Who’s up for a winter campaign in Moscow?
President Putin said he’d still supply Syria with weapons, regardless of a US strike. Moreover, the Russians sent another battleship to the Syrian coast. I am sure they will enjoy the vapors from our cruise missiles, as they head towards Damascus.
This was supposed to be a joyous day, as the unemployment numbers came in softer than expected. The vile degenerates on Wall st enjoy a soft number, because it means more QE. Futures were up, until the Putin news broke.
If there’s one thing for you to take note of today, it is TLT. Bonds do well during war, especially the kind that encapsulates the world.
Nonetheless, I am up another 1.7% this morning, spearheaded by AMBA, YELP and IMMR.
On the research front, I like today’s USG upgrade. Apparently, wallboard prices are going up again. I like USG under $27, which is why I own it.
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dont forget CVV. this fucker alpha exposure is still out there.
Stay tuned
10 year back to 2.90. GOGO is holding up nicely. This one is going to be a monster.
agreed
Fly how high can this one go go?
20
One part of Alpha is indestructible.
A couple of years ago I signed up for the articles to be sent to my email box.
Shortly thereafter I saw that it was crap
so I “unsubscribed” and assigned it as junk.
This hasn’t worked and it keeps showing up in the email every AM.
They are like a dog in heat humping every leg they can find.
When did you buy $USG?!?!??! Ive been waiting for this forever, and you dont tell us. Plus, its not on your position list.
Stock goes to $33 when FCF goes positiove and grows higher 🙂 ..which I belive will happen before summer next year.
I own it higher. I’ve been in it for awhile. I need to average down soon.
Cold War is back? I better prepare by playing a few hours of World in Conflict all while watching GOGO make me bank. Love Fridays.
Here is a link to the 9/6/43 NY Times (when it was a semi legitimate paper).
Scroll down to p. 7 and read what the Ruskies can do in a winter campaign (also note on p.8 the sports coat one can buy in NYC for $19.50-just like Joseph Banks).
http://www.freerepublic.com/focus/f-chat/3063310/posts
YELP is going nuts.
YELP is killing it, I am going to sell very soon. I don’t know how I’ve held on for this long, got lucky with the upgrade today from Deutsche Bank.
AMBA destroying all the shorts, wish I owned that.
CVV seems like a very illiquid stock. Not sure how you would position yourself into this Fly. 10 cent spread on an $11 stock???
I bought light and for novelty. I must bet against them.