Sold out of last slug of WRB today vs taking in BRK. So WRB shall therefore zoom while BRK will lag. Send the funds to my PayPal address, as always.ned
Don't say I didn't warn you.Short squeeze in WRB - of course.Time to throw up all over myself.et
Sold out of last slug of WRB today vs taking in BRKeuro, ni hao - you're just stumbling from nosebleed P/B to stratospheric here, eh what? although i can understand the temptation, what with BRK price retreating all the way back to march 2011 levels...ahhh, i got nothing here. bunch of nanocap workouts that wouldn't interest you, and next to nothing in the pipeline.got any good recipes?
hi trp-glad you still know where to look for value-added trading signals. you know, my cooking of late has been weak. plenty of thai and indian in the mix, and with a son off at college and a daughter who doesn't eat red meat, we've tended toward the boring & fast. making good use of silicone steamers and hot sauces.yeah, i'm over-berkshired at the moment knowing that there won't be any positive catalysts for a while. long bdx, emr, intc, msft, jnj, mkl, hrs, dhr (sold april $52.50 calls against), pg, tgt and a few more conversation killers. mostly bond proxies.brk pos to pi. it'll hit $150k when MIT wins the NCAA men's b-ball final, though not before.et
a daughter who doesn't eat red meatthose ones don't survive to maturity in our household. our 4-year-old clamors for tendon, tripe, and sashimi; the 1-year-old has started eating boudin blanc for baby food (he ate a whole link of it for dinner tonight).we get a lot of mileage out of shrimp boils these days. you need the big suckers, like 10 or 15 to the pound. take the peels & heads for stock (or else cheat & use bottled clam juice instead); season the flesh & set aside. add tablespoon or two of oil or chicken schmaltz to a dutch oven; slice smoked andouille into knuckle lengths & brown over high heat. remove browned andouille; reduce heat to medium; brown thick onion slices & whole peeled garlic. dump in canned tomatoes & shrimp stock; dilute with a little water. tie up a bundle of thyme, a good strong bay leaf, and a whole dried cayenne; toss into the pot. grind in black pepper; add maybe a tablespoon of your favorite spice mix (paul prudhomme; tony chachere; old bay) and bring to boil. reduce heat to medium-low. boil new potatoes for ~10min, then add sliced corn on the cob and whole okra and boil for ~5 min. add the andouille back in with a link of boudin, if you got it. nestle the shrimp down in; boil shrimp 3min, covered; flip & boil on other side 3min; remove shrimp to clean bowl. i tend to adjust the seasoning with thai fish sauce. serve with tongs or chopsticks.long bdx, emr, intc, msft, jnj, mkl, hrs, dhr (sold april $52.50 calls against), pg, tgt and a few more conversation killers. mostly bond proxies.seems like a good strategy in the current market; i'm steering some of my relatives that way myself - many of the same names, even.i've been hiding more in market-neutral workouts - like, yesterday i was most of the volume on NEGI. this operation probably marked the spade hitting the bottom of the barrel:http://goo.gl/Shijvas i said, nothing of interest. and lamely flapping your wrists & talking about doing 15-20% uncorrelated doesn't fly so hot when beta is the place to be... i'm reduced to praying volubly for a market meltdown, which of course just drives it higher.and not much in the pipeline once my current crop comes in. looks like 2H2011 is going to involve a lot of sitting in cash. either that or trying to work up some song & dance about generating alpha in JNJ, MSFT, et al.brk pos to pi. it'll hit $150k when MIT wins the NCAA men's b-ball final, though not beforeMIT has a basketball team??i dunno, i'm kind of not feeling the sokolgate trade because of the low % decline in the stock. maybe paired with short SPDR to pinpoint the relative performance, but that's a lot of capital to tie up, and i can't really go on margin.maybe a different way to skin the cat would be to look at calls (esp LEAPS) on BRK or other boring stocks that have flatlined forever in a bull market.god it's depressing that i'm even thinking about this.
gotta love food porn.
MIT has a basketball team??Yeah. I think they beat Amherst last week 13-11 on a buzzer-beater 3-point shot from half court. They're pretty good at figuring long range projectile trajectories but have trouble taking it to the rack and sticking it. Even over 5'7" guys from Des Moines.t
In other news, the good people of Singapore Telecom seem to have accepted the premise that Lvlt stock will go up.
Put out some JNJ this AM after earnings, and some INTC after it reported in the after-hours.So just be sure not to short these pups at the open. They're destined to pop a bit more.Ned
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