Dexter's Blog
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Waiting & watching
I have been watching from the shadows. Most of you jerked around in the markets each and every day humors me.
I'm back: a quick note
What is up my little peons? You miss me? As "Big Dog" (great name Dasan) mentioned, I left my old job at JPM and moved to a hedge fund. I was tired of being jerked around and sent all over the world, so I left. For those that "know" me, I am not a political person and I hardly ever express my political views. That changes today and it will be my first and last politically driven rant.
Dear Mr President and my fellow Americans,
Just another earnings leak
Here is another perfect example of front running earnings that should be investigated by the SEC, but they probably won’t. Activision Blizzard (ATVI) was set to release earnings after the bell today and the activity in the options told you they would beat and the price would rise. Another earnings leak? From the options order flow, Dexter would have to say yes.
John Thain + CIT= beautiful couple
My last blog made quite a stir I see. My firm loves me and again shipped me off half way around the world. I needed to blog because we were all laughing on our flight back that John Thain landed the CEO role at CIT.
A Repeat Performance
My blog about Zerohedge plagiarizing brought a wide range of reactions. Some accused me of getting it wrong, but that was such a small percentage of our readers here. The overwhelming majority agreed with my assessment. It is clear as day that Zerohedge plagiarized Morgan Stanley in that article. You seem like you need more proof my little naysayers? Lucky for us, ZH is a serial plagiarizer and I did not have to search long or hard to find more examples of him stealing someone else’s intellectual property. Here is zerohedge’s repeat performance.
There are 2 certainties in life: 1, don’t do this
I have not been blogging as much as I would like, but I think I have made up for my absence with this latest blog. Let me start this blog by recreating one of my favorite scenes from a movie:
Chuckie: Are we gonna have a problem here?
Clark: No, no, no, no! There's no problem here. I was just hoping you might give me some insight into the evolution of the market economy in the southern colonies. My contention is that prior to the Revolutionary War, the economic modalities, especially in the southern colonies, could be most aptly described as agrarian precapitalist.
No more prop? I think not
I was trying to keep up regular blog posts this week, but I was shuffled out of town again. This blog is being written on a Virgin America flight from San Fran and this is one hell of a plane. Anyway, I was checking Twitter on my notebook during this flight and I could not help but to laugh. Seriously, I appreciate the humor, but if you do not know what you are talking about, shut the hell up.
Hong Kong Dexter
I apologize that my blog has become intermittent, the higher ups either find me valuable or love to shuffle me all across the world. In the past couple of weeks I have been to Hong Kong, NYC, Singapore, and finally back to NYC. Smidiot skewering should start tomorrow. Today, I want to make a comment about Hong Kong and the markets.
Link Aggregators
On any given day, I read much information. Whether it is while I am at work executing trades, on the way to work, etc. Over the past two or three years I have really grown to love financial blogs. There is many great people out there writing very informative blogs. Many are unpolished and informal and I have grown to love that. More like the person is talking to you, less like these glorified writers polishing the crap out of every stupid story.
Asset Gatherers Know Squat
Bill Gross, you know the scary skeleton of a man that always shows up on CNBC talking his book?This guy needs to lay off the botox or whatever the hell he is pumping into his face. Normally, I couldn't care less what Bill Gross has to say, but it is time for Dexter to let Bill Gross and his "aseet gatherer" buddies have it.
Much love y'all
Instead of always breaking down smidiots and discussing the game known as Wall Street, Anthony asked me to actually provide some useful, aka actionable, information to my blog every now and again. My job has me very connected to smidiot hedge fund and institutional investors. This blog will be nothing more than what I am hearing and seeing.
A bomb dropped on Smidiots?
This blog could not have happened if Anthony had not taken the time to update me on the entire scope and magnitude of the situation I want to examine. As many of you know, I lurk on Twitter. The mood has never struck me to throw out the random crap that is in my head and that is most likely a good thing for Twitter users. Yesterday I could not help to notice that my Twitter stream was overtaken by this story about @stockgod. I could tell this story was big in some sense, but I did not know enough about it, so I sent Anthony an email asking him what the deal was.
Holiday Gala
Hey Hey Hey, I bet you all missed me. Dexter decided to book some trips and travel around and see some old friends. Hard to believe that people actually like me and some even call me a “friend.” Smidiots were out in full force this year and Dexter has a wonderful story about Wall Street ivy league smidiots.
CNBC got you good!
Being on vacation has been a blast. I have had a list of books I wanted to read and that is exactly what I have been doing, oh and drinking and chasing girls at night. Trust me, I am much better at reading books than chasing girls. Tiger could teach me a thing or two I guess. Since I enjoy reading so much, I hardly ever watch TV, go to the movies, or play video games. One of my guilt pleasures is people watching. Lucky for me I have a starbucks right at the corner of my block and I have headed there each morning for a cup of coffee and to read the paper.
Will the real butch please stand up
Damn is it nice to back in the US of A and on vacation until next year! If you think Wall Street smidiots are exhausting, try dealing with European smidiots. I honestly think they are the worst of all. What a pretentious bunch of people these smidiots are. Nothing is their fault, they blame it on everyone else and they honestly think their shit does not stink! Please!
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