tag:blogger.com,1999:blog-7982981413278241287.post3693961672136887817..comments2023-10-28T17:54:39.467-06:00Comments on The Golden Truth: The Pimco Treasury Sale Conundrum...Or Is It?Dave in Denverhttp://www.blogger.com/profile/03016238915167131989noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-7982981413278241287.post-51311378435801313792011-03-11T17:31:31.601-07:002011-03-11T17:31:31.601-07:00No yer not crazy. I bot a big position in March H...No yer not crazy. I bot a big position in March HL 9 calls yesterday for the fund. June 10's should be a home run too.<br /><br />I don't follow eaiaf.Dave in Denverhttps://www.blogger.com/profile/03016238915167131989noreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-67012103407390371172011-03-11T13:10:52.592-07:002011-03-11T13:10:52.592-07:00Dave,
Am I crazy or are the June 11 str 10 calls ...Dave, <br />Am I crazy or are the June 11 str 10 calls on HL looking awfully tasty.<br /><br />On another note, nobody seems to be able to answer this. East asia minerals announced a spin off and I have the pink sheets shares (eaiaf). Think or swim or people at east asia can tell me if I will receive the spin off also. WTF if the company or my broker don't know who the hell will? East Asia said I will recieve something div/new shares but that's not very reassuring. Any ideas?<br /><br />JDJDhttps://www.blogger.com/profile/03706124434369024650noreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-89479063937736389812011-03-10T23:21:37.651-07:002011-03-10T23:21:37.651-07:00Excellent evaluation of the situation presented wi...Excellent evaluation of the situation presented with surgical precision.<br />Gross did a smooth job in unwinding his vast amount of Treas. holdings. I wonder if he is planning to use some of that stash of cash to ease into mining stocks.Bill S.noreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-87435961196767971602011-03-10T21:21:49.932-07:002011-03-10T21:21:49.932-07:00Deliberate crash leading to Marshall Law. God save...Deliberate crash leading to Marshall Law. God save us all.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-60862052538313712012011-03-10T16:35:33.720-07:002011-03-10T16:35:33.720-07:00I am a securities examiner in a far western state ...I am a securities examiner in a far western state at present. I used to compete with "Muzzy" in the fixed income markets back in the mid to late 80's when I was running MIMCO. He is a bright guy, but he also knows how to push the envelope going all the way back to when he cornered the GNMA 8's physical. IMHO we are headed for a crack up and I personally have been accumulating cash, PM's and lead for over a year. I have our personal funds at about 60% cash and have been selling major positions on strength. GRHAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-22178026761818943352011-03-10T16:32:20.966-07:002011-03-10T16:32:20.966-07:00GYC I agree 100%.
Josh, got caught long some Marc...GYC I agree 100%.<br /><br />Josh, got caught long some March near-money calls but I'll hold them. They might keep the stocks down by expiry but not much longer than that if even til then. Actually traded in and out of some SVM and EXK around core positions in the fund today and made some nice dough with those round trippers.Dave in Denverhttps://www.blogger.com/profile/03016238915167131989noreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-89333091591619664242011-03-10T16:28:47.824-07:002011-03-10T16:28:47.824-07:00Wow, maybe anon can share with us just a sliver of...Wow, maybe anon can share with us just a sliver of his/her wisdom and we will all be better for it...LOLAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-17836639362619532572011-03-10T16:07:12.676-07:002011-03-10T16:07:12.676-07:00Gross is sly like a fox and it always up to someth...Gross is sly like a fox and it always up to something. I wonder if he is buying muni debt or maybe other garbage sure to be the FED's next target in QE 3.0. I covered my reasons for QE 3.0 coming last night.EconomicDisconnecthttps://www.blogger.com/profile/02802078645713106743noreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-44505035273465842522011-03-10T15:55:41.582-07:002011-03-10T15:55:41.582-07:00Hey Dave,
How'd the trading day treat you toda...Hey Dave,<br />How'd the trading day treat you today? You see anything sinister in the beatdown and weak close on miners, or just normal profit taking and itchy-trigger-finger shorts?Joshhttps://www.blogger.com/profile/08979510124090143968noreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-24447215483657732062011-03-10T15:41:29.911-07:002011-03-10T15:41:29.911-07:00hmmmm...um okay. I guess everyone is still entitl...hmmmm...um okay. I guess everyone is still entitled to their view until Obama wipes his ass with the portions of the Constitution that Bush missed wiping his...Dave in Denverhttps://www.blogger.com/profile/03016238915167131989noreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-68828355065958894102011-03-10T14:45:03.010-07:002011-03-10T14:45:03.010-07:00i find it extremely disheartening that all you mon...i find it extremely disheartening that all you money wiseguys, at your best, have no more to offer a constituency with foresight than "buy gold and silver". some of you even do it while praying out loud.<br /><br />the weakest link in Am life is community; and you too are testimony to this.<br /><br />still, community in Am may be the riskiest investment one can make. that's why the Churches do the real work.Anonymousnoreply@blogger.com