Fed day Tuesday and Wednesday

101 views

Yeah there buying back MBS, because buffet said and because it’s a election year Ben only has first half year to manipulate. He Might wait tell march, more likely but I still have otm GLD calls

He would rather do it now and adjust accordingly since he only has the first half of the year.
Since he could hike rates if things get out of hand towards the end of the year.

All the signs I see point to QE, but ya know how that goes. Maybe I should be find a new occupation. He needed two days to convince them, kinda joking but I’m a speculator

But he knows he has to stay in front of the euros crashing wave if he wants growth on the home front.
So I’m holding a lot of otm GLD calls

Am I losing it?

Google is the next Enron

403 views

Listening to the Google earnings call; all save you the trouble its basically a “how to use google” call, and for the android side 700k a phones sold a day and 250mill in total up 50 mill.

just as all Google earnings calls, its rigid and structured. Yet Larry Page can’t help himself by saying this is Googles third year in a row as number one place to work, for its 28k employees that average 1.2m a year.

BUT: when CPC (cost per. click) is brought up larry has a jeff skilling like tone and ask if the next question not be about it, yet these where decent questions from these analysts.

Page says hes “happy” over all, this is because he has black boxes like CPC to pull revenue from.

But i’m sure a year from now it will be 1200 a share and Google logistics will be buying the postal service

 

(47:40)

Fed day Tuesday and Wednesday

101 views

Yeah there buying back MBS, because buffet said and because it’s a election year Ben only has first half year to manipulate. He Might wait tell march, more likely but I still have otm GLD calls

He would rather do it now and adjust accordingly since he only has the first half of the year.
Since he could hike rates if things get out of hand towards the end of the year.

All the signs I see point to QE, but ya know how that goes. Maybe I should be find a new occupation. He needed two days to convince them, kinda joking but I’m a speculator

But he knows he has to stay in front of the euros crashing wave if he wants growth on the home front.
So I’m holding a lot of otm GLD calls

Am I losing it?

Google is the next Enron

403 views

Listening to the Google earnings call; all save you the trouble its basically a “how to use google” call, and for the android side 700k a phones sold a day and 250mill in total up 50 mill.

just as all Google earnings calls, its rigid and structured. Yet Larry Page can’t help himself by saying this is Googles third year in a row as number one place to work, for its 28k employees that average 1.2m a year.

BUT: when CPC (cost per. click) is brought up larry has a jeff skilling like tone and ask if the next question not be about it, yet these where decent questions from these analysts.

Page says hes “happy” over all, this is because he has black boxes like CPC to pull revenue from.

But i’m sure a year from now it will be 1200 a share and Google logistics will be buying the postal service

 

(47:40)