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Smile

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  1. This might be of some use! FFH conf call notes.txt
  2. I read somewhere that it’s mainly about the tories being elected; brexit, even if Boris touts a no-deal exit, will take more months to negotiate.
  3. Agreed. Muscleman, it ain’t the fact that you’re wrong or right on charts, it’s that you consistently take a certain type of inassailable sideline position that just nags at people “because you don’t do that anymore”. Also, naming certain ‘big things’ in a vague way without explaining your point, just to make yourself sound knowledgeable, that shit just doesn’t help. The fact is, no one knows how the politicking is really taking place. There is voodoo and there are signs. There is the AIG analogy. A Moelis plan. Court cases. Some comments by officials are useful, most are not. Tim Howard has the facts. But all of us, including Tim, are either waiting for the biggest recap in history and/or trading on some stuff we see. Journos making our market are laughing their asses all the way to the bank each and every single time they once again succeed in dumping or pumping our securities.
  4. I miss the old days when it was all court cases and all politicians were bastards. Sweeney did legal work for the intelligence services and is meticulous. She's slow. No one has any idea of the timing of En Banc either, contrary to all kinds of weird statistical analyses that are being posted on message boards. Please just get on with discussing the facts of the court cases, laws, and political power games. Small example: does anyone know more about why Gasparino is now the spokesman for insiders in the administration? And why he posts both positive and negative news? Never seen that before. It's curious. He engaged with John Carney and Joe Light for a while, then went out of step with them. All TA does for me is analyze buying and selling behavior. If you want to connect political/press-related/financial events to it after the fact, and hold a victory lap because you think you had an insight, power to you. But I suspect it simply doesn't help others much because it can only inform them of buying and selling behavior. Go and trade. I'm pretty sure LittleDevil always debated with my nickname on his face. We're all betting on TINA, that the only satisfaction for all stakeholders seems to be a utility model (taking into account the guarantee, optics as well as finance), the fact that the political game can set things into motion, and the fact that we have a contract with the US government that was grossly violated. Maybe we can all trade a bit when we know news is not substantial but does cause price movements. That seems to be about it. I stand ready to be corrected and to be informed of more than I know.
  5. Longtime lurker here to tell you I gained almost no useful information but a lot of laughs from this thread. Stop pulling each other’s ties lads! The hall monitor is coming! He’ll grab you by your lapels, shake you round and hang you up on a coatrack! So.. which companies are the reliable moneymakers in this industry? I don’t know enough to have an opinion.
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