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- Wednesday Options Outlook: BJ, ORCL, XHB, DTV, SGMS, NRG, AET, WFC [view article]
- Getting It Wrong: Analysts Contribute to the Current Downturn [view article]
- Jim Cramer's Mad Money Lightning Round Picks, 8/9/07 [view article]
- Oracle and Salesforce.com Get Early Jump on iPhone Apps [view article]
- Foreign Markets Power Top Tech's Growth [view article]
- Don't Bank on Financials - Fast Money Recap (6/27/08) [view article]
- The Current Market: Investors Lack Fear [view article]
- Oil Rises, Dow Falls - Fast Money Recap (6/26/08) [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Wednesday Options Outlook: ORCL, IYR, CMCSK, ANF, ETN, MDCO, BAC, BA [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Avid Technology: Contrarian Position [view article]
Recent ORCL Articles
- Wednesday Options Outlook: BJ, ORCL, XHB, DTV, SGMS, NRG, AET, WFC
- Oracle and Salesforce.com Get Early Jump on iPhone Apps
- Getting It Wrong: Analysts Contribute to the Current Downturn
- Oracle Still Not Keen on SaaS
- Foreign Markets Power Top Tech's Growth
- Don't Bank on Financials - Fast Money Recap (6/27/08)
- Oracle Appears Slightly Undervalued
- The Current Market: Investors Lack Fear
- Heavyweight Earnings Greeted With Hostility
- Oil Rises, Dow Falls - Fast Money Recap (6/26/08)
- Full List of Articles »
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Getting It Wrong: Analysts Contribute to the Current Downturn [view article]
The banks and investment banks (not much difference after repeal of Glass-Steagall) don't know themselves how to value what's on their balance sheet and off so the analysts don't have much chance. Quite comical to watch them all downgrade one another last week. Read "Trillion Dollar Meltdown". Even Goldman says it's more than that now. ReplyForeign Markets Power Top Tech's Growth [view article]
This is a terrible fund. ReplyDon't Bank on Financials - Fast Money Recap (6/27/08) [view article]
There was a report out today that said more acreage than expected had been planted with corn this year in the U.S. Then the article went on to say that this information may be completely misleading. The article claimed that the flooding wasn't completely taken into account (due to the timing of the report). It also claimed that somehow the estimate was likely to have been an overestimate in the first place. Grain futures were down today as a result. However, if the author's tone is any indication, the futures will soon make a comeback. Ditto the Ag stocks, which were down for a while today too. ReplyThe Current Market: Investors Lack Fear [view article]
The best advise I can give is to buy stocks and add more to your portfolio while the price is cheap. You know, Buy when everyone else is selling and sell when everyone else buying. ReplyThe Current Market: Investors Lack Fear [view article]
All this talk about the market "bottoming" entertains me. It seems so obvious that we have passed "peak oil" for cheap, light sweet crude. Oil is a declining resource like gold and the price will increase for the rest of time. The American stock market cannot survive with the price of oil at these levels. The entire auto complex is going to be cut in half. This is going to put millions of people out of work. Ditto for the airline industry. I think most stock prices need to be cut in half for them to make sense in a world built on $30 oil which is being force to live on $130 oil. ReplyThe Current Market: Investors Lack Fear [view article]
interesting question and topic, relation of fear levels to bottoms, etc -plus how does one measure fear accurately in relation to market action (i hadn't even thought of that, just figured you guys had the indexes / charts to measure that all figured out :-)
certainly something to be aware of
more certainly, something i need to learn more about
Reply
The Current Market: Investors Lack Fear [view article]
Investors should be fearful.The recent action of the markets with the DJIA and breadth making new low, confirm the weak economic data I have been posting for over a year. Even after the tax rebate , consumption is concentrating in essential items as Food & Energy vs Discretionary items.
The ratio of these two series continue to rise indicating more economic weakness.
See
wrahal.blogspot.com/20...
Reply
Oil Rises, Dow Falls - Fast Money Recap (6/26/08) [view article]
I know someone's always looking for an article idea, so here's one. Find out what on earth the energy stock WES is all about? All insider buying, no selling, Andarko buying. Analysts now making recommendations of buy, on a stock with no news. No news ever. Mysterious indeed. $17/share. ReplyThe Current Market: Investors Lack Fear [view article]
kotika98.....makes sense to me. Reply
The Current Market: Investors Lack Fear [view article]
No kidding, lack of fear! Somehow that does not ring true... when people are driving stocks down 4-5-6% in day on top of a 20-30-40% decline if it isnt fear i'm not sure what it is.BTW, The fact that people are dumping individual stocks, even those without any obvious problem, rather than buying protection on the index via options and driving up the VIX is perfectly consistent with extreme level of fear. In other words, when people are just getting pessimistic they may buy index put options, but when they are panicking they will be dumping the stocks in their portfolio (in mass). I think we are seeing just that. Reply
The Current Market: Investors Lack Fear [view article]
"It seems to me that a stronger dollar would help curb Oil prices, which would in turn lessen inflation and encourage growth. But what do I know?"you know more than most fed officials.
a half point increase in rates would go a long way toward strengthening the dollar, killing speculative fever in oil and sending the message that the fed will back up its ridiculous talk with meaningful action. as for those who think it will hurt banks and overleveraged consumers, let em bleed. leverage is what damaged the financial system and it will not heal unless and until this leverage is unwound....the faster the better. banks must recapitalize and the relentless pressure on their stock prices are sending that message. they can't do it on the back of low interest rates alone. BAC yielding 10% is laughable....let them cut it to build capital.
as for lack of fear, i beg to differ. look at financial stocks....people are so jaded by the virtual collapse of the financial system and housing prices and the run up in oil prices, who cares what else comes down the pike. what doesn't kill me makes me stronger.
that's not to say prices won't drift lower...but a capitulation sell-off? where is it written that it must occur before the market puts in a bottom? we could drift toward a bottom for a long time....as we did in the 1970s.
my strategy is simple...sell half-position puts on stocks i'd like to own at lower prices and be prepared to buy if exercised. cover at a loss if the facts have changed. don't take on too large a position in either a single stock or aggregate position.
there are many great stocks that will likely get cheaper. Reply
Wall Street Breakfast: Must-Know News [view article]
Is this quote from LEN management a ray of hope on the horizon?"...aggregate levels of impairment and losses are more the nature of clean up rather than reconciliation to unknown market conditions. We have done the heavy lifting on impairment and are now situated with stated assets that can and will produce improving margins when the rate of declining market pricing subsides. We are very confident that even with continued degradation of market conditions our stated asset base will not suffer nearly the levels of impairment we saw in 2007."
Reply
The Current Market: Investors Lack Fear [view article]
Still a lot of room on the downside for tech with this lack of fear and high PE ratios. No room for these in a bear market! ReplyThe Current Market: Investors Lack Fear [view article]
AAPL under 165 today ? Maybe with some good news, maybe an upgrade we can reach 160. Replyare
worthless
Wednesday Options Outlook: ORCL, IYR, CMCSK, ANF, ETN, MDCO, BAC, BA [view article]
BAC and the financials are not done going down! Look at BAC today and the XLF. Bullish Calls are losing their shirts. Reply