StockTwits Transcripts

MacroTwits Hour Sunday March 15, 2009 Part II

  • faithmight Mar. 15 at 10:06 PM #
  • RT @GregorMacdonald IMHO—the next risk is flight from US Treasuries into real assets. That’s is the stench I smell, in the air. $$
  • IntuitiveTrade Mar. 15 at 10:03 PM
  • I heard somewhere Today’s dollar is worth 5 cents relative to the value of Gold $$
  • ZMoose12 Mar. 15 at 10:03 PM #
  • @GregorMacdonald awesome session!! I really appreciate all of the insight in tonight’s session. Great conversations everyone!! $$
  • Alphagroupie Mar. 15 at 10:03 PM #
  • $GLD is way to devalue the price of physical . Thanx Gregor $$
  • Alphagroupie Mar. 15 at 9:59 PM #
  • The CDN Oil plays for the next 2 years are the Oil trust funds the .UN’s $PWT.UN is the cheapest stock in N.A % wise $$
  • manch Mar. 15 at 9:58 PM #
  • My biggest worry about gold is uncle ben confiscating all mine, i dunno, to pay for another round of AIG bonus? $$
  • lawrencewildman Mar. 15 at 9:57 PM #
  • @IntuitiveTrade no idea what you mean. we had inflation, now we have deflation but clearly that doesn’t equal hyperinflation. $$
  • manch Mar. 15 at 9:57 PM #
  • We still had some gold std back in 30s. RT @GregorMacdonald: I really encourage people to look at Gold in the 1930s. $$
  • Fullcarry Mar. 15 at 9:56 PM #
  • @GregorMacdonald It is incomprehensible to me that people think central banks can’t cheapen their currencies if they chose to. $$
  • IntuitiveTrade Mar. 15 at 9:55 PM #
  • @lawrencewildman inflation followed by defation would be hyperinflation since it’s caused by printin money by central banks that’s worst $$
  • lawrencewildman Mar. 15 at 9:55 PM #
  • @Fullcarry education and healthcare from past few CPI’s and past 6 mo is about as ‘hyper’ as deflation can get, i suspect $$
  • lawrencewildman Mar. 15 at 9:54 PM #
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  • @Fullcarry no doubt, and obv there are structural impediments to how hyper deflation can get (ie down to 0) v. inflation. but strip out $$
  • Alphagroupie Mar. 15 at 9:53 PM #
  • Gold is the only honest money cause it has no liability attached to it $$
  • Fullcarry Mar. 15 at 9:52 PM #
  • @lawrencewildman During periods of hyperinflation currencies lost 99.9999% of their value. In supposed deflation JPY has lost value. $$
  • gregorylent Mar. 15 at 9:51 PM #
  • the good that is happening, which no one talks about, is the increased obviousness of global interdependence, we are in it together $$
  • manch Mar. 15 at 9:51 PM #
  • Faber really nailed the latest sucker rally. He was on bberg predicting it and the next day everything went rocket up $$
  • avcacio Mar. 15 at 9:48 PM #
  • @medicvz if you like oil - $ERX just broke out of triangle, and has now had a “pullback” to top flat line (daily) (long)
  • powitz Mar. 15 at 9:48 PM #
  • $$ anybody have good tech analysis on $GLD or commodity from 1970? saw chart in Ferguson’s “Ascent of Money” book. to my TA inexp.-bullish.
  • IntuitiveTrade Mar. 15 at 9:48 PM #
  • @lawrencewildman actually we had the inflation (due to commodities boom/bubble) before deflation that started with failure of the finnies $$
  • TWTraders Mar. 15 at 9:48 PM #
  • @gregormacdonald If the world successfully reflates, do you see the nikkei moving heroically higher $$
  • lawrencewildman Mar. 15 at 9:47 PM #
  • @fullcarry - agreed. though we all know CPI’s deficiencies. world is now a half off sale from 6 mo ago. that’s hyperdeflation to me. $$
  • manch Mar. 15 at 9:46 PM #
  • I think all fiat currencies will depreciate against hard assets eg gold and oil medium term. $$
  • manch Mar. 15 at 9:44 PM #
  • We are now transferring private debt into public, and thus makes it even harder to get rid of. As far as I see US default will NOT happen $$
  • Fullcarry Mar. 15 at 9:44 PM #
  • @lawrencewildman Remember the price level isn’t purely Oil or commods. Check out core CPI. Or Japan’s exp. $$

