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9 months ago
in Apple Investors All Eyes on Ben, Henry and Congress on Investor in the Wilderness
I think you are right on about the mark to market rule. However, coming up with an actual value for most of this stuff is actually pretty doable once you have your assumptions in line...prepayment speeds, default rates, interest rate curves...
That is how this market works and how the fed will be determining their value. That said, removing the mark to market rules and making holders use quantitave methods to determine value would probably help a lot.
That is how this market works and how the fed will be determining their value. That said, removing the mark to market rules and making holders use quantitave methods to determine value would probably help a lot.
9 months ago
in Apple Investors All Eyes on Ben, Henry and Congress on Investor in the Wilderness
Excuse me..the senate not congress.
9 months ago
in Apple Investors All Eyes on Ben, Henry and Congress on Investor in the Wilderness
"Now, if washington could just put a bow on this bailout plan, then investors could concentrate on lifting this market."
I could not agree more. Esentially what Paulson and Bernake are trying to do is capitalize on what is the most attractive buying opportunity in mortgage backed securities that we've ever seen. Yes there is a substantial amount of worthless paper out there, but that is what has created so much neagtivie sentiment and drawn down the market value (not intrinsic value) of the entire mortgage market. That sentiment and the reality of the potential breakdown have spread to other markets.
I think a better name for this fed action should "The Federal Mortgage Opportunity Fund". Not only is there potential to make money on this deal (and Paulson well knows it), but it is an immediate boost in confidence to markets everywhere due to the creation of liquidity.
Listening to the meetings over the past couple days shows that some members of congress really get it and some others just have no idea what Bernake and Paulson are saying.
End of the day...This gets done and we should be able to operate in a much more stable, value driven market.
I could not agree more. Esentially what Paulson and Bernake are trying to do is capitalize on what is the most attractive buying opportunity in mortgage backed securities that we've ever seen. Yes there is a substantial amount of worthless paper out there, but that is what has created so much neagtivie sentiment and drawn down the market value (not intrinsic value) of the entire mortgage market. That sentiment and the reality of the potential breakdown have spread to other markets.
I think a better name for this fed action should "The Federal Mortgage Opportunity Fund". Not only is there potential to make money on this deal (and Paulson well knows it), but it is an immediate boost in confidence to markets everywhere due to the creation of liquidity.
Listening to the meetings over the past couple days shows that some members of congress really get it and some others just have no idea what Bernake and Paulson are saying.
End of the day...This gets done and we should be able to operate in a much more stable, value driven market.
9 months ago
in Apple Investors are Shorts to Blame for this Mess? on Investor in the Wilderness
Correction: the biased slant about the story...not the stock.
1 reply
9 months ago
in Apple Investors are Shorts to Blame for this Mess? on Investor in the Wilderness
Sooo...you get what I'm saying. You post a headline designed to invoke an emotion (more often than not...a negative one). The purpose: to inform the reader of the biased slant about the stock. That sounds more like someone with an objective than an obective approach. But whatever, we clearly are cut from different cloths.
No worries, if the market is efficient (and I believe over time it is), things will unfold as they should (despite all the noise created by folks with their own agendas).
No worries, if the market is efficient (and I believe over time it is), things will unfold as they should (despite all the noise created by folks with their own agendas).
1 reply
macfan
Correction: the biased slant about the story...not the stock.
9 months ago
in Apple Investors are Shorts to Blame for this Mess? on Investor in the Wilderness
Thom,
And Zach...I will be honest, as much as Zach's headlines piss me off, I do sometimes enjoy these posts. But when those headlines appear, I am forced to think Zach is serving someone other than his readers. Zach, you claim I can't handle it when someone is giving am objective view of the markets. In fact, I am all for that. If you are objective, please explain the "shock and awe" headlines that more often than not have a negative slant.
And Zach...I will be honest, as much as Zach's headlines piss me off, I do sometimes enjoy these posts. But when those headlines appear, I am forced to think Zach is serving someone other than his readers. Zach, you claim I can't handle it when someone is giving am objective view of the markets. In fact, I am all for that. If you are objective, please explain the "shock and awe" headlines that more often than not have a negative slant.
