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The Cleanup CallThe Cleanup Call - investment notes
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The Cleanup Call - investment notes
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The Cleanup Call | cleanupcall.blogspot.com Reviews
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The Cleanup Call - investment notes
The Cleanup Call: Revisiting the Big Picture
https://cleanupcall.blogspot.com/2016/11/revisiting-big-picture.html
Tuesday, November 1, 2016. Revisiting the Big Picture. I try to hold in my mind several macroeconomic scenarios that are likely to play out, as facts come in and probabilities shift, I rethink my investments themes accordingly. The most bullish scenario (for equities and commodities) is as follows. The time frame I’m considering is next 2-5 years. The outline of a macroeconomic progression:. 1 Higher inflation expectations…. 2 …leading to higher yield in long bonds…. Or do we just have stagflation? If th...
The Cleanup Call: Best Deal I'm Seeing Now Is a Macro Trade: SPY Put Combos
https://cleanupcall.blogspot.com/2016/07/best-deal-im-seeing-now-is-macro-trade.html
Saturday, July 16, 2016. Best Deal I'm Seeing Now Is a Macro Trade: SPY Put Combos. Looking at this post from a couple weeks ago, I seemed to be making the assumption that low VIX = low option prices. That is a naive view. I have learned a little more since this post and I will try to share here. 2) Ok, so volatility is cheap, but is it calls or puts? For that you can look at "skew". Barrons is a good source here. For a longer term view, you can look at the CBOE SKEW index. So my post below is incomplete...
The Cleanup Call: Links
https://cleanupcall.blogspot.com/p/links-and-resources.html
The Notorius R.O.B. Realogy's industry resources page. New Zealand's household credit expansion. Long term commodity prices from Nasdaq. Old posts on Seeking Alpha. Subscribe to: Posts (Atom). Week ending 3/10/2017: Losing Streak. American Capital Agency (AGNC). Anhui Expressway (995.HK). Beijing Enterprise Holdings (0392.HK). Capital Product Partners (CPLP). Fidelity National Financial (FNF). Fidelity National Financial Ventures (FNFV). First American Financial (FAF). MGIC Investment Corp (MTG).
The Cleanup Call: December 2016
https://cleanupcall.blogspot.com/2016_12_01_archive.html
Tuesday, December 20, 2016. December 2016 update – Single Names. It’s been a while since I last wrote. Here I will just give a quick update then sketch out a couple stock ideas I’m still in. I will leave the forward looking macro view for the next post. This series of frantic trading and macro maneuvers paid off. In the last month I did better than the S&P index even with all my large cash holdings/shorts/hedges. I started taking chips off the table as the market looks extended again. After November, all...
The Cleanup Call: May 2016
https://cleanupcall.blogspot.com/2016_05_01_archive.html
Sunday, May 29, 2016. Teekay Tankers Will Be Owned By Creditors for a While. TNK stock has been down more 50% year to date. It trades at less than 3x earnings and this has shareholders calling for buybacks. However, management is paying down debt instead. They have to do because of lower cash flows in 2016 and 2017, as well as demanding debt maturity schedule. Back in December 2015, Teekay Tankers (TNK) announced. The $525 million term loan matures in 2021 but demands principal amortization. The big ques...
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reminiscencesofastockblogger.com
Week 177: Perspective | Reminiscences of a Stockblogger
https://reminiscencesofastockblogger.com/2014/11/30/week-177-perspective
Reminiscences of a Stockblogger. By Lsigurd on November 30, 2014. Five weeks ago I wrote that I was walking away for a while. And so I did that. It didn’t last as long as I had anticipated. For those who have followed this blog over the past few years, you will remember that in December of last year I made a very large bet on New Residential. The stock had gotten hit down to below $6 at the time. I thought this was rather ridiculous and so I bought the stock. I bought a lot of the stock. ...In a narrow s...
reminiscencesofastockblogger.com
Week 202: Better Late than Never | Reminiscences of a Stockblogger
https://reminiscencesofastockblogger.com/2015/05/18/week-202-better-late-than-never
Reminiscences of a Stockblogger. Week 202: Better Late than Never. By Lsigurd on May 18, 2015. See the end of the post for the current make up of my portfolio and the last five weeks of trades. Monthly Review and Thoughts. I am a week late getting this portfolio update out due to a really busy weekend that kept me from doing any writing. Fortunately very little is pressing. I only made a handful of portfolio changes and added two stocks, small positions at that. But before I do…. The first is perhaps the...
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DESIGN CLEAN UP
Photoshop: Clean up comic book pages. Photoshop: Clean up of comic book. Photoshop: Clean up of Comic Book Page. Rough of my Totoro drawing. Photoshop: Clean up of my Totoro Drawing. Flash: Rough Drawing and Clean up of Donkey covered in mud. By Hand: Clean up of Character Kerlock. By Hand: Clean up of Troll. By Hand: Clean up of the Biggest Billy Goat Gruff. By Hand: Clean up of Middle Billy Goat Gruff. By Hand: Clean up of the Littlest Billy Goat Gruff. Subscribe to: Posts (Atom). My Blog - Folio.
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Clean Up California | Education for the next generation
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The Cleanup Call
Monday, January 9, 2017. Don’t Know Much About VIPS, But I Do Know It’s a Buy. At this price, Vipshop (VIPS) is a situation where a short term trading approach can turn into a longer term investment. I bought at $11.1 last week. The stock is at $11.5 now but the logic still holds. I did not spend a lot of time researching VIPS– altogether no more than 8 hours. More research will be not be productive. I already have enough information to know that:. What Is The Market Saying? Revenue has been growing more...
Clean Up Cambodia
Skip to main content. Cambodia is a beautiful country but in many places the country is dirty. Garbage lies around most city streets and every village is littered with plastic bags. Wants to help people get together to clean up rubbish areas and to increase people’s knowledge of the rubbish problem in our country. We hope that by doing this we can help change tourist and local community behaviour to make a better life. With Clean up Cambodia. With free membership for non-business organisations. We ar...
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Allsop Home & Garden - Original Garden Tools, Solar Lanterns and Solar Garden Art
Items have been added to your shopping cart! Item already in your cart, view your shopping cart to edit the quantity. FREE SHIPPING on orders over $75 (excluding WheelEasys and Planters). Allsop Home & Garden. 0 items) $0.00. Soji Silk Effects. Solar Glass Fairy House. Aurora Glow String Lights. Soji Solar String Lights. Masters Series Grow Stake. Soji Base Unit. Soji Base Unit Stake. WheelEasy Replacement Parts. All prices are in USD. 2018 Allsop, Inc.
Coming Soon - Future home of something quite cool
Future home of something quite cool.
Coming Soon...