MacroTwits Transcript: Sunday June 7, 2009

StockTwits: Jun. 07 at 10:03 PM
Thanks Gregor and everyone! (and Bon Voyage Ari!)
InEgoVeritas: Jun. 07 at 10:02 PM
@AriCostello Nice, send us a few pics if you can
GregorMacdonald: Jun. 07 at 10:02 PM
Thanks so much to everyone for coming. Looks like IMF/Yuan/USD chatter will dominate week ahead–even if does not seem so right now.
tradervsmarket: Jun. 07 at 10:02 PM
http://chart.ly/gq3ee9 $IPI – Intrepid picking up steam. Undervalued relative to$POT
Ticker: IPI POT
WyattNowak: Jun. 07 at 10:02 PM
Interesting..$HEB http://bit.ly/UEhOX
Ticker: HEB
CR1138: Jun. 07 at 10:01 PM
@GregorMacdonald thanks! good stuff!
jmclarty: Jun. 07 at 10:01 PM
@wind4me I looked at Lindsay in ’08, and it looked expensive to me. I should take another look now. $LNN
Ticker: LNN
AriCostello: Jun. 07 at 10:01 PM
I’ll be traveling in Asia (w/family) over next 3+ wks (1st time): Tokyo, Taipei, Shanghai. Will check in when I can. Thanks, all!
Fullcarry: Jun. 07 at 10:00 PM
@GregorMacdonald That is a different twist on exit strategy.
GregorMacdonald: Jun. 07 at 9:59 PM
My final thought for tonight is that the FED as an institution is probably staring down the barrel of some “changes” at best, next 5 yrs.
Brodieville: Jun. 07 at 9:59 PM
@TodayTrader and $MSFT is showing signs of life! amazing. Bing, who’d a thunk it?
Ticker: MSFT
wind4me: Jun. 07 at 9:59 PM
@jmclarty do u like $LNN for irrigation 4 farmers??
Ticker: LNN
mryakman: Jun. 07 at 9:59 PM
China TIC data for this period will be interesting to see, Their movement in our bond market is causing waves.
GregorMacdonald: Jun. 07 at 9:58 PM
@InEgoVeritas indeed. German history of state integration in banking/industry been rolling on for years and years.
johnwelshphd: Jun. 07 at 9:58 PM
@bie111 $STSI the biggest gamble next week. All our nothing. Rooting for little david vs Goliath however.
Ticker: STSI
TodayTrader: Jun. 07 at 9:58 PM
http://chart.ly/2p96k4 $CSCO$CSCO is knocking on 20.00 like a woodpecker with a headache – slowly but methodically.
Ticker: CSCO
SPtrades: Jun. 07 at 9:58 PM
Listening to Apple related stuff (live) http://bit.ly/15eAr2 $AAPL apple wwdc
Ticker: AAPL
InEgoVeritas: Jun. 07 at 9:57 PM
@GregorMacdonald @Fullcarry Think Merkel is hiding an awful lot of skeletons in that German banks closet.
Brodieville: Jun. 07 at 9:57 PM
@tradervsmarket I need to take another look at $CCJ. $POT seems rangebound now, but always subject to moves up. Solid! look at $FEED/ $SEED
Ticker: CCJ FEED POT SEED
GregorMacdonald: Jun. 07 at 9:56 PM
Seriously this recent move in the USD and USTreasuries clearly has China, IMF et al in action mode. @Fullcarry @mryakman
Twigins: Jun. 07 at 9:56 PM
@GregorMacdonald re Ben, hooray, let’s hope so, commod’s rock !!
GregorMacdonald: Jun. 07 at 9:55 PM
@Twigins Ben will sacrifice the USD because he is US Centric and believes the rest of world will suck it up, and has no choice.
mp7124: Jun. 07 at 9:54 PM
Is the story about Germans demanding physical gold a rumor or true?
