NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Yesterday

NL

Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 11:56 AM

Re: Investing in a Vacuum

and does bad things to the yield curve.

laissez le bon temps rouler

but even in good times there are corrections.


10y-2yr keeps getting flatter, fwiw...

Fri Oct 20

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Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 1:20 PM

Re: Ad comparing Shopify and Amazon

I also agree.

Of course these are the same geniuses that wrote posts about how selling naked puts was a way to 'reduce risk' a few years back....smdh.

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:42 PM

Re: 3 years ago in London

Almost exactly 3 years ago, there was a disclosure by JPM of a $2 Bn trading loss by the 'London Whale,' the nickname we got for Bruno I.

Stock plummeted, after having dropped initially from the Feb disclosures by Dimon of 'a
[more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:41 PM

Re: 3 years ago in London

Almost exactly 3 years ago, there was a disclosure by JPM of a $2 Bn trading loss by the 'London Whale,' the nickname we got for Bruno I.

Stock plummeted, after having dropped initially from the Feb disclosures by Dimon of 'a
[more]

Thu Oct 19

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:08 PM

Re: Limit order fishing?

Oh well, I guess the exchange thinks 10 free points on Merck is enough...

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:22 PM

Re: Limit order fishing?

Not always!

Yeah, when ACN went to $0.01 they did but for many they did not.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:50 AM

Re: Limit order fishing?

Can always put stuff 40% under market for blue chips and hope for a flash crash!

Wed Oct 18

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Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 3:29 PM

Re: Big companies can do alright too

Yep, ATVI up 71% ytd.

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Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 3:28 PM

Re: Saul, you can't possibly exist!

BTW, a huge fund can never be as nimble as Saul as large trades move markets and give away trading patterns.


Hence the appeal of large-cap index funds.

In addition to your entirely correct power law comments.

NL

Boards Post

NajdorfSicilian posted to the Stereo 8 board. 3:25 PM

FSC becomes OCSL

So, highly-respected Oaktree taking over the mgmt of the FSC portfolio, thus the name change.

Price is like ~30% discount to NAV. Better management. Can't raise capital by issuing stock until discount is gone thus limiting growth. Can [more]

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NajdorfSicilian replied to the Stereo 8 board. 3:23 PM

Re: Not that insightful thoughts: Citi, GE and A

Let's all agree on Martian and save us the work.

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 3:22 PM

Re: Poll: eternal brokerage money market question

I'm getting almost 1% on my bank overnight products [also at GS]. Just zip cash back and forth via ACH?

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Boards Post

NajdorfSicilian replied to the Last RoundUp board. 3:21 PM

Re: question

lemme break it down for you. while you spent the 70s shut off in the Resorts Int'l daycare facility praying that susan olsen's parents also had a superfecta problem,

FYP.

seriously, yes, an investor kit is just an [more]

Tue Oct 17

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NajdorfSicilian replied to the Last RoundUp board. 10:37 AM

Re: question

I'm going to confess my ignorance and say I've never heard of a physical investor kit. I guess this is the leave-behinds from IR?

Mon Oct 16

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Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 11:50 AM

Re: Saul, you can't possibly exist!

Mauldin is a joke and a terrible fund manager but the issue of active v passive is becoming more pertinent over time.

I still come down on the side of active for the few who are extremely talented, but using the passive QQQ ETF [Nasdaq 100] [more]

Fri Oct 13

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Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 2:12 PM

Re: The dangers of “Saul-type” stocks

Again, I know a correction will come, they always do, and certainly my stocks will drop twice as much as the S&P, guaranteed, but I would have paid a big opportunity cost if I had kept a large part of my funds in cash equivalents or old [more]

Thu Oct 12

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:45 PM

Re: JPM picks for 2013

Author: NajdorfSicilian | Date: 1/17/2013 10:50:05 AM | Number: 25786
My latest name is BLK, as mentioned. My list is only about 14 names at the moment.

'BlackRock Net Tops Forecasts
BlackRock Inc.'s
[more]

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Boards Post

NajdorfSicilian replied to the Saul's Investing Discussions board. 12:20 PM

Re: Citron legal disclaimer

That is unless you are in margin (And there is a margin call) or in stock options that this move destroys. But for those long, and holding long-term, why is everyone so upset?


Because the majority of individual stockholders [more]

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Boards Post

NajdorfSicilian replied to the 77's Foolish House of Pigskin board. 12:14 PM

Re: Mr. Ditka meet Mr. Brown

I would say Jim Brown is the greatest lacrosse player of all time.

NL

Boards Post

NajdorfSicilian posted to the Last RoundUp board. 11:46 AM

BLK still killing it

"BlackRock, the world's largest asset manager, reported better-than-expected third-quarter results on Wednesday.

Total assets under management rose 17 percent to nearly $6 trillion as net inflows easily beat Wall Street [more]

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CAPS Player Rating 99.84
Player Rank 112 out of 70762
Score 12340.12
Score Change Today +0.04
Accuracy 76.63%
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Worst Pick TQQQ (-365.07)
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Big funky green star, 20000 posts Top Recommended Fools Feste Award Nominee! Old School Fool
Board Posts 40140
Recs Received 41296
People who have rec'd these posts 2859
Recs to Posts Ratio (last 30 days) 14.00
Threads Started 6862
Threads Started Percentage 17.10 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 35.21 %
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