MacroTwits Hour Sunday March 15, 2009 Part I

  • fortune8 Mar. 15 at 9:43 PM #
  • $$ I don’t know what LT CG is, but have you considered the tax savings?
  • Alphagroupie Mar. 15 at 9:43 PM #
  • Social Security with upcoming massive inflation will provide mo security for any Society $$
  • lawrencewildman Mar. 15 at 9:42 PM #
  • @fullcarry - the past 6 months sure feel like hyper deflation. Oil and most commodities down more than 50%. That’s not hyper enough? $$
  • cselland Mar. 15 at 9:41 PM #
  • agreed RT @GregorMacdonald: the Story of the Week came at the tail end. The Premier of China expressing open worry about Treasuries. $$
  • Fullcarry Mar. 15 at 9:41 PM #
  • Deflation has never had a hyper version. $$
  • b1z1l1 Mar. 15 at 9:41 PM #
  • I see food inflation being high.energy,housing staying flat or going lower.dont know what that means. $$
  • Fullcarry Mar. 15 at 9:40 PM #
  • Inflation and deflation aren’t symmetrical. Even if you believe in deflation you should hedge for inflation. $$
  • jonathanks Mar. 15 at 9:39 PM #
  • @lawrencewildman Perhaps we will know in 16 days: “April is the cruelest month…” (T.S. Eliott, “The Waste Land”) $$
  • IntuitiveTrade Mar. 15 at 9:39 PM #
  • @GregorMacdonald absolutely that’s the most scariest part (inflation after deflation;that is why some predict social unrest;I pray to God $$
  • Fullcarry Mar. 15 at 9:36 PM #
  • China’s productivity slowdown will make it harder for them to support the value of the dollar. $$
  • ZMoose12 Mar. 15 at 9:34 PM #
  • @GregorMacdonald I was asked the question of “Inflation or Deflation in the future?” this weekend… what is your stance? $$
  • IntuitiveTrade Mar. 15 at 9:31 PM #
  • In my view,2009 another bust yr for commodities including Oil,Oil could be an exception, but can’t go beyond $70; deflation will continue $$
  • manch Mar. 15 at 9:30 PM #
  • US Treasuries is safe in the sense US won’t default outright. It will just print money to pay for it. $$
  • leonarbull Mar. 15 at 9:30 PM #
  • RT @GregorMacdonald: North American supply is down 1 million barrels a day from 2003 to 2008: That was in face of oil from 30 to 150. $$
  • ZMoose12 Mar. 15 at 9:29 PM #
  • @GregorMacdonald do you see U.S. Treasuries being the next major bubble to burst if China is for real? $$
  • jonathanks Mar. 15 at 9:28 PM #
  • @GregorMacdonald — I believe that last week you endorsed Canadian oil investments during Obama admin; current thoughts / picks? Tnx. $$
  • b1z1l1 Mar. 15 at 9:21 PM #
  • oil is cheap on an energy conversion basis.the most efficient energy source is nuclear.but has a large stigma attached to it. $$
  • snoopyjc Mar. 15 at 9:20 PM #
  • @sorenmacbeth What else can I trade for my Dad in his Ameritrade account and just let it ride with 5% trailing stop? $UUP
  • aiki14 Mar. 15 at 9:20 PM #
  • @GregorMacdonald But will Libya, Iran and Argentina really cut regardless of any agreement? $$
  • Fullcarry Mar. 15 at 9:20 PM #
  • @GregorMacdonald US in the 30s feared Weimer Germany. US today fears Japan. We always tilt against the wrong windmill. $$
  • ZMoose12 Mar. 15 at 9:18 PM #
  • @GregorMacdonald very very true. What’s your take on the supply outlook? How long will it take until alt. energy becomes king? $$
  • IntuitiveTrade Mar. 15 at 9:16 PM #
  • @GregorMacdonald yes, China is buying copper, ion ore etc, but their inventory level is rising, not a sign for intermediate term increase $$
  • dvolatility Mar. 15 at 9:16 PM #
  • Everyones talking about China selling off treasuries, won’t they just take profits in the long end and throw it in the short end??? $$
  • jonathanks Mar. 15 at 9:15 PM #
  • @fortune8 @snoopyjc FAR too much infrastructure dependent upon oil, fossil-fade will take decades. But alt-energy bullish (long term…) $$
  • IntuitiveTrade Mar. 15 at 9:13 PM #
  • @manch Oil cannot go up much til we see the signs of recovery; thre are other factors such as geo politics,supply distruption can jump up $$
  • snoopyjc Mar. 15 at 9:12 PM #
  • Speaking of China - realize they just took a bunch of the world’s oil off the market for themselves! $$
  • ZMoose12 Mar. 15 at 9:12 PM #
  • @fortune8 @snoopyjc agreed. 5 yrs. is too short, plenty of oil left to be drilled… If we are allowed to drill =D $$
  • aiki14 Mar. 15 at 9:12 PM #
  • @GregorMacdonald And an opinion on the narrowing of contango in WTI and relation to the Dubai Contract in Backwardation $$
  • fortune8 Mar. 15 at 9:11 PM #
  • @snoopyjc Exactly, and while oil will go up from here only in a matter of time. Some of you will be crying when oil is 70+ again. $$
  • snoopyjc Mar. 15 at 9:10 PM #
  • @fortune8 5 yrs isn’t enough time for the world to remove dependency on oil $$
  • powitz Mar. 15 at 9:09 PM #
  • @GregorMacdonald You think the Chinese Navy action + treasury talk by Chinese, is really just bully move by them? or they mean business? $$
  • fortune8 Mar. 15 at 9:09 PM #
  • $$ What’s your time horizon? Do you seriously think oil still be here in 5 yrs?
  • manch Mar. 15 at 9:07 PM #
  • Most people assume oil can’t go up before econ recovers. What do you guys think? $$
  • Fullcarry Mar. 15 at 9:04 PM #
  • @GregorMacdonald Oil pricing is analogous to a dutch auction. The marginal barrel of oil determines the price for all barrels. $$
  • StockTwits Mar. 15 at 9:02 PM #
  • Welcome Gregor and everyone to MacroTwits Hour on StockTwits

