Jump to content


Jimbo's Content

There have been 24 items by Jimbo (Search limited from 22-April 17)


By content type

See this member's

Sort by                Order  

#926287 World Stock Markets Trading Discussion - Evaporating expectations

Posted by Jimbo on 28 April 2017 - 04:00 AM in The Daily Stool - Stock Market Message Board

CANADIAN HOME LENDERS

 

Where is the Canadian home lender short ETF when you need it.




#926323 World Stock Markets Trading Discussion - Itchy ingestion

Posted by Jimbo on 04 May 2017 - 08:25 AM in The Daily Stool - Stock Market Message Board

ONE EQUATION TO BIND THEM AND RULE THEM ALL

 

Quantitative easing PLUS leverage EQUAL the Direxion S&P 3X Bull ETF

 

This ETF has returned 27% per annum since being founded in 2008.

 

Says it all doesnt it.

 

Just front run the force (QE) with the most leverage possible (3 times) and just sit tight.

 

But what if the S&P falls 25% in a year

 

Then this ETF will have its first minus 100% year!!!!

 

This isnt picking up pennies in front of the steam roller

 

This is picking up gold eagles in front of the steam roller

 

I notice that Direxion has 6 out of the top 10 performing ETF's over 5 years

 

All 3X ETF's




#926347 World Stock Markets Trading Discussion - Middling maceration

Posted by Jimbo on 09 May 2017 - 06:25 AM in The Daily Stool - Stock Market Message Board

THE PASSIVE FUND MYTH EXPLODED

 

 

Jeffery Gundlach says passive investing does not exist

 

At the Ira Sohn comnference Jeffery said that passive investing does not exist

 

Jeffery is exactly correct.

 

Index investing is not passive investing  - It is active rule based investing

 

The rule to buy stocks going up in value and sells stocks going down is a MOMENTUM rule.

 

No investment by its very nature can be passive

 

Indeed a large number of active fund managers are MORE PASSIVE in their investment strategies than the misnamed passive index funds.

 

And that (along with their higher management fees)  explains to a great extent why the majority of active fund mangers under perfrorm the misnamed passive but in reality more active index fund managers

 

They stay in stocks which are going no where or are going down while the misnmamed passive but in reality active index fund managers are buying the stocks that are going up.

 

I.e  index funds are in reality momentum funds.

 

But their achiles heel is that they ignore value.

 

One day value will catch up with index funds and it wont be pretty.




#926382 World Stock Markets Trading Discussion - Prolonged primping

Posted by Jimbo on 14 May 2017 - 05:17 AM in The Daily Stool - Stock Market Message Board

FROM JORMA

 

 

Here's some morning humor for you.
 
"Yet investors can’t agree on what that shift will mean. Part of the problem is that there is little agreement about how the massive stimulus policies, known as quantitative easing or QE, affected bonds in the first place"
 
  Behind paywall 
 
That's right.. The Wall Street Journal can't figure out what $23+TN in additional demand in world financial markets has done. It's a complete puzzle to them.

 

 

 

Well Jorma it created something never seen in the history of finance

 

The negative yield bond

 

Cant wait for the "negative yield mortgage".

 

Cant wait to take one out,




#926397 World Stock Markets Trading Discussion - Silky scratching

Posted by Jimbo on 16 May 2017 - 10:26 AM in The Daily Stool - Stock Market Message Board

THE TROUBLE WITH CHINESE STOCKS.
 
TAKE the Direxion Daily FTSE China Bull 3X Shares

 

maximum bullish on china

 

Has LOST 8% per annum since 2009.

 

Says it all really.

 

Only 10% of Chinese stocks are investable.




#926585 World Stock Markets Trading Discussion - Mouldering midden

Posted by Jimbo on 07 June 2017 - 11:12 AM in The Daily Stool - Stock Market Message Board

GM AND THE EINHORN PLAN

 

Now that I think about it the plan was to borrow more and buy back stock while maintianing the dividend.

 

Replacing the dimes in front of the streamroller with silver dollars to juice the stock.

 

Increasing the market reality price of the stock but at the same time decreasing its actual real reality price,

 

This would turn the stock in to a Coyote Cliff ETF candidate,




#926630 World Stock Markets Trading Discussion - Rainbow rambling

Posted by Jimbo on 13 June 2017 - 08:19 AM in The Daily Stool - Stock Market Message Board

ETF SUGGESTION OF THE DAY

 

THE AMAZON RETAILER SHORT ETF.

 

Full of all the retailers Amazon is crushing right now.

 

Or perhaps a different name - something more sexy for marketing purposes.

 

How about the Amazon Anaconda ETF,




#926689 World Stock Markets Trading Discussion - Atrophied acquisitions

Posted by Jimbo on 21 June 2017 - 10:51 AM in The Daily Stool - Stock Market Message Board

FREDDIE, FANNIE AND THE DEEP STATE

 

is the Deep State a recap and release sort of guy????

 

I think not,

 

Is President Trump - I still think so

 

So the deep state vs the president is really recap and release vs status quo.

