Archive for April, 2012

• Whitney Tilson’s Non-Confirmation Bias – The Barnes and Noble Jackpot
  Posted by kid dynamite on April 30th, 2012 at 4:28 pm, Comments: 0

  I was discussing Whitney Tilson’s Barnes and Noble ($BKS – no position currently) trade with some colleagues.   Tilson was vocally short $BKS recently, but reversed [...]

• Quality Posts
  Posted by kid dynamite on April 30th, 2012 at 8:54 am, Comments: 0

  There were some great reads that filled my inbox this weekend: -Reformed Broker Recaps Jeff Gundlach’s Presentation -Bron Debunks Still More Gold Misdirections From Eric [...]

• Was Las Vegas Sands’ Earnings Beat Due To Good Luck?
  Posted by kid dynamite on April 26th, 2012 at 1:42 pm, Comments: 0

  Everyone knows that when you go to Vegas (or, in this case, Macao & Singapore) to gamble, The House usually wins in the long run.   [...]

• Las Vegas (Is Only A Teeny Part of Our Business) Sands Q1 Earnings Report
  Posted by kid dynamite on April 26th, 2012 at 12:26 pm, Comments: 0

  Last quarter I wrote a post titled “Las Vegas Sands Should Change Its Name,”  because, well, this company ain’t got nuthin’ to do with Las [...]

• Chesapeake Tries The “That Was Not Intended To Be A Factual Statement” Defense
  Posted by kid dynamite on April 26th, 2012 at 9:31 am, Comments: 0

  This would be IMPOSSIBLE to make up: (emphasis mine) “Chesapeake also wishes to clarify a statement appearing in its April 18, 2012 press release captioned [...]

• Trading Rule #2: Know Why You’re In A Trade
  Posted by kid dynamite on April 26th, 2012 at 7:58 am, Comments: 0

  This is Rule #2, but it may be the most important rule of all. You have to have a reason to be in every trade.  [...]

• Who Should I Go See At Jazzfest?
  Posted by kid dynamite on April 25th, 2012 at 9:20 pm, Comments: 0

  Next Wednesday, May 2nd, I’ll be heading down to New Orleans for my second trip to JazzFest.    My question to you is:  who have you [...]

• Prisoner’s Dilemma: Game Theory Peace Through Superior Firepower
  Posted by kid dynamite on April 25th, 2012 at 1:35 pm, Comments: 0

  Thanks to Barry Ritholtz for posting this extremely interesting “prisoner’s dilemma” strategy used on a British game show.     I am calling this the [...]

• Quality One Direction Parody
  Posted by kid dynamite on April 25th, 2012 at 1:22 pm, Comments: 0

  This is a pretty good parody – quality lyrics (honey badger reference!).     The original, for reference: -KD Share on StockTwits

• Trading Rule # 1: Know What You Don’t Know
  Posted by kid dynamite on April 25th, 2012 at 8:12 am, Comments: 0

  I have received some email inquiries recently from people looking to get involved in trading.    Unfortunately, I don’t feel like I’m much of a “trading [...]

• Calling Natural Gas Experts – Let’s Find a Trade Here
  Posted by kid dynamite on April 24th, 2012 at 9:19 am, Comments: 0

  Long time readers may remember an old post I wrote about how futures prices in markets like the S&P 500 are not predictive – they [...]

• Chesapeake’s Response is Douchetastic Legalese
  Posted by kid dynamite on April 23rd, 2012 at 12:01 pm, Comments: 0

  Last week I wrote a post about the Chesapeake Energy story where their CEO was making massive investments alongside the company’s normal course of business [...]

• So Ya Wanna Know What’s Hot? Stocktwits Heatmap!
  Posted by kid dynamite on April 23rd, 2012 at 8:58 am, Comments: 0

  Stocktwits, today, launched a heatmap which will be like a drug for traders.   The heatmap shows the stocks which are garnering the most activity in [...]

• Sex Robots, WalMart, and 420 Day
  Posted by kid dynamite on April 20th, 2012 at 1:56 pm, Comments: 0

  Only 420 day could produce a Yahoo Trends list like this:   Which brings me to the sex robots.  Isn’t “sex robots” a bit of [...]

• Blood Orange Hefeweizen: HomeBrew Batch #11
  Posted by kid dynamite on April 19th, 2012 at 9:34 pm, Comments: 0

  Last night my brew-partner and I brewed a 5 gallon batch of Dogfish Head Craft Ale Sam Calagione’s Blood Orange Hefeweizen.   I used this recipe [...]

• Running of the Bears – Signs, Signs, Everywhere Signs?
  Posted by kid dynamite on April 19th, 2012 at 11:13 am, Comments: 0

  I’m generally not one to believe in cosmology, horoscopes, or superstitions in general (although I certainly have a few superstitions that I adhere to), but [...]

• Chesapeake CEO Aubrey McClendon Channels George Costanza
  Posted by kid dynamite on April 18th, 2012 at 5:55 pm, Comments: 0

  Remember the Seinfeld episode when George Costanza gets chastised (and then fired) by his boss for having had sex with his cleaning lady on his [...]

• Interlude
  Posted by kid dynamite on April 17th, 2012 at 8:42 am, Comments: 0

  Pardon my lack of posts – it was 90 degrees here yesterday, and we have some houseguests for a few days so I’ve actually been [...]

• Google Is Not Doing a 2 For 1 Split OR: “Let’s Talk About Dual Share Class Structures”
  Posted by kid dynamite on April 12th, 2012 at 5:18 pm, Comments: 0

  I got a little frustrated looking at the $GOOG stocktwits stream this afternoon when Google announced their quarterly earnings and a new share class.  Many [...]

• The Spilled Semen Amendment – Every Sperm is Sacred
  Posted by kid dynamite on April 12th, 2012 at 4:06 pm, Comments: 0

  Despite using both the words “semen” and “sperm” in the title, this is not really a humorous post. About 6 months ago, I wrote about [...]