StockTwits Brunch Saturday March 14th, 2009 Part III

  • njc5 Mar. 14 at 12:02 PM
  • hoping for big things for $YGE next week.
  • drkathe Mar. 14 at 12:02 PM #
  • @hedgefundinvest $AMZN mostly cash. As a seller & buyer on AMZN, sales have picked up last couple weeks. AMZN maybe too hi but good co
  • dmooney9 Mar. 14 at 12:01 PM #
  • @RichTucker I bought $TCK as a believer back at 9, then they bot metalg coal play, dropped big, bought much more under $3 new cost $4
  • hedgefundinvest Mar. 14 at 12:00 PM #
  • ES: Seeing many #bullish tweets on $AMZN. Yes, the #stock has had a good run, but doesn’t it end somewhere? We’re in a #recession! $$
  • JST4FSH Mar. 14 at 12:00 PM #
  • Q-man… $IBB whatcha think… $$ still long of 75% took some off friday pre.. was long almost 4 days !! :)
  • RichTucker Mar. 14 at 11:59 AM #
  • $ICE is one of my favs to play the ups & downs..and my LT microplay is $NNVC .just signed deal with major Pharma but did not move in price..
  • rbl656 Mar. 14 at 11:59 AM #
  • @dmooney9 Mackes actually the only one I like, just because hes the only contrarian, I think you always need one $$
  • dmooney9 Mar. 14 at 11:56 AM #
  • @rbl656 tell Jon Najarian to put a bug in FastMoney producers ear, replace Mackie with Q $$
  • rbl656 Mar. 14 at 11:55 AM #
  • @tickerville Yea the thing is you were so dead right on you saved all your followers tons of money. You should have permanent spot. $$
  • dmooney9 Mar. 14 at 11:55 AM #
  • @Psando I love $TCK, very long here, stopped playing ups and downs tho $$
  • RichTucker Mar. 14 at 11:52 AM #
  • @tickerville at what point on the $UDN chart will you make the determination that it truly is a double top?
  • b1z1l1 Mar. 14 at 11:50 AM #
  • @tickerville when u look at charts do u start with the weekly first then to the daily(what frame do u start with)? $$
  • dmooney9 Mar. 14 at 11:50 AM #
  • @tickerville these sessions are like drinking through a firehose. Save the bookmarks, examine later $$
  • rbl656 Mar. 14 at 11:49 AM #
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  • @tickerville hey q man, how come they dont put you on fast money no more, you were most informative one on there $$
  • NDoubles Mar. 14 at 11:47 AM #
  • @tickerville def some resistance @ Trendline, pull back 2 Recent Lows ..High Vol Up Day in Feb as well. Look 4 Short or Trigger Long over $$
  • tablehead Mar. 14 at 11:43 AM #
  • @tickerville currently long $UYG and increased position this week. Writing CC’s in IRA.Very interested to see your read on XLF today,thx! $$
  • JST4FSH Mar. 14 at 11:39 AM #
  • $IBB i picked up some for IRA and only sold 1/4 on Friday.. what does the Q mans eye see…………
  • dmooney9 Mar. 14 at 11:38 AM #
  • @tickerville you always saw play the picture not the name but names (eg AMZN MCD AAPL) etc must effect movement $$
  • snoopyjc Mar. 14 at 11:38 AM #
  • @tickerville The inverted H&S predicted the run up to 34, but then that failed. $$
  • snoopyjc Mar. 14 at 11:37 AM #
  • @tickerville I don’t see the “cup w/handle” other than you drew it there. I still think “fail”. $$
  • CubbieBears Mar. 14 at 11:36 AM #
  • @tickerville gun to my head…i rather be long but it looks like it needs rest based on fridays action $$
  • Psando Mar. 14 at 11:35 AM #
  • @tickerville stock looks like a break on the long side but I’d be careful with that one. Look for a pullback n see how it acts. $$
  • drkathe Mar. 14 at 11:33 AM #
  • @tickerville I would wait for pullback to about $25 & then see if it starts uphill again $$
  • traderboss Mar. 14 at 11:32 AM #
  • @tickerville Mystery Chart - Stock would need to get above 2008 level to confirm bullish move .Currently we have lower lows on Monthlies $$
  • snoopyjc Mar. 14 at 11:31 AM #
  • @tickerville Good morning! - on the chart - looks like it will be another “failed breakout” like in ‘08 - volume very low now. $$
  • b1z1l1 Mar. 14 at 11:29 AM #
  • @tickerville I look to go short no volume at trendline resistance look for a pullback to the 50 if it breaks the line go long $$

