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- Randy_H
- Contributions:4385
I'm not an active trader, so now's my chance to ask:
* What sectors are safest to short?
* What % to cover (wrong or right)?
* Plain old shorts, buy puts, or write naked calls?
Not that I'll do anything with that, I'm just curious being that I'm much more a long-term value investor sort with a secret fascination for quant arb models that actually work.
- tldtms
- Contributions:784
I"M READY!!!!
- Aldreth
- Contributions:4226
Safest to short? haha
- Randy_H
- Contributions:4385
Safest to short? haha
As far as shorting goes I mean. I was just wondering because I read this morning in the FT that short-interest is at an all time high, in some sectors higher than 99/early 2000.
- Terri Linnell, "DebtsNMesses"
- Contributions:6728
Randy, I would look for 100% American Made companies... including the materials. They should do well with inflation. There's a leather company in Tx that's 100%... don't know if there's stock for it.
- rak0t
- Contributions:135
no naked calles that is for sure. Buying puts is ok. I would buy short ETFs : SKF, SRS.
- Aldreth
- Contributions:4226
Shorting financials has been safe (relatively speaking) since last year.
Some of my current short positions include...
BAC
FNM
FRE
LEH
I bought more TMA, however... It was a good lottery ticket.
As was BSC... Made a killing on that one.
- Randy_H
- Contributions:4385
Thanks. I appreciate the insights (from people who really trade).
- Aldreth
- Contributions:4226
BSC is a mess right now. I am really starting to wonder... This could get very ugly.
- Randy_H
- Contributions:4385
BSC is an example of the joys associated with government intervention.
They could have just saved a bunch of time and just come right over to my house to give me the bill for the 2008 Investment Banker Bailout Act.
- Aldreth
- Contributions:4226
Not to mention completely illegal.
- Fydell
- Contributions:514
Randy
2 Rules
1) never write anything unless you really, really know what you are doing
2) if the market is as short as you say it is - and it is - better be on the bid cos thats a sure sign its going up
Watch the S&P - if it closes above 1340 then you better stand clear.
- rak0t
- Contributions:135
Fydell, whats your education? So we would be on the same page?
- Randy_H
- Contributions:4385
I've done a good bit of options trading, but mostly associated with hedges and mostly long-dated. The only time I've done speculative options trading was writing calls against stocks I'd accumulated over many years. That usually turned a tiny profit net of fees & taxes; not enough to command my attention.
Like I said, I'm just curious. If I go short in the market as a macro-bet it will be through inverse ETFs, like rak0t mentioned or the others. (No need to digress into the flaws of ETFs. I know, I know).
- rak0t
- Contributions:135
I dont think it is reasonable to mananage non systematic exposure on daily basis. Index funds should be your instrument of choice. Anyone who is buying inidividual stocks is taking unnecessary risk and wont be reward since their information ratio is by far less superior to other analysts in the field
- Mr. Dingle L. Berry
- Contributions:545
So far so good All Dread DOW up 250.09 for the day 2 PM eastern. Up last 2 weeks week over week. Need to adjust your crystal ball?
- Staresce
- Contributions:967
Imdebtfree should support made in America on general principles. I wonder what used to be made here that was better than foreign cheap stuff? I found a big sturdy paper stapler in the garage that belonged to my grandfather the other day, made by a company out of New York called Swingline. It still works... that is well made .
Lisa
- Mr. Dingle L. Berry
- Contributions:545
I have a swingline stapler. God Bless America!
- annelisek
- Contributions:2121
- Mr. Dingle L. Berry
- Contributions:545
You did NOT have permission to post my picture!
- jal74
- Contributions:1077
Guys - take the stock trading classes somewhere else.
- 2 Big 2 Fail
- Contributions:0
HA HA. the DOW is up 187 points Aldreth.
[content removed by moderator for being a personal insult and name-calling]
It's ok though, I accept your apology.
- Randy_H
- Contributions:4385
Guys - take the stock trading classes somewhere else.
I'm sorry. Is the sea of high quality information seeping from every pore of this forum being otherwise blighted by our brief discussion here, in an otherwise unexcitingly short thread?
- Aldreth
- Contributions:4226
If you actually believe this bottom nonsense, I have a condo for sale in Miami. The next few months will completely change your view of my, "predictions".
Predictions, if that is how you wish to label them, will very soon become fact.
I don't make "predictions".
Aldreth, hate to bother you, and you don't have to be specific about where, but what odds do you put on defalation happening outside of RE and stock market?
- Aldreth
- Contributions:4226
It's a possibility, however, we have to inflate ourselves out of this mess first. I don't think deflation is much of a concern for the short term.
- NTETS, "Mr Caveat"
- Contributions:6436
yes, rather than devaluing the homes, we devalue the contracts that the homes are sold for, that is the way to fix the problem!
- DannyInSoCal
- Contributions:445
I'm much more comfortable with my liquid assets.
Mostly Johnny Walker Blue these days.............
Thanx, D
Yea, I'm investing in bottles of Johnnie Walker Blue instead of Blue Chip Stock. I get a better return than I did on crap like C and BAC. Wiped out my 5 years of IRA gain.
Now I have to drown myself in Booze, I mean Blue.
I'm expecting Hilary Clinton to bail me out on my C and BAC investment in my IRA. I deserve that $30 billions also.
Hope you are ready for a DOW crash.
Should be here pretty soon.
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