 

I notice that Bill Ackman has loaded up on Fannie and Freddie

 

Late to the party as always

 

He stayed too long at the Valeant Party = stayed long after it had ended  and lost $4 billion.

 

The rule of parties states that you arive early and you depart early!!!!!

 

Sober and still in control of your faculties and capital.,

 

The way to have played Fannie and Freddie was to have loaded up on options in May 2016 and sold when Trump got elected

 

Because the Deep State counter attack could well win!!!

 

In which case Freddie and Fannie stock is worthless.

 

Indeed the Fannie and Freddie stock price is a good way of keeping the score between Trump and the Deep State.

 

If Bill wants a pharma stock try TEVA.




#926713 World Stock Markets Trading Discussion - Creeping catalepsy

Posted by Jimbo on 25 June 2017 - 08:13 AM in The Daily Stool - Stock Market Message Board

DEEP STATE MATHEMATICS FOR BEGINNERS

(or why politics matters to stocks)

 

 

Trump Vs Deep State

 

Equals

 

Recap and Release Vs no recap and release

 

Equals

 

Very significant Fannie and Freddie share price increases Vs Worthless Fannie and Freddie shares




#926828 World Stock Markets Trading Discussion - Passive percolation

Posted by Jimbo on 10 July 2017 - 10:04 AM in The Daily Stool - Stock Market Message Board

NEW ETF SUGGESTION

 

The Deep State ETF.

 

This ETF shorts all the stocks in the Trump ETF.




#926864 World Stock Markets Trading Discussion - Sanitized salute

Posted by Jimbo on 13 July 2017 - 08:14 AM in The Daily Stool - Stock Market Message Board

ICELAND IS BOOMING

 

So Iceland lets all its banks go broke

So I presume the countiy should be in a permanent economic depresion

But the OECD says the economy is boominjg growth is 7% the fastest  growing economy of all OECD economies!!! 

Thats what happens when you get a decent debt reset,

 

 

Unlike say Grreece

 

No debt reswt there.

It saved its banks and is in a permanent depression.

 

Iceland is having the tourism boom greece should have had,




#926928 World Stock Markets Trading Discussion - Boxy barricades

Posted by Jimbo on 22 July 2017 - 06:54 AM in The Daily Stool - Stock Market Message Board

FANNIE MAE STOCK as A Politicical INDICATOR

 

As I have previously stated you can use the stock price of FANNIE MAE as a fairly good indicator of the Trump Vs Deep State battle.

 

Its been downhill since the election

 

Was November 2016 PEAK TRUMP???




#926929 World Stock Markets Trading Discussion - Boxy barricades

Posted by Jimbo on 22 July 2017 - 06:59 AM in The Daily Stool - Stock Market Message Board

INTRODUCING A NEW ETF

 

First I introduced the Trump ETF

 

Then I introduced the Deep State ETF

 

Now I Introduce the Smart Trump/Deep State Arbitrage ETF

 

This ETF automatically arbitrages (by moving capital) between the Deep State and Trump ETF's depending on whether the news is positive or negative for Trump in any one week.




#927164 World Stock Markets Trading Discussion - Weakening windlass

Posted by Jimbo on 20 August 2017 - 02:18 PM in The Daily Stool - Stock Market Message Board

INTRODUCING THE MUNICIPAL SINGLE STATE SHORT ETF

 

Since we have single state municipal bond funds why not have single state municipal bond short ETF's

i.e

The Puerto Rico Bond short ETF

The Illinois Bond short ETF

The Conneticut Bond short ETF

 

I think this will be a growing theme from now on.




#927374 World Stock Markets Trading Discussions - Abstemious acquisitions

Posted by Jimbo on 19 September 2017 - 09:53 AM in The Daily Stool - Stock Market Message Board

TREASURIES - THE GIFT THAT KEEPS ON GIVING

 

No not a GIFT to the bond holder - Its a GIFT to the BORROWER the US Government!!!!!!!!!!!

 

At 2% interest with 2% inflation and 0.5 tax you are giving away 5% of you capital whenever you buy a new 10 year bond.

 

And yet people are still buying them all the time!!!!!

 

Bond need to pay 3% to compensate for inflation and tax and that is with a NIL return for the time value of money,

 

Add in a decent 3% return for the time value of money and 10 year bonds should be returning 6%.




#927575 World Stock Markets Trading Discussion - Squeamish spluttering

Posted by Jimbo on 15 October 2017 - 10:35 AM in The Daily Stool - Stock Market Message Board

JIMBO'S STATEMENT OF THE DAY

 

If your going to pick up money in front of the steamroller make sure you pick up double eagles instead of dimes.




