1 975 The relation between consumer leverage and housing bubbles around the world http://stk.ly/adWkZp $$ Tue Feb 09 17:47:06 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8863789970 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> $tlt gapped down, but has been rising since open; $eem is doing the opposite; it looks like every slightest rally is being sold Tue Feb 09 15:03:48 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8857682723 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> EEM TLT airlines stocks are flying this morning $uaua $amr $dal Tue Feb 09 14:45:56 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8857001754 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> AMR DAL UAUA RT @nelderini New post: "The Oil Export Crisis Has Arrived" Venezuela & Mexico are the point of the spear http://bit.ly/d9H2Jy #nrgtalk $$ Mon Feb 08 19:12:00 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8820770896 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> out of $imax at 11.98, -.32 terrible timing; will revisit later Mon Feb 08 16:59:39 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8816303901 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> IMAX $ndn - one of the few earnings surprises that worked during a week of severe decline Fri Feb 05 16:26:38 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8683520336 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> NDN I have a feeling that ECB will turn the printing press on before any of the PIIGS even think about defaulting. $$ Fri Feb 05 15:48:26 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8682018305 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> if you haven't seen the Niagara falls lately, look at the charts of $eem and $fxi Fri Feb 05 15:12:26 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8680605123 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> EEM FXI in some $imax at 12.30 Thu Feb 04 20:59:01 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8647442758 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> IMAX short-selling interest for the sovereign debt of different nations: http://stk.ly/9syWyB $$ Thu Feb 04 18:06:41 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8641756049 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> RT @markminervini Reading: How to protect and keep your confidence http://seekingalpha.com/p/10hk $$ Thu Feb 04 17:51:10 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8641223206 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> $newp expects Q1 eps of .13 vs consensus of .06 Thu Feb 04 14:15:18 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8633427804 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> NEWP RT @steenbab 8:03 AM CT - Weakness in euro vs USD; weak gold, oil; rates lower: intermarket themes in gear to the downside $$ Thu Feb 04 14:09:52 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8633236881 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> $mksi guided Q1 eps of .36-.49 vs consensus of .20 Thu Feb 04 14:06:34 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8633122574 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> MKSI if $atvi manages to clear 10.40, it should easily pop to 10.75-11.00. it's been strugling w/ that 10.40 for a while Wed Feb 03 14:56:01 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8590349377 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> ATVI @wsmco I'd short $tlt for a trade via 3 month atm bear spreads. it's safer to short it on bounces to its declining 50dma Wed Feb 03 14:51:34 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8590190111 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> TLT $tlt looks broken. $gld and $slv should continue to outperform Wed Feb 03 14:42:01 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8589843308 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> GLD SLV TLT @wsmco I am thniking $sbux or $pnra should buy $bgp and try to reposition its business Mon Feb 01 19:26:49 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8510483584 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> BGP PNRA SBUX $TLT never managed to go above its declining 50dma http://fsc.bz/2ty #WORDEN Mon Feb 01 15:28:08 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8502311173 16359602 <a href="http://www.freestockcharts.com" rel="nofollow">FreeStockCharts.com</a> TLT $EEM - if it manages to go above 39.50, it would be a sign of renewed risk appetite http://fsc.bz/2tx #WORDEN Mon Feb 01 15:20:41 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8502047837 16359602 <a href="http://www.freestockcharts.com" rel="nofollow">FreeStockCharts.com</a> EEM $tlt is getting his teeth kicked out this morning. this is bullish for commodities, especially for $gld and $slv Mon Feb 01 15:14:47 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8501834841 16359602 web GLD SLV TLT Stock market and real estate booms tend to continue long after an initial tightening of central banks http://bit.ly/bS0ZEj $$ Mon Feb 01 03:37:41 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8482373817 16359602 web The number of pension schemes looking to invest money with hedge funds doubled during 2009 http://stk.ly/9D3sRJ $$ Mon Feb 01 01:34:44 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8475981399 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> A great value manager knows when to buy. A good momentum manager knows when to sell $$ Mon Feb 01 01:33:36 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8475915219 16359602 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> a gap up followed by strong sell off in stocks despite the good gdp #. $tlt is rising. all good reasons to remain light & in defensive mood Fri Jan 29 16:22:51 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8373793424 16359602 web TLT @wsmco ok, I can live with that. on the next $atvi board of directors meeting tell them to use that $3bill in cash wisely Fri Jan 29 15:33:36 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8371885997 16359602 web ATVI $atvi $9 feb calls for 1.40 is like having about 9x leverage without the risk associated with it. (disclosure: I'm long since 1.30) Fri Jan 29 15:07:32 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8370888855 16359602 web ATVI $atvi $9 feb calls - I'll pay .08 premium to have 20 days to be right any day, especially 12 days before earnings Fri Jan 29 15:03:43 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8370742715 16359602 web ATVI $atvi $9 feb option sellers must be pretty confident that the stock won't go up. asking for 1.40, when the stock is 10.32 = .08 risk premium Fri Jan 29 14:59:16 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8370566255 16359602 web ATVI An example of post earnings IV crash: $msft feb 30 calls: IV dropped overnight from 38 to 24, which means .35 premium decline due to vega Fri Jan 29 14:49:19 +0000 2010 ivanhoff http://a3.twimg.com/profile_images/289475163/15082007168_normal.jpg 8370200048 16359602 web MSFT