Fullcarry: Jun. 07 at 9:54 PM
@GregorMacdonald And yet no mention of Merkel’s De Gaulle moment?
iYeoman: Jun. 07 at 9:54 PM
Soros optimistic on China’s recovery http://tinyurl.com/lu5nol
RTM007: Jun. 07 at 9:54 PM
$ES_F watching for daily close >965 for Long & < 915 for short current 935.50
Ticker: ES_F
Twigins: Jun. 07 at 9:54 PM
so if Ben had a choice: save the USD against world currency slide or protect your interest rate on your mortgage, what would he pick?
leedfire: Jun. 07 at 9:54 PM
I prefer $BNS
Ticker: BNS
GregorMacdonald: Jun. 07 at 9:54 PM
We finish up in about 5 mins | British NG for DEC ’09 is about 8.50 USD. Compare to US NG for 6.00 – That UK price will underly LNG.
Phileo99: Jun. 07 at 9:54 PM
$EURUSD has run up to 1.40, but gold still can’t break above 961, and $ES_F still hasn’t filled the gap down
Ticker: ES_F EURUSD
ChuziChips: Jun. 07 at 9:53 PM
$TCK – I’ve had excelent luck with this stock, I believe it will continue too!
Ticker: TCK
Brodieville: Jun. 07 at 9:53 PM
@leedfire why do you like the casino names right now? the easy money seems to have been made in $LVS & $MGM– anything new?
Ticker: LVS MGM
tradervsmarket: Jun. 07 at 9:52 PM
Canadian gold & uranium producer Cameco $CCJ also Potash $POT if u like canadian plays both have has been consistent.
Ticker: CCJ POT
downtowntrader: Jun. 07 at 9:52 PM
@howardlindzon some other semi recent IPO’s in addition to $ARST close to all time highs – $CFL $MJN $CYOU
Ticker: ARST CFL CYOU MJN
iYeoman: Jun. 07 at 9:52 PM
$$ test
Riddicks: Jun. 07 at 9:52 PM
I have not looked at $TCK, good for you those who played it. Looking to get back in to Casino’s the summer’s coming, any thoughts?
Ticker: TCK
rollingbull: Jun. 07 at 9:51 PM
@Brodieville $TCK sold my free shares on Friday, best position for me this year
Ticker: TCK
Fullcarry: Jun. 07 at 9:51 PM
@InEgoVeritas Rising short UST rates should be supportive of the $ all else being equal.
FinanceTrends: Jun. 07 at 9:51 PM
Since @gregormacdonald started off this Macro w/ mention of Fed 1913, here’s Murray Rothbard on Founding of the Fed http://bit.ly/WbkLW
neodocjdg: Jun. 07 at 9:51 PM
Alright, so the $BDSI PDUFA date is actually 6/15/09. Sue me.
Ticker: BDSI
GregorMacdonald: Jun. 07 at 9:51 PM
This flurry of rumination type news on an IMF bond, IMF SDR float, and Yuan based bonds is amazing.
Celtsfan348: Jun. 07 at 9:50 PM
@kunal00 $KVHI
Ticker: KVHI
leedfire: Jun. 07 at 9:50 PM
Buying $DSHIPS, $LVS $MGM and maybe $WYNN
Ticker: LVS MGM WYNN
rollingbull: Jun. 07 at 9:50 PM
@Brodieville they use to be good deals 3 months ago – overbought now, own all 6, but reducing my positions TSE: $RY $BMO $TD $NA $BNS $CM
Ticker: BMO BNS CM RY TD TSE:NA
downtowntrader: Jun. 07 at 9:49 PM
huge move in $PMTI friday. looking at peers as possible sympathy play – $ISRG$ARAY $EW $ZOLL $KOOL $SURG $APT
Ticker: APT ARAY EW ISRG KOOL PMTI SURG ZOLL
Brodieville: Jun. 07 at 9:49 PM
@Riddicks thanks will do. do you like $TCK – love raking in the profits on this Can. resource play!
Ticker: TCK
InEgoVeritas: Jun. 07 at 9:49 PM
@Fullcarry Indeed , carry traders will need to find a cheaper currency to borrow such as the JPY or CHF. This will help support the USD
Riddicks: Jun. 07 at 9:48 PM
@Brodieville Canadian Banks are good, check out $BMO and $RBC.