StockTwits Brunch Saturday March 14th, 2009 Part II

  • drkathe Mar. 14 at 11:27 AM #
  • @tickerville I like that latest uptrend started before last week’s market upswing $$
  • qmar Mar. 14 at 11:26 AM #
  • @tickerville I am a great fan :) I wanted some analysis on $RIG, I got into May 65 Calls… let me kno what you think… TIA
  • JST4FSH Mar. 14 at 11:25 AM #
  • $$ First question what up w/ volume… Has me going for another cup of JAVA///
  • drkathe Mar. 14 at 11:17 AM #
  • @tickerville What news may throw off the financials this week? Or, which news do you expect to increase them? $$
  • dmooney9 Mar. 14 at 11:13 AM #
  • @dmooney9 I think 3 and 4 are 8.50 and 10 which is how I read it from your training $XLF
  • tablehead Mar. 14 at 11:11 AM #
  • @tickerville gosh, I like my bulls to be on top of 50 and 200 dma’s, Will wait for $CREE to consolidate for a breakout. $
  • tablehead Mar. 14 at 11:11 AM #
  • @tickerville gosh, I like my bulls to be on top of 50 and 200 dma’s, Will wait for $CREE to consolidate for a breakout. $$
  • fusion141 Mar. 14 at 11:11 AM #
  • $FAZ volatility is incredible, employing a long straddle on March 40s may prove extremely profitable.
  • drkathe Mar. 14 at 11:03 AM #
  • @tickerville I’ve gotten bashed on semis more than once over the years. How long do you think rally would last? $$
  • JST4FSH Mar. 14 at 11:03 AM #
  • $$ .. Best part of playing a break……. u have a clear stop…. and a a scalp short or long.. lol
  • JST4FSH Mar. 14 at 10:59 AM #
  • @tickerville - $MRVL can u say why u sold.. book em or see something.. I sold most of $IRA 2 book.. still see up.. but we r in bear mrkt
  • tablehead Mar. 14 at 10:57 AM #
  • @tickerville $SOHU has a very nice ascending triangle on the daily. Interesting volume on that doji Friday…says it will consol mo. $$

StockTwits Brunch Saturday March 14th, 2009 Part I

  • fortune8 Mar. 14 at 10:56 AM #
  • @tickerville where can one find definition of sector versus industries as one is more general and other is specific. $$
  • Gz9 Mar. 14 at 10:53 AM #
  • 2nd week at brunch and I can say I’m benefiting $$
  • JST4FSH Mar. 14 at 10:52 AM #
  • $IWM tick.. the croud is doing some buying.. as u said.. $$
  • tablehead Mar. 14 at 10:46 AM #
  • @tickerville $AMZN stop = 63.50 but only way it would get there would be an ugly morning gap down. this is a good bullish play.$$
  • JST4FSH Mar. 14 at 10:34 AM #
  • $$ Tick im overtradg the Fins as a DT thats where the action is. Next wk wil get bck to othrs. can u talk about being to focused on a sec
  • Rob555 Mar. 14 at 10:20 AM #
  • @tickerville For $AMZN and $FCX it looks like there is a build up of volume before it pops, both buy and sell. Do you find this typical?
  • BullishBeauty Mar. 14 at 10:14 AM #
  • @tickerville This happened to me multiple times, so the way to prevent? Greater chart understanding? $$
  • tablehead Mar. 14 at 10:11 AM #
  • @tickerville new peep here..yes I am always early only to get stopped out and see it run away $$
  • dakapbj Mar. 14 at 10:09 AM #
  • @tickerville can u explain what 3 tries means? buy/sell/buy? or 3 separate buy/sells? $$
  • StockTwits Mar. 14 at 9:58 AM #
  • RT: @higgstrader Reading Reminiscencs of a Stock Operatr for 8th time. Then markt was open Sat. mornings. At least we have Stocktwits Brunch

MacroTwits Transcript: Sunday Mar 8, 2009 Part II

  • StockTwits Mar. 08 at 10:03 PM #
  • reply
  • thx all for joining the MacroTwits hour with @gregormacdonald. looks like gregor may stay for a lil overtime. transcrip will be avail tom.
  • Shenzen01 Mar. 08 at 10:01 PM #
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  • Strong capital, low debt, China internal growth and infrastructure spending self-sustaining, how much you think rely on export, not much. $$
  • BMR789 Mar. 08 at 10:01 PM #
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  • @b1z1l1 which is the marginal cost of oil prodn. What else is needed to get the ND ‘oil’, water, gas, staffing - are they available?? $$

