CLI Investments

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@KeithMcCullough

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@RonStoeferle Ronnie, thanks for all the work you and your team do. Do you have an updated version of this chart?

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@BobEUnlimited Consider me one of the "vast (often silent) majority" that appreciates your contribution. Thank you.

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@MikeZaccardi @fundstrat @fs_insight Rarely does anyone show you the other side of the data. What if you missed the 10 worst days? Goes both ways.

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@KeithMcCullough That can’t be true. BTAL closed @ $21.00 and was up 2.04% on the day, not $16.80 which if true would make it a gain of nearly 300%? PFIX would be a double with a gain of $68.55

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@KeithMcCullough What am I missing? It says today’s gain/loss with the dollar figures on those positions which nets out to about $62. In all sincerity help me learn if I’m missing something.

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@MoultonWealth @KeithMcCullough @Hedgeye Ahh, I see now the format the data is presented. I stand corrected and the error of my interpretation.

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@MoultonWealth @KeithMcCullough @Hedgeye Then there would be more zeros behind each figure for the daily gain/loss, but there isn’t. Why would we assume otherwise?

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@MoultonWealth @KeithMcCullough @Hedgeye Okay, not sure this needs to go any further. I see the data with no assumptions and no mystery. It’s $ value gain/loss if the sizes were larger so would the gain/loss, right?

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@MoultonWealth @KeithMcCullough @Hedgeye It makes no assumptions - it’s the actual data in the post.

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@MoultonWealth @KeithMcCullough @Hedgeye Today’s Gain/loss for each listed position:
$1.49+$68.55+$16.80+($7.55)+(6.50)+(10)=~$62

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@shortseller

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@VolumeDynamics Care to share any updated thoughts on $XLNX sub $90 - opportunity to start building a position or still wait and watch?

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@rcwhalen Touché, thanks.

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@rcwhalen Follow your work religiously and appreciate the insight I can get my hands on. Curious about any updated thoughts you have on mortgage REITs at this time ($NLY,$AGNC) given the expectation of a steepening curve.

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@FWIWmacro @Lavorgnanomics @lovingstepdad @RaoulGMI Use Bernanke's Math