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Markos Kaminis

 
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  • Gold Decline Based On False Premise Of Dollar Strength - GLD Will Paradoxically Rise As Russia Rustles [View article]
    I've got another idea for when everything goes to pot. I'll write about it soon. Stay tuned.
    Aug 2 10:38 PM | Likes Like |Link to Comment
  • Gold Decline Based On False Premise Of Dollar Strength - GLD Will Paradoxically Rise As Russia Rustles [View article]
    Russia only just embarked on its dollar independence campaign, and commodities remain tied to the dollar. China is still tied to us, as evidenced by recent meetings, positioning and actions. Don't forget, China ratted on Russia (read former Treasury Secretary Paulson's book) during the financial crisis. Also, China feels like Switzerland in comparison to the Kremlin today.
    Aug 2 10:37 PM | Likes Like |Link to Comment
  • Gold Decline Based On False Premise Of Dollar Strength - GLD Will Paradoxically Rise As Russia Rustles [View article]
    I much prefer the physical as well.
    Aug 2 10:33 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Argentina To Default, BSkyB Acquisition, Glaxo Investigation [View article]
    A very important change has occurred in the markets. The Fed is positioned against us, unlike the last five years, and Russia is waging a war on the dollar. That's why I published my market warning today http://seekingalpha.co...
    Jul 25 12:18 PM | 1 Like Like |Link to Comment
  • Daily State Of The Markets: The Most Important Things To Understand About This Market Are... [View article]
    What's really important is that the Fed is changing directions now, so the last five years are a lot different than the next 6 to 12 months. See my market warning issued today http://seekingalpha.co...
    Jul 25 12:15 PM | 1 Like Like |Link to Comment
  • Forecast Part II: Sell S&P 500 Passive Interests - This Market Is For Stock Pickers [View article]
    but the Fed will
    Jul 25 12:12 PM | Likes Like |Link to Comment
  • Forecast Part II: Sell S&P 500 Passive Interests - This Market Is For Stock Pickers [View article]
    Your ID is telling Momentum... Momentum drives bubbles and busts.
    Jul 25 12:12 PM | 2 Likes Like |Link to Comment
  • Forecast Part II: Sell S&P 500 Passive Interests - This Market Is For Stock Pickers [View article]
    Thank you for your value added insight David.
    Jul 25 12:11 PM | 1 Like Like |Link to Comment
  • Apple's Boring Quarter Still Produced A Beat [View article]
    Agreed, and the margin should benefit moving forward with the new iPhone release. I reiterated buy here for several reasons as Apple moves on many fronts. I see the company entering a renaissance period outlined here http://seekingalpha.co...
    Jul 23 08:37 AM | 6 Likes Like |Link to Comment
  • Apple's Bigger iPhones Could Steal Samsung's Market Share; Stock Heading Higher [View article]
    Agreed! Apple is taking on Samsung and other Android phones with larger screens now and also Blackberry in its last bastion. I reiterated buy here for several reasons outlined in my own article here http://seekingalpha.co...
    Jul 23 08:34 AM | 10 Likes Like |Link to Comment
  • Apple Earnings: Ecosystem Contraction Playing Out; Regulatory Risk Looms In China [View article]
    I disagree. I feel like this argument was better suited for Apple a year or even two years ago. Perhaps caught in the mire of the last several years of mud, we risk missing the renaissance that is showcasing a second wind of the once great innovator, now ready for renewal. I reiterated buy. It's far too early to fear competition in China and slowing sales, and no weight is given to new product introduction, which is the key catalyst for Apple over the next several years (besides emerging market growth). http://seekingalpha.co...
    Jul 23 08:31 AM | 5 Likes Like |Link to Comment
  • Getting The Returns Without The Risk [View article]
    Thanks. Great piece. I definitely fear rising rates. See my latest http://seekingalpha.co...
    Jul 8 08:07 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Commerzbank Settlement, Open Interconnect Consortium, Samsung Troubles [View article]
    Quiet day today, looking ahead. I'm most concerned about tomorrow, as I think the Fed could kill stocks depending on the intensity of rate discussion in the FOMC minutes release... I just published on the topic: http://seekingalpha.co...
    Jul 8 08:06 AM | 2 Likes Like |Link to Comment
  • NSA Revelation To Drive Alcatel-Lucent Surge [View article]
    @Debutant Funny last sentence.. I liked it a lot.
    Jul 7 06:38 AM | Likes Like |Link to Comment
  • NSA Revelation To Drive Alcatel-Lucent Surge [View article]
    Visit me on Twitter or Facebook, as, if I have more to say...:

    Facebook: http://on.fb.me/1r2z93e
    Twitter: http://bit.ly/1r2z93i
    Jul 7 06:35 AM | Likes Like |Link to Comment
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