Ticker: BMO RBC
GregorMacdonald: Jun. 07 at 9:48 PM
See backgrounder post of min on N.A. NG/LNG from January:http://gregor.us/ng/gaz-vs-gas/ @Blacksoth
pipmaestro: Jun. 07 at 9:48 PM
$GBPJPY short at 157.19
Ticker: GBPJPY
Brodieville: Jun. 07 at 9:48 PM
@Riddicks I’d have to check a chart & swallow hard before shorting $RIMM, and$PALM– not now, still a window-shopper!
Ticker: PALM RIMM
FinanceTrends: Jun. 07 at 9:47 PM
Were there any must see interviews or thoughts from exc. traders & strategists we may have missed this week? Thx in advance.
mbusigin: Jun. 07 at 9:47 PM
Also – the same argument cannot be made about coal, which is in a very similar situation.
neodocjdg: Jun. 07 at 9:46 PM
That $BDSI chart is a thing of beauty! http://bit.ly/d6qD3 PDUFA date 6/12/09
Ticker: BDSI
wolfgroupasia: Jun. 07 at 9:45 PM
@niubi OTOH, $QCOM has a history of investg in businesses as “proofs of concept,” designed more 2 stoke addl demand 4 their core offerings.
Ticker: QCOM
GregorMacdonald: Jun. 07 at 9:45 PM
At 9:45 NYTime Oil is weaker by .38 cents to 68.10. Commod currencies firmer, w/ AUD at .7973. ASX200 Futes up 14. Silver flat. ES down 5
blinnpdx: Jun. 07 at 9:45 PM
Saw my first Bing.com TV commercial. Clever, slick production, good editing. Ads can sell a product, but this? Good luck to $MSFT.
Ticker: MSFT
Brodieville: Jun. 07 at 9:45 PM
I heard the Canadian banks are good deals now. $RY
Ticker: RY
Riddicks: Jun. 07 at 9:45 PM
@Brodieville I’d rather own $GOOG than $BIDU right now but I am short $PALMand thinking of shorting $RIMM but can’t see it yet…
Ticker: BIDU GOOG PALM RIMM
rollingbull: Jun. 07 at 9:43 PM
@leedfire yes I do, $TLM – great pick, also take a look at $CNQ & $SU
Ticker: CNQ SU TLM
Fullcarry: Jun. 07 at 9:43 PM
@CR1138 I agree! The only thing I would add to your framework is the US $ as funding currency for global market plays.
Twigins: Jun. 07 at 9:43 PM
Kitimat will make ultimately make coal friendly to US again, tech will store C02 in salt mines. lol
Brodieville: Jun. 07 at 9:43 PM
@leedfire will you sell it at market or limit price? the tech space has some room I think. I still like $BIDU
Ticker: BIDU
xjthingx: Jun. 07 at 9:43 PM
u wanna buy at $TLM now? isnt it a lil too late?
Ticker: TLM
InEgoVeritas: Jun. 07 at 9:43 PM
@CR1138 That makes a lot of sense.
ZDolan122: Jun. 07 at 9:42 PM
$GR
Ticker: GR
mbusigin: Jun. 07 at 9:42 PM
@GregorMacdonald NG/Oil diverg. is due to a diff. supply structure. L. amount of NG avail, and no need to prop foreign currency to buy.
Fullcarry: Jun. 07 at 9:41 PM
@borismsilver @GregorMacdonald One of the most over crowded trades I have ever seen was short USTs when $ZB_F hit 140.