2 replies
Thom
Now THAT's a valid question. And if Zack doesn't answer it then he deserves to be called on it. We don't always have to like the answers we get in life but it's still always nice to get an answer anyway.
Zach Bass
I'll be very honest here. Headlines are designed to do one thing, and that's to get people interested in reading the story. I try to chose headlines that make it clear what the story is about and to invoke an interest (emotion) in the reader.
But I would take exception to the Shock and Awe characterization. Although the headlines can be irreverent, they are not nearly as bad as others I have seen. The only thing that gets me is that sometimes people don't even read the blog post, they simply respond to the headline. But that's the exception, not the rule.
But I would take exception to the Shock and Awe characterization. Although the headlines can be irreverent, they are not nearly as bad as others I have seen. The only thing that gets me is that sometimes people don't even read the blog post, they simply respond to the headline. But that's the exception, not the rule.
9 months ago
in Apple Investors are Shorts to Blame for this Mess? on Investor in the Wilderness
Thom,
No hatred here at all. Let's keep on track.
No hatred here at all. Let's keep on track.
1 reply
Thom
mf, the thing is I had to take off the site for a while and when I come back there is a deluge of people calling zack underhanded and question his motives and I find these comments unfounded and off track. Catch me up, has anything happened in the past 3-4 weeks? (besides the obvious market turmoil of course - I've not been trading but I'm not dead). I have zero problems with debate, in fact I thrive on it and find it's the Socratian method of eduction the best. But In my short history when I see what appears to me to be slander it usually means /b type trolling.
Like I said, maybe his stuff has been hashed out in the past few weeks and I've missed it and if that is so, sorry. But otherwise the Zack bashing seems really rather weird. I hate Rush Limbaugh but I don't waste my time listening to him or writing to his blog or whatever he has. When people go after a site owner like zack it seems to me the poster is bored and is just filling their free time or get a rush out of being provocative. They guise this as altrulism but never really offer salvation. If I am off base, i appologize but I gotta calls them as I see them.
as for u RT, you are a failure if you didn't read any of my posts and see the care and thought I put into creating a reasonable, valid, highly educated response. I gave examples, methods, history and time. If you can counter my arguments using the same thoughtfulness then I would applaude you (or anybody else for that matter), but when the responses are simplistic Cramerisms I call bullshit. Somebody reads Rule One Investing and they think they have the Market cornered.
I actually enjoy zack's writing and it would be pretty lame for me to find value in his insight and just stand buy and let people slander him. Anybody who sits but silently is pretty spineless in my opinion. Just as you feel some how justified in your comments, I too feel justified in mine. The difference is I back my shit up.
Like I said, maybe his stuff has been hashed out in the past few weeks and I've missed it and if that is so, sorry. But otherwise the Zack bashing seems really rather weird. I hate Rush Limbaugh but I don't waste my time listening to him or writing to his blog or whatever he has. When people go after a site owner like zack it seems to me the poster is bored and is just filling their free time or get a rush out of being provocative. They guise this as altrulism but never really offer salvation. If I am off base, i appologize but I gotta calls them as I see them.
as for u RT, you are a failure if you didn't read any of my posts and see the care and thought I put into creating a reasonable, valid, highly educated response. I gave examples, methods, history and time. If you can counter my arguments using the same thoughtfulness then I would applaude you (or anybody else for that matter), but when the responses are simplistic Cramerisms I call bullshit. Somebody reads Rule One Investing and they think they have the Market cornered.
I actually enjoy zack's writing and it would be pretty lame for me to find value in his insight and just stand buy and let people slander him. Anybody who sits but silently is pretty spineless in my opinion. Just as you feel some how justified in your comments, I too feel justified in mine. The difference is I back my shit up.
9 months ago
in Apple Investors are Shorts to Blame for this Mess? on Investor in the Wilderness
Like McCain said...they have turned wall street into a casino. Claudio, that was the best response to any of these blogs.
Just because you can do something does not mean it is a good idea. Zach, find your moral compass.
Just because you can do something does not mean it is a good idea. Zach, find your moral compass.
