Comments on: Aha. Ian gets it.

By: The Federal Reserve Lowers Rates | Trade the Picture

The Federal Reserve Lowers Rates | Trade the Picture — Fri, 20 Mar 2009 22:24:51 +0000

[...] No matter how bullish the move becomes in US equities, I will remain bearish on the REITs. They are special situations for a couple of reasons. First, some of them are using fraudulent accounting. Second, FFO is a fallacy. I will write more on the REITs in a later post, but I am going to own puts in many of these names until they trade below $2. Why? Becuase they will trade below $2. How do I know? Becuase the math cannot lie. The mathematics will be forced to face their implications. [...]

By: AIG | Trade the Picture

AIG | Trade the Picture — Mon, 02 Mar 2009 04:28:25 +0000

[...] a patient that has clearly flat lined beyond any possible recovery. The mathematics are facing their implications in the world of AIG. On September 15th, the governor of New York said AIG is financially sound. [...]

By: Thoughts From My Coastal Office | Trade the Picture

Thoughts From My Coastal Office | Trade the Picture — Tue, 30 Dec 2008 22:01:23 +0000

[...] be building. Gold can only be held down for so long. Increasingly, the mathematics will demand the courage to face it’s implications. Gold The Office Do or do not, there is no try. [...]

By: A Tell | Trade the Picture

A Tell | Trade the Picture — Wed, 08 Oct 2008 00:31:25 +0000

[...] -Ian Malcolm [...]

By: Tradin’ the Picture | Trade the Picture

Tradin’ the Picture | Trade the Picture — Sun, 21 Sep 2008 17:12:28 +0000

[...] the Aha moment with these pictures I will quote Mr. [...]