Jim Cramer’s Mad Money Monologue, 9/28/11

[youtube:http://www.youtube.com/watch?v=7YV84JXqVYc&feature=feedu 603 500]

This is ridiculous.

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This is the performance of Paulson’s holdings, over the past three months, excluding his near full wipe out in Sino-Forest.

No. Ticker Inst. Holdr. (% outstanding) Institutional Holder 3-month Return
1 PMI 3.09 PAULSON & COMPANY, INC. -81.23
2 DEXO 7.33 PAULSON & COMPANY, INC. -69.17
3 ANR 9.93 PAULSON & COMPANY, INC. -57.57
4 FCH 4.58 PAULSON & COMPANY, INC. -57.01
5 MNI 9.77 PAULSON & COMPANY, INC. -52.45
6 BZH 7.66 PAULSON & COMPANY, INC. -51.80
7 SPMD 16.82 PAULSON & COMPANY, INC. -48.51
8 BPOP 6.55 PAULSON & COMPANY, INC. -44.87
9 CBG 4.15 PAULSON & COMPANY, INC. -43.84
10 AHT 4.41 PAULSON & COMPANY, INC. -43.74
11 VECO 7.31 PAULSON & COMPANY, INC. -43.42
12 BAC 1.22 PAULSON & COMPANY, INC. -42.83
13 RF 1.54 PAULSON & COMPANY, INC. -41.98
14 SHO 3.13 PAULSON & COMPANY, INC. -38.46
15 BYD 4.64 PAULSON & COMPANY, INC. -38.44
16 HIG 9.10 PAULSON & COMPANY, INC. -37.36
17 FHN 2.91 PAULSON & COMPANY, INC. -36.41
18 WHR 3.27 PAULSON & COMPANY, INC. -35.92
19 C 1.15 PAULSON & COMPANY, INC. -35.33
20 LNG 4.05 PAULSON & COMPANY, INC. -35.16
21 THC 4.22 PAULSON & COMPANY, INC. -34.98
22 BEE 4.31 PAULSON & COMPANY, INC. -33.53
23 HHC 4.88 PAULSON & COMPANY, INC. -32.55
24 CNO 9.80 PAULSON & COMPANY, INC. -29.39
25 LIFE 4.17 PAULSON & COMPANY, INC. -29.06
26 STI 5.99 PAULSON & COMPANY, INC. -27.70
27 RLJ 2.59 PAULSON & COMPANY, INC. -27.49
28 BZ 6.59 PAULSON & COMPANY, INC. -27.42
29 SLXP 2.54 PAULSON & COMPANY, INC. -26.47
30 MYL 3.50 PAULSON & COMPANY, INC. -25.39
31 GEN 6.69 PAULSON & COMPANY, INC. -25.07
32 NG 8.47 PAULSON & COMPANY, INC. -24.72
33 GGP 2.07 PAULSON & COMPANY, INC. -24.25
34 ACAS 12.36 PAULSON & COMPANY, INC. -24.03
35 WY 5.57 PAULSON & COMPANY, INC. -22.92
36 RKT 6.23 PAULSON & COMPANY, INC. -21.87
37 BLK 1.04 PAULSON & COMPANY, INC. -20.81
38 MGM 8.53 PAULSON & COMPANY, INC. -20.77
39 COF 4.59 PAULSON & COMPANY, INC. -20.27
40 SNI 2.35 PAULSON & COMPANY, INC. -19.43
41 AON 2.81 PAULSON & COMPANY, INC. -19.18
42 LEA 4.04 PAULSON & COMPANY, INC. -18.54
43 RIG 5.87 PAULSON & COMPANY, INC. -17.01
44 IP 2.29 PAULSON & COMPANY, INC. -16.05
45 BSX 5.26 PAULSON & COMPANY, INC. -12.61
46 RAH 6.70 PAULSON & COMPANY, INC. -12.45
47 MTN 6.21 PAULSON & COMPANY, INC. -12.06
48 XL 0.00 PAULSON & COMPANY, INC. -11.79
49 APC 3.36 PAULSON & COMPANY, INC. -9.36
50 NVS 0.27 PAULSON & COMPANY, INC. -6.90

