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2 September 2014, 09:57 AM | #61 | |
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Historically, or better example, 2002-2006 in a rate change environment, specifically rising, the 2yr and 5yr yields converge and move closer to the 10yr. The 30 year remains unscathed as long term adjustments will be priced in. So I am guessing the down move will be gradually priced in, should provide for some good scalping. Just a guess. Also consider the biggest one day move in 10yr was 5 points and 7 points in 30yr. (1st QE) and that was uncharted territory as far as policy was concerned. As for the expected rate hike of .25% in 2015, not knowing what the DVO1 of the 30yr is specifically, (guessing $158ish last time I checked) at .25% rate hike would lower the bonds close to 5 points. So look for that to gradually come. |
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3 September 2014, 02:56 AM | #62 |
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GoPro up another $3 today (6%), it's up $10 a share since I gave it to you guys last week...
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3 September 2014, 03:06 AM | #63 |
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3 September 2014, 04:25 AM | #64 |
2024 ROLEX DATEJUST41 Pledge Member
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I would have made $1,136... if I had listened to you John
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3 September 2014, 04:17 PM | #65 |
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You think Gopro is going to keep going up? Looks like it's at its peak.
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3 September 2014, 04:51 PM | #66 |
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Hi ,what s the general consensus on tsla?on all time high but still cld be interesting?
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3 September 2014, 11:10 PM | #67 |
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4 September 2014, 12:34 AM | #68 | |
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I haven't jumped in yet but nice job on the call. |
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4 September 2014, 03:05 AM | #69 | |
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Meanin strong Buy
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Best George "Also remember that feet don't get fat and a watch will always speak volumes." Robert Johnston --------------------- *new*https://youtu.be/EljAF-uddhE *new * http://youtu.be/ZmpLoO1Q8eQ IG @passionata1 |
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4 September 2014, 03:12 AM | #70 |
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You'd have to be mad to buy Tesla at these levels!
Half the market cap of Ford...more than Tesco... |
5 September 2014, 02:54 AM | #71 |
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biotech having a bad day today.
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5 September 2014, 07:13 AM | #72 |
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5 September 2014, 10:28 AM | #73 |
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5 September 2014, 10:37 AM | #74 |
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I'd seriously by Apple here, rumors on the demand for iPhone 6 and the much anticpated wearable are really bullish. From an industry website:
In the second quarter, Apple committed a near-record $21 billion to third-party manufacturers for components and equipment as they presumably geared up for a string of new product announcements this fall. Those commitments, as Apple has regularly laid out in its quarterly filings with the U.S. Securities and Exchange Commission, are pre-payments for outsourced manufacturing and the components those companies use to assemble products. As of the end of June, Apple had $15.4 billion in such commitments. Also off the balance sheet was an additional $5.6 billion in obligations, mostly for acquiring manufacturing and tooling equipment put in place by Apple's component makers and product assemblers. The $21 billion total, then, is an indication of Apple's own build forecasts for the coming quarters, and thus its expectations for sales. The $21 billion is 46% higher than the same period the year before, a quarter prior to the launch of the iPhone 5S and 5C. The $15.4 billion in manufacturing/component commitments is 18.5% higher than that line in the second quarter of 2013. |
6 September 2014, 08:02 AM | #75 |
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9 September 2014, 06:03 AM | #76 |
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Another strong day for the drone portfolio...I think I owe you a few beers.
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9 September 2014, 08:21 AM | #77 |
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9 September 2014, 08:24 AM | #78 |
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Why I love the drone play, people can make themselves or the things they love the star of a home movie...
http://www.youtube.com/watch?v=uW9r4QMqk5g http://www.youtube.com/watch?v=OPQNyGTPaWY |
9 September 2014, 10:55 AM | #79 |
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Plus they need to be replaced frequently when nature steps in -
http://www.click2houston.com/news/an...drone/27867716 Beers on me if you are ever out in NYC...least I can do for the look on these. |
10 September 2014, 12:30 AM | #80 |
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Any one share my opinion on Alibaba (BABA) is going to take of after IPO?
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10 September 2014, 02:57 AM | #81 |
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I agree that it will pop on day one (assuming the exchange doesn't blow it...my guess is there will be a long weekend of testing ahead of that) but not as sure where it goes from there. If you can get some IPO shares I would jump on it though.
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10 September 2014, 02:39 PM | #82 |
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10 September 2014, 03:50 PM | #83 |
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Speaking of Alibaba ...
As a general rule, I don't do Chinese stocks. If the Chinese ever embrace a free market economy, then I might change my mind. Maybe it's just me, but does it strike anyone else as completely paradoxical that Alibaba is an internet marketing enterprise based in a country that restricts access to the internet and actively censors internet content? The only ones who'll make money on Alibaba are the party members that currently hold the stock and the investors who buy in the night before the IPO. |
10 September 2014, 04:14 PM | #84 | |
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10 September 2014, 04:16 PM | #85 |
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10 September 2014, 04:29 PM | #86 | |
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11 September 2014, 02:40 AM | #87 |
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Some interesting history on AAPL and product launches from Piper Jaffray...the iterative changes generally meant a drop between event and launch...the more revolutionary changes resulted in decent runs.
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11 September 2014, 12:27 PM | #88 |
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11 September 2014, 12:30 PM | #89 |
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I've done a lot of business in China.
I would never touch a Chinese stock. The shady practices are astounding. |
11 September 2014, 12:44 PM | #90 |
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I haven't paid too much attention to aapl today but I don't think Piper got it right this time.
Volatility increased in aapl prior to the launch and I sold puts at about a 63% IV rank and bought them back the same day for a decent profit after the event. Unfortunately these moments don't come around too often. and I've had a shitty month, so I'm not trying to pretend I'm a great trader. Certainly wouldn't be able to tell based on my P&L. |
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