MacroTwits Transcript: Sunday Mar 8, 2009 Part II

  • StockTwits Mar. 08 at 10:03 PM #
  • reply
  • thx all for joining the MacroTwits hour with @gregormacdonald. looks like gregor may stay for a lil overtime. transcrip will be avail tom.
  • Shenzen01 Mar. 08 at 10:01 PM #
  • reply
  • Strong capital, low debt, China internal growth and infrastructure spending self-sustaining, how much you think rely on export, not much. $$
  • BMR789 Mar. 08 at 10:01 PM #
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  • @b1z1l1 which is the marginal cost of oil prodn. What else is needed to get the ND ‘oil’, water, gas, staffing - are they available?? $$
  • nancefinance Mar. 08 at 10:01 PM #
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  • @mojakus last month a major Chinese investor threatened to slow bond buys unless US did “something.” no wonder US fears breakdown $$
  • thurgy Mar. 08 at 9:58 PM #
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  • @mojakus but will those swap lines end up blowing up on us, that is the real question. $$
  • AriCostello Mar. 08 at 9:57 PM #
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  • @b1z1l1 Bakkan has low recovery rates, and generally small pools. No magic bullets on supply end $$
  • bluewaterpro Mar. 08 at 9:55 PM #
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  • @thurgy stress test is a smoke screen for treasury to line up private sector buyers, regulators already have the numbers they need $$
  • b1z1l1 Mar. 08 at 9:54 PM #
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  • @BMR789 it comes down to the price at wich it is profitable.North dakota has a huge oil deposit.to exspensive to get it out $$
  • AriCostello Mar. 08 at 9:54 PM #
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  • But the equal volume of pennies will take much longer (more money) to find $$
  • thurgy Mar. 08 at 9:53 PM #
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  • $$ “Unemployment has already reached the average rate the White House projected for the whole year.”
  • bluewaterpro Mar. 08 at 9:52 PM #
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  • Question is whether economy is dead now with dems in control? looks like it. $$
  • BMR789 Mar. 08 at 9:51 PM #
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  • @b1z1l1 It’s not the size of the reserve - it’s the size of the outlet pipe that matters most. Also,more concern about food than mobility $$
  • economy_ms Mar. 08 at 9:50 PM #
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  • @b1z1l1 no huge (over 1m bl a day) new oil field since the 60’s. To me a play is $RJN for 6-12 months no idea about a day -week trade $$
  • b1z1l1 Mar. 08 at 9:47 PM #
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  • b1z1l1jim stack nailed it when oil was at 100 plus calling it a bubble.Hehad a article from the 80’s about how there was no more oil left $$

  • amuhr Mar. 08 at 9:42 PM #
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  • interesting to note that while BBB yields has stabilized lately, AAA yields have risen- check out the graph: http://bit.ly/LmHI9 $$
  • bluewaterpro Mar. 08 at 9:39 PM #
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  • Only Saudi and Abu Dhabi can produce for less than $35, Russia, Venezuela, Canada, US and Mexico higher $$
  • economy_ms Mar. 08 at 9:38 PM #
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  • @b1z1l1 yes OPEC is trying - their target is on the mid/high 70’s$ per barrel but I see it even higher in the long run $$ supply/demand $$

