NajdorfSicilian

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:20 AM

Re: Japanese Yen - Naj?

America's got manufacturing game again.

We never lost it! :)

China makes $4 t-shirts for Old Navy.

GE and Kodak make 6 and 7-figure MRI machines. Boeing, Loral, GenDyn make plans, satellites, defense equipment. We [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 10:11 AM

Re: Baupost bought MSFT

Well, VSAT is up about 54% since OP, and Seth's stake has only increased to 24.7% of the outstanding [as of year-end] and is the leading shareholder by a wide margin. New 13-Ds come out next week.

Baupost top 3 [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 10:08 AM

Re: Japanese Yen - Naj?

Point being, it seems to me once currency moves get going, they appear to last a long time and move a great distance.

I completely agree.

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NajdorfSicilian replied to the Macro Economic Trends and Risks board. 9:26 PM

Re: Derivatives rules -- loose as usual

Oh god.


Because it was IR derivatives and FX swaps that made the banks lose money. Sure it was. Not the fact that Citi, BofA, Bear, Lehman were levered 32x to the RE market and mortgages...which is how pretty much every US bank in [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:21 PM

Re: Poll: Technical Analysis

There are billions of people who live in conditions without these rights

What kind of strawman is this? We're on an American investing board, talking mainly -- almost solely -- about investments for Americans and Canadians that [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:16 PM

Re: Investment subscriptions and must read quest

I try to read everything I can. Esp Qtly reports.

TBH, news stories on BBG/BW are probably the most timely and helpful.

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:48 PM

Re: Poll: Technical Analysis

Gold is valuable, is not money, costs money to store and insure, is significantly more common and slightly overpriced compared to platinum which has more usefulness both industrial and jewelry, and has *not* been a store of value the past 30 [more]

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NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:10 PM

Re: Poll: Percent comparison to October 2007

Speaking of Prince and guitars gently weeping:

http://www.youtube.com/watch?v=6SFNW5F8K9Y

The mind-bending solo starts about 2:57 in.