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Latest comments  |  Highest rated
  • Housing Sinks Stocks, Dow at 6-Week Low [View article]
    Volatility is high but it is still in the trading range. We will see if it breaks through resistance. My bet is similar to how I didn't expect resistance to be broken much on the upside I don't really expect it on the low side either. Buyers on the run ups have been fools and sellers on the low side have been toyed with.
    Aug 24, 2010. 08:58 PM | Likes Like |Link to Comment
  • Data Drives Stocks Sharply Lower [View article]
    I'm, surprised the unemployment numbers would shake the market. Pretty much everyone expected them to rise yet again. Even so, until economics improve I don't see why the market shouldn't remain on the lower end of the trading range.
    Aug 19, 2010. 06:29 PM | Likes Like |Link to Comment
  • Intel Buys McAfee for $7.68 Billion [View article]
    I don't think this is a smart move by Intel. I like upstart anti-virus companies that cross license much more than the old guys these days including Kaspersky, Trustport, AVG, Avast!, etc. The fact they give away free trials also helps. AV tech is still evolving and I wouldn't bet on the big guy to clean house. Intel would have been better off hiring consultants if it wanted to keep its network safe and secure.

    Network security goes way beyond simple antivirus stuff.
    Aug 19, 2010. 12:21 PM | 3 Likes Like |Link to Comment
  • Initial Jobless Claims Back Up to Half a Million [View article]
    Great point John Galt. With 100k+ census workers being turned out on their ear the effects on consumption will be felt even if they don't qualify for unemployment. Frankly speaking, I'm surprised the unemployment number wasn't worse, or maybe it was. After all, this is the initial estimate. Revisions are on their way (that no one seems to care about).
    Aug 19, 2010. 12:15 PM | 5 Likes Like |Link to Comment
  • A Brief History of the Dollar [View article]
    I'd say the Federal Reserve can't do much else to hurt the dollar, but then I hear words like QE II which is clearly breaking the rules of not just monetary policy but is a threat to the legitimacy of money itself.
    Aug 18, 2010. 10:41 PM | 3 Likes Like |Link to Comment
  • Bulls Scatter ... Again [View article]
    There is no conviction on the upside or downside, just lots of volatility these days.
    Aug 18, 2010. 10:39 PM | 1 Like Like |Link to Comment
  • Treasury Bubble or Economic Trouble? [View article]
    People buying into treasuries now are liable to be spanked for being late herd buyers the same way they were when they over-leveraged and bought too much real estate. Rates can't go much lower than they are now. And if they do, they'll probably be wanting to cash them in early since that would mean a whopping addition to unemployment (a double dip).

    If you buy Treasuries please buy short term ones and avoid treasury bond funds which stock up on all the long term treasuries that no one wants. They are the dumping grounds of banks forced to buy certain percentages of US government bond auctions.
    Aug 17, 2010. 01:41 PM | 3 Likes Like |Link to Comment
  • Mixed Finish in Equities as S&P, Nasdaq Snap Losing Streaks [View article]
    The market barely snapped the losing streak and it wasn't that healthy either. We'll see if they can keep it up. If not loot to buy as it dips closer to the bottom of the trading range. My bet, the market is no feast but no famine either. I just expect a lot more bouncing around at these levels.
    Aug 16, 2010. 09:18 PM | Likes Like |Link to Comment
  • Mandarin Monday: China Takes Over Second Place [View article]
    The reason why China may take over the US in GDP is simple. China is moving away from government managed socialist state owned industry and the US is moving towards it. As for Japan. Government spending has run their economy to the ground coupled with their central bank's quantitative easing. Sounds familiar? Yes the US today and Japan have more and more in common with each other.
    Aug 16, 2010. 07:42 PM | 9 Likes Like |Link to Comment
  • Netflix at New Highs [View article]
    Netflix's agreement for permanent content takes a big concern away from those worrying about the viability of this model. However, it will come at much higher costs impacting the short term profitability of the company as sales ramps up to expenses.

    In the long run, this model works and I hope it every success.

    I do not have any position in Netflix.
    Aug 13, 2010. 01:19 PM | 3 Likes Like |Link to Comment
  • This Week's Selling Indicates Bear Market Still in Play [View article]
    A bear is possible but recent action just pulls it back down into the wide and volatile trading range we have seen for months now. The HFT and market makers are probably pleased as punch once again. They are the ones who profit in this volatile environment.
    Aug 13, 2010. 01:16 PM | 2 Likes Like |Link to Comment
  • The Economics of U.S. Military Interventions: The Numbers (Part 1) [View article]
    It is essential for people to realize that we have pretty much crested in terms of our defense budget. Similar to how the USSR buckled financially due to the strain of a long drawn out war (Afghanistan) the US is in danger of a similar financial catastrophe.

    The PE ratio for these companies should be low because current government spending in this segment is not sustainable. It is helping to create our current financial instability.
    Aug 13, 2010. 01:13 PM | 10 Likes Like |Link to Comment
  • Is Netflix Worth $140 or $90? [View article]
    It doesn't sound like a great price for content, however, Netflix does need a solid base for content which this is. The real issue is if it can continue to grow revenue and marketshare to make up for the cost of media. Everything points to the fact it will, however, it may take a few quarters to establish that. It is Blockbuster's model that is archaic, not Netflix. They are going the right direction. It just takes time for content providers to get used to it.
    Aug 13, 2010. 12:27 PM | 2 Likes Like |Link to Comment
  • 'Sham' Economy Becoming Clearer [View article]
    Not only do they endorse QE II but it is on a scale that doesn't do anything. It is by far the worst of both worlds. QE being the worst solution and 2 being QE that obviously will do nothing.
    Aug 11, 2010. 12:40 PM | 3 Likes Like |Link to Comment
  • What if There Hadn't Been a Tech Bubble? [View article]
    The underlying problem that started around the time of the tech bubble was banks and financial institutions usage of derivatives that reached its height with the issuing of trillions of dollars of CDS and CDOs. This is what shoved up not just PE ratios but the money multiplier to unsustainable levels. The fact that the Federal Reserve was not conscious of this and did nothing to reign it in is the real legacy of failure.

    After the tech bubble burst the decision not to reign it in and to refuse to re-instate Glass Stegall is a legacy of government's failure. But impacting it even more was their decision to allow financial institution to commit legal fraud by creating off balance sheet accounting of derivatives to hide the ugly beast from the public's eye. You can bet your bottom dollar that it is still there eating another hole into financial companies balance sheets that you will end up paying for again and setting the stage for another giant recession if not depression down the line.
    Aug 10, 2010. 12:15 PM | 3 Likes Like |Link to Comment
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