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humahuaca

humahuaca
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  • humahuaca
    I think at some point mkts will start to think anti-austerity movements will be good for stocks as they imply more easing
    May 7, 6:39 AM
    Reply (2)
    • humahuaca: lower oil prices will be seen as a positive too. But it'll take a few days for the fear to wear off as usual.
      May 7, 6:44 AM
    • REIT: oil will have to go up to keep price of goods up and to be inline with inflation , expect to see it rise after oct nov with gold and silver
      May 7, 6:47 AM
      • humahuaca
        Holy #@$!: Canadian net employment increase 82,300! (vs 10,000 expected). 8 times better than expected.
        Apr 5, 8:35 AM
        Reply (1)
        • humahuaca: That would be like the US jobs report tomorrow showing 823,000 jobs added. There doesn't seem to be any connection to the 2 mth by mth tho
          Apr 5, 8:36 AM
          • humahuaca
            Selling MO at 30.92, only because I have held it from $29 down to $28 and all the way up to here. I'll buy it back on a dip.
            Mar 30, 1:09 PM
            Reply
              • humahuaca
                Is it too obvious (or too late) to be short Spain and long USA?
                Mar 28, 8:19 AM
                Reply (7)
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                • humahuaca: I'm long FXP from $22, added at $24 and $25, and sold $26, $27 and $30 calls, so it's a pretty safe position as a hedge. Working so far!
                  Mar 28, 2:01 PM
                • John Rayhall: That's awesome! I will def look at the calls! Thanks! :)
                  Mar 28, 2:48 PM
                  • humahuaca
                    TBT? Did it really jump to 21.55 and back? Damn, I went for a coffee and missed it. What was that about?
                    Mar 19, 10:32 AM
                    Reply (8)
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                    • humahuaca: no wonder the Brits were looking at issuing 100 yr gilts huh? If this gets away from Ben, BIG problems for stocks don't you think?
                      Mar 19, 2:19 PM
                    • humahuaca: Nice place to be! I have too much invested as I wrote a lot of covered calls, now hedging and hoping no disaster for a few more weeks
                      Mar 19, 2:33 PM
                      • humahuaca
                        Last November the idea that Greek CDS would be triggered caused mkts to fall 4% in a day multiple times. Now that it is actually happening
                        Mar 18, 10:27 AM
                        Reply (4)
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                        • Ocean Man: Buy when others are fearful.
                          Mar 18, 1:13 PM
                        • humahuaca: No one is fearful now, I'm selling.
                          Mar 18, 3:05 PM
                          • humahuaca
                            Looks like a little risk off to start today.
                            Mar 11, 8:45 PM
                            Reply (4)
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                            • 1980XLS-2.0: Money printing. All the cool kids are doing it.
                              Mar 11, 9:00 PM
                            • humahuaca: PBOC already announcing they will ease using a variety of measures. Print baby print!
                              Mar 11, 9:06 PM
                              • humahuaca
                                BTFD!! Hurry!
                                Mar 9, 3:01 PM
                                Reply (1)
                                • humahuaca: too late
                                  Mar 9, 3:01 PM
                                  • humahuaca
                                    apparently official: ISDA declares credit event
                                    Mar 9, 2:48 PM
                                    Reply (10)
                                  • View all 10 replies
                                    • humahuaca: I really don't think so Husky. If anything it might have been sell the rumour buy the news
                                      Mar 9, 3:09 PM
                                    • humahuaca: I think that's all she wrote until next week. Time to hit the bar!
                                      Mar 9, 3:11 PM
                                      • humahuaca
                                        So if the new Greek bonds trade around 20 cents, wouldn't it be prudent to just give Greece enough to buy them all back at that price?
                                        Mar 9, 2:07 PM
                                        Reply (1)
                                        • humahuaca: another 80% reduction in (privately held) debt instantly
                                          Mar 9, 2:07 PM
                                          • humahuaca
                                            just saw first tweet saying ISDA has declared a credit event
                                            Mar 9, 2:04 PM
                                            Reply (4)
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                                            • humahuaca: the market clearly shares your sentiment. Amazing to think that last November a headline like that would have caused an immediate 4% drop
                                              Mar 9, 2:37 PM
                                            • humahuaca: and now there won't even be a .04% drop lol
                                              Mar 9, 2:38 PM
                                              • humahuaca
                                                Maybe ISDA is waiting 'til the close to announce, so as not to spook everyone on a quiet friday afternoon?
