StockTwits Updates: hedgefundinvest1857@marketfolly $BBT a little rich, $STI we were slow on...Tue Feb 09 21:42:20 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg887212911420888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>BBTSTI@tradefast Agreed on rationale of $GLD weakness. It's pretty much a USD trade right now.Tue Feb 09 16:51:56 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg886178400720888115webGLDFX: Covered $GLD. Still think LT it is a short, but it is behaving correctly for the wrong reasons.Fri Feb 05 20:37:00 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg869239268420888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>GLDES: Starting to do some work on $RF and $MI. Welcome any thoughts to help get up to speed on the names.Thu Feb 04 19:06:48 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg864375137820888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>MIRFPolitics: Andrew Cuomo gunning hard to be next NYS Gov'r by charging $BAC with fraud over TARP funds. Good luck with that.Thu Feb 04 17:43:41 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg864097143720888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>BAC@InEgoVeritas Fair point on $GLD. It's really a USD strengthening argument there. Just simply a gold bear, and it comes through sometimes.Thu Feb 04 17:13:45 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg863994563120888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>GLDM: $GLD just not being loved. Where are those gold bugs? What ever happened to $2,000 an ounce? <Sniff> I miss the good old days.Thu Feb 04 16:46:53 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg863898933820888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>GLD@tradefast @morgan_03 $PCS $LEAP merger makes too much sense. Really having a hard time understanding why it wouldn't happen.Wed Feb 03 03:07:07 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg857145168120888115webLEAPPCS@ZipperTheory Actually, it would be pretty smart. US Gov kinda promised it wouldn't sell $C equity. Well, technically they wouldn't be...Tue Feb 02 20:42:50 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg855713760720888115webCES: $C calls trading weak compared to equity... which bring up the thought... is the US Gov selling calls on its $C equity? Don't laugh!Tue Feb 02 20:06:15 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg855591167420888115webCES: $C finally responding. Macro news helpful, and technically the never-ending ask may be abating. $C call options trading funny, cheap.Tue Feb 02 16:47:05 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg854912951120888115webC@Morgan_03 LOL, sniffing around some $POT today. (Do folks even do that?)Fri Jan 29 21:15:37 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg838422807720888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>POT@milktrader Getting there. Looking forward to saying "See ya!" to my local $TWC service. Cannot wait.Wed Jan 27 06:50:12 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg827008144820888115webTWC@Morgan_03 $C is funnier vs. $BAC, more like $AIG in ways. Gov't overhang hurts the equity giving it bigger discount. But otherwise yes.Tue Jan 26 20:08:38 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg824856784920888115webAIGBACCES: Lots of volume on $C breakdwon. Maybe $3.15 is the support, not $3.25 as erroneously I've pointed out earlier. Interesting. :-/Tue Jan 26 19:34:50 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg824746931720888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>CES: $C breaking down. Curious to know what sellers are thinking.Tue Jan 26 19:26:13 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg824718624720888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>C@firstadopter Thinking about buying $AAPL puts today. Will see how it trades... but yeah, it could be ugly.Tue Jan 26 14:13:41 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg823633472920888115webAAPLES: $C below $3.25 is likely a buy. (Refrain)Mon Jan 25 17:06:55 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg819892592320888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>CES: $PVTB strong Q4 and outlook. Stock up 15%. Congrats to anyone that bought. It was a hairy ride.Mon Jan 25 14:53:16 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg819423014820888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>PVTBES: Will state one more time, emphatically, that $C sub $3.25 is technical no brainer. Can be confident with many positive unpriced points.Fri Jan 22 21:09:21 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg808446161520888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>CES: FYI, $C is a technical no-brainer below $3.25. Rarely say "buy" or "sell" outright, but saying it now.Thu Jan 21 18:23:12 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg803645869020888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>CES: Getting hurt on $C. Adding.Thu Jan 21 17:46:38 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg803530316220888115webCES: Have not seen updates on next-gen xBox 360, but would be very curious to see what they come out with. Well done on this product $MSFT!Wed Jan 20 16:59:52 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg799208267420888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>MSFTES: WinMo at this point will have to play the "value" game and undercharge for OS, given that $GOOG is giving it away. More consolidation!Wed Jan 20 16:58:08 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg799202819420888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>GOOGES: Hearing murmurs from $MSFT directly that WinMo 7 is supposed to be a vast improvement. Maybe, but there is serious catchup.Wed Jan 20 16:57:28 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg799200712320888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>MSFTES: Given all the Bill Gate's tweets spurred some thoughts on $MSFT, and more specifically it's plans on the consumer end.Wed Jan 20 16:56:21 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg799197257120888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>MSFTI: The biggest non-news in media? $MSFT xBox 360 decides to "take on cable." Really? Been going on for some time on numerous fronts. Ho hum.Tue Jan 19 19:07:30 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg795588588420888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>MSFTES: Congrat to anyone who added $C this morning. View is that the downside risk was smaller after Q4 earnings, driving stop upwards.Tue Jan 19 17:20:06 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg795257925420888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>CEI: $PCS/$LEAP price strength a little surprising given $T and $VZ pricing adjustments from last week. Did mkt over react? Maybe...Tue Jan 19 14:58:52 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg794794939420888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>PCSTVZES: Already exposed to $C? Potentially consider adding to position this morning. After a cursory review of earnings, it doesn't appear bad.Tue Jan 19 14:29:30 +0000 2010hedgefundinvesthttp://a1.twimg.com/profile_images/79711628/man-sitting-clip-art-silhouette_normal.jpg794700512820888115<a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a>C