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The 10 Most Recent Messages By mungofitch

Take me back to where I was.
  • Date: 9/25/18 3:55 PM
  • Number: 271942
  • Recommendations: 0
We're not supposed to know *when* we use a model.

Well, it's still fair to dust off a model that hasn't been relevant in a very long while.
How many years has it been since rates were raised three times in rapid
(Continued...)
  • Date: 9/24/18 3:54 PM
  • Number: 271937
  • Recommendations: 14
Some people think that current US stock valuations are a little stretched and likely forward returns are thus looking a little worse.
Certainly at some point, we will see another bear market. Probably not this year, but the odds of one within
(Continued...)
  • Date: 9/24/18 12:55 PM
  • Number: 238954
  • Recommendations: 2
This is called "preserving deniability". The grotesque behavior was desired and demanded and savored by Chanos and co-conspirators. The evidence is all there in spades.

Maybe he's lying. It's certainly what I'd
(Continued...)
  • Date: 9/24/18 12:17 PM
  • Number: 16946
  • Recommendations: 1
Tanking again. Whee!
Now at $20.35, back at around 52 weeks lows.

I couldn't find any news other than a bullish write-up at Seeking Alpha.
I hope that guy doesn't post too often.

Jim
  • Date: 9/24/18 3:24 AM
  • Number: 271932
  • Recommendations: 11
Hey, Jim, do you think you'll ever do another "Big Daddy's Hot Tip" (at least in the foreseeable future)?

I expect so.
I like to post when I see a really good deal, especially if it's something not many
(Continued...)
  • Date: 9/24/18 3:18 AM
  • Number: 271931
  • Recommendations: 2
When you refer to SP500 set and N100 set does this mean both are equally-weighted(valued)?

Yes.
With the exception of one paragraph about the "normal" Nasdaq 100, the post is about equal weight stuff.

Yet
(Continued...)
  • Date: 9/23/18 4:38 PM
  • Number: 238948
  • Recommendations: 29
What exactly did Chanos do (according to the book) that deserves a public flogging?

I haven't read the book

I gather the *general* theme of this story is that Chanos and others had a short thesis for Fairfax, which they
(Continued...)
  • Date: 9/23/18 9:51 AM
  • Number: 238944
  • Recommendations: 8
I know some local governments have made messes of their infrastructure (like Detroit), but it makes me uneasy when we
start transferring public assets to private companies. Will everyone be able to afford the new private infrastructure when

(Continued...)
  • Date: 9/22/18 12:52 PM
  • Number: 238936
  • Recommendations: 4
I much prefer a given start/stop date for calc/compare as provided by your ref site.

Note that you get their charts with or without dividends.
For example, SPY gives you with reinvested dividends, but _SPY gives you price
(Continued...)
  • Date: 9/22/18 3:43 AM
  • Number: 238934
  • Recommendations: 4
Here are a few excerpts from a September 17 Institutional Investor article about Kynikos Associates' Jim Chanos, a noted short seller:

(Continued...)
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Take me back to where I was.
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