#927877 World Stock Markets Trading Discussion - Wilted wishes

Posted by Jimbo on 15 November 2017 - 08:30 AM in The Daily Stool - Stock Market Message Board

AMAZING FACTIOD OF THE DAY

 

That people pay money for TESLA stock

 

Just amazing




#928225 World Stock Markets Trading Discussion - Fitful fidgeting

Posted by Jimbo on 22 December 2017 - 10:41 PM in The Daily Stool - Stock Market Message Board

THE BIG BOND FREE LUNCH 

 

Who says there are no free lunches in financial markets

 

There are plenty of them!!!!!  - Most provided by Governments

 

Take Freddie and Fannie paper

 

Pays almost 1% over treasuries

 

And all guaranteed (OK implied guarantee ) by the US government,

 

All so the us homeowner can get cheap 30 year funding.

 

Why own treasuries when you can own agency paper which is the same thing and pays a higher rate!!!!




#928570 World Stock Markets Trading Discussion - Aggrieved attrition

Posted by Jimbo on 20 January 2018 - 09:48 AM in The Daily Stool - Stock Market Message Board

THE CAPE DOES NOT LIE

 

CAPE of 33 for the S&P

 

Australia much cheaper with CAPE of 18.

 

I am not optimistic for US stocks in 2018,

 

Still optimistic for Australian Stocks.

 

 

The whole tax cut and repatriation of funds for stock buybacks has such a last gasp feel to it. 




#928782 World Stock Markets Trading Discussion - Inevitable inertia

Posted by Jimbo on 31 January 2018 - 10:00 AM in The Daily Stool - Stock Market Message Board

RE BITCOIN

 

This is what happens after a blow of top.

 

Not pretty not pretty at all.

 

I think bonds and stocks may follow in 2018.

 

Too much overvaluation and no returns.

 

2018 - the year of downside protection




#929317 World Stock Markets Trading Discussion - Affable ambling

Posted by Jimbo on 15 February 2018 - 11:04 PM in The Daily Stool - Stock Market Message Board

WARREN B selling out of IBM

 

It took Warren Buffet a while to realise that IBM is history.

 

And IBM is history!!!




#929318 World Stock Markets Trading Discussion - Affable ambling

Posted by Jimbo on 15 February 2018 - 11:13 PM in The Daily Stool - Stock Market Message Board

THE GOVERNMENT PROSECUTION ETF

 

I note that after the Government let up on its regulatory and fines avalanche on Citi Group and Bank of America their share prices doubled in fairly quick order.

 

Will the same happen with Wells Fargo???? which is currently being given the same treatment.

 

Highly probable.

 

There should be an ETF that takes advantage by investing in these sought of companies that are being subjected to the full force of the tender regulatory attentions of the Government!!!!

 

It of course needs a catchy name for marketing purposes.

 

Let me see.....The Tom and Jerry ETF.???? ........the Regulatory Waterboarding ETF?????

 

How about the TORQUEMADA ETF!!!!




#929458 World Stock Markets Trading Discussion - Honeyed hyperbole

Posted by Jimbo on 27 February 2018 - 08:35 AM in The Daily Stool - Stock Market Message Board

AMERICAS TRULY WONDERFUL MORTGAGE MARKET

 

In the USA of A Uncle Sam dresses up as Santa Claus every day of the week for the American Home Buyer

 

He takes away all the risk, hurt and pain with wonderful 30 Year fixed rate mortgages

 

and no need for a deposit....97% financing!!!!!!! .

 

However the risk is not destroyed.....no no no.... it is merely transferred to a BAG HOLDER

 

Who it this BAG HOLDER you might ask????

 

Well through the magic of Freddie and Fannie its the US Taxpayer

 

(Well really right now the holder of US treasuries given the Governments taste for deficit financing).

 

What could go possibly Wrong?????

 

Subprime 2.0 perhaps????

 

Its gets even better

 

Because the banks got so burned in subprime 1.0 they are letting the non bank lenders with no capital take on the task of originating and servicing the loans

 

Isn't  that nice of them

 

No more nasty fines from the government or write downs if all the loans go suddenly south.

 

Well except for the NBL's that is,

 

But by then the Government will just be an unsecured creditor in the Bankruptcy courts.




#930567 World Stock Markets Trading Discussion - Vapid visuals

Posted by Jimbo on 20 April 2018 - 03:11 PM in The Daily Stool - Stock Market Message Board

FANNIE AND SUBPRIME 2.0

 

Fannie now allows lenders to pay for closing costs

 

Cant wait for the 120% housing loan so "Owners" (thats a joke word) can pay off credit card and car loan debts.

 

After all following the logic to its ultimate conclusion why not put the car and credit card loans on the tab, back them with a government guarantee and securatise them as well.

 

Thats the next logical step. 






Stock market portfolio giving you the runs? See Dr. Stool.

Take a subscribatory!
Download 
The Anals of Stock Proctology now!



The Daily Stool - Stock Market Message Board
Stool's Gold- Gold and Precious Metals Forum
Look Out Below Message Board

Support your local Stool Board.


The Al E. Greenspeuman designer line at Stoolmart. Get yours today! Click here now!
Get Mugged!


Dr. Stool's
Book Search

Enter title, author, or keyword
Just books
All Products





Old Stool Depository

Live Steaming Pile Chart