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  • Will Apple Beat 2009 Revenue Consensus?  [View article]
    Traders using purely fundamental analysis always find a reason to catch a falling knife. Do you really think Apple is going back to 170? Or even 120? Give me a break. The borrowed money that pushed it there dried up and like the rest of the market, the risk/reward for shorting AAPL is still better than for going long
    Nov 15 21:15 pm |Rating: 0 0 |Link to Comment
  • Weighing the Government Action Options [View article]
    If banks at risk raised deposit interest rates, they would have fewer problems getting funds. There is a lot of cash from the stampede out of riskier assets that would gladly sit in an FDIC insured account or CDs, if they paid 5-6% instead of 0.1-2.0%. Instead, bankers are crying wolf because they can't make a 5% spread anymore borrowing short to lend long, and the incompetent US govt is doing everything possible to prop up an unsustainable debt orgy without actually sweetening terms for those with capital
    Oct 10 13:51 pm |Rating: 0 0 |Link to Comment
  • 60% of Google Employee Stock Options Are Drowning [View article]
    Technically the options are not "worthless". They are underwater. However, because the stock market could still go up, the options may be in the money later, and thus still have value today. IIRC there is an active market for Google ESOP options and I believe they can be traded even when underwater.

    Kudos to the clever ones that exercised w/ a trailing stop around $700, and are now retired.
    Oct 10 13:27 pm |Rating: 0 0 |Link to Comment
  • High Yield Spreads Hit Highest Levels Since 2002 [View article]
    Well, a 10% yield still sucks if you will lose 20% of your capital from defaults, plus 10% from inflation caused by the govt bail out printing press.
    Sep 17 00:04 am |Rating: 0 0 |Link to Comment
  • Is U.S. Debt Losing Creditworthiness? [View article]
    Of course the US will pay. It will just print more money to do so.
    Sep 16 23:54 pm |Rating: 0 0 |Link to Comment
  • The Outlook for Chip Stocks - 5 Analysts Discuss [View article]
    Thanks. Good reading.
    Jun 06 00:40 am |Rating: 0 0 |Link to Comment
  • Outlook for Oil: 2008 Thus Far and a Preview of Coming Attractions [View article]
    Oil may hit $500/b in 2012 simply due to the hyperinflationary bias of the federal reserve. They clearly intend to print their way out of bank/homeowner/govt insolvency.

    But I do agree oil is likely to rise even priced in euros, gold, agg commodities, etc.
    