Comcast Corporation Class A (CMCSA)

I started the day and ended the day at my highest net short exposure in over one-and-a-half years. I had my head in two research projects today rather than in the markets. It's just as well, given the action. Remember bulls/buyers live higher and be...

Bulls 10-Bears 0. At 3:00 p.m. ET we were at the highs of the day. Nary a downtick from the market lows. Short covering, programs and long buyers. Even junk is rising -- e.g., Sears Holdings (SHLD) was up nearly 9%. Boca Biff turns bullish.  Keep an...

I started the day asking the meaning of our investment life and ended the day closing a chapter on the life of Seth Glickenhaus.  Some divergences and concerns emerged today, though at 3:30 p.m. ET the markets were seeing the glass, again, half full...

Both will report earnings today, but for Yahoo! the numbers are secondary.

"And we talked about some old times And we drank ourselves some beers Still crazy after all these years." --Paul Simon, "Still Crazy After All These Years"  A crushing blow, financially and emotionally, for the bears today. The market didn't look ba...

Today and yesterday are good examples of the fondness of crowds, and that buyers live higher and sellers live lower. Stocks closed at the day's highs, despite a reversal in the price of crude oil and some weak domestic data and disappointing retail ...

I added to the following individual shorts today: Caterpillar (CAT), Lincoln National (LNC), MetLife (MET), Starbucks (SBUX), Fastenal (FAST), Disney (DIS) and Comcast (CMCSA)

Lessons from Byron Wien and Cole Porter.  But Hussman is even more bearish than me! I "defriended" Facebook (FB) again.  I did little trading today as I was focused on my taxes! High of the days with about seventy minutes to go. What's bad is new an...

"Wouldn't it be nice if we were older Then we wouldn't have to wait so long And wouldn't it be nice to live together In the kind of world where we belong..." --Beach Boys, "Wouldn't It Be Nice?"  I feel strongly that there is no or a limited safety ...

I started the day with an opening missive that outlined my negative market thesis in The Bizarro Investment World.  I followed up with a statement that I am long so much ProShares UltraShort S&P 500 ETF (SDS) that I feel like an anarchist.  Today wa...

Another strong market day.  The issue of taxes was front and center today. Here are some of my takes: My Take on Corporate Taxes  Man Up, Allergan Shareholders  Who Loses in Pfizer/Allergan Deal's Demise?  I remain manifestly bearish, in the belief ...

Stocks I'm shorting today (although I live slightly above the market) include Apple (AAPL), Comcast (CMCSA), Exxon Mobil (XOM), Facebook (FB), Goldman Sachs (GS) (again!), Lincoln National (LNC), MetLife (MET), Morgan Stanley (MS), Nordstrom (JWN), ...

As an addendum to Jim "El Capitan" Cramer's comments in Allergan Shows Pharma Is Back in The Political Doghouse, I believe several sectors will face reasonably strong headwinds at the get-go this morning, including: Pharma/Biotech and M&A Arbs. They...

I started the day today by dissing the banks.                  Then, I unfriended Facebook (FB) by making it my Short Trade of the Week. Finally, I offered another critical post about auto stocks. Hey, at least I'm consistent! And at least I like Op...

I have added to my ProShares UltraShort S&P 500 ETS (SDS) and ProShares UltraPro Short QQQ (SQQQ) longs. I also have increased the size of the following shorts -- General Motors (GM), Ford (F), Schlumberger (SLB) and Exxon Mobil (XOM). Regarding ene...

Take this, bulls!  This, too!  I ended the day with my highest net short exposure in more than 12 months. Committed in view, or to be committed? You decide. The U.S. dollar declined in value today. This seems to be a key element of the bulls' argume...

I mentioned in my Bloomberg Radio interview this morning that my favorite shorts were life insurance, energy stocks and media (cord cutting!). As such I'm currently offering to short Comcast (CMCSA), Exxon Mobil (XOM), Lincoln National (LNC), MetLif...

With the changes made over the last week or so, I'm now down to only five longs on my "Best Ideas" list vs. 21 at the peak. I'm also up to 21 shorts (a new peak). My current "Best Long Ideas": DuPont (DD), Hartford Financial (HIG), Macy's (M), Oaktr...

I outlined my negative market outlook in this morning's opening missive, "Forget the 'Church of What's Happening Now.'" This summary detailed the fundamental, technical and sentiment headwinds that I see.  A challenge to Jim "El Capitan" Cramer on C...

For those involved with CBS Corp. (CBS), the company will hold an analyst day this afternoon beginning at 2 p.m. ET. It's the company's first such gathering in five years, and investors expect a bullish take from CEO Les Moonves. Street expectations...

Today's Takeaways and Observations (Early Edition) It's been another win for the bulls so far in the session, with the SPDR S&P 500 ETF (SPY) higher at last check after being down 85 cents earlier today. I started the day underscoring the "Top 10 Re...

I've done of a lot of trading today. To recap, I've: Reduced my bank longs across the board. Sold off my biotech basket. Added small to my shorts of Amazon (AMZN) at $574, Apple (AAPL) at $100, "B" shares of Berkshire Hathaway (BRK.A, BRK.B) at $136...