Ticker: ZB_F
GregorMacdonald: Jun. 07 at 9:41 PM
In my opinion, once Kitimat LNG is built, it will have enough volume for N.A. NG to finally connect to the global price. @anthonybrown
leedfire: Jun. 07 at 9:41 PM
selling $BIDU on monday. too pricy. buying tlm. (talisman) canadian.Anyone out there trading canadian stocks. speak up
Ticker: BIDU
ChuziChips: Jun. 07 at 9:40 PM
@Brodieville$TSRA, I’ll prob. try to trade it a little this week and see how well I do with it. $AXYS did pretty good too .0143
Ticker: AXYS TSRA
CR1138: Jun. 07 at 9:40 PM
but, at some point, the inflation fear will flip that – higher yields will kill the USD
GregorMacdonald: Jun. 07 at 9:40 PM
@borismsilver “long gold, long oil, short US Treasuries” trade probably will get overcrowded on a serial basis over years. :-)
markinoakhill: Jun. 07 at 9:40 PM
@dvolatility thanks for those charts of past recession bottoms $SPX
Ticker: SPX
anthonybrown: Jun. 07 at 9:40 PM
@GregorMacdonald Do you see additional LNG export opportunities once kitimat is online, or will they suffice?
CR1138: Jun. 07 at 9:39 PM
there’s a balancing act with higher yields and the USD…..right now, higher yields indicate stronger growth. which should help USD
GregorMacdonald: Jun. 07 at 9:39 PM
Must watch video for all Solar investors. Best Solar presentation I have seen yet.http://bit.ly/s0FUh @Brodieville @wind4me
FinanceTrends: Jun. 07 at 9:38 PM
RT @TraderRock Video: Bloomberg talks w/ hedgie Michael Steinhardt, who doesn’t see sustained gains for US stocks http://bit.ly/SSWQu
borismsilver: Jun. 07 at 9:38 PM
@GregorMacdonald at what point is the long gold, long oil, short US Treasuries trade over crowded ?
GregorMacdonald: Jun. 07 at 9:37 PM
NG and Oil divergence perfectly mirrors both industrial predicament of the USA, plus a world moving ahead. Gap players beware.
Blacksoth: Jun. 07 at 9:36 PM
RT @InEgoVeritas Curious to see if people see the higher UST yields to be bullish or bearish on the USD this week and beyond.
Brodieville: Jun. 07 at 9:36 PM
anybody still like the solar names $YGE and $JASO, $CSIQ this week??
Ticker: CSIQ JASO YGE
Fullcarry: Jun. 07 at 9:36 PM
@InEgoVeritas My sense is there was a huge amount of short term US $ borrowing for EQ/Commod purchases around the globe.
bie111: Jun. 07 at 9:35 PM
JPM David Kostin recommend energy, materials, industrial and technology stocks, & the “BRIC”
ToddinFL: Jun. 07 at 9:35 PM
http://chart.ly/5sxc6m $XLF – Stair step pattern. Near 200 DMA resistance. Despite poor fundamentals, must respect strength.
Ticker: XLF
alphatrends: Jun. 07 at 9:35 PM
http://twitpic.com/6vl6e@howardlindzon $STSI has nice chart and this could be a huge bonus to the upside, unless they know something…
Ticker: STSI
GregorMacdonald: Jun. 07 at 9:35 PM
@anthonybrown I see no LNG export from North America until Kitimat is running. Early 2012 at best. Until then N.A. NG is trapped!
InEgoVeritas: Jun. 07 at 9:34 PM
@Fullcarry Yes I noticed. Wondering if it was an NFP triggered pullback or something more fundamental that has changed…
donahchoo: Jun. 07 at 9:34 PM
@sparkycollier if you include everything from the wrapping papper to raising the cow and transportation I bet its a bunch.
javierfrachi: Jun. 07 at 9:34 PM
RT @GregorMacdonald: Nikkei hits 8 months high: http://bit.ly/9c7ot
silentmax: Jun. 07 at 9:34 PM
@bie111 the same can be said for bank stocks in the us
Blacksoth: Jun. 07 at 9:33 PM
“The SDRs..have to be delinked..issued by an intnl org with equiv authrty to a central bank…to becm lqud enough to be used as a reserv”
GregorMacdonald: Jun. 07 at 9:33 PM
But whether oil buys 14, 19, or 37 Big Macs–oil’s 5.8 million BTU dwarf the soy, wheat, and cheese in the signature burger.