Advanced Micro lowers Q3 revenue guidance (6.15 -0.34)
Co announces that revenue for the third quarter ending Oct. 1, 2011 is expected to increase four to six percent as compared to the second quarter of 2011. The company previously forecasted third quarter 2011 revenue to increase 10 percent, plus or minus two percent, from the second quarter of 2011. Current consensus calls for a 9.1% increase over last qtr. In addition, AMD expects third quarter gross margin to be approx 44 to 45%. The company previously forecasted third quarter 2011 gross margin to be approximately 47 percent. 9.1%

No. Ticker % Change
1 ALTI 32.69
2 CIIC 30.26
3 CGA 13.07
4 XNY 11.43
5 LQDT 11.38
6 SNX 11.20
7 ZA 10.89
8 COSI 10.29
9 HSOL 10.04
10 CPSL 9.62
11 POWR 8.97
12 CNET 8.62
13 JBL 8.40
14 GOLF 8.33
15 TNGN 8.33
16 ESEA 7.78
17 WEBM 7.49
18 NEXS 7.38
19 TWMC 7.34
20 SABA 7.31
21 CSUN 6.84
22 SKH 6.80
23 CXM 6.67
24 AHT 6.55
25 ADGE 6.50
—————————
No. Ticker % Change
1 CIS -21.67
2 USAT -21.05
3 YRCW -20.67
4 FRZ -20.25
5 HEV -19.47
6 KIPS -17.47
7 HMIN -15.45
8 ENER -15.41
9 GLUU -15.19
10 EK -15.11
11 GMR -15.09
12 ZZ -15.08
13 BIOD -15.07
14 SVN -15.01
15 GU -14.83
16 RLD -14.73
17 NANX -14.67
18 UXG -14.22
19 JVA -13.83
20 TLR -13.64
21 HAUP -13.45
22 JKS -13.38
23 EMKR -13.10
24 YNDX -13.09
25 AERG -13.04

Both copper and silver are extending today’s losses, down almost 7%.

Despite the strong tape, copper is trading off sharply, down almost 5% for the session.

Down more than 4%.

As you were.

No. Ticker % Change Industry
1 ENER -8.30 Solar
2 FSLR -7.57 Solar
3 SOL -6.48 Solar
4 EMKR -6.35 Solar
5 TSL -5.20 Solar
6 CSUN -5.13 Solar
7 WFR -4.37 Solar
8 YGE -4.17 Solar
9 GTAT -3.87 Solar
10 CSIQ -3.68 Solar

Min market cap of $1 billion
No. Ticker % Change Market Cap
1 QCOR 10.07 1,780,000,000
2 JBL 8.34 3,610,000,000
3 IDCC 7.96 3,250,000,000
4 GPOR 7.75 1,400,000,000
5 ATU 5.05 1,310,000,000
6 EVEP 4.99 2,320,000,000
7 NETC 4.83 3,220,000,000
8 BMRN 4.61 3,140,000,000
9 BPOP 4.22 2,060,000,000
10 CHK 4.15 19,160,000,000
11 BWLD 3.97 1,110,000,000
12 PC 3.89 24,260,000,000
13 NMR 3.88 14,920,000,000
14 NBG 3.86 5,490,000,000
15 IX 3.82 9,580,000,000
16 WF 3.80 4,300,000,000
17 DF 3.70 1,530,000,000
18 KNM 3.24 4,810,000,000
19 SHG 3.09 19,220,000,000
20 VMED 3.08 7,900,000,000
21 NFLX 3.07 11,820,000,000
22 ACN 3.04 32,850,000,000
23 GDOT 2.72 1,440,000,000
24 HIT 2.72 241,460,000,000
25 PPO 2.64 2,910,000,000
———————————————–
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(found 1753 matches)
(Includes long and short, average volume > 25k. ETFs excluded.)

