Portfolio of the week - 2008

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  • peanuts
    replied
    terrifying

    Originally posted by New-born baby View Post
    Peanuts<
    Will the US default on its debts in Sept 2009?
    I've been thinking about this since you asked...

    There's a lot of debts that the US has. To default would be unacceptable. I would expect a war of unpreceeded atrociousness IF it does happen.

    What would have to occur for debts to go unpaid? Nobody paying taxes? Or a significant decline in tax revenue due to trade freezing? Or a removal of a AAA rating for US debt? Or governmental action? Or something else?... and what?

    What if we suddenly tell the world, "well, sorry folks, no more dollars for you"... What would be the implications? Is that IT?

    Leave a comment:


  • JohnHenry
    replied
    Originally posted by Karel View Post
    No, he means:





    Regards,

    Karel
    LOL LOL Thanks Karel and Od

    Leave a comment:


  • Odysseus
    replied
    lol Gotchya, just wanted to make sure.

    Leave a comment:


  • Karel
    replied
    Originally posted by Odysseus View Post
    StkyTreat, do you mean close long, and short C?
    No, he means:





    Regards,

    Karel

    Leave a comment:


  • Odysseus
    replied
    StkyTreat, do you mean close long, and short C?

    Leave a comment:


  • JohnHenry
    replied
    C

    sell sell sell

    Leave a comment:


  • spikefader
    replied
    FAS short thanks.

    Leave a comment:


  • peanuts
    replied
    G'day from down unda

    Thanks Ody for running the show here. You do a great job.

    I'll take XTXI long... Goldman Sacs has this company all wrong, and it's time to prove it to them

    Leave a comment:


  • Peter Hansen
    replied
    OUT OF PBR into CCL SHORT!

    Originally posted by Peter Hansen View Post
    PBR LONG Thank You
    CCL SHORT PLEASE! I feel that Carnival Cruise Lines will suffer during this downturn.......with extra funds hard to come ........ALL the cruise lines will suffer ! maybe If Obama passes the Stimulus package a few more cruise tickets will be sold .....but I doubt that will help!


    Thank You Ody

    Leave a comment:


  • Rob
    replied
    Pick

    Oh look! MT is up about 13½% in premarket! Dirty Dogs.

    Okay ... I'll try JASO long this week.

    Leave a comment:


  • JohnHenry
    replied
    C

    C long please.

    Leave a comment:


  • Karel
    replied
    Long EXM

    Originally posted by New-born baby View Post
    Since I took a 37% bath with it last week, I think I'll take it long
    again this week.
    That's the spirit, NBB! I am still long EXM, but I am sorry to say last week's dip wasn't as deep as yours.

    Congratulations, Peanuts!

    Regards,

    Karel

    Leave a comment:


  • RL
    replied
    ODY PLEASE PUT ME iN SXE-LONG THANKS.Hope all have a great week

    Leave a comment:


  • New-born baby
    replied
    DRYS long

    Since I took a 37% bath with it last week, I think I'll take it long
    again this week.

    Leave a comment:


  • Odysseus
    replied
    Going to try for CRVL Short

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