Tuesday, September 04, 2007

 

Current Positions

Ask for the size or specific allocations and I'll have my contractor, Frank, bulldoze your fucking garage, while you're at work.

#Positions
NKI'-US,USD,NORM
LNN-US,USD,NORM
NEU-US,USD,NORM
FXI-US,USD,NORM
FTK-US,USD,NORM
DCI-US,USD,NORM
RIMM-US,USD,NORM
GLF-US,USD,NORM
MDC-US,USD,NORM (short)
LEH-US,USD,NORM
RS-US,USD,NORM
GME-US,USD,NORM
SE-US,USD,NORM
ALJ-US,USD,NORM
NCC-US,USD,NORM
UPL-US,USD,NORM
AAPL-US,USD,NORM
VLO-US,USD,NORM
SNDK-US,USD,NORM
DNA-US,USD,NORM
HD-US,USD,NORM
LMT-US,USD,NORM
ARWR-US,USD,NORM
HANS-US,USD,NORM
GD-US,USD,NORM
VMI-US,USD,NORM
BWLD-US,USD,NORM
MATH-US,USD,NORM
EPD-US,USD,NORM
GMXR-US,USD,NORM
AZZ-US,USD,NORM
FMCN-US,USD,NORM
PFE-US,USD,NORM
SBUX-US,USD,NORM
BXC-US,USD,NORM
AEO-US,USD,NORM
ORCL-US,USD,NORM
NYX-US,USD,NORM
WMT-US,USD,NORM
URBN-US,USD,NORM
PG-US,USD,NORM
AXR-US,USD,NORM
WU-US,USD,NORM
LZ-US,USD,NORM
FRX-US,USD,NORM
CN-US,USD,NORM
OEH-US,USD,NORM
MVIS-US,USD,NORM
CLX-US,USD,NORM
GILD-US,USD,NORM
CORS-US,USD,NORM
UNG-US,USD,NORM
LVS-US,USD,NORM
NTRI-US,USD,NORM
JCG-US,USD,NORM
IIG-US,USD,NORM

NOTE: This does not include my foreign holdings.

Comments:
Ages ago, you mentioned pmqcw... did you sell all of that?
 
very impressive that you can manage so many positions. Would you consider yourself an investor or a trader?

1485 in SPX is the key lvl to the upside. Should be interesting with Wall Street coming back today...

http://throughtheswings.blogspot.com/
 
Oxy--

Sold it.

Bewford--

I manage money for others.
 
SBUX? WTF. Their coffee sucks and the world is starting to know it.

Fly I have 200k, can you manage it? Maybe it's piddly change. I'm too buy competing with ukranian web designers to trade.
 
I want you to manage my retirement funds. So far I have saved a measly 170k and it has only made about 4% a year since 2000.
 
I can deal with Frank --just don't send Jack.
 
Fly, if I'm not mistaking you did say that mvis is your largest position correct?
 
Bear downgrades RIMM this morning.
 
Is SU in there?
 
Nice. Fly is God.
 
Natural Gas Prices Seen Falling as Hurricane Season Ends

By Steve Gelsi
Last Update: 8:45 AM ET Sep 4, 2007

NEW YORK (MarketWatch) -- Natural gas prices could come under "unprecedented downward pressure" in the face of expected mild fall temperatures and with no Gulf of Mexico hurricane threats in sight, Andrew Weissman of Energy Business Watch said Tuesday. Weissman, publisher of the energy business newsletter, said the Nymex Natural Gas October Contract could fall below $5 by the end of the week. Last week, the gauge fell 4.7% to close at $5.47.

Absent major hurricane-related losses, prices are likely to fall to $4.25 or less within three weeks, he said in a note.

http://tinyurl.com/36ar4s
 
while YOU'RE at work

-grammar patrol
 
natgas is for shit ... I am telling you, absent hurricanes, its going lower short & long term

alternate energy, mainly solar at this point, is gonna kill natgas long term ... its a shit investment right now .. better places to park your money
 
Tech is on fire!
 