bie111: Jun. 07 at 9:33 PM
$$ be careful about individual Chinese stocks, very manipulated market, you cannot always trust the numbers
DogDayAftern00n: Jun. 07 at 9:33 PM
@johnwelshphd Thanks for the info. I’ll likely buy 50% in the morning then and see how the rest of the day plays out. GL $ARNA
Ticker: ARNA
TheStalwart: Jun. 07 at 9:32 PM
@GregorMacdonald That’s awesome! When you get it for a few countries, we’d love to run it on @clusterstock
beanieville: Jun. 07 at 9:32 PM
@pdenlinger I went to a buffet restaurant w/ my asian acquaintances …boy, did i get freaked out how much they eat.
GregorMacdonald: Jun. 07 at 9:32 PM
Nikkei hits 8 months high: http://bit.ly/9c7ot
sparkycollier: Jun. 07 at 9:32 PM
@GregorMacdonald how much oil goes into the production of a big mac? Off topic? Oil and big macs are the new guns and butter.
anthonybrown: Jun. 07 at 9:32 PM
@gregormacdonald What kind of timeframe do you see for LNG export from the US to Asia? How do you see this affecting $UNG market in US?
Ticker: UNG
Brodieville: Jun. 07 at 9:31 PM
Changyou target raised to 41.70. this just in. $CYOU
Ticker: CYOU
ETFDeskdotcom: Jun. 07 at 9:31 PM
http://tinyurl.com/nteahv $CYB Chinese gov. officials looking for ways to promote use of Renminbi more widely $UUP $UDN
Ticker: CYB UDN UUP
bie111: Jun. 07 at 9:31 PM
@johnwelshphd $STSI I agree. It is gambling, not investing, even not trading. They borrow too much money
Ticker: STSI
Fullcarry: Jun. 07 at 9:30 PM
@InEgoVeritas Was waiting for someone to mention this. $ carry trade came under pressure when short term UST yields jumped fri.
pdenlinger: Jun. 07 at 9:30 PM
@GregorMacdonald No wonder there are so many overweight Chinese kids now!
jtmcmullen: Jun. 07 at 9:30 PM
bullish on $TBT… buying calls on pullbacks
Ticker: TBT
MOOBER: Jun. 07 at 9:30 PM
The Storm is Not Over, Not by a Long Shot. NYT http://bit.ly/32jLT8
fundmyfund: Jun. 07 at 9:30 PM
$$ Refresh my memory why we gapped up Monday? All these gap ups seem to run into each other. (serious question)
dvolatility: Jun. 07 at 9:30 PM
RT @GregorMacdonald In Spring 2004, when bull market in oil began, a barrel of oil bought 14 Big Macs.
InEgoVeritas: Jun. 07 at 9:29 PM
Curious to see if people see the higher UST yields to be bullish or bearish on the USD this week and beyond.
javierfrachi: Jun. 07 at 9:29 PM
RT @GregorMacdonald:IMF SDR (from today) you might of seen this already:http://tinyurl.com/oebo7c | Wow. Very important! This is moving
GregorMacdonald: Jun. 07 at 9:28 PM
A barrel of oil currently buys 37 Big Macs in China–as the Big Mac is almost half the US price in China. @pdenlinger
stevenplace: Jun. 07 at 9:27 PM
$$ IWO Sunday Night Post: Some free market commentary as well as the trades for subscribers: http://bit.ly/7Di2d
BlindGopher: Jun. 07 at 9:27 PM
@GregorMacdonald: Maybe from a contrarian view it is this type of pessimism that you see at lows?
Blacksoth: Jun. 07 at 9:27 PM
RT @AriCostello: http://tinyurl.com/oebo7c>>Unless I’m mistaken,The IMF has no direct politcl decision making in proposed currncy basket.
Fullcarry: Jun. 07 at 9:27 PM
@pdenlinger I don’t think the Yuan matters when you barter ;).
johnwelshphd: Jun. 07 at 9:27 PM
@howardlindzon $STSI is risky, could be halted before decision like a 1 ago, I have no shares due to this even though think stsi can win.
