by OptionPundit on April 6, 2009
The Geithner Put – PPIP Plan
I have been thinking about this for a while on how best to simplify and John Hussman did an excellent write-up to explain his thoughts, similar to mine, about this whole PPIF program. So without any modifications, let me share what what he thinks-
Last week saw a continuation of the [...]
by OptionPundit on March 20, 2009
Too much to handle for the week which slowed down the postings this week. What a “Rambo Fed” action that was (I was looking for a picture replacing Bernanke with Stallone but gave up after a few searches). But guess what, was this really surprising, I don’t think so. Uncle Ben has already made this [...]
by OptionPundit on March 1, 2009
Berkshire Hathaway (BRK.A) had its worst year on record, Chairman Warren Buffet told shareholders Saturday that the economy would remain in “shambles” during 2009 and beyond. His 22 page annual letter is full of wisdom nuggets. Also you may wanna read the annual report. Though I am capturing key points per my understanding, I [...]
by OptionPundit on December 16, 2008
Johnson Controls (JCI) said it is withdrawing its 2009 financial guidance due to “the rapid decline in global automotive production and uncertain industry conditions.” It paints pretty bad picture for the automotive industry for both US and Europe. Johnson Controls issued financial guidance on Oct. 14 that was based on 2009 assumptions of 12.3 million [...]
by OptionPundit on November 20, 2008
This 2 part series will cover recent market developments about Berkshire Hathaway, points to a strategy on how you may benefit more on the same trades he did recently and an option trading strategy that probably Berkshire uses for maximizing it returns on the underlying they find worth investing. Don’t forget to read the big picture [...]
by OptionPundit on September 21, 2008
The $700billion market bail out plan is disclosed and is for review withCongress. The Target is to get it to President table by Friday, according to Forbes. As per the same article- Treasury Secretary Henry Paulson “is in effect becoming the dictator of the American financial system for a few months, subject to congressional oversight,” [...]
by OptionPundit on September 15, 2008
A fantastic day (of course assuming that one embraces volatilities well) for some bearish play.
Bearish plays on a bearish day can yield significant returns but one needs to be very careful and should clearly defined entry and exit points well in advance. Before I share the list, pls note that we may play some speculative trades for OPNewsletter [...]