PosFCF’s Activity

Today

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PosFCF posted to the Macro Economic Trends and Risks board. 2 hours ago

Chicago PMI Swings to Contraction in May

The Chicago Business Barometer, commonly known as the Chicago PMI, shrank to 46.2 this month from 52.3 in the prior one. By moving below the 50-point threshhold, the indicator signals that the economy shrank for the region.....

All five
[more]

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PosFCF posted to the Macro Economic Trends and Risks board. 10:27 AM

Are we being played?

Prior to the initial release of 1Q15 US GDP "growth", The Atlanta Fed GDP Now showed a contraction of .1%. However, when the official release was made public it was claimed that GDP had increased by .2%.

Today comes the [more]

Yesterday

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PosFCF replied to the Macro Economic Trends and Risks board. 2:04 PM

Re: Keep the Big TBTF Banks....

I can't help noticing that there is one single industry, with a single clearly-dominant player, at the center of ALL of the corruption in the relationship between government and large companies.

ALL of them. Just one
[more]

Wed May 27

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PosFCF replied to the Macro Economic Trends and Risks board. 10:46 AM

Re: IRS Hacked

If the government can trace my phone calls, electronic search history, web address and financial activities, why can't it protect the IRS from hacking - or at least catch the hackers at or near the time of access???

What good is "big
[more]

Sat May 23

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PosFCF replied to the Macro Economic Trends and Risks board. 3:41 AM

Re: Deploying Cash in a Hot Market

RaptorD2

Poz, Invite me to come along, we'll talk! I spent a month in Euroland with an unlimited EurRail pass only once--I want to go back!

Dan, rather be in London or Zermaat or Salzburg or Paris or .....


Heck, if [more]

Fri May 22

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PosFCF replied to the Macro Economic Trends and Risks board. 2:19 PM

Re: Deploying Cash in a Hot Market

Just remember that nobody ever went broke by taking a profit too soon.

Are you sure about that? Considering people's propensity to hold onto losers: "Oh, I don't want to take a loss, after all it is only a paper loss. Let's wait [more]

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PosFCF replied to the Macro Economic Trends and Risks board. 3:42 AM

Re: Deploying Cash in a Hot Market

RaptorD2

That is a list I'll review when I get back home! Thanks for providing it!

Poz

Thu May 21

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PosFCF replied to the Macro Economic Trends and Risks board. 4:38 PM

Re: US GDP Data Wrong!!!

The Bureau of Economic Analysis announced Wednesday that it is aware of potential flaws in the way it calculates quarterly GDP. The bureau said it "is developing methods for addressing what it has found" and that a series of revisions [more]

Tue May 19

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PosFCF replied to the Macro Economic Trends and Risks board. 3:23 AM

Re: Share buybacks widespread?

Interesting responses to the article.

Yes, I agree that share buybacks can result in a currently non taxable-to-the-shareholder way to increase the value of the shareholder's portion of the company.

That said, I do not agree [more]

Mon May 18

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PosFCF replied to the Macro Economic Trends and Risks board. 11:49 AM

Re: Share buybacks widespread?

notehound

No pictures. If we forget, we just have to go back and revisit.

Poz

Sun May 17

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PosFCF posted to the Macro Economic Trends and Risks board. 3:17 PM

Share buybacks widespread?

While waiting for dinner I found an interesting 10 page pdf file from Factset regarding share buybacks in the S & P 500.

Buyback Participation: 72% Overall, 362 companies (or 72% of the index) participated in share buybacks during [more]

Sat May 16

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PosFCF replied to the Macro Economic Trends and Risks board. 5:59 PM

Re: Ah so, we don't owe it to ourselves

Two thirds of the debt is owed to ourselves, as it has been for many years.

Are you implying that this debt doesn't have to be paid? If not, then why bring it up?

Poz

Thu May 14

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Boards Post

PosFCF replied to the A Place for TA Talk board. 3:23 AM

Re: New purchase for me today

iborg

Sehr Gut! Und Sie?

I wish I could speak foreign languages, but am a dunderhead when it comes to them. I took a bit over a year of German in High School about 45 years ago and never used it since. Was an average student in it. [more]

Wed May 13

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PosFCF posted to the A Place for TA Talk board. 1:10 PM

New purchase for me today

I happen to be on Holiday and waiting between doing this and that.

I saw a big move in SVLC, a company a friend of mine likes a lot. The chart looks like it could hold most of the gains made today (but the market will tell us what it is [more]

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PosFCF replied to the A Place for TA Talk board. 1:04 PM

Re: Financial Sector

Anyone trading the strength of the Financial sector?

I usually play a combination of FA/TA and banks are too opaque in their underwriting for me to have any confidence from an FA perspective.

Of the ones you listed the TA on [more]

Mon May 11

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PosFCF replied to the Macro Economic Trends and Risks board. 3:05 AM

Re: 2 lessons from one story

Sire Puck:

Lesson 2: Innumeracy is a condition economics students suffer from.

Is it innumeracy or incomplete training in logic?

Thu May 7

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PosFCF replied to the A Place for TA Talk board. 12:08 PM

Re: Bought puts on Whole Foods today

You know, sometimes thinking about other issues can get in the way of making money. I was right on Whole Foods and the put, but got nervous about the Fed, So I sold and took a decent profit, but left the monster profit on the table! With it down [more]

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PosFCF replied to the Macro Economic Trends and Risks board. 11:38 AM

Re: What would it take?

And what would happen if all women quit wearing makeup?

Not a pretty site, not at all.


Actually, I'm one of those guys who think women look better without make-up. Gives their faces the character that shows in a man's face [more]

Wed May 6

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Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 4:11 PM

Re: What would it take?

jerryab2

Good idea. Wouldn't it be nice if FASB 157(?)(mark to market) was brought back, and the assets were actually worth what they're claimed to be worth?

Poz

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 10:54 AM

Re: Odd economic headlines...

Fastmike

Back when I was in the mortgage business I sometimes ran into increased activity immediately following rate increases because people who had been waiting for the best rate got scared and figured they better take the current rates [more]

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