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  • Honda: Take Advantage Of The Giant Japanese QE [View article]
    "My opening line was Honda was an engine company that made cars too"

    That was a smart openining line. They're reliable cars with a different model for every taste or need.

    I'm eager to see how these stocks behave in a correction. Commodities are being crushed further today.
    Apr 15, 2013. 11:53 AM | 1 Like Like |Link to Comment
  • Toyota: Use The Godzilla QE To Your Advantage [View article]
    I agree with the correction possibility. It has taken longer than I anticipated to occur.

    Some profit taking should happen and provide a nice buying opportunity in the process.
    Apr 15, 2013. 09:20 AM | Likes Like |Link to Comment
  • The Year Of The Central Banks: The Godzilla Attack And The Refugee Camps [View article]
    With vast amounts of cheap nat gas, increasing amount of oil drilled, labor costs (and overall business efficiency) competitiveness improving and global slowdown, I agree with your view about dollar strength. Even in the face of massive QE by Ben, the dollar has kept its ground recently. I wouldn't be surprised if the SNB pegs the franc to a lower exchange rate in the future. I think they're already deflating.
    Apr 9, 2013. 12:19 PM | 1 Like Like |Link to Comment
  • The Year Of The Central Banks: The Godzilla Attack And The Refugee Camps [View article]
    Nice story and interesting point. Their discipline is definitely not to be underestimated either.

    I think that a large portion of those Jap bond market investments will flow to other bond markets as it has been happening. However, I also think that money from around the globe will keep slowly flowing into the Nikkei. The monetary expansion is gargantuan.

    What's your view of the US dollar index into the future? The Fed now has two big "currency-war adversaries" in full swing.
    Apr 9, 2013. 09:49 AM | 1 Like Like |Link to Comment
  • The Year Of The Central Banks: The Godzilla Attack And The Refugee Camps [View article]
    Corrections were done
    Apr 8, 2013. 10:12 PM | Likes Like |Link to Comment
  • Market Update: The Warning Signs Keep Accumulating [View article]
    Thanks baseballman24.

    I do not like and do not recommend to anybody to buy leveraged instruments like TBT or similar products. They carry a lot of risk. The ultra shorts are the worst, the odds are stacked heavily against you with those. It's like playing with fire and the timing has to be very good.

    Actually the emerging market bond funds you own are bullish right now, in great part because of the Jap QE (you can check my latest article published today). Also, if you believe like me that the probabilities are rising for a small correction, bonds will be good to own in the short term if the decline in stocks materializes (except for Jap bonds maybe :) ). Bond owners and Jap stocks have the Godzilla QE tailwind to help them right now anyway.
    Apr 8, 2013. 10:04 PM | Likes Like |Link to Comment
  • The Year Of The Central Banks: The Godzilla Attack And The Refugee Camps [View article]
    Two corrections have been submitted for the sake of clarity:
    1. The numbers on the table are bond yield changes, not bond changes
    2. The sentence before the graph should say (IEF) to (TLT) ratio
    Apr 8, 2013. 05:17 PM | Likes Like |Link to Comment
  • The Year Of The Central Banks: The Godzilla Attack And The Refugee Camps [View article]
    Thanks. I wish I had photoshop skills so I don't have to do the jokes on MS Paint :)
    Apr 8, 2013. 05:13 PM | Likes Like |Link to Comment
  • Market Update: The Warning Signs Keep Accumulating [View article]
    The Jap 10yr yield went up 20% on Friday. I wrote an article yesterday about money flow in bond markets but it hasn't been approved yet. Will see if it goes out today.
    Apr 8, 2013. 02:53 PM | Likes Like |Link to Comment
  • Market Update: The Warning Signs Keep Accumulating [View article]
    Last week's announcement of the "japanese QE" caused a big change in bond markets. I'll be writing a little bit about that today. Thanks for engaging into the discussion.
    Apr 7, 2013. 05:15 PM | Likes Like |Link to Comment
  • Technology Giants Comparison: What The Numbers Say [View article]
    Thanks for the comment Michael. I think MSFT could be working out a good turnaround. We will see. I would like to try the surface for sure.

    Regarding Apple...
    "Apple, for example, scores the highest and would have done so for quite some time"

    No, Apple would have failed the test when it was flying high. Parameters #15, 17, 18 and 20 would have killed it (around 55% to 60% tops for the final score). The system makes emphasis into the future but it also accounts for ttm components that make you think twice before buying an expensive stock.

    I think the market is flirting with a small correction that, if it materializes, could send AAPL to $400 or even less. $420, $400 and $350 levels look like support.
    Apr 4, 2013. 04:09 PM | Likes Like |Link to Comment
  • 3 Powerful Trends That Have Been Giving Us A Warning [View article]
    Appreciate all your comments
    Feb 27, 2013. 02:02 PM | Likes Like |Link to Comment
  • 3 Powerful Trends That Have Been Giving Us A Warning [View article]
    Bond market fear has been going up a bit over the last month for Spain and Italy.
    Feb 27, 2013. 02:01 PM | Likes Like |Link to Comment
  • Sangamo BioSciences: A Potentially Revolutionary 2013 [View article]
    "Do you think the much reported of late Cas-9 RNA complex method will have an impact on Sangamo?"

    On the short term, no.

    However, the Cas9 approach has the potential to accelerate genetic engineering exponentially. The key word is *potential*.

    Therefore, long term, it's effect on Sangamo or any other biotech company will depend on 1) the success of the development of that novel technique, 2) how open each biotech company will be on embracing new technologies like this one and 3) who's going to have the rights to use it.

    It's a tool, not a competing cure or treatment; but it's a powerful tool. If it succeeds, it going to be big. It gives you efficiency. You will not have to produce specific proteins for DNA editing as it is currently done, because the Cas9 enzyme can be programmed with RNA molecules for sequence recognition. It's like having a programmable baseball robot that can hit anything you throw at it, versus an analog robot that has to be rewired every time the pitch type changes from fastball to curveball to slider, etc.

    And talking about new discoveries, recently some scientists in Australia were able to inhibit HIV replication in CD4+ cells that expressed the mutated Tat protein they created and inserted through a retrovirus. If this works, it's basically an AIDS cure. You will still have the virus, but your cell count will never decrease to the point of getting AIDS because the protein interferes with the virus replication.

    Bottom line, there are a lot of interesting stories out there, but I also have to admire what Sangamo has done and recognize that they are already in Phase II trials. I'm looking forward for the results.
    Feb 4, 2013. 05:58 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Yeah, selling my huge positions usually have that effect... not : )
    Jan 23, 2013. 10:30 PM | Likes Like |Link to Comment
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111 Comments
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