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TheDumbMoney (42.74)

February 2012

Recs

17

This Will Not End Well

February 21, 2012 – Comments (57) | RELATED TICKERS: TWO , NLY

Folks, the fad for (highly-levereged, and oft-equity-diluting) mortgage REITs, which has been driven by yield-starvation elsewhere, will not end positively.  Something is hinky here.  Maybe it ends a year or three or five years from now.  But whenever it ends, it will not end well I think.

Recs

8

Mr. Softee Breaking Out

February 16, 2012 – Comments (0) | RELATED TICKERS: MSFT , SPY

Microsoft at a 4-year high right now, major parabolic breakout on my largest position, which feels nice.  I attribute it to:  [more]

Recs

4

Now, an INTELLIGENT Critique of BLS Numbers, and Inoculation Against Animal Spirits

February 07, 2012 – Comments (4) | RELATED TICKERS: SPY

On February 3rd I blogged about a great take-down of Zerohedge and Drudge for their idiotic "headline" critiques of the BLS numbers.    [more]

Recs

6

Heads-up to Technical People Re: Sodastream

February 06, 2012 – Comments (11) | RELATED TICKERS: SODA

If Sodastream closes above about $42.82 in the next couple of days, that would take out the 9/14/2011 high after this summer's collapse.  Technical people may drive it higher at that point, possibly well over $50/share.  There also appears to have been some serious buying going on in this company, possibly in ancticipation of holiday numbers, or else it is just as a yearly reallocation by people into 2011 underperformers such as microcaps.  Stock is up 30%ish YTD.  Recent volume is not high though, which is bearish.  [more]

Recs

9

Fed Policy is Probably Helping You, Too

February 02, 2012 – Comments (8) | RELATED TICKERS: SPY

I posted this on my blog, because I can link that to my Twitter account:  [more]

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