No. Ticker % Change Market Cap
1 IOC -15.32 3,040,000,000
2 CRZO -6.84 1,090,000,000
3 FSLR -6.67 8,830,000,000
4 PRGS -6.60 1,390,000,000
5 ACH -6.50 9,360,000,000
6 SOHU -6.46 3,040,000,000
7 SWC -5.19 1,550,000,000
8 HMIN -5.14 1,560,000,000
9 TSL -4.99 1,140,000,000
10 LGF -4.77 1,040,000,000
11 SINA -4.63 6,430,000,000
12 ANR -4.61 7,320,000,000
13 VECO -4.60 1,530,000,000
14 SCCO -4.60 27,160,000,000
15 LSI -4.51 3,930,000,000
16 CGV -4.44 3,430,000,000
17 YNDX -4.32 9,800,000,000
18 TQNT -4.31 1,350,000,000
19 DOW -4.30 31,690,000,000
20 PCX -4.29 1,340,000,000
21 DRI -4.11 6,390,000,000
22 EDU -4.09 4,160,000,000
23 SMS -4.00 3,500,000,000
24 THO -4.00 1,240,000,000
25 OVTI -3.87 1,030,000,000

Off by 6.5, ahead of European trade.

FTSE -84
DAX -57
CAC -41

Considering yesterday’s gorilla smashing 5% melt ups, I’d say this is rather subdued.

Neutrinos

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No. Ticker % Change Market Cap
1 WAG -4.33 32,110,000,000
2 UAL -3.36 6,150,000,000
3 AMZN -2.55 87,940,000,000
4 NFLX -2.44 11,820,000,000
5 DFS -2.40 13,550,000,000
6 FMS -2.19 20,530,000,000
7 DCM -2.12 75,720,000,000
8 CMG -2.08 9,290,000,000
9 VRTX -1.60 9,150,000,000
10 MFG -1.53 64,270,000,000
11 DLTR -1.26 8,320,000,000
12 SNI -1.16 6,720,000,000
13 MJN -1.00 14,240,000,000
14 YHOO -0.98 17,270,000,000
15 REGN -0.92 5,370,000,000
16 LUV -0.80 6,980,000,000
17 SHW -0.69 8,010,000,000
18 DAL -0.60 6,130,000,000
19 PCLN -0.58 25,930,000,000
20 GMCR -0.47 15,110,000,000
21 NBR -0.47 5,320,000,000
22 SDRL -0.47 14,760,000,000
23 LTD -0.45 11,600,000,000
24 FDO -0.42 5,890,000,000
25 PGN -0.25 14,210,000,000
26 SO -0.19 35,250,000,000
27 FTR -0.16 7,360,000,000
28 AAPL -0.14 348,750,000,000
29 ORLY -0.10 8,870,000,000
30 D -0.06 28,220,000,000
31 GR -0.05 10,970,000,000
32 AZO -0.04 12,640,000,000
33 AGNC -0.04 5,110,000,000

No. Ticker % Change Short as % of Float
1 GMR 26.88 15.70
2 BORN 21.95 21.12
3 ZLC 21.15 15.50
4 MEG 12.97 17.15
5 SHLD 12.56 45.00
6 BAS 12.49 22.70
7 CIS 11.94 22.89
8 FRO 11.69 19.70
9 EK 11.49 37.60
10 PVA 11.20 23.30
11 YOKU 11.17 23.09
12 LLEN 10.86 18.19
13 BLTI 10.63 25.50
14 RDN 10.43 15.90
15 PQ 10.08 21.20
16 AREX 10.02 20.70
17 PMI 10.00 19.70
18 RLD 9.99 26.50
19 SHZ 9.87 16.10
20 MCP 9.37 23.40
21 CRZO 9.10 16.10
22 TWI 8.83 26.80
23 QTWW 8.80 18.20
24 EQY 8.55 18.10
25 HOV 8.46 32.40

Date provided by The PPT

CNBC Deputy of the Rumor Dept., Steve Leisman, said “if the market is going up on my rumor, it is ahead of itself.” Clarifying the fact that nothing has been resolved in Europe and nothing has even been officially proposed.

