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Greece Is the Word (RealMoney Silver $)
The fiscal problems facing Greece will likely be bandaged over the next few months.~The aftershock and deleveraging from the last credit cycle, however, will have a long tail.~Another bull leg could be difficult to achieve.
07:56AM 02/10/10
Disney Delivers (RealMoney Silver $)
Quick read: Disney (DIS) is good on all metrics.
04:07PM 02/09/10
Watch the Market Closely Now (RealMoney Silver $)
The Wall Street Journal reports that both Germany and the E.U. are considering a loan-stabilization plan for Greece.~My guess is that the market doesn't rally with this news, auguring for another down leg of minor significance.
02:59PM 02/09/10
Shorting SPY Calls (RealMoney Silver $)
I am shorting SPDR (SPY) February 107 calls now.
02:46PM 02/09/10
Favorite Long and Short (RealMoney Silver $)
Favorite long: Altisource Portfolio Solutions (ASPS).~Favorite short: Fastenal (FAST).
02:41PM 02/09/10
Back to Market-Neutral (RealMoney Silver $)
Some headwinds will restrict the upside for equities in the near term.
02:32PM 02/09/10
Mr. Market's Renewed Amnesia (RealMoney Silver $)
We are back to a market without memory from day to day.~I would maintain below-average positions -- both long and short!
01:10PM 02/09/10
Too Much Too Soon (RealMoney Silver $)
I have begun to scale out of a number of my longs into this breathtaking move higher.~Though I am more positive, this is too much too soon, from my perch.
12:36PM 02/09/10
Credit Spreads Have Widened (RealMoney Silver $)
Accordingly, I have substantially reduced my trading longs.
11:15AM 02/09/10
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