Summary of the new landscape
Levelling the playing field in rapid fashion. Let’s summarize.
Hedge funds went one too far.
Long overdue, and only coming after the hedge funds went one too far. The article suggests a direct relationship between naked shorting of Morgan Stanley (and perhaps Goldman Sachs as […]
Leveling the playing field
Until now, one (but only one) of the stunning facts of financial markets in the US is that while funds have to make public their long positions (here is a […]
InterOil short squeeze? Part II
The details of the regulation were not clear when we wrote a little while ago. They are now. And they are good!
InterOil’s short squeeze?
With new regulation against naked shorting, the number one nakedly shorted stock is a prime canditate for a short squeeze. Smart traders will appreciate the opportunities.
Silver lining?
There might actually be a silver lining to the quite unprecedented turmoil in the financial markets. Apparently, the SEC is going to speedily implement emergency rules against naked shorting. That […]
Conoco’s bid for Origin
Coal seam gas in Australia is hot. Conoco just trumphed an earlier bid from BG for (50% of) Origin, sitting on some very big coal seam gas reserves. The following […]
When Liquidity and Market Protections Clash
Some more stuff on naked short selling from investigatethesec.com, the emphasis is ours. The (nakedly) shorting hedge funds are planning various routes out of the upcoming legislation to require them […]
Companies fight back at shorting hedgefunds
The Black Hole When things get bad enough, a single company can bring down a sector or even the entire market. Cramer called this his “black hole” theory and said […]
InterOil anti-basher’s kit
Some necessary inoculation. There are a couple of hedge funds with 10M+ shares short, roughly half the float. This situation produces very large incentives to distort information, and we’re putting […]