Monthly Archives: May 2008

Alliance of Compassion & Enlightened Self Interest

By Jeffrey McLarty | Published: May 31, 2008
Put me down on the ‘ambassador’ list. How can we give credible hope to the bottom billion? Alliance of Compassion & Enlightened Self Interest. Watch this until the end, think hard about the Nokia advertisement at the end, and have a good weekend!
Posted in Future, Leading | Leave a comment

I invested in Tooth-Paste Today! Colgate that is…

By Jeffrey McLarty | Published: May 30, 2008
Colgate baby. Growing world-wide middle class will likely enjoy tooth-paste, just as much as the rest of the world. I’m leveraged with a SWEET 2010 call spread. ~0.9% in time premium on an effective $65 call with capped gains at $80. 74% returns expected within 20 months. Check out my [...]
Posted in Money, Trends, options | Tagged | Leave a comment

How I Run Money & My Current Watchlist

By Jeffrey McLarty | Published: May 30, 2008
Mad Hatter wrote a post and Ross has covestor. I know my friend Thiago is more informed than I, with a better memory, but a bit of a cowboy, and Howard likes to see all time highs and good price action, and Joe told me a while back that he reads and buys quality.  Any [...]
Posted in Ideas, Money, Thinking Outloud | Tagged , , , , , , , , , , , , , | Leave a comment

Get Long the Flow: Follow @StockTweets

By Jeffrey McLarty | Published: May 28, 2008
…I’m long the flow [of information], have been for a while. What I mean by this, or the state of “being long the flow” is… I consciously invest my time in reading, sharing, contributing, communicating…etc. I try to do it in a positive, efficient way, and I hope to earn a return. Like any investment…hence the “get long” part.  I use google reader, [...]
Posted in Blogging, Ideas, Leading, Social Leverage | Tagged | 1 Comment

FSLR: I’m short puts, yes, I’m a bull

By Jeffrey McLarty | Published: May 23, 2008
Everybody always gets confused when you say you’re short puts. It’s a double negative, and it’s rightfully confusing. Let me explain. When you’re short any asset, you profit from it falling in value. When a stock goes up, or stays flat, or doesn’t fall fast enough, the puts fall in value. So [...]
Posted in Solar, options | Tagged | 1 Comment

What the HEK? A Chinese Water Bottler, Blank Checks

By Jeffrey McLarty | Published: May 23, 2008
So, ‘Blank Check’ Company, Heckmann Corp. (HEK) recently announced they bought a Water Bottling company in China. I’m like – wow – what a great business to be in right now. Probably a scam. The chart exploded this morning. Some heavy money traded the shares north of $8.50, then it pulled back [...]
Posted in Economics, Future, Money, Trends, china | Tagged | 1 Comment

Market was Handing out Free Quarters this Morning!

By Jeffrey McLarty | Published: May 23, 2008
JCI has fallen more than 2% three days in a row. Sucks to be me, and long. But I’m bullish in the long run. But the $30 calls for July were trading at $3.60 and $3.90 while the stock was sitting at $33.10. The gift part comes in, because the $35 calls were trading between at [...]
Posted in options | Leave a comment

Who wants to play the ‘oil end game’? I DO, I DO, I DO!

By Jeffrey McLarty | Published: May 22, 2008
I specifically watch the advertisements on TED, because the companies sponsoring this stuff, deserve my eyeballs for a few extra seconds. Watch this video.
Posted in Economics, Future, Ideas, Leading, Trends | Leave a comment

Buffett on stuff

By Jeffrey McLarty | Published: May 22, 2008
Buffet was in London, Ontario…I was like hours away from the man…anyway, he spoke, and somebody took notes.  These are the notes.
Posted in Buffett, Leading, Life, Success | Leave a comment

Solar Power Heading for Grid Parity: Who Wins?

By Jeffrey McLarty | Published: May 22, 2008
I can’t for the life of me own a stock where the PEs are higher than the temperature of the energy source they are trying to harvest from. Solar stocks are in the stratosphere, I thought about buying FSLR and writing the calls, but I don’t quite want $27.5K dedicated to one position….nor the [...]
Posted in Future, Solar, Trends | Leave a comment

WindLift & Cleantech

By Jeffrey McLarty | Published: May 22, 2008
I was just chatting with Robert Creighton, founder of WindLift Engine Company.  He’s looking for engineers and funding to get his wind kite power solution, off the ground .  He tells me that Larry Page has spent $40M investing in the space, and there are two other companies to watch – KiteGen and SkySails [...]
Posted in Wind | Leave a comment

I’m Thinking about Becoming an Expert: Which Field?

By Jeffrey McLarty | Published: May 21, 2008
In a global economy, if you’re not adding value, you’re going to be left behind.  If you don’t carve out a niche for your own importance, well…there’s a bunch of Indians and Chinese who are going to out-run you.  Totally serious, trends are scary, education is being commoditized.  Make no mistake, if you are not [...]
Posted in Economics, Future, Ideas, Thinking Outloud, Trends | Leave a comment

I Have an Idea & I’m Taking Names: A Fund Run By Bloggers

By Jeffrey McLarty | Published: May 21, 2008
In-case you can’t tell I have an incredibly amazing obsession with the capital markets.  Passionate.  I believe anybody else that blogs about stocks or the markets, does as well.  Now what would happen if these passionate people all got together and used their powers collectively, to run a fund?  A fund run by bloggers.  The team would also have [...]
Posted in Ideas, Money, Social Leverage | Leave a comment