![]() | some real Tradecraft |
@GMRobertson the inflows into Japan really got crazy last week, breathtaking. Had to be institutions shoveling that heavy?@GMRobertson seems like there is some dissension in the ranks, Kuroda vs Amari and this Hilsenrath/Liesman tea leaf reading getting tiresome@GMRobertson can I interest you in a crashette? I am no fan of his, but here are some talking points to consider http://t.co/qWfbWctUGc@GMRobertson this is what my gnome told me a few weeks ago http://t.co/CIo4RU1dts
Gundlach on Japan/Nikkei: "I don't think I've ever seen a stock market go up like this," he said. "It's just off the hook."Lipper Fund Flows: US-based Japanese stock funds up $1.5 bln in record inflow streak http://t.co/rXt02dYbk7 wk ended 5/22, new game now@greglynch61 has not even been much drama over the islands lately. Chinese are pissed and proly getting desperate, given trends@greglynch61 I am talking about something that will knock markets around the world on their ass, something big. FX deval etc@IvanTheK Koo foiled againBut waiting for Chinese to do something about Yen, jawbone at least, that could be the next major shot across bowKuroda/Amari comments last week showed some internal tension imo, maybe scare gets them to do things a lil differently, keep it on even keel@LWinthorpe no great shakes on that sector since late Jan, at least relative to market. Yawn?@mariocibelli pls send me Papaya King, large papaya and a frank w mustard@LWinthorpe homebuilders getting pricing power http://t.co/kZDSPZtjw4 but ITB lagged SPY/MDY since late January http://t.co/c8wSK3RdF7@NYY_Gossip did not realize how cheap stock was on the deal....my bad. A buyer cud spin out investment mgmt to employees perhaps, keep restHulu worth 5 House of Cards http://t.co/9bQgv0frTX or something like that@LWinthorpe but then they made tight market and pit reporter got it. Was funny intro to the biz, did not know what I was doing@LWinthorpe walked into pit with ticket facing out, cud see limit order and size. Guys chewed me out, deserved it, welcome to the Merc@BarbarianCap gotcha, just seems weird, maybe they did something on open that bit em in ass. disappointing day tho for them@LWinthorpe but my point last winter in convo's that it would not take down homerbuilders but confuse everyone. Seeing that now I think@LWinthorpe no will not trade that, ever, first ticket I ever ran on CME floor was to Lumber pit, 2 guys standing there bored. Last time@D_ENGEL000 thesis for lumber was supply side bringing down prices as mills restart etc, bet homebuilders capture and don't pass alongNobody on the Lumber trade around here till its too late, thanks for all the help http://t.co/vNX2LFqKlj $300 it is @zippertheory@EddieTrunk try CNBCMary Chris Gay exits Legg Mason http://t.co/IYHkWJ7NuF Bill Miller's protege? something like thatStill waiting for Taibbi's takedown to Dan Loeb's disruption of education with his Success Academy Charter Schools http://t.co/FS6nRfLKyv@FamilyOfficeGur ah, that is right. been a long time since last season wrapped. ps good cover on cat at 80/81In Conversation: Vince Gilligan on the End of "Breaking Bad" http://t.co/YZEIAX6Gxy ICYMI, its a wrap@Morgan_03 have you ever seen that much star/space detail at night on one of your wild west trips into the interior? damn, amazing@Dutch_Book looks good, they sure don't make em like him these days.Is VOYA a takeout now their currency is trading publicly? http://t.co/EGiLxidlaI vanilla as can be, but did not realize how cheap, P/BV@Dutch_Book if memory serves me you are a Plimpton fan? http://t.co/DpZLpNKa0T@barbariancap How was HDGE down so much today? mixed bag on top 25, see possible bad print on FCGXX where cash is parked...stumpedThe other gender kerfuffle of the day - was Alice Eve exploited by the underwear scene in new Star Trek? http://t.co/vgLyGR732c moar pls@ZipperTheory I am all for process and discipline but there has got to be a lil of that Peter Lynch pragmatism @reformedbroker talked about@ZipperTheory But he had 8 and will soon have 3, 2....getting down to the sticky, and the deadHussman up 19 bps lets call it victory http://t.co/oBlu9KT96a@DavidSchawel Gundlach's thesis getting a good test...would imagine he was a buyer of Treasuries today if he has not changed his mind@DanielLoeb Good stuff, the "Google of Schools" http://t.co/FS6nRfLKyv too funny you are beating Scarsdale
