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marketfolly

  1. can argue both sides. contrarian signs vs tons of prominent hedgies in the metal. draw your line in the sand & call it good $GLD
  2. just had a good laugh at @MebFaber's post re: gold & contrarian signs http://bit.ly/4sEYUm $GLD
  3. @TMTanalyst yea been building model on $MICC lately to be ready for future; compelling but could be better. also looking at $MTN
  4. @mreb $GRMN is a wreck, entering smartphone arena was dumb & still losing in their bread & butter biz where they should have focused
  5. if you're an investor out there in the trader dominated tweetflow, definitely worth following @hedgefundinvest $$
  6. @TMTanalyst very true, seems to have more pros than cons. do any work in emerging mkt mobile space? i've been checking out $MICC, $AMX etc
  7. @azeem hey bud what's up? what you got your eye on these days?
  8. @TMTanalyst hey curious if faced with a choice who do you pick AMT or CCI. seeing more preference for AMT as of late
  9. George Soros' hedge fund showing 13.66% ownership stake in $GSL
  10. @Dasan for what it's worth a TON of prominent hedgies in $AMT & $CCI. maybe they like dominant market positioning & not much competition
  11. Whitney Tilson & hedge fund T2 Partners' economic/housing update on why there's more pain to come http://bit.ly/S5RWn $$
  12. Jeff Saut of Raymond James examines whether or not we've seen a dow theory sell signal http://bit.ly/3nqOOw $$
  13. @FatPitch could happen if market dives as many predict. at same time, few merger/arb plays out there right now; funds swarm to same plays
  14. does index-giant Vanguard feel threatened by tactical asset strategies? http://bit.ly/1lh4hE $$
  15. @zerobeta not as far as I know. need someone on the set to slip him a note with the url
  16. @EpicureanDeal haha exactly. odd if he tried to daytrade with less than 25k minimum to start for round-trip trades. maybe swing trading?
  17. our custom hedge fund replication portfolio ranked #1 on @AlphaClone's leaderboard; 878% total return http://bit.ly/5bikS
  18. on set of filming Wall Street 2 Shia LaBeouf has apparently taken to trading, allegedly turning $20g into over $297g. funny
  19. @CapCube true still owns some but with 3 large sales all in a short period of time I'd wager they take it even lower
  20. Warren Buffett's $BRK.A dumped another $28 million worth of $MCO last Friday, their third sale of shares thus far