait a bit longer?
which of the regional utilities do you like best?
Any longer-term significance to relative out performance of emerging markets over last two weeks? Money moving into ‘less expensive’ markets?
Assuming a broad market decline, how do you identify optimal shorts? That is, stocks that will go down faster and further than others.
They have pulled the rug out from under the Oil. Heavy put buying in USO today into the lows. For some reason I think this story has a lot to do with it:
http://www.nytimes.com/2014/09/22/us/heirs-to-an-oil-fortune-join-the-divestment-drive.html