@LWinthorpe Tourists are going to Japan for the same reason I am going, to see where the Nikkei shorts are buried and pay their respectsCheaper yen attracts record number of visitors to Japan http://t.co/snalmrXLJn tourism up 18% YoYVaR levels for various commodity trading outfits http://t.co/3vuNRsD2g8 as "manipulation probe" rolls on"The Baby Bachelor" episode 1&2 on Kimmel http://t.co/hWePaasYX6 pretty funny lil kids, respite from arguing bulls n bears here@AlexRubalcava how did that mayoral election turn out - see headline "a loss for unions"Behavioral Investing Principles Are More Relevant than Ever http://t.co/G1u5O4y6dqThink All Tiger Cubs Invest the Same? Not so fast... http://t.co/dhu9Vhi6Kn@The_Analyst Karma review is so-so http://t.co/I7F8jvbAWe@Dasan from 1987....this is your brain... http://t.co/qptUjKexA3@CatspawInv one tick off NAV could be rounding? but down day nonetheless@conorsen squeak-lessHussman down 10 bpsOpinion: Japan Rates May Torpedo Recovery http://t.co/mE2ytmnmpE JGBs biggest risk to everything? bigger than Europe, Iran etc?JUST IN: Boston bomber Tamerlan Tsarnaev and man killed by FBI in Orlando responsible for 2011 triple homicide, sources say
Retweeted by StockJockeyDon't feed the Bears, although a little dessert never killed anyone. Served with a smile http://t.co/WP6IqCChUwRaymond Daniel Manzarek, born 2/12/39, musician, organist http://t.co/Gl8hPR1jBH via @thedoorsMay 22, 1987 S&P 500 +15.25%ish YTD and today S&P YTD is.....@Nonrelatedsense link works? just pointing out holdings, not talking GSVC. New fund seems to be attracting attentionSave the date: SCTY lockup expiration June 11th and distruption sporting a whacky multiple http://t.co/jJ5NysHLKC tick tock@ReformedBroker even market neutral funds are 16% net long!@Nonrelatedsense concentrated equity portfolio of one of GSAM Multi Manager Fund http://t.co/HZbYSOYPXn@fundmyfund Liesman already straightened that out, this is old newsSony Board Discussing Loeb’s Entertainment IPO Proposal http://t.co/M2Q8us4tfI@AppFlyer dead men tell no tales? strange in any caseFBI Kills Man in Orlando With Ties to Boston Bombing http://t.co/ztZEiaQHJe Tamerlan's buddy@reformedbroker if Weiss watches this I wud think 850k views is a distinct possibility http://t.co/rXZqdDhyzH but who wants an electric carThe Commodity Supercycle is dead, and Soros is alive. Who'da thunk it?The Shitshow that was Fisker http://t.co/8YYWFA5YzA not sure if Lutz read this, but you should ICYMI@The_Analyst Fisker will be the death of him. Co has very little proprietary anything? wud rather see him resurrect DeLorean with a 427Exclusive: Bob Lutz, Chinese in bid to buy Fisker Automotive http://t.co/JEsLf2qUsq Lutz such a ramblin, gamblin man via @alistairmbarr
Retweeted by StockJockeyDon't feed the Bears, although a little dessert never killed anyone. Served with a smile http://t.co/WP6IqCChUwRaymond Daniel Manzarek, born 2/12/39, musician, organist http://t.co/Gl8hPR1jBH via @thedoorsMay 22, 1987 S&P 500 +15.25%ish YTD and today S&P YTD is.....@Nonrelatedsense link works? just pointing out holdings, not talking GSVC. New fund seems to be attracting attentionSave the date: SCTY lockup expiration June 11th and distruption sporting a whacky multiple http://t.co/jJ5NysHLKC tick tock@ReformedBroker even market neutral funds are 16% net long!