Comments on: PETER THIEL: THE RECOVERY IS ENTIRELY FAKE

By: Aki_Izayoi

Aki_Izayoi — Wed, 30 Sep 2009 04:09:04 +0000

Here are my favorite Gawker posts on Thiel:

http://gawker.com/5083655/billionaire-facebook-investors-anti+immigrant-heresy%22%22

http://valleywag.gawker.com/5370498/peter-thiel-too-dignified-for-hedge-funds

By: Tom H

Tom H — Wed, 30 Sep 2009 02:39:51 +0000

I think this article ties in nicely….
http://market-ticker.denninger.net/archives/1476-The-Banking-System-Is-Insolvent.html

By: Sherman McCoy

Sherman McCoy — Wed, 30 Sep 2009 00:41:41 +0000

The market is rigged? I am shocked! Reread Reminiscences of a Stock Operator.If a position is showing a loss, don’t add to it. It doesn’t matter why. Trend followers are pushing this string, pyramiding their longs. It wil certainly end badly, but not until you are forced to cover.

By: SAB

SAB — Tue, 29 Sep 2009 21:29:51 +0000

It is sooo blatantly obvious. Every SINGLE day, MS, ever since that “forced bottom in March” to rout out any potential initial non-participants. How about the implications? In the meantime, we patiently wait for the Bloomberg verdict and the consequences of Congressman Ron Paul’s latest bill.

By: Eric

Eric — Tue, 29 Sep 2009 18:57:50 +0000

Its about mark up time…aapl to 190 gs to 190 jpm to 47…

By: Aki_Izayoi

Aki_Izayoi — Tue, 29 Sep 2009 15:16:52 +0000

Clarium had a 4.5% LOSS in 2008. And they were up 57.9% at the end of June 2008 so they lost about 48% from their peak. Imagine all the people who put in money in Clarium during June 2008.

Does anyone have access to Clarium’s other letters or had contact with Thiel? Does anyone know why Clarium went 100% long (in financials, google, and yahoo) and probably some equity futures that weren’t in their security filings in September 2008?

Also, Peter Thiel is a nice mascot for the anti-immigration movement. I dislike immigation because Thiel dislikes immigration.

By: MS

MS — Tue, 29 Sep 2009 13:56:36 +0000

Thiel will ultimately be proven right, but he is standing on the train tracks if he’s betting against the banks right now. They’re manipulating this market every day.

By: James

James — Tue, 29 Sep 2009 12:25:49 +0000

The fear trade could easily occur again if the government confirms it will ‘need’ to establish another stimulus. Wilbur Ross thinks that the U.S. is going to need another stimulus because consumers won’t begin spending with what stimuli is already in place:

http://www.cnbc.com/id/33068715