Ticker: STSI
PhiSB: Jun. 07 at 9:27 PM
RT @GregorMacdonaldA barrel of oil currently buys 19 Big Macs.
FinanceTrends: Jun. 07 at 9:27 PM
FT: CCB looks @ renminbi trade move – another step in China’s/world’s move away from $USD http://bit.ly/Ld10x
Ticker: USD
GregorMacdonald: Jun. 07 at 9:26 PM
In Spring 2004, when bull market in oil began, a barrel of oil bought 14 Big Macs.
mbusigin: Jun. 07 at 9:26 PM
The sound you are hearing is a surprise collective bowel movement ..
pdenlinger: Jun. 07 at 9:26 PM
@GregorMacdonald How many Big Macs does a barrel of oil buy in yuan?
Brodieville: Jun. 07 at 9:26 PM
@ChuziChips many thanks!!!! $TSRA wld you buy it? any others you like?
Ticker: TSRA
ToddinFL: Jun. 07 at 9:24 PM
http://chart.ly/czngn4 $VLO – Possibly more downside, but nearing trend line support. Watch for RSI oversold readings.
Ticker: VLO
pdenlinger: Jun. 07 at 9:24 PM
Hot money recently flowing into Hong Kong awaiting investment in CN. CN, HK not happy
howardlindzon: Jun. 07 at 9:23 PM
$STSI @johnwelshphd so helpful thanks. I bought on price action first and now will sell flat. not my style.
Ticker: STSI
CR1138: Jun. 07 at 9:23 PM
@Fullcarry get long WHISKEY! in case of emergency!
GregorMacdonald: Jun. 07 at 9:23 PM
RT @AriCostello: IMF SDR (from today) — you might of seen this already:http://tinyurl.com/oebo7c | Wow. Very important! This is moving
ChuziChips: Jun. 07 at 9:22 PM
@Brodieville – I’ve been running your picks through my model. So far, $TSRA has done the best. Scored very high at .0252
Ticker: TSRA
SPtrades: Jun. 07 at 9:22 PM
Centralizing the Central Banks is like Borrowing from a Gang Leader borrowing from a Mob Boss. imf
Fullcarry: Jun. 07 at 9:22 PM
@CR1138 That issue concerns me to no end. I have no definite answer.
GregorMacdonald: Jun. 07 at 9:22 PM
A barrel of oil currently buys 19 Big Macs.
johnwelshphd: Jun. 07 at 9:21 PM
@howardlindzon $STSI has NO balance sheet, if they lose, stock is .50. If they win, vertict will be in billions. DNDN like squeeze. g/l
Ticker: STSI
Brodieville: Jun. 07 at 9:21 PM
$SOHU target raised to $66.00- just read this!
Ticker: SOHU
pdenlinger: Jun. 07 at 9:21 PM
@GregorMacdonald Australians are pushing for spot pricing on iron ore exports; CN strongly opposes this for budgetary reasons
AriCostello: Jun. 07 at 9:20 PM
IMF SDR (from today) — you might of seen this already:http://tinyurl.com/oebo7c
mryakman: Jun. 07 at 9:20 PM
30’s ended with WW2, where do we find our export market this time? World peace and 50% longer lives in the last 100 years…
StocksMD: Jun. 07 at 9:20 PM
@johnwelshphd Yes, $ARNA ‘s study design was “stronger” imo w/patient and lngth of stdy. Time will tell with $VVUS when followup data out
Ticker: ARNA VVUS
Blacksoth: Jun. 07 at 9:20 PM
We have cultural and economic glb. but political is mostly localized.The IMF has the cred to issue a gbl currency?Seems a bit of a reach.
infovestment: Jun. 07 at 9:20 PM
$EURUSD on the rise printing HOD, another helping of shorts is coming up
Ticker: EURUSD
johnwelshphd: Jun. 07 at 9:20 PM
@howardlindzon $STSI is a jury trial. Been following daily last two weeks. On pop 2 weeks ago Judge leading jury to STSI side.