9 months ago
in Apple Investors are Shorts to Blame for this Mess? on Investor in the Wilderness
Alattlr,
Well said. Cdo's themselves are not a bad thing and helped provide liquidity to the GSEs for years. The problem was that cdo's became soooo easy to get done and the fees they paid to wall street were very nice. As long as there was a steady supply of mortgage paper that could be securitized, cdo's could be issued. In steps the likes of Countrywide Mortgage. The mission...write mortgages. So now everybody and their busboy can buy a house. Prices are driven up, teaser rates reset and....wahlah...defaults and declines in home prices.
So sentiment is dealt a big blow. In steps guys like Zach to manipulate that sentiment at the expense of others.
Well said. Cdo's themselves are not a bad thing and helped provide liquidity to the GSEs for years. The problem was that cdo's became soooo easy to get done and the fees they paid to wall street were very nice. As long as there was a steady supply of mortgage paper that could be securitized, cdo's could be issued. In steps the likes of Countrywide Mortgage. The mission...write mortgages. So now everybody and their busboy can buy a house. Prices are driven up, teaser rates reset and....wahlah...defaults and declines in home prices.
So sentiment is dealt a big blow. In steps guys like Zach to manipulate that sentiment at the expense of others.
9 months ago
in Apple Investors are Shorts to Blame for this Mess? on Investor in the Wilderness
Thom,
My answer is simple. I am long the stock. I am also an anaLlst and on fundamentals, Apple is by far one of the most premium choice companies that can be purchased. Is there a level of opinion there?, ya. But, the vast majority is pure fact based on growth, cash flow, and an extremely solid balance sheet. So, why am I telling zach to shut up? Because, nothing pisses me off more than to watch this guy use unearned influence on the uninformed investor in order to achieve his own selfish objective. What do you think? You think this guy is all about helping others? Sorry man, it just ain't so. Look at every one of his headlines... He clearly has a goal, and it ain't to help you.
Good Luck.
My answer is simple. I am long the stock. I am also an anaLlst and on fundamentals, Apple is by far one of the most premium choice companies that can be purchased. Is there a level of opinion there?, ya. But, the vast majority is pure fact based on growth, cash flow, and an extremely solid balance sheet. So, why am I telling zach to shut up? Because, nothing pisses me off more than to watch this guy use unearned influence on the uninformed investor in order to achieve his own selfish objective. What do you think? You think this guy is all about helping others? Sorry man, it just ain't so. Look at every one of his headlines... He clearly has a goal, and it ain't to help you.
Good Luck.
2 replies
ruby tuesday
Big agenda, selfish objective, big fucking ego, vein, self important , pretentious, full of hubris which will be his downfall (as too the other righteous good for nothing legend in their own minds and pants, that never earned a nickel in the real wold from real professional skills or talent ), arrogant, and basically a good example of pearl to swine. Nuevo nothing.
You arrogant small time snake oil salesmen couldn't get respect anywhere except from stroking you own egos with bull. Bet you all live on credit and haven't ever saved a dime. I'd short you in a minute and forever.
You arrogant small time snake oil salesmen couldn't get respect anywhere except from stroking you own egos with bull. Bet you all live on credit and haven't ever saved a dime. I'd short you in a minute and forever.
Zach Bass
Apparently macfan you can't handle it when someone speaks objectively about market conditions and investor sentiment. I happen to believe as you do about Apple fundamentals, but the truth of the matter is that fundamentals mean very little in the near term. My analysis is meant to help traders and investors navigate the turbulence of the market's incantations and reverberations. No agenda here other than to provide guidance and a point of view.
Unfortunately your fanboy attitude is getting the better of you, it clouds your vision. In this market, letting your emotions influence your judgement is a disadvantage.
Unfortunately your fanboy attitude is getting the better of you, it clouds your vision. In this market, letting your emotions influence your judgement is a disadvantage.
9 months ago
in Apple Investors are Shorts to Blame for this Mess? on Investor in the Wilderness
For the last time, Zach pls shut up! Just go back to whatever it is you do when you are not talkin shit. Thanks!
2 replies
9 months ago
in Apple Leading the Way to a Total Tech Breakdown on Investor in the Wilderness
I wonder if we were to examinaeall of Zach's trade strategies and then took into consideration the influence he tries to exert here, if we'd have a case. I will popose it to Stock Watch and the SEC.