@Nonrelatedsense concentrated equity portfolio of one of GSAM Multi Manager Fund http://t.co/HZbYSOYPXn@fundmyfund Liesman already straightened that out, this is old newsSony Board Discussing Loeb’s Entertainment IPO Proposal http://t.co/M2Q8us4tfI@AppFlyer dead men tell no tales? strange in any caseFBI Kills Man in Orlando With Ties to Boston Bombing http://t.co/ztZEiaQHJe Tamerlan's buddy@reformedbroker if Weiss watches this I wud think 850k views is a distinct possibility http://t.co/rXZqdDhyzH but who wants an electric carThe Commodity Supercycle is dead, and Soros is alive. Who'da thunk it?The Shitshow that was Fisker http://t.co/8YYWFA5YzA not sure if Lutz read this, but you should ICYMI@The_Analyst Fisker will be the death of him. Co has very little proprietary anything? wud rather see him resurrect DeLorean with a 427Exclusive: Bob Lutz, Chinese in bid to buy Fisker Automotive http://t.co/JEsLf2qUsq Lutz such a ramblin, gamblin man via @alistairmbarr
Fed officials dampen talk of imminent bond buying cutback http://t.co/uuespAgHx3 thx guys, but Liesman is my go-to guy for stuff like thisOil falls on rising US gasoline stocks http://t.co/BFJWdBwQdu summer TSLA driving season?Japan: Before Abenomics there was Womenomics 3.0 http://t.co/XQHIVM61rM Power of the PurseKen Griffin tees off on Rahm, Teachers Unions and the cronies assembled at Palmer House Chicago http://t.co/HU12g4ZSaALandis, Moe....but its not 1999 until the ghost of Pilgrim Baxter appears“Kevin Landis has demonstrated he is one of those people.”“To put it bluntly, there are some people who should not be managing other people’s money,” Goldstein wrote"Star" Tech Investor Kevin Landis in a Fight to Keep His Job http://t.co/urAvLj94za Bulldog Investors pulls no punches, wants him firedIs Sony Un-Japanese Enough to Entertain Change? http://t.co/X9OuITZ9q9 good piece on cultural issues etc...governance@maoxian trying to add a little multimedia to those posts. As we wind our way toward Oct 87 like massacre will link to GnR Welcome to Jungle@maoxian I think it was @jesse_livermore who noted HSTRX loaded to gills with PM mining stuff. had good day yesterday@maoxian for the record, I have had many sad trombone days in these markets over the years, and even a few enemas@Nonrelatedsense Klein is Ladenburg dude? on board of Crumbs?How much did Third Point make on SNE today?@fed_speak indexers and retail own the stock I guess, too funky to attract broad buyside sponsorship from the usual suspect Small Cap gang@fed_speak top mutual fund holders are index funds, a few active mgrs on institutional holder list but few/no stalwarts of Russell 2K land@hmeisler so who is to blame for kicking off this "what year is it" meme? lol@fed_speak market cap cud be flirting with minimum, could already be priced in, or help set up an opp u spot here. Weird buyside sponsorship@fed_speak in now, if it gets booted could be some "dislocations" maybe that is behind part of the selloff? just thinking out loudRussia Seeks To Track Hedge Fund Founder of Hermitage Capital http://t.co/e9Z1DcdAAC asks Interpol for help. Putin is such a dick@fed_speak no issues with GSVC getting booted out of RUT/IWM? indexers biggest holders, have not given re-con much thought, minimum mkt cap?Hussman flagship flat today, but Strategic Total Return down 35 bps to new NAV Lows http://t.co/FBcw1Vf9eL@onetwoko
fwiw Insys Therapeutics completes $37M IPO to back medical marijuana drug
http://t.co/2Xy0sW5KffHave not seen much on Kuroda's rebuke of Amari's statements. Or Amari's back peddle "I didn't speak about exchange rates on that TV program"Kyle Bass Commissioned A Poll That Confirmed To Him That Japan Is Going To Implode http://t.co/H77JLYM5r2Peter Schiff: Gold Fools Shouldn't Be Selling http://t.co/IbxubOWAdK $5,000 price targetDXJ at all time highs, picked almost a half billion of inflows on Friday alone...sick http://t.co/Eo333jAGQK@kyles09 its 2008 again for GROW, chart says it all. Frank Holmes needs a miracleThe reason crude oil has been well bid? http://t.co/NCyeUCkjxQ showdown looming? tick tock@IvanTheK someone should look at the boards he served on, and the resulting stock price performance. My guess is it wud not be goodKass blames his gnome, revokes his Toblerone privileges until the Little Fella gets something right





