glassbd86’s Activity

Yesterday

Caps Pick

glassbd86 made a pick in CAPS. 3:48 PM

Blucora (BCOR) will Underperform the S&P 500

Sat Jun 28

CAPS Outperform Pitch

glassbd86 wrote about GoPRO (GPRO) . 8:12 PM

GPRO Outperform

Camera technology has advanced so much, but most cameras / video recording technology are so far beyond the market of the normal person that the usefulness is capped to a certain demographic. However - any schmoe can pick up a go-pro and do cool [more]

Caps Pick

glassbd86 made a pick in CAPS. 8:12 PM

GoPRO (GPRO) will Outperform the S&P 500

Thu May 22

Caps Pick

glassbd86 made a pick in CAPS. 8:02 PM

Direxion Shares ETF Trust Large Cap Bull 3x (SPXL) will Outperform the S&P 500

Wed Nov 30

NL

Watercooler Post

glassbd86 wrote 7:59 PM

So a few years ago, I looked at the economy and invested in companies that served as macro plays. Companies like Ford, LCAV, etc. My time horizon was long and I thought recovery would happen. I still own Ford and it's a heavy part of my portfolio, and I would buy more if it wasn't. However, I think recovery is not happening and policymakers do not understand the fundamentals of what will induce economic recovery. While I still haven't abandoned my philosophy of investing rather than trading, I've been allocating more and more funds for short term trading plays. Currently, I've been trying to do a bit of "good news / bad news" arbitrage. The latest happened in the last couple days - 7% swings on Europe seems overblown. Essentially, central bankers gave passengers on the titanic larger buckets to bail themselves out. That's fine if all you have is a rowboat worth of problems, but doesn't do a damn in the grand scheme of things. I leapt into one of the levered VIX ETFs because that seems like a profitable metric of macro assumptions. The value investor in me cringes, because I'm now fully in the world of derivatives, and not linked to any fundamental economic value, but the strategy has been wildly profitable in the past and serves as a nice cash generator during this yo-yo period.

CAPS Stats & Trivia

CAPS Player Rating 90.73
Player Rank 6958 out of 75009
Score 822.42
Score Change Today -1.80
Accuracy 60.29%
Active Picks 35
Total Picks 68
Best Pick TVIX (+107.24)
Worst Pick DAL (-176.89)
Average Score per Pick 12.09
Charms Earned 5
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