MacroTwits Transcript: Sunday Mar 8, 2009 Part I

  • Fullcarry Mar. 08 at 9:35 PM #
  • @aiki14 The negative carry of USTs is a concern for the bears. $$
  • b1z1l1 Mar. 08 at 9:34 PM #
  • wouldnt it be in the best interest of OPEC if they stabilize prices.not to high not to low $$
  • bluewaterpro Mar. 08 at 9:34 PM #
  • @traderdoug $UNG problem is huge increase in supply coupled with reduced demand. No quick fix, likely little bump along with overall market
  • Fullcarry Mar. 08 at 9:33 PM #
  • USTs could be in serious trouble if there is even a hint of that. $$
  • amuhr Mar. 08 at 9:32 PM #
  • @Fullcarry that might signal a move out of USTs? at least when the lending ramps up? $$
  • b1z1l1 Mar. 08 at 9:30 PM #
  • i just wonder if $SU can be profitable if oil is around 40 and stays there. $$
  • powitz Mar. 08 at 9:30 PM #
  • $$ Anybody take North Korea’s threats today as legitimate?
  • Fullcarry Mar. 08 at 9:28 PM #
  • @amuhr I should get in the habit of calling them USTs. $$
  • Fullcarry Mar. 08 at 9:27 PM #
  • @amuhr I really don’t know. I am following it very closely. $$
  • GMRobertson Mar. 08 at 9:27 PM #
  • @dvolatility think japan will be allowed to devalue by usa to offset grumpy china nikkei wont rally until spx does but will find base $$
  • mikestiller Mar. 08 at 9:27 PM #
  • funny that it takes a 10+% move in oil for ppl to take notice. If stocktwits coverage is any indication, this move up is getting tired. $$
  • aiki14 Mar. 08 at 9:26 PM #
  • $TLT $TBT up, equities down, somebody is moving out of treasuries, China using cash for domestic stimulus… HMMMM
  • GMRobertson Mar. 08 at 9:26 PM #
  • @mikestiller nonsense was in supposdily treas bear market 80 to 88 - kaufman wojnilower fired over “supply” of us treas seinorage $$
  • PawsPuppyPower Mar. 08 at 9:26 PM #
  • @GregorMacdonald as I read your stuff, $uso suffers from always buying “front” month, even 3 month out no good, just buy futures, 2010, etc.
  • dvolatility Mar. 08 at 9:26 PM #
  • if that makes any sense at all $$
  • dvolatility Mar. 08 at 9:25 PM #
  • @gregormacdonald, what do you think of Nikkei:Yen relationship here. (Yen Devaluation):(Non-Safe Haven:Export Demand) lol $$
  • ZMoose12 Mar. 08 at 9:25 PM #
  • XTO’s chart is screaming inverse Head-And-Shoulders pattern… Keep an eye out! $$
  • GMRobertson Mar. 08 at 9:24 PM #
  • there is always a correct/real price for oil correct/real price for exporters currency - once away from that “phoney money” is provided $$
  • mikestiller Mar. 08 at 9:24 PM #
  • @GMRobertson hasnt worked over last 25 years bc we have been in a tsys bull mkt. Supply only matters when in a bear mkt. $$
  • Fullcarry Mar. 08 at 9:23 PM #
  • Bonds are getting absorbed by the leveraged/FCB crowd. No sign of that changing yet. $$
  • GMRobertson Mar. 08 at 9:23 PM #
  • @GregorMacdonald not if that higher proce didnt work took place in the “errors ad omission” account same with trade surplus $ savings $$
  • snoopyjc Mar. 08 at 9:22 PM #
  • @alphatrends I’m glad $FCX chart is looking good - I’m long in the morning, with a Married Put just in case! :-)
  • GMRobertson Mar. 08 at 9:22 PM
  • @mikestiller save yourself some grief deman supply concerns with us treas has neve worked it is solely rick premia $$
  • mikestiller Mar. 08 at 9:21 PM #
  • bonds — any thoughts here with 60 bil in supply coming online this week? $$
  • powitz Mar. 08 at 9:18 PM #
  • $$ For as much as the gov’t is “trying to” devalue the dollar, it doesn’t seem to be happening..
  • Twigins Mar. 08 at 9:18 PM #
  • $GTE I own GTE, head honcho cut his teeth at EnCana, “clean” oil S. America, priced right, no debt , will be the next Petrobas
  • Fullcarry Mar. 08 at 9:17 PM #
  • @mikestiller I am firmly in the dollar deval camp. I expect pos corr between Gold and Equities. $DXY I am confused. $$
  • Twigins Mar. 08 at 9:18 PM #
  • $GTE I own GTE, head honcho cut his teeth at EnCana, “clean” oil S. America, priced right, no debt , will be the next Petrobas
  • Fullcarry Mar. 08 at 9:17 PM #
  • @mikestiller I am firmly in the dollar deval camp. I expect pos corr between Gold and Equities. $DXY I am confused. $$
  • avcacio Mar. 08 at 9:16 PM #
  • @GregorMacdonald re: I am always invested in the oil complex - Nice to hear, I’m with you at these (soon to be) historic low levels $$
  • mikestiller Mar. 08 at 9:15 PM #
  • @Fullcarry uniformed ppl think dollar,gold and equity weakness is the relationship. I tend to think gold is going thru structural change $$
  • jmclarty Mar. 08 at 9:15 PM #
  • @GregorMacdonald Everyone? U can say that again. At a party, Friday night, I was explaining to 4 first time “investors” how $DXO works.
  • mrmarket Mar. 08 at 9:14 PM #
  • $$ Upside,the only thing that might stop the slide in financials this week is if the media really hypes this mark to market talk by congress
  • powitz Mar. 08 at 9:14 PM
  • Anybody have a take on $DF? It doesn’t seem like food prices have come down as much as other commodities. Anybody know why that is? thanks.
  • Fullcarry Mar. 08 at 9:12 PM #
  • @mikestiller As I think you suggested last week the US traders are net not long Gold. I don’t know whent hat changes. $$
  • GMRobertson Mar. 08 at 9:12 PM
  • anyone have view as to significance of the oil contango dropping 50% first break down since winter 08 $$
  • mikestiller Mar. 08 at 9:11 PM #
  • @Fullcarry it is interesting that all the important gold trades are overseas in russia, eurozone, etc. Unless DXY weakness starts now?? $$
  • GMRobertson Mar. 08 at 9:10 PM #
  • whats the new brazilian fields break even crude price anyone know? $$
  • Psando Mar. 08 at 9:10 PM
  • @ari5000 its unjustified when every time an analyst downgrades $$aapl and they continue to outperform and beat their numbers.
  • economy_ms Mar. 08 at 9:09 PM #
  • Crude Oil +2.28%, Nikkei +0.35% new week new market http://is.gd/msrU commodity producers are doing well today! watch copper $$ ETN $RJI
  • GMRobertson Mar. 08 at 9:08 PM #
  • wonder if mexico narco civil war has more basis in this oil cash flow spigot being shut down? $$
  • Fullcarry Mar. 08 at 9:07 PM #
  • @mikestiller Pound needs to substantially devalue. I see no alternative. The question is why the market is resisting. $$
  • GMRobertson Mar. 08 at 9:07 PM #
  • yes understand mexico close ot being closed down if they cant re-service and move to deep water $$
  • GMRobertson Mar. 08 at 9:06 PM #
  • cdn “made in cdn”pricing wont last likely ft mcmurry mothball be about 4th time last 30 years - it is terrible dirty extract anyway $$
  • MduGard Mar. 08 at 9:06 PM #
  • sure we all have shorting fatigue but that’s no reason to go bullish on oil $$
  • ZMoose12 Mar. 08 at 9:05 PM #
  • I am a current shareholder of USO… DXO is the real death trap! $$
  • GMRobertson Mar. 08 at 9:04 PM #
  • complete mexico program was based on hedge funds asset based lending as mexico does not allow FDI in oil - thats all shelved $$
  • GMRobertson Mar. 08 at 9:03 PM #
  • i know mexico was on massive cap ex campaign to move offshore drilling to some deep water and fix service of shallow water wells $$
  • Fullcarry Mar. 08 at 9:03 PM #
  • @GregorMacdonald Last week saw some recent correlations reversing. Oil, Euro & Gold rallied together. $$