Ticker: STSI
GregorMacdonald: Jun. 07 at 9:19 PM
RT @pdenlinger: @GregorMacdonald Domestic AU opposition to BHP deal is setback for CN.
CR1138: Jun. 07 at 9:18 PM
@Fullcarry good point. makes me wonder when holding bullion will become outlawed.
Twigins: Jun. 07 at 9:18 PM
Think anybody will pay heed to Roubini’s yellow shoot soliloquy? ie: corporate governance needs to change – regulate? throw stones?
johnwelshphd: Jun. 07 at 9:17 PM
@DogDayAftern00n Would not race into $ARNA on big gap up and wait. It was $4.75 on last data release, so should get back there. g/l
Ticker: ARNA
FinanceTrends: Jun. 07 at 9:17 PM
RT @dvolatility Charts Comparing 1974, 1982, 2002 Market Bottoms To Today, 80s Recovery http://tinyurl.com/qktqov
silentmax: Jun. 07 at 9:17 PM
@GregorMacdonald a chart on that bigmac vs oil would be oh so sweet
johnwelshphd: Jun. 07 at 9:16 PM
@stocksmd $VVUS has a better pipeline than $ARNA. However, I do like the trial size of Lorcaserin, management doing good job with data.
Ticker: ARNA VVUS
GregorMacdonald: Jun. 07 at 9:16 PM
I am working on a comparison of Oil to Big Macs, this decade. Inspired by recent conversation w @TheStalwart
DogDayAftern00n: Jun. 07 at 9:16 PM
@johnwelshphd Good buying op under $5 I think, so I’m still a buyer. Might wait for retrace for gap to fill in early afternoon $ARNA
Ticker: ARNA
Fullcarry: Jun. 07 at 9:16 PM
Who decides the rate of devaluation of IMF money? I think that is an important question.
mbusigin: Jun. 07 at 9:15 PM
@GregorMacdonald That said, the tech. behind money makes responding to a bankrun now potentially quite a bit more quickly than before.
howardlindzon: Jun. 07 at 9:15 PM
@johnwelshphd did not realize that and i guess it’s better to own higer on positive news. $STSI
Ticker: STSI
Blacksoth: Jun. 07 at 9:14 PM
Oil moved above $70 briefly before pulling back not too long ago.
GregorMacdonald: Jun. 07 at 9:14 PM
I’m interested in this IMF play, b/c if China could trade some USD for IMF/SDR bonds, that would seem a good solution for them. @CR1138
FinanceTrends: Jun. 07 at 9:14 PM
@GregorMacdonald I’d have to go back & check, but I think Doug Noland would prob. agree on that point (biggest debt bubble ever)
Fullcarry: Jun. 07 at 9:13 PM
@GregorMacdonald Funny people assumed it was a credit issue and it will turn out to be sovereign debt issue ;).
johnwelshphd: Jun. 07 at 9:13 PM
@DogDayAftern00n $ARNA results NEW, data trending UP, good for co after last data three months ago, gaps up 10% I think. Still more data.
Ticker: ARNA
traderclubtirol: Jun. 07 at 9:13 PM
NIKKEI hits year high @ 9.900 http://is.gd/SgAA , oil trading arround $68http://is.gd/SgL0
Fullcarry: Jun. 07 at 9:13 PM
@silentmax @AriCostello The end-game couldn’t happen with the assumption that the credit of the US would systemically improve.
StocksMD: Jun. 07 at 9:12 PM
@johnwelshphd Agree, there is probably room for more than 1 treatment in this market. Both $ARNA and $VVUS good long term plays imo
Ticker: ARNA VVUS
SPtrades: Jun. 07 at 9:12 PM
Tell ’em it’s a local problem. Have dealers deal with it China. $HP
Ticker: HP
GregorMacdonald: Jun. 07 at 9:12 PM
@Fullcarry What’s unfortunate is that even if 1907 or 1873 panic is a model, 2008 comes on top of greatest debt bubble of all time.