9 months ago
in Apple Leading the Way to a Total Tech Breakdown on Investor in the Wilderness
This is such crap!
9 months ago
in Apple Investors Fasten Your Seatbelts, Put on Your Crash Helmets on Investor in the Wilderness
I'm sorry, that was crass of me. But..c'mon. This guy is not at all about trying to help others make money. He charts a course and then rally's the troops to help bring his plan to fruition. I've been in this business a long time and have seen this time and time again.
9 months ago
in Apple Investors Fasten Your Seatbelts, Put on Your Crash Helmets on Investor in the Wilderness
I'm sorry, that was crass of me. But..c'mon. This guy is not at allabout trying to help others make moky. e charts a course and then rally's the troops to help bring his plan to fruition. I've been in this business a lon time and have seen this time and time again.
1 reply
macfan
I'm sorry, that was crass of me. But..c'mon. This guy is not at all about trying to help others make money. He charts a course and then rally's the troops to help bring his plan to fruition. I've been in this business a long time and have seen this time and time again.
9 months ago
in Apple Investors Fasten Your Seatbelts, Put on Your Crash Helmets on Investor in the Wilderness
Are you guys sleeping together?
9 months ago
in Apple Investors Fasten Your Seatbelts, Put on Your Crash Helmets on Investor in the Wilderness
My friends...as I mentioned in several earlier posts, just as the pig races that Zach goes to see on his vacation, he is nothing more than swine chasing after an oreo cookie. He has no moral compass and will not think twice about tripping up others to try and get ahead. Just as in the pig race, the best play is to ignore his ass and run your own race.
10 months ago
in Apple Investors the Street Has Spoken, Are You Listening? on Investor in the Wilderness
So your forecast for September? Higher or lower from today?
1 reply
Zach Bass
If we fail to recapture 1260 on the S&P very soon, then I see the markets going lower. I think AAPL will also go lower, however I believe it will be more like a very weak downtrend. Of course this is pure speculation, in other words a wild ass guess.
When in a bear market, predictions can come back to bite you in the ass. So let's just say that we should expect a lot of volatility. Strong stocks like AAPL will fight the trend, but even the strongest stocks will have a tough time swimming against the tide.
When in a bear market, predictions can come back to bite you in the ass. So let's just say that we should expect a lot of volatility. Strong stocks like AAPL will fight the trend, but even the strongest stocks will have a tough time swimming against the tide.
10 months ago
in Apple Investors We Got Our Wedgies on Investor in the Wilderness
I have a great Idea. How about we all just stop reading Zach Bass's crap. "I realize now" that " I was mistaken" to have been reading this garbage all along. I'm done.
10 months ago
in Apple Investors We Got Our Wedgies on Investor in the Wilderness
Aw...That is sooooo nice. You're a great guy Marcos.
10 months ago
in Apple Investors We Got Our Wedgies on Investor in the Wilderness
I could not agree more.
10 months ago
in Apple Investors Market Internals Tell the Brutal Truth on Investor in the Wilderness
Brosan, I respect your opinion. However, the reality is this guy is using this platform to manipulate the direction of a stock price. Hence the "Shock Headlines". Don't be fooled into thinking it is anything other than that.
10 months ago
in Apple Investors Market Internals Tell the Brutal Truth on Investor in the Wilderness
Let us all face it. This guy Zach is a Quack. He is motivated by something very much other than the truth. He truly is an investor in the wilderness...without a moral compass. Good luck jack ass, I mean Zach Bass. Remember, what goes around must and always does...come around.
10 months ago
in Apple Investors Market Internals Tell the Brutal Truth on Investor in the Wilderness
Such a clown.
11 months ago
in Apple Investors Stuck in Channel, Moving Sideways on Investor in the Wilderness
Back to the bad bs Zach?

What you seem to be accusing me of, is crafting headlines with an attempt to manipulate the stock price, or the direction it may go. I have no such power. I simply provide my analysis. If the headlines reflect a negative slant, then that's because I think the current environment is negative, not that I want it to be negative. I would much prefer that everything was bullish, it's so much easier to analyze and trade in a bullish environment.