Use CBMX 7 to short retailers, and use leveraged 3X ETFs to place hedge in my portfolio

Posted on May 18, 2017 by Timeless Investor

In order to hedge the risk of market, industry segment or individual stock, I need to short them in an appropriate way. List of EFTs: CBMX7, SPXL, SPXS, FAS, FAZ, TYH, TYP, ERX, ERY, SOXL, etc Continue reading →

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use CDS to short retailers

Posted on May 18, 2017 by Timeless Investor

use CDS to short retailers – borrow one idea Continue reading →

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FNMA preferred stocks in FAIRX

Posted on May 18, 2017 by Timeless Investor

There are multiple FNMA preferred stocks in FAIRX, I need to study what are the other preferred stocks and understand whether I also need to buy other preferred stocks or not Continue reading →

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Morfit, who is the board member of Valeant, will serve as ValueAct’s chief investment officer

Posted on May 18, 2017 by Timeless Investor

According to WSJ, Morfit, who is the board member of Valeant since 2007, will serve as ValueAct’s chief investment officer. Should Morfit help turn around this company? Very possible!  Continue reading →

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Mel Watt testified at a hearing on housing finance policy; Mnuchin will testify on May 18 on GSE

Posted on May 17, 2017 by Timeless Investor

Mel Watt testified at a hearing on housing finance policy. He reiterated his concerns over long-term conservatorship of Fannie Mae and Freddie Mac and stressed that it is Congress’ job to chart a path out of it, and urged lawmakers to act expeditiously on such legislation. Continue reading →

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Takeaways from Bruce Greenwald’s interview at Barron’s

Posted on May 15, 2017 by Timeless Investor

Here are a few takeaways from Bruce Greenwald’s interview at Barron’s Continue reading →

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Watt on GSE – can we have the conservatorship end before the end of this year?

Posted on May 11, 2017 by Timeless Investor

Watt warns that “By the end of the year “neither enterprise will have the ability to weather any loss it experiences in any quarter without drawing further on taxpayer support,”” so we are going to see the end of tunnal pretty soon? Continue reading →

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Can he become the second Bob Benmosche for AIG?

Posted on May 11, 2017 by Timeless Investor

Can he become the second Bob Benmosche for AIG? – from WSJ Continue reading →

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Read as much as I can like two Ts

Posted on May 5, 2017 by Timeless Investor

Read as much as I can like two Ts Continue reading →

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Samsung has 50% upside potential – from Barrons

Posted on May 1, 2017 by Timeless Investor

Samsung has 50% upside potential – from Barrons, I propably need to have a Interactive Broker account to buy this stock Continue reading →

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