Thursday, October 18, 2007
Late Night Thought
NOTE: UPL is your China oil play. Learn up bitches.
UPDATE: Never doubt "The Fly's" time machine again.
Nah, I deleted them.
As you know, from time to time, I hack into all of your blogs and change shit around.
It's a hobby of mine.
It's a southern thing, like moon pies.
Woody, nice discussion on your site right now! And I'm having trouble viewing your blog on my Apple too... so the problem isn't just with Firefox.
Much to my surprise, everyone I grew up with has a mental illness.
By far, the most fucked up neighborhood west of Baghdad.
suicides, drugs, jail, death and mayhem.
You lack the bollocks for that, no question.
You're out of yo mind.
A. Gartmen sucks balls. Tell him i said that. How many times is that fucker going to tell me "this is a bear market," at the bottom?
B. Buffett is selling PTE, not oil. Don't confuse the two.
C. We're gonna fuck Turkey up for not minding their business.
D. All things at 80 go to 120. Ask Cramer.
Buffett, shit his PTR today. Dennis Gartman, is selling off his GLD.
Yen is looking strong.
Slowing US Growth
They really do suck, on a multitude of levels. They're like the CNBC of the internets.
Most likely, "The Fly" will build a website, bring on real bloggers, and destroy them.
If all that fails, I might just laser beam them.
It fell from outer space, onto my roof.
I believe 'Space Hitler' may have something to do with it.
Contrary to Stroker A's belief, it is not because of all the jerk off widgets on my blog.
I guess that means we're going to bomb Iran sooner rather than later?
I guess oil will keep running then.
Any opinion on BTJ?
Maybe it has something to do with your blog being third tier?
Just a thought.
Tradewhileworking is the Mexico of North America. A shit box.
Because oil is gay.
Japan always rapes itself when the Yen gains.
China and Hong Kong are up.
The true owners are coming back for it.
so enjoy the party
don't be the last bag holder
last one out, turn the lights off
make hay while the sun shines
and all that shit
back to your regularly scheduled bull market , in dry bulk
no seriously, overnight futes down
but China is up so futes will rebound by morning -
because China now rules the world
get used to it
Methicillin Resitant Staph (MRSA)
You know anything about this shit?
Bad stuff, a shitload of state legislation in the pipeline some passed some pending regarding hospitals checking all high risk (Nursing Home Patients) and ICU patients upon admission to the hospital via nasal swabs.
I've been doing some research tonight the 2 companies that are players have been running this year. There are only 2 that make the test from what I can gather.
BDX (BECTON DICKINSON CO)-24hrs time frame for results
CPHD (CEPHEID)-1hr time frame for results
Here's the punchline:
"The Illinois bills and upcoming bills in New Jersey, Pennsylvania and at least 15 other states, are likely the result of new CMS reimbursement policies. When these new policies take effect, CMS will cease paying for care related to eight different hospital-acquired conditions, including catheter-associated urinary tract infections and Staphylococcus aureus septicemia."
Talked to a Hospital CEO this afternoon in Illinois, he told me they will be testing all elderly and Nursing home patients for MRSA upon admission or they will be stuck picking up the hospital expenses related to it's treatment should they not get tested and later develop MRSA complications.
Only chicks change their mind so quickly. Are you a fickle chick?
No dice for me.
In after hours trading, Fly Capital downgraded tradewhileworking, citing a "website brownout" and "poor traffic statisitcs," thanks in part to the fact the you never blog.
Thx for the feedback. Also found the following:
Oct. 19 (Bloomberg) -- Asian stocks fell after Bank of Japan Governor Toshihiko Fukui said problems stemming from U.S. subprime mortgage losses persist and have increased ``uncertainty'' in financial markets.
Mitsubishi UFJ Financial Group Inc. and National Australia Bank Ltd. led lenders lower. Honda Motor Co., which generated 55 percent of its sales from North America last year, dropped to a four-week low on concern overseas earnings will be dented by a strengthening yen.
``There's still a lot of lingering uncertainty about the U.S. economy,'' said Junichi Misawa, who oversees $655 million at STB Asset Management Co. in Tokyo. ``This is the first time in a while the yen has traded this high, and that's hurting the market.''
WTF? The fucking yen is bouncing off the 200 ema and is just giving a small bounce. It was at this level 13 trading days ago. Fucker makes it sound like Yen is approaching an all time high and hasn't seen this level in years. Cocksucker.
Today it printed $10. There's nothing like a a nice set of
fun-bags. I won'tever forget that good ol' boy.
Shares of TWW jumped late Thursday night after Jeremy's firm, "Stackin' Dem Duckets is Wut We Does" upgraded the blog and raised its price target to $0.03, citing the firm's charismatic leader, 'Woodshedder' as the blog's most undervalued asset. Despite an earlier downgrade by Fly Capital and rumors of sexual impropriety amongst the company's top management, shares were trading as high as $.02, on heavy volume of three shares.
Yen pushes higher no more than 10 pips and then gets bitched slapped back down to unchanged for the day. Shanghai closes up 1.25% for the day and gold sells off on Friday. Crude turns tail and runs south and the U.S. markets chop higher through the day but it is a bitch to trade for day traders due to options expiration. We get a choppy push-up into the close. We are set up for a crude and yen reversal.
Mark My Words: LOOK FOR GOLD SHORT SETUPS TONIGHT. JUMP ALL OVER IT WITH A VENGENCE. IT WILL SHIT THE BEDROOM, DINING ROOM, KITCHEN AND ENTRY HALL AS IT RUNS AROUND TRYING TO FIGURE OUT WHERE THE TOILET PAPER IS.
Time for bed.
This article is saying UPL is exiting China market.