                                                Mar 9, 2:00 PM
                                                Reply
                                                  • humahuaca
                                                    'Tomorrow we'll find out that the only holdouts were the guys at Der Spiegel' lol
                                                    Mar 8, 4:29 PM
                                                    Reply
                                                      • humahuaca
                                                        reports that Greek swap part rate is 85%, and the reports of 90% plus were based on CAC's being activated.
                                                        Mar 8, 3:59 PM
                                                        Reply (11)
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                                                        • Inzaghi009: if ppl hold out, couldn't they just get paid out at the 50% loss or whatever, or potentially get it all back through CDS?
                                                          Mar 8, 4:37 PM
                                                        • humahuaca: Really not sure what happens to holdouts. But if CACs are NOT activated, it sure gets interesting.
                                                          Mar 8, 4:38 PM
                                                          • humahuaca
                                                            Mobius likes Colombia as an investment: http://read.bi/wGWRu2
                                                            Mar 7, 3:58 PM
                                                            Reply (13)
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                                                            • humahuaca: You can get a short term (month by month) furnished, modern, ocean front apt to rent for $1,000 (small) and up. Of course lots of cheaper
                                                              Mar 7, 4:21 PM
                                                            • humahuaca: options, $400 to $500 a month. Food is good and not expensive. Bars are expensive, relatively speaking. You need $2,000 min to live well
                                                              Mar 7, 4:22 PM
                                                              • humahuaca
                                                                More zero hedge hyperbole. For days they have been pumpimg Bingham McCutchen law firm representing holdouts that, according to zh, would
                                                                Mar 7, 1:46 PM
                                                                Reply (5)
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                                                                • humahuaca: zh also trumpeted a court ruling yesterday that was a win for hedgies fighting argentina. Is zh aware that means they have been
                                                                  Mar 7, 1:50 PM
                                                                • humahuaca: in court for 10 years, to try and get some return on their investment (still far from guaranteed)?
                                                                  Mar 7, 1:51 PM
                                                                  • humahuaca
                                                                    Hedge fund holdouts don't have the firepower to take on Greece, the EU, law firms, says hedge fund mgr, they have to accept the deal
                                                                    Mar 7, 1:29 PM
                                                                    Reply (1)
                                                                    • humahuaca: http://bloom.bg/xuu1cu bloomberg video story
                                                                      Mar 7, 1:30 PM
                                                                      • humahuaca
                                                                        RUMOUR: that Buffett has passed away? I don't see any confo anywhere, but a few tweets about it.
                                                                        Mar 4, 4:19 PM
                                                                        Reply (12)
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                                                                        • humahuaca: I posted my guess in NT's thread. basically 1 down day and the rest up, although bits of data I just saw from Austral/China don't look good
                                                                          Mar 4, 9:46 PM
                                                                        • humahuaca: Apparently Warren is alive and well, at home watching tv. Guess there will be no heart stopping chance to buy BRK cheap this week.
                                                                          Mar 4, 10:23 PM
                                                                          • humahuaca
                                                                            Zero Hedge posts a chart trying to be critical of Buffett being critical of gold, and it clearly shows you would have ALWAYS been better off
                                                                            Mar 4, 2:12 PM
                                                                            Reply (28)
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                                                                            • talbano: P&C cos are gettin whacked with major payouts in all areas- I agree generally it is a good business just not so much in the past few years
                                                                              Mar 4, 5:27 PM
                                                                            • talbano: TRV, PRU,UNH & CI seem to be hiring and growing most others are hanging in.
                                                                              Mar 4, 5:28 PM
                                                                              • humahuaca
                                                                                Think I will add to my oil long here, under $106 WTI seems to work. Not a big position though.
                                                                                Mar 2, 12:47 PM
                                                                                Reply (9)
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                                                                                • humahuaca: I'll sell on the next panic, whether it be fake pipeline explosions or war rumours, it's all good!
                                                                                  Mar 2, 2:11 PM
                                                                                • humahuaca: BUt going to be smart and put my sell order in now. I'm not quick enough when TSHTF.
                                                                                  Mar 2, 2:12 PM