CR1138: Jun. 07 at 9:12 PM
@GregorMacdonald how long until the yuan is fulling floating? they’ve got futures contracts out now (i think) how long can they wait?
alansmurray: Jun. 07 at 9:11 PM
China requires PC makers to ship PCs with web-blocking software, enabling censorship. What should $HP do? http://bit.ly/uRkz
Ticker: HP
SPtrades: Jun. 07 at 9:10 PM
For all it’s worth; I Love my new $HP Netbook 1030. Great for surfing and tweets in the living room. (LOL)
Ticker: HP
GregorMacdonald: Jun. 07 at 9:09 PM
@Fullcarry @CR1138 Indeed. If you look at this decade in resource deals, CN likes to start small as trial or a floater to see reactions.
Fullcarry: Jun. 07 at 9:08 PM
Was the credit crunch simply a run of the mill 19th century style banking panic ala 1907?
DogDayAftern00n: Jun. 07 at 9:08 PM
@johnwelshphd Let me rephrase that question: is this news completely new, or does it build on previously released news? $ARNA
Ticker: ARNA
DogDayAftern00n: Jun. 07 at 9:07 PM
@johnwelshphd Any prediction on how much it will gap up? $ARNA
Ticker: ARNA
howardlindzon: Jun. 07 at 9:07 PM
New Pist – Thinking about Growth and Fascinated by Forex – please chime inhttp://howardlindzon.com/?p=4148
GregorMacdonald: Jun. 07 at 9:07 PM
@howardlindzon ..get our of hand in commods and forex, I expect capital controls and regulation.
Fullcarry: Jun. 07 at 9:06 PM
@GregorMacdonald The problem is CN needs to hold on to its dollars ow the Yuan will appreciate.
SPtrades: Jun. 07 at 9:06 PM
The Palm Pre will not attract iPhone folks. It will pull the lower-end UP to the Pre. iPhone runs on C++ apps. The Pre runs on HTML 5!
johnwelshphd: Jun. 07 at 9:06 PM
@njhounds $ARNA will gap up on these results tomorrow, keep in mind one big Phase 3 BLOSSOM trial end of summer most important. Data Better
Ticker: ARNA
ToddinFL: Jun. 07 at 9:05 PM
http://chart.ly/ynkdc4 $CVX – Price action getting tighter. Wait for pullback then a break above trendlines.
Ticker: CVX
GregorMacdonald: Jun. 07 at 9:05 PM
@AriCostello CN going for basket strategy? Buy 1. Raw materials off xchanges. 2. Mines and Miners. 3 IMF bonds (SDR backdoor). 4. Oil.
CR1138: Jun. 07 at 9:04 PM
@GregorMacdonald they got to float the yuan first….otherwise, the size will be so small it will be considered a novelty
johnwelshphd: Jun. 07 at 9:04 PM
@howardlindzon $STSI, been following it real closely, look at last 2 week tweets on it, I expect a decision next week – STSI needs 11-0 vote
Ticker: STSI
cfrazierjr: Jun. 07 at 9:03 PM
@onetwoko $GMCR has good earnings and the wal-mart partnership did it for me. Can’t go wrong with Wal-Mart ties.
Ticker: GMCR
AriCostello: Jun. 07 at 9:02 PM
Well… seems the shortening duration play didn’t work out so well. What does CN do now? re-extend? or just look for a different game?
howardlindzon: Jun. 07 at 9:01 PM
dipped my tie in a cheapie stock last week $STSI and will add higher, not lower. anyone have some real meat on the company…chime in.
Ticker: STSI
GregorMacdonald: Jun. 07 at 9:01 PM
If LatAm USD Bonds were called Brady’s. And JPY bonds were Samurai’s. What would we call US issued Yuan Bonds? http://tr.im/nIYy
GregorMacdonald: Jun. 07 at 9:00 PM
It’s 2am in London. 9pm in New York. Welcome to MacroTwits @stocktwits

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