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Latest  |  Highest rated
  • We've Seen This Before In Tech: What Happens Next? [View article]
    For a weak PC market, price compression in cell phones, and growth stagnation in social media it's a wonder the tech downturn didn't happen sooner and that it's not as severe as the dot com bubble. What is holding it up is that it like so many other stocks can easily compete against practically no interest yield in treasuries after subtracting real inflation (not deleting oil and commodity prices) and dollar devaluation.

    With the US hell bent to destroy the dollar value to the point of again raising the issue of China's pegging which is devaluing right along with the dollar again. It never ceases to amaze me when the US is a clear currency manipulator, they have the gall to criticize others for doing the exact same thing as they are.

    Trust me, even as the US bends towards economic slowdown, you're wealth is being rotted away by purposeful devaluation of your assets as the dollar is watered down even more. Even the emerging market fright isn't holding it up anymore. The good thing for tech is that a weaker dollar will make its overseas sales look better than they actually are.
    Apr 16 02:03 AM | Likes Like |Link to Comment
  • Low Inflation Taper Theory [View article]
    Stimulating the economy for 5 years constantly does not show any semblance of optimal control. Rather it shows a total lack of control to the point it violates even Keynesian logic. With the cycle coming to a close I agree with the author they are desperate to unwind something to give it some nugget of easing when the economy slows.

    this is similar to Bernanke who tightened right into the recession and then opened the floodgates for TBTF banks to sack the economy as everyone went broke since they were the only ones with access to unlimited liquidity.
    Apr 16 01:56 AM | 7 Likes Like |Link to Comment
  • Google buys solar-powered drone maker Titan Aerospace [View news story]
    If you want to give cheap free internet to the masses, resurrect WiMax. Oh sorry that was killed by everyone because it cannibalizes/supplants the whole telecom market and the telecom companies sued cities for trying to implement it because it was unfair to them to let users get free access.
    Apr 15 01:23 AM | Likes Like |Link to Comment
  • Intuitive Surgical: The Growth Story That Wasn't [View article]
    Correct and ISRG has been pouring money into attorneys and marketing not R&D. If they did maybe they'd actually do real studies that would qualify themselves to do cardiac. The fact they don't shows that they are too scared to disclose the aggregate results of all the surgical experiments doctors have already committed on human lab rats compared to regular coronary surgeries. I hope the legal wavers are well written before they start cutting into people's chests.

    Needless to say, ISRG was one of the biggest losers even in today's massive rally, giving a big thumbs down by momentum investors for good reason. I think the comments in this article speak for themselves as very good reasons to take whatever gains you have while the going is good.
    Apr 15 01:17 AM | Likes Like |Link to Comment
  • Intuitive Surgical: The Growth Story That Wasn't [View article]
    Right on the mark.
    Apr 15 01:13 AM | Likes Like |Link to Comment
  • The Unthinkable Is Happening [View article]
    The deflation pulse is alive and well, but so is the commodities inflation dollar weakness pulse making the typical US response to print even more less palatable. More is suddenly looking like too much and could result in inflation and a recession at the same time.
    Apr 15 01:10 AM | Likes Like |Link to Comment
  • Upbeat retail sales data, Citigroup earnings lift stocks [View news story]
    "solid gains as robust U.S. retail sales data signaled economic growth", What rubbish. No wonder the market traded the market rise down on the news until the hail Mary save.
    Apr 15 01:07 AM | Likes Like |Link to Comment
  • The Tortoise Series: Part 19 - Potash Corp. Fertilizer Or Just A Load Of Manure? [View article]
    I would not like to short potash or sell calls while Russia dallies around with sanctions and uses its resources as leverage over E. Europe. If they cut oil supplies to Ukraine and Europe they will also do so with potash making this suddenly a contested resource. At the very least they can offset oil squeezes by the US making oil cheaper (or at least trying to keep it down) by raising potash prices. As we saw last year, Russia can wag the tail of this dog down. They can also wag it up.
    Apr 15 01:04 AM | 2 Likes Like |Link to Comment
  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    Lies! The markup is only $97 and they are asking vendors to subsidize the price to only $49.99 with a 2 year guarantee and cutting off unlimited internet access. Obviously most consumers won't pay anything and a lot won't buy their kids anything either when its ridiculous to 2x the price for the same thing as Samsung and 25% higher subsidized price for the same Apple phone with a bigger screen (which it should already have at that price).
    Apr 15 12:59 AM | 1 Like Like |Link to Comment
  • Intuitive Surgical: The Growth Story That Wasn't [View article]
    ISRG's sales and management has flooded the market with excess machines that desperately need upgrading which is expensive. In reality, the overcharging of the machines is the least to worry about. The fact that their procedures are probably over used to charge exorbitant prices to customers vs. non-invasive surgeries has raised eyebrows by both the medical community, insurance providers, and regulators.

    I personally disagree with the "experimental treatments for cardiac patients that has gone on for years now without any solid proof they should even be doing them. If surgeons want a toy to play with they certainly should be using them on dummies, not live patients for years. But then again, they can charge more money to customers for the procedure. If it was a drug, this would not be allowed and would end after a thorough provable, methodical case study.

    This is not the case, ISRG has encouraged surgeons to try experimenting on all sorts of surgeries using their robots without rhyme or reason, nor under the purview of regulators or in any definitive study. It appears greed is the driving force of ISRG currently and should be avoided until management is replaced by more ethical individuals.
    Apr 14 04:16 AM | 1 Like Like |Link to Comment
  • The Coming Week: The Start Of A New Bear Market? Evidence And Real Danger Signals [View article]
    This is probably just a correction leading up to a major downturn later 2014 when it becomes apparent that there is no real strong recovery this year either and inflation and interest rates are rising none the less.
    Apr 14 04:06 AM | 6 Likes Like |Link to Comment
  • Is It Time To Purchase High-Yielding KLA-Tencor? [View article]
    KLA gets slaughtered every downturn and every semi downturn. Never buy these companies except after the semi equipment market crashes. They fall first and recover last with low to no pricing power when the semi market drops. Your best is always to buy these companies when they are losing or making almost no profit.
    Apr 14 04:04 AM | 1 Like Like |Link to Comment
  • SPY Seasonality: Share Price Cools Down While U.S. Air Temperature Heats Up [View article]
    Seasonality taken into account, a weak April is a very bad sign.
    Apr 14 12:23 AM | Likes Like |Link to Comment
  • A Weak Dollar Environment [View article]
    If the dollar doesn't weaken it will only encourage the resumption of QE or worse. The weaker dollar is preventing the Federal reserve from artificially lowering yields down even lower by flooding the market with liquidity which, under these circumstances, would cause obvious inflation well in excess of treasury bond yields. This, of course, would negate all efforts to lower yields.
    Apr 14 12:21 AM | 2 Likes Like |Link to Comment
  • Senate Staffers 'Do The Hustle' With Fannie And Freddie Shareholders [View article]
    True, banks are the prime beneficiary of ripping off the taxpayer through these socialistic perversions of capitalism.
    Apr 14 12:16 AM | 2 Likes Like |Link to Comment
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