Comments on: Long Torture http://longorshortcapital.com/long-torture.htm We dividend our ad money to you. Sat, 28 Aug 2010 20:42:18 +0000 hourly 1 http://wordpress.org/?v=3.0 By: RichL http://longorshortcapital.com/long-torture.htm/comment-page-1#comment-132669 RichL Sat, 17 Jan 2009 02:17:51 +0000 http://longorshortcapital.com/long-torture.htm#comment-132669 Have you considered the proposition that the stock market IS torture? Watching Rep. Darrell Issa and former Sen. Santorum on C-SPAN is also torture. There still seems plenty to go around... Have you considered the proposition that the stock market IS torture?

Watching Rep. Darrell Issa and former Sen. Santorum on C-SPAN is also torture.

There still seems plenty to go around…

]]> By: FutureDave http://longorshortcapital.com/long-torture.htm/comment-page-1#comment-132359 FutureDave Thu, 15 Jan 2009 16:46:00 +0000 http://longorshortcapital.com/long-torture.htm#comment-132359 Imperfect information will distort the supply/demand curves here. Let's say a Senate Committee is investigating how I got a stock tip from an Iraqi Taxi driver, and the Senate demands that I reveal my methods. What, exactly, are they going to do to me if I refuse to talk? Imperfect information will distort the supply/demand curves here.

Let’s say a Senate Committee is investigating how I got a stock tip from an Iraqi Taxi driver, and the Senate demands that I reveal my methods.

What, exactly, are they going to do to me if I refuse to talk?

]]> By: Hans Moleman http://longorshortcapital.com/long-torture.htm/comment-page-1#comment-131810 Hans Moleman Tue, 13 Jan 2009 22:53:44 +0000 http://longorshortcapital.com/long-torture.htm#comment-131810 We need to be careful here since there is "decoupling" in the torture markets. The emerging market torture space remains very expensive, especially in the Mid-East and parts of Asia. The exception is (as usual) China. Did you know there is over a billion people there? And every year more people are moving out of peasantry and into the dissident class. Government, err, "stimulus" packages will ensure their torture market experiences double digit growth for years to come. We need to be careful here since there is “decoupling” in the torture markets. The emerging market torture space remains very expensive, especially in the Mid-East and parts of Asia.

The exception is (as usual) China. Did you know there is over a billion people there? And every year more people are moving out of peasantry and into the dissident class. Government, err, “stimulus” packages will ensure their torture market experiences double digit growth for years to come.

]]> By: Matt http://longorshortcapital.com/long-torture.htm/comment-page-1#comment-131803 Matt Tue, 13 Jan 2009 21:04:49 +0000 http://longorshortcapital.com/long-torture.htm#comment-131803 Actually the torture market (or the short torture market?) is akin to subprime or negam lending in early 2006. 5 years of rising home prices convinced everyone that home prices always go up and DTI/documentation/affordability etc etc are stupid things. Similary, 7 years without significant terror activities have convinced everyone that preventing terror is a sham since terror simply does not happen. Hence torture has been oversold. Long torture. Significant upside potential when mark to reality eventually happens. Actually the torture market (or the short torture market?) is akin to subprime or negam lending in early 2006. 5 years of rising home prices convinced everyone that home prices always go up and DTI/documentation/affordability etc etc are stupid things.

Similary, 7 years without significant terror activities have convinced everyone that preventing terror is a sham since terror simply does not happen. Hence torture has been oversold.

Long torture. Significant upside potential when mark to reality eventually happens.

]]> By: Alex http://longorshortcapital.com/long-torture.htm/comment-page-1#comment-131784 Alex Tue, 13 Jan 2009 18:10:55 +0000 http://longorshortcapital.com/long-torture.htm#comment-131784 With closing of Gitmo and scaling down of foreign wars, the supply of torture shall fall. Since human nature and apetite for cruelty takes longer time to adjust, we have Shorter supply + same demand= higher price. can i buy calls? With closing of Gitmo and scaling down of foreign wars, the supply of torture shall fall. Since human nature and apetite for cruelty takes longer time to adjust, we have

Shorter supply + same demand= higher price.

can i buy calls?

]]> By: Anal_yst http://longorshortcapital.com/long-torture.htm/comment-page-1#comment-131772 Anal_yst Tue, 13 Jan 2009 16:10:22 +0000 http://longorshortcapital.com/long-torture.htm#comment-131772 Debacle, you're argument makes it sound as if you're the NAR of torture! "Buy now or be priced out forever!" Debacle, you’re argument makes it sound as if you’re the NAR of torture!

“Buy now or be priced out forever!”

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