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Latest  |  Highest rated
  • 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
  • Senate Staffers 'Do The Hustle' With Fannie And Freddie Shareholders [View article]
    How is home affordability promoted by an institution by your own admission pushes prices up not down. You and others favor Fannie and Freddie because you probably own a home and fear the fraudulent scheme of inflating home prices by underpricing bonds and then dumping them on the Federal reserve and taxpayers will end.
    Apr 14 12:15 AM | 2 Likes Like |Link to Comment
  • Warning From Wholesale Inventories? [View instapost]
    Sadly, aside from cloud solutions, which are often more an anathema than a real cost savings and adds another level of risk to company data, there are few growth drivers and few drivers for savings besides self checkout. this will squeeze profitability for all companies and continue to put pressure for them to wring savings out by lowering headcount.

    Already a drop in sales growth is happening and it's not emanating from china. It started in the US in Q3 when the Federal reserve and government spun elaborate lies to cover it up and claim growth was accelerating. It was not and all real data from housing sales to retail sales clearly shows it.

    Wall street continues to be enamored by the siren song to misallocate their assets until they are too close to the edge to avoid the downturn. Markets must have economic cycles. Don't believe otherwise whether it be the President or the Federal Reserve. Believing in a economy that can avoid downturns because of a planned economy is pure ignorance more stupid than anyone who has taken econ 101 and passed.
    Apr 14 12:10 AM | 1 Like Like |Link to Comment
  • Assessing The Recent Stock Market Damage [View article]
    I don't like that idea unless you've been long term even before the rally. This is just a blip downturn. If this spooks the market and sets off fire alarms we are in trouble. It is a simple correction at best right now unless the market is so synthetic it will dry up the already thinly traded shares (removing HFT, market making, and bank and financial free trades which dominate the exchanges currently).
    Apr 12 03:31 AM | 13 Likes Like |Link to Comment
  • It's Bubble Time: A Study Of Peak PE For The S&P 500 [View article]
    The lower peak is because you must compare it to interest rates at that time. With the US low interest rate environment and lazy if not defunct growth rate, its amazing the PE can get so high.
    Apr 12 03:28 AM | 6 Likes Like |Link to Comment
  • 5 Explanations For Greece's Bond Yield [View article]
    The greater fool theory rules the world under QE and easy money central bank policies. Rather than solve problems, it just creates bigger and bigger ones.
    Apr 12 12:26 AM | 2 Likes Like |Link to Comment
  • Senate Staffers 'Do The Hustle' With Fannie And Freddie Shareholders [View article]
    If the government flat privatized this without backstop guarantees both would be broke under existing laws given their massive loan liabilities. If they were forced to mark to market and couldn't rely on the Federal reserve to buy their bonds to give them liquidity they would be unable to function.

    Simply put, this is not a viable company and its profits are all based on accounting. Increase the default rate and their positive earnings evaporates instantly to billions if not trillions in losses. Existing shareholders of these are just trying to monetize the absurd capital the government is allowing these institutions to play with at the risk to the government and the taxpayer who finances the government.

    Sadly, there is almost no way to unwind these beasts without realizing the pain that they have increased home prices in their own interest to generate profit and look solvent by artificially boosting the housing market with a flood of liquidity. This would probably mean a 25% or larger crash in home prices and almost no liquidity since they killed off all other competitors offering lower interest, riskier loans than any sane person would.

    Dream on Fannie and Freddie shareholder speculators. These companies should be worth less than zero and everyone knows it.
    Apr 11 12:13 PM | 12 Likes Like |Link to Comment
COMMENTS STATS
10,625 Comments
33,311 Likes