Ultra Petroleum exits China market
Thursday September 27, 10:41 am ET
Ultra Petroleum Corp. has sold Sino-American Energy Co. to SPC E&P (China) Pte Ltd. in a stock transaction worth $223 million.
The Houston exploration and production company said Sino-American represented all of its interests in Bohai Bay, China, as well as all of Ultra's international assets and about 1 percent of its year-end 2006 proved reserves.
The sale is expected to close during the fourth quarter of 2007.
With the sale, Ultra (NYSE: UPL - News) said it would be able to focus on its Pinedale Field, Wyo., assets.
SPC E&P (China) Pte Ltd. is a wholly-owned subsidiary of Singapore Petroleum Co. Ltd.
Jefferies Randall and Dewey acted as financial advisers for Ultra in this transaction.
Published September 27, 2007 by the Houston Business Journal
I like your CPHD idea.
From the treatment side, another stock to check out might be ViroPharma (VPHM), which has Vancocin, also known by its generic name, Vancomycin, which has proven effective in treating MRSA.
In 2004, Eli Lilly granted VPHM an exclusive U.S. license for Vancocin.
However, doctors are discovering some strains of MRSA that are even resistant to Vancocin.
MRSA is very bad shit. You don't want it in your system. It can get in a cut, infect you, and you die. Or, you go to a restaurant, open the door, and you've now got it on the hands you use to grab that juicy burger.
MRSA is in all the hospitals. That's why hospitals are some of the most dangerous places for your health. Seriously.
Btw, alcohol has proven to be an effective topical sanitizer against MRSA, and would be the first choice for preventative measures. Wash your hands or else, pass the tequila!
It doesn't hurt to carry around those small handy $0.88 bottles of sanitizing gel that you can get at Wal-Mart, either.
Maybe I'm just paranoid, but I know some nurses and doctors and they know about MRSA all too well.
Anyone with four days of chart trading experience could tell you that gold (and many of the pm's actually) is just now entering a parabolic phase... free air.
WC -- no disrespect -- you may be able to scalp some here and there on gold, but if Helicopter Ben breaks out the bag money again with another 50 bips... cover like a brother from another mother.
If you believe that these money center banks are putting this Crappie Mae fund together out of the kindness of your hearts, I have Broker A's boyhood home in Crooklyn to sell you.
Bonus: It comes with toll rights to the original Bridge.
Can't do this 2am shit like I used to when I was a fresh faced analyst down at the now-renamed bulge bracket funhouse on Park & 54th.
(now moved as well, sob)
The have massive reserves underfoot in Green River and Bohai Bay in china. They also have some technology that extracts natty from difficult places/situations.
I remember my dad saying...before he died, not from the grave...that they are working on some JV to build a pipleine from WY to CA for transporting/refining natty.
UPL is the real deal and mgmt is very strong. Pops always expected them to be acquired. Not anymore, I dont think.
I am long gold (have bars and coins stassed away as well as copius amounts of GLD in my 401k). I am just talking about FRIDAY - that's all. I am very short term with my statement.
Today, Julian Robertson is an active philanthropist and serves on a number of organization and university boards. He is the founder and benefactor of the Robertson Scholars Program which awards a merit scholarship that provides 4-year full-tuition and travel funding for 36 Duke and University of North Carolina students each year. He remains a staunch supporter in the campaign to stop global warming. He also is active as an investor and developer in New Zealand, where he spends much of his time. His main development is a luxury golfcourse located at Cape Kidnappers, Hawkes Bay.
If CNBC had any fucking credibility whatsoever, they would disclose that this man is not running the money/funds that he used to. Jesus Christ.
if you have one, you must have the other ... this isn't Iran.
Ten years from now, that's going to look like this: "He was active in the campaign to stop the tide from rising into Oyster Bay."
Julian is no fucking dummy .. please
They parade Robertson out there, and he hasn't made a hedged trade since 1998 or something, the last time he thought he had more capital than the market had rationality.
I have absolutely no problem with presenting both sides of the story - I fucking demand it. But I also fucking demand that full disclosure comes with it dickface.
Hope that's all that happens today (ggg).
Higher oil prices mean that even Julian is out in his backyard digging for a bubblin' crude so he can get back in the game, Jethro Bodine style.
I tell you what, though -- I'd rather put our capital -- both political and monetary -- to work making sure we're getting as much as we can out of our own known supplies than dicking around subsidizing "hopeful" technologies that are never going to fill demand even in the rosiest of scenarios.
That's why he's golfing instead of trading.
They may have failed politicians on the tube, but when Carter shows up jabbering about something, folks aren't thinking "Ronald Reagan."
HANS - collapse
MVIS - no reaction to $7 target
The time machine needs a lube job...
I just made me $8 on the gold pullback I called last night. Maybe I should open up a hedge fund.
Look, my point with Julian was really a point about CNBC. CNBC claims that they are all about full disclosure, presenting all sides of the story, and that they are actually business journalists. They keep wheeling out the old fuck without saying word one about what he does today. Not word one. How many times have you heard these dipshits say "for full disclosure purposes, blah, blah, blah." The reason THAT is pissing me off right now is because they are on their own mission today to focus on the dark side and, to this end, they dig this fuck up to counter Elaine. Last I remember, Elaine nailed it in 87 and 90 eh? And as CNBC said themselves when they wheeled her out was that she runs Garzarelli Research, Inc.
I would not be so pissed if they just disclosed what he does and has been doing for the past decade. Then, I would just snicker and then turn my attention to my holdings which are tearing me a new ass right now. I could then get back to business.
getting back to markets ... i guess this action will have to be priced into asia for monday , so it may take a few days to bottom out
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