He furthered, “Europe is either in for $2 trillion or the euro is done.”

Can you say economic stimulus?

Via SEC website:

SEC to Publish for Public Comment Updated Market-Wide Circuit Breaker Proposals to Address Extraordinary Market Volatility

FOR IMMEDIATE RELEASE
2011-190

Washington, D.C., Sept. 27, 2011 — The Securities and Exchange Commission today announced that the national securities exchanges and the Financial Industry Regulatory Authority (FINRA) are filing proposals to revise existing market-wide circuit breakers that are designed to address extraordinary volatility across the securities markets. When triggered, these circuit breakers halt trading in all exchange-listed securities throughout the U.S. markets.

The proposals being filed today would update the market-wide circuit breakers by among other things reducing the market decline percentage thresholds necessary to trigger a circuit breaker, shortening the duration of the resulting trading halts, and changing the reference index used to measure a market decline.

If approved by the Commission, the new market-wide circuit breaker rules would replace the existing market-wide circuit breakers, which were originally adopted in October 1988 and have only been triggered on one day in 1997.

“This new market-wide circuit breaker together with the other post-Flash Crash measures is designed to reduce extraordinary volatility in our markets,” said SEC Chairman Mary Schapiro. “We look forward to reviewing the comments, including any views on how the proposed circuit breaker changes might work together with the proposed limit up-limit down mechanism for individual securities.”

The SEC will seek comment on the proposed rule changes, which are subject to Commission approval following a 21-day public comment period.

Market-Wide Circuit Breaker Proposal

The proposals would revise the existing market-wide circuit breakers by:

Reducing the market decline percentage thresholds necessary to trigger a circuit breaker from 10, 20, and 30 percent to 7, 13, and 20 percent from the prior day’s closing price.

Shortening the duration of the resulting trading halts that do not close the market for the day from 30, 60, or 120 minutes to 15 minutes.

Simplifying the structure of the circuit breakers so that rather than six there are only two relevant trigger time periods — those that occur before 3:25 p.m. and those that occur on or after 3:25 p.m.

Using the broader S&P 500 Index as the pricing reference to measure a market decline, rather than the Dow Jones Industrial Average.

Providing that the trigger thresholds are to be recalculated daily rather than quarterly.
The market-wide circuit breakers were not triggered during the severe market disruption of May 6, 2010, which led the exchanges and FINRA in consultation with SEC staff to assess whether the circuit breakers needed to be modified or updated in light of today’s market structure. In addition, the Joint CFTC-SEC Advisory Committee on Emerging Regulatory Issues recommended in February 2011 that the SEC and CFTC review the current operation of the market-wide circuit breakers, and consider appropriate modifications.

Other Post-May 6 Actions

The SEC has undertaken other initiatives to respond to the events of May 6, including:

Approving rules that require the exchanges and FINRA to pause trading in certain individual securities if the price moves 10 percent or more in a five-minute period. This pilot program applies to all exchange-listed stocks and exchange-traded products.

Approving new exchange and FINRA rules clarifying up front how and when erroneous trades would be broken.

Approving new rules of the exchanges and FINRA to strengthen the minimum quoting standards for market makers and effectively prohibit “stub quotes” in the U.S. equity markets.
The Commission also is considering a proposal by the exchanges and FINRA to establish a “limit up-limit down” mechanism to address extraordinary market volatility in individual securities.

In addition, the SEC has:

Adopted a rule requiring broker-dealers to have risk controls in place before providing their customers with access to the market.

Adopted a rule establishing a large trader reporting system to enhance the Commission’s ability to identify large market participants and more effectively collect information on their trading activity.

Proposed a rule to establish a consolidated audit trail system to better track orders and trades in securities across the national market system.
Next Steps

The proposed rules will be available on the SEC’s website. The Commission intends to promptly publish the proposed rules in the Federal Register for a 21-day public comment period, and then will review the comments received on the proposals.

Shares of RIMM are rising on rumors swing trader Carl is gonna take a stake.

We take more risks.

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