SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (17349)12/2/2004 1:23:08 AM
From: Archie Meeties  Respond to of 116555
 
Mish, if we get a dollar bounce/continued oil drop, I expect airlines to outperform by virtue of the outsized short interest in them. For example, over 30% of AMR's float is short (ok less after today). Oil inventories do not support current prices, and you know my feelings about reversing what Greenspan said about the dollar, so I'd say this presents a good risk reward ratio. I've overleveraged myself accordingly. -g- Also, as I mentioned yesterday, shorting basic materials may also work for a while.



To: mishedlo who wrote (17349)12/2/2004 3:34:43 AM
From: Chispas  Read Replies (2) | Respond to of 116555
 
It was said many years ago, can't remember who ....

If you added up all the airlines since their beginning ....

"They have never made any money" ....

I remember most of the airlines that were born and re-born ....

And, how they were regulated and de-regulated ....

I think, maybe it's a miracle ANY of them still exist ....


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News