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The 10 Most Recent Messages By XMFYoda

Take me back to where I was.
  • Date: 3/20/14 1:33 AM
  • Number: 774
  • Recommendations: 8
Fletch,

A tour de force.

I'll add an observation on the reserves. BOFI's reserves are low for good reason:

BOFI's loans have been performing very nicely.

Referring to data from CapIQ, nonperforming loans as a
(Continued...)
  • Date: 1/24/14 4:49 PM
  • Number: 446
  • Recommendations: 2
And now, all of that fancy head scratching just might amount to nothing. Without a noticeable move in the price, volume today is reported as 886,371 shares, with apparently 99% of that volume hitting 3:45pm. It seems impossible for a trade of that
(Continued...)
  • Date: 1/23/14 12:20 PM
  • Number: 444
  • Recommendations: 0
Oops. Make that a 2-year high.

Sorry,
Mark
  • Date: 1/23/14 11:09 AM
  • Number: 443
  • Recommendations: 1
Forrest,

Natural gas prices have had a nice pop in the last couple days. Looks like we just set a new 1-year high. ( (Continued...)
  • Date: 1/21/14 12:50 PM
  • Number: 439
  • Recommendations: 0
Hi Forrest,

The seller was Anadarko.

http://www.reuters.com/article/2013/12/30/vanguard-offer-idU...

Best,
Mark
  • Date: 1/21/14 12:46 PM
  • Number: 438
  • Recommendations: 10
I like Double Eagle. Plenty of risk here, of course. You don't fall from $10 to $2 while the indexes are on a tear without cause for concern. But, I think we have a buy what's hated opportunity instead of a dead cat bounce. So, I was debating
(Continued...)
  • Date: 8/2/13 12:31 AM
  • Number: 10121
  • Recommendations: 3
Dave,

More thought, from the questions you posed for Jeff, who could answer better than I, but offering my 2 cents in the interim...

First, does the rate of contango exceed the rate of TV depreciation of an OTM VXX LEAP? Is
(Continued...)
  • Date: 8/1/13 11:17 PM
  • Number: 10119
  • Recommendations: 3
Dave,

I definitely think worry is an appropriate component of a VXX short. As for the underperformance of VXX relative to VIX, over long enough periods it is huge, which is great for shorts -- but there are times that relationship reverses
(Continued...)
  • Date: 8/1/13 11:51 AM
  • Number: 10114
  • Recommendations: 2
As Jeff mentioned ( http://boards.fool.com/1228/one-should-just-rememember-that-... ), the VIX can jump, and shorting VXX with the VIX as low as
(Continued...)
  • Date: 8/1/13 11:32 AM
  • Number: 10113
  • Recommendations: 0
Yes, it can't be overemphasized that the exposure to a rising VIX from these levels is extreme.

The VIX rose from 16 to 80 in about 5 months in 2008, a rise of 5 times. There is nothing to say it couldn't jump even higher in the next
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Take me back to where I was.
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