StockTwits Brunch Saturday March 7th, 2009 Part III

  • snoopyjc Mar. 07 at 12:14 PM #
  • @tickerville Interesting - $EEM - I just sold my Put on it yesterday, so I’m allowing it to break out now!! :-)
  • kykimnyc Mar. 07 at 12:12 PM #
  • @tickerville seems like there will be resistance around 25 or so. buy if it gets above that $$
  • dvolatility Mar. 07 at 12:09 PM #
  • wondering if oil moves higher on demand/supply support would it forcefully break down the $USD, all other USD reactions aside.. $$
  • TYtrader Mar. 07 at 12:09 PM #
  • $DXO don rush. as long as we’re in recession oil may not rise
  • carzz Mar. 07 at 12:07 PM #
  • @tickerville A break above downtrend line about 22.5 long ..otherwise not playing $$
  • faustroll Mar. 07 at 12:06 PM #
  • @tickerville i.e re: the oil and commodity question. $DXO looks like it broke its trendline to the upside. will wait to see if confirmed
  • Vtdave2011 Mar. 07 at 12:05 PM #
  • $nflx I got in at $30 just before earnings came out. Nice move after that! THe chart looked great. Nice cup and handle with the breakout.
  • kykimnyc Mar. 07 at 12:04 PM #
  • @tickerville first thought is that it needs to fill the gap. but not sure in this down market $$
  • Finroe Mar. 07 at 12:04 PM #
  • @tickerville saw your $DXO chart, i think people are realizing how cheap oil is regardless of economy, oil stocks held up best
  • jsfalvo Mar. 07 at 12:04 PM #
  • @tickerville only if takes out Dec high since I do not know what it is and I am just looking at that chart $$
  • snoopyjc Mar. 07 at 12:04 PM #
  • @tickerville I’ll like it if it ever gets above the 50-day, but it’s got a long way to go to get there. $$
  • TYtrader Mar. 07 at 11:59 AM #
  • $NFLX looks a good company for long term investors
  • zortrades Mar. 07 at 11:57 AM #
  • @tickerville the $vix has support at the 160day ma resistance at the 80day ma you have a descending trendline connecting the oct nov high $$
  • StockTwits Mar. 07 at 11:56 AM #
  • thank you to the man @Tickerville Already looking forward to next weeks charts and latte.
  • mikestiller Mar. 07 at 11:55 AM #
  • @GregorMacdonald looking at crude oil COT, no players are there. Uninvolved is a better way to describe it on both sides. $$
  • mikestiller Mar. 07 at 11:54 AM #
  • @dvolatility agree. CRB has fed off of global fx non-Yen/non-USD weakness. IMO, $DXY weakness will create parabolic moves in commodities. $$
  • dvolatility Mar. 07 at 11:52 AM #
  • @snoopyjc nice break out there. re $FCX, yeah I’m also watching $BHP needs to make a decision on where it wants to go, just below 50 day.
  • dvolatility Mar. 07 at 11:46 AM #
  • $USD needs to break down here too for any of this to work, imo. $$
  • dvolatility Mar. 07 at 11:44 AM #
  • what’s interesting is $COPPER comex has been in an uptrend since beginning of the year. 125 to 168.. $$
  • dvolatility Mar. 07 at 11:42 AM #
  • If China stimulus works and IF commodities catch a bid I’ll watch Yen:Nikkei inverse relationship… $$
  • snoopyjc Mar. 07 at 11:42 AM #
  • @MacroMeister Doctor, Doctor - what’s the cure for “indicator-itis”?? :-) $$
  • snoopyjc Mar. 07 at 11:42 AM #
  • @tickerville $FXI only invests in state-owned “boring” China businesses - look at $CAF to get “deep” into China.
  • snoopyjc Mar. 07 at 11:38 AM #
  • @tickerville 3/4/09 “We are setting a buy stop to get us long 125 shares on the breakout if the stock trades as high as $65.20 today” $AMZN
  • BuyOnTheDip Mar. 07 at 11:37 AM #
  • @tickerville … haha, I keep “wanting” a squeeeeeze , hmmmm, “wanting” is not a trading strategy. $IYR