Hurricane predictions are always crap. I have lived in Florida all my life (Miami,Orlando) and its a cottage industry. Dr. Gray is ALWAYS wrong and they always come out after the fact. I have no interest in Nat. Gas. but the Hurricane season is just starting up and NOBODY knows what will happen in Sept. and Oct. It could be 0 to hit the USA or it could be 5. Just flip a coin as any High Pressure can leave the East Coast with the first major cold front.
 
No GS or BIDU?
 
I wonder if Kerouac was up in time to get himself out of his Rimm position this morning, in that brief shining window of b.s. Lehman downgrade mania?
 
Great calls on AZZ, wish you had stayed with FCX, great buy.
 
LNN punching the face off the shorts.....great call Fly.
 
Natty ripping all you naysayers to shreds. Went from down .20 to green. Fuck you shorts.
 
Speaking of Hank... if his old bucket shop breaks through $180 here, we've got a nice trajectory towards two hunnit in the next month or so...
 
Disweeds!

Dread, Natty Dread now, (Natty Dread)
Dreadlock Congo Bongo I. (Natty Dread)
Natty Dreadlock in a Babylon: (Natty Dread)
A dreadlock Congo Bongo I. (Natty Dread)
Eh! Children get your culture (Natty Dreadlock)
And don't stay there and gesture, a-ah, (Natty Dreadlock)
Or the battle will be hotter (Natty Dreadlock)
And you won't get no supper. (Natty Dreadlock)

Natty Dread, Natty Dread, now; (Natty Dread)
A dreadlock Congo Bongo I. (Natty Dread)
Natty Dreadlock in a Babylon - (Natty Dread)
Roots Natty, Roots Natty! (Natty Dread)

Then I walk up the first street, (Natty Dreadlock)
And then I walk up the second street to see. (Natty Dreadlock)
Then I trod on through third street, (Natty Dreadlock)
And then I talk to some Dread on fourth street. (Natty Dreadlock)
Natty Dreadlock in a fifth street, (Natty Dreadlock)
And then I skip one fence to sixth street. (Natty Dreadlock)
I've got to reach seventh street: (Natty Dreadlock)
Natty Dreadlock Bingy Bongo I (Natty Dread)
Natty dread, Natty Dread, now, (Natty Dread)
Roots Natty Congo I. (Natty Dread)

Oh, Natty, Natty,
Natty 21,000 miles away from home, yeah!
Oh, Natty, Natty,
And that's a long way
For Natty to be from home.

Don't care what the world seh; (Natty Dread)
I'n'I couldn't never go astray. (Natty Dread)
Just like a bright and sunny day: (Natty Dread)
Oh, we're gonna have things our way. (Natty Dread)
Natty Dread, Natty Dreadlock, (Natty Dreadlock)
Dreadlock Congo Bongo I. (Natty Dreadlock)
Don't care what the world seh; (Natty Dreadlock)
I'n'I gonna have things our way. (Natty Dreadlock)
If a egg Natty in a the red - (Natty Dreadlock)
If a egg Natty in a the red. (Natty Dreadlock)
Natty Dread, Natty Dreadlock. [fadeout]
 
Sorry, forgot to add this vid.

For what are hurricanes if not Natty Dread?
 
some you guys buyin BOOM today? looks like someone is...
 
I am trying to long BOOM but it won't hit my buy order.
 
Yo calculator brain bagholder, close to 80% of your portfolio consists of sick stocks. And you manage others money? You need to hold more of LVS MVIS PG ORCL VMI HANS SNDK AAPL GME RIMM FTK types of strong stocks and maybe PFE FMCN DNA DCI JCG. And get rid of the weak ones. No wonder idiots like you take hits during major sell offs and start blogs and brag about how smart they are. LOL
 
MMX--

How do you know the weightings?

Oh, I forgot, you don't.

And, how do you know those weak stocks won't rally?

Oh, once again, you don't.

See pal, that's why you are a loser heckler and I'm "The Fly."

Now, fuck off.
 
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