Rasti nafto, rasti!
Ček, ček… pa tada će mi i benzin biti skuplji. Hmm 🙂
Sve je to dogovorno manipuliranje
Is it possible that the government is using the ESF to trade our gold reserves so that we don’t even need to print money?
http://www.usagold.com/gildedopinion/turkesfgold.html
But instead, the US government is about to learn that it cannot keep a manipulated ‘floating-rate’ gold price from rising any more than it was able to keep the manipulated ‘fixed-rate’ gold price from rising thirty years ago.
Kupio prije 10min 3 SPY puta za 3×560$ i već sam u plusu 200$… da sam pametan sada bih to prodao i zaradio za dobar burek [lol]
Koji ludi dan. I opet je na djelu isto pravilo, dešava se upravo obrnuto od onoga što očekuje većina. Umjesto "uređivanja prozora" netko ih želi polupati.
Prodao na kraju današnje puteve po 6.60… 300$ na tako malo ulaganje u sat vremena nije za baciti.
Nego, za one koji trguju opcijama – implied volatility na AIG je ponovo pala na "niskih" 100%. Sumnjam da će skoro na razine 60-80% ali nije nemoguće.
Mislim da se bliži vrijeme kada bi bilo isplativo uzeti neki AIG straddle sa opcijama za 11 mjesec. Riskantno jest, to priznajem, ali potencijalni dobitak daleko nadmašuje potencijalni gubitak (makar je potencijalni gubitak 100% ako se drži do opexa :))
Sad je mrvicu rano ali recimo za onoga tko danas kupi 43$ straddle bi profitabilno područje počelo izvan cijenovnog okvira 36-50$. Mala je vjerojatnost da će cijena nakon sljedećeg izvješća ostati tu gdje jest. Pogotovo ako se definitivno potvrdi dokapitalizacija i izdavanje novih dionica.
Nadam se da će volatilnost ostati na ovim razinama ili niža pa da prije velikih izvješća za 2 tjedna mogu to uzeti.
Malo novosti o CIT
CIT in Last-Ditch Rescue Bid.
CIT is preparing a sweeping exchange offer that would eliminate 30% to 40% of its more than $30 billion in debt outstanding, said people familiar with the matter.
The plan would offer bondholders new debt secured by CIT assets, as well as nearly all of the equity in a restructured firm. The new debt would mature later than current debt, the impending maturity of which has posed a problem …
These are the 12 largest banks on FDIC WATCHLIST
1) Westernbank Puerto Rico Mayaguez PR $13,119,588 Billion
2) AmTrust Bank Cleveland OH $9,881,169
3) CIT Bank Salt Lake City UT $7,065,342
4) California National Bank Los Angeles CA $7,003,321
5) Corus Bank, National Association Chicago IL $6,360,871 FAILED!!!
6) First Federal Bank of California Santa Monica CA $5,380,617
7) Lehman Brothers Bank, FSB Wilmington DE $5,280,801
8) AnchorBank, fsb Madison WI $4,875,326
9) Amcore Bank Rockford IL $4,579,583
10) Woodlands Commercial Bank Salt Lake City UT $4,428,609
11) Ocean Bank Miami FL $4,211,389
12) Imperial Capital Bank La Jolla CA $3,981,647
CiT is already a dead horse. No business prospects when the funding has to be raised with unsecured debt – not when alll your assets are already pledged. The best thing for current unsecured holders is a runoff of the existing portfolio. We certainly do not need "new money" to come in taking collateral and thus reducing the assets available to pay us. As to the common shareholders and preferred shareholders – including the TARP preferred- no value left there
http://online.wsj.com/article/SB125426707418850927.html#articleTabs%3Dcomments
Dokupio jos SPY callova, i dalje vjerujem u svoj target s&p 500 na 1120-1140 do kraja iduceg tjedna.
Evo UCO na 11.15, dobro je ispalo to što sam kupovao kad je nafta bila oko 65 i UCO ispod 10… kad uzmem prosjek kupnje zarada na opcijama je cca +20% (jbga, prerano sam počeo kupovati)
Nadam se da neće sad roknuti natrag dolje 🙂
A viđe CIT, nakon jučerašnjeg rasta do 2.20 danas je na -40% iliti na 1.31… dakle niže nego što je bio zadnjih 2 mjeseca… kakva burza [lol]
Za one koji prate NG:
The EIA is scheduled to release last week’s natural gas inventories data Thursday morning. Analysts surveyed by Platts expect an increase of 60 to 64 billion cubic feet.
If realized, the buildup would push U.S. natural gas inventories to a record high near 3,590 billion cubic feet.
Prodao pred kraj malo UCO callova, zarada vrlo pristojna.
Sjelo špekulativno malo KAZ po 0.95, ako padne na priželjkivanih 0.8x onda ću kupiti veću količinu.
Danas portfelj u plusu preko 10%, kamo sreće da je svaki dan takav.