StockTwits Brunch Saturday March 7th, 2009 Part II

  • SGajewski Mar. 07 at 11:29 AM #
  • $$ Current watch lists for Monday?
  • BuyOnTheDip Mar. 07 at 11:23 AM #
  • $KMB was my “tell” on Friday. I use it like the VIX. if $KMB moves up strong, you know the market will too.
  • AppleInvestor Mar. 07 at 11:18 AM #
  • @wind4me Investors should prioritize by market, then sector, then lastly by individual issue. If the sector doesn’t make the cut, then… $$
  • snoopyjc Mar. 07 at 11:17 AM #
  • @tickerville So I need a strategy I can implement with stops, conditional orders, in other words, things I can set in advance $$
  • hugo48 Mar. 07 at 11:16 AM #
  • @BuyOnTheDip Have to go back to 2/20 on 30 min chart to find positive volume spike like last 1/2 hr Fri. $XOM$$
  • bluewaterpro Mar. 07 at 11:16 AM #
  • market showing consistent pattern fade at 10am $$
  • BuyOnTheDip Mar. 07 at 11:14 AM #
  • @tickerville “they” pump $XOM to move the entire market. “if” the market and oil rally, $XOM calls are an easy way to get long “the market”
  • snoopyjc Mar. 07 at 11:12 AM #
  • @tickerville That’s why I’m doing Collars in my own account - just need to roll’em every once in a while. $$
  • avcacio Mar. 07 at 11:12 AM #
  • @tickerville That’s why I am following you guys! And have learned alot in the past 2 months. $$
  • jeff_91711 Mar. 07 at 11:10 AM #
  • $$ could not listening to share size/riskReward is maybe a psychological problem.
  • avcacio Mar. 07 at 11:08 AM #
  • @jsfalvo agreed, Friday was a Huge test on psychology $$
  • snoopyjc Mar. 07 at 11:08 AM #
  • @bluewaterpro Sounds good, but I also manage accounts for my Dad, StepMom, and Sister, so it’s a lot of work to move stops manually! $$
  • jsfalvo Mar. 07 at 11:07 AM #
  • @tickerville cool but we need to keep focusing on psychology every week it is the most important aspect of what we do $$
  • bluewaterpro Mar. 07 at 11:06 AM #
  • Trailing stops are a real problem in this choppy market, I now move them up manually $$
  • avcacio Mar. 07 at 11:06 AM #
  • @tickerville “that most will pay no attention to it.” Did I miss something there? $$
  • snoopyjc Mar. 07 at 11:06 AM
  • @tickerville Base position size on the amount of risk in trade - got it. $$
  • jsfalvo Mar. 07 at 11:04 AM #
  • @carzz that why I would wait to a breakout of the daily 50sma then I would have that as my stop on $DXO but now it could be a double top
  • avcacio Mar. 07 at 11:03 AM #
  • @tickerville re: won’t pay attention - I disagree, as StockTwits MAKES you more responsible - having to show others what your doing $$
  • carzz Mar. 07 at 11:02 AM #
  • @jsfalvo curious this trade $dxo appears to be at resistance and sym triangle from FEB to me could go either way
  • jsfalvo Mar. 07 at 11:01 AM #
  • @hugo48 $RIG great point below the daily 50sma and weekly 20sma not yet great point about forget the symbol look at the chart
  • avcacio Mar. 07 at 11:00 AM #
  • @snoopyjc I can justify holding them longer as insurance in a “downtrend” to cover my loooooser longs $TZA
  • BHBGroupTrader Mar. 07 at 11:00 AM #
  • @tickerville think of it as an open field vs a forest that you can hide behind a tree for cover.thats how I think before i put a trade $$
  • avcacio Mar. 07 at 10:59 AM #
  • @snoopyjc as a swing trader, I’ve lost big on some longs - but… my swings into the 3x inverse’s have boosted my port up nicely $$
  • hugo48 Mar. 07 at 10:58 AM #
  • @Psando Go to the weekly chart on $RIG. Next forget what the symbol is. Would you put your hard earned money in that chart right now$$
  • wavegenius Mar. 07 at 10:57 AM #
  • $IBM = on the 10 day chart, it may drop to as low as 81 in a downward 3
  • Psando Mar. 07 at 10:56 AM #
  • $$If people dont like the ETN aspect of DXO you could go with the etf $$UCO.
  • Psando Mar. 07 at 10:55 AM #
  • @tickerville was $rig rise to 60 a tell for oils move up this week, and now just got over extended?
  • snoopyjc Mar. 07 at 10:55 AM #
  • @tickerville Yes, stops are a bane to my portfolio. I’m starting to use option collars instead, but the Puts are expensive. $$
  • snoopyjc Mar. 07 at 10:54 AM #
  • @avcacio I’m still foolishly holding $SMN which is still underwater since Dec.
  • snoopyjc Mar. 07 at 10:53 AM #
  • @avcacio I foolishly held $SIJ from December, and it just became “above water” this past week, and that includes the Capital Gain Dist.