Recent Content by ralph00

  1. Global Macro Trading Journal

    As I understand the mid-curve options, they allow trade in later years, but the options themselves expire within the next year. They seem more...
    Post by: ralph00, Sep 8, 2013 in forum: Journals

  2. Global Macro Trading Journal

    Returning to this fading journal (and the markets in general after a lovely summer), inspired by a Bill Gross tweet in which he noted Eurodollar...
    Post by: ralph00, Sep 4, 2013 in forum: Journals

  3. Global Macro Trading Journal

    http://seekingalpha.com/article/1463241-a-discounted-cash-flow-analysis-of-wal-mart-stores-inc Hmm, someone hated WMT in the $40s, now loves it...
    Post by: ralph00, May 28, 2013 in forum: Journals

  4. Global Macro Trading Journal

    I continue to watch Apple fall - losing money yes, but far more bemused than upset, still remembering what an ass this GoC guy made of himself a...
    Post by: ralph00, Apr 18, 2013 in forum: Journals

  5. The Shorting of Frauds, Overhyped and Bankrupt Stocks Journal

    Never mind. Both stocks crashed about 5 minutes after I put that post up.:D
    Post by: ralph00, Mar 21, 2013 in forum: Journals

  6. The Shorting of Frauds, Overhyped and Bankrupt Stocks Journal

    Wow. Just got turned onto this thread. It's one of the saddest things I've ever been exposed to. In any case, I'm shocked to see no discussion...
    Post by: ralph00, Mar 21, 2013 in forum: Journals

  7. Global Macro Trading Journal

    All-time high for Z today, and a double since that moronic hit piece from Citron a few months back. Congrats to the entrepreneurs at Z focused on...
    Post by: ralph00, Mar 8, 2013 in forum: Journals

  8. Global Macro Trading Journal

    JCP now loses its driver's license as Ackman's partner Steve Roth pukes up half of his stake. Now THIS is what a bottom starts to look like. Not...
    Post by: ralph00, Mar 5, 2013 in forum: Journals

  9. Global Macro Trading Journal

    So. JCP enters the high school years again. Are you holding, buying, selling? I'm assuming you made money on this 20% tumble using an options...
    Post by: ralph00, Feb 28, 2013 in forum: Journals

  10. Global Macro Trading Journal

    Great earnings call from EFC yesterday. Major differences between these guys and a mortgage REIT: EFC is a partnership, and actively seeks to make...
    Post by: ralph00, Feb 15, 2013 in forum: Journals

  11. Global Macro Trading Journal

    BTW, while I recommend chasing NCT, do not chase EFC. I would expect a big secondary sometime in the next couple months. You'll get a chance to...
    Post by: ralph00, Feb 14, 2013 in forum: Journals

  12. Global Macro Trading Journal

    EFC ups dividend 10% and declares special dividend for 2012. These guys are absolute master mortgage traders. Upping dividend while every other...
    Post by: ralph00, Feb 13, 2013 in forum: Journals

  13. Global Macro Trading Journal

    Snooze you lose. NCT already trading 3% above offering price. My advice is to chase! :D
    Post by: ralph00, Feb 12, 2013 in forum: Journals

  14. Global Macro Trading Journal

    NCT doing a big secondary. Take advantage of dip to get long. You're welcome in advance.
    Post by: ralph00, Feb 11, 2013 in forum: Journals

  15. Global Macro Trading Journal

    Efficient markets fail. Pretty much in a straight line, Markel has gained back nearly all it lost following the announcement of the Alterra...
    Post by: ralph00, Feb 5, 2013 in forum: Journals