"We risk becoming the best informed society that has ever died of ignorance"
- Rubén Blades

"You can't make up anything anymore. The world itself is a satire. All you're doing is recording it"
- Art Buchwald

"It's getting exciting now, two and one-half. Think of everything we've accomplished, man. Out these windows, we will view the collapse of financial history. One step closer to economic equilibrium"
- Tyler Durden

"It is your corrupt we claim. It is your evil that will be sought by us. With every breath, we shall hunt them down."
- Boondock Saints

Thursday, April 17, 2014

CSX, INTC Analyst Updates

CSX and INTC among others have updated analyst notes coming from Morningstar this morning.  Of note, CSX tagging weather is more likely believable than many of the other weather related excuses we've heard of from the popular thought-forming cadre.

Saturday, April 12, 2014

Diary Of A Phony Hedgeye Manager

I had heard of these guys but I never paid much attention to them.  They always seemed sketch especially once I noticed the Ivy league homoeratica...people like that are all the same.  One of the major issues I have with most Ivy Leaguers is their sense of entitlement and their persona's that radiate the "my shit doesn't stink like yours does" attitude.  Not even close to all Ivy league guys are like that but if I went to Yale, I would do what is possible to distance myself from people like the one's you're about to read about.

Thursday, April 10, 2014

Phony Twitter Managers

Work with me here.  I want to do a very simple thought exercise.  Imagine we're playing sports...let's just say hockey.  We have players, spectators, event staff, pundits, arm-chair coaches, etc.  Now the players make it all happen, without them, the rest doesn't exist.  However, the real players will play the sport regardless, just look at the kids playing street hockey at 10AM on a warm spring morning.  

Saturday, March 29, 2014

High Frequency Confrontations

New HFT book out on March 31, 2014 called "Flash Boys".  Naturally, the guys that matter are going back and forth already this morning.  Trader Magazine has a great article up from months past and it's protected behind a user subscription wall (free access).  But in the interest of speed and preservation of material, I'm reproducing their original content here.  

Monday, March 24, 2014

GameStop Review

     GameStop has earnings on 03/27 at 0830 and analysts are expecting earnings to be $1.93.  This analysis is the second half of this weeks trade analysis, read Part 1 covering BlackBerry (Earnings on 03/28 at 0800, here).  I'm bearish on GameStop and have a reasonable fundamental price of $25.97 in place. 

Sunday, March 23, 2014

BlackBerry Review

     GameStop and BlackBerry have earnings this week, 0830 on 03/27 and 0800 on 3/28 respectively.  In the interest of material presentation I'm choosing to do this one in writing instead of on CALtv, though I will try to get a video up this week for you guys on a different topic.  Side note:  thank you all very much for the support.  As the new content channel grows and I learn new ways to present my ideas and content through video, the experience will only improve for all of us.  I still want you to all to participate be it in the comment section on YouTube, here, or on Twitter.  Feel free to improve upon the files I share and help us build a community to help the new guys avoid the virtual signal newsletters pitfalls.  If you haven't already, please subscribe here and you will be notified when I add new video's and sign up for email on the right for notifications of new posts here and subscribe for updates to my Zero Hedge postings through your Account as shown here.

Thursday, March 20, 2014

The Basic Cost To Co-Locate

I was scanning through the Nasdaq OMX PHLX Pricing document tonight and came across a couple interesting price tables. This may appear to be mind-numbing and that is because the fragmentation within our micro-structure is beyond comprehension when we first come in contact with the nuts and bolt of how it's all built. It is critically important for traders to understand the scope of what they are dealing with and I hope this one example will show you how complex and lucrative things have become.

Tuesday, March 18, 2014

Sunday, March 16, 2014

Super Atoms Pair With Quantum Entanglement To Teleport Data

TradeTech recently highlighted a company that has created a way to generate super atoms with the intention of having them pair their properties to Quantum Entanglement as a means to teleport data.   I know, mind blown.

Monday, March 10, 2014

Eat Shit Hedgeye Research

Love it.  Well done Cramer's Shirt, go to his site and scroll down to see Scribd docs.  Well worth the time.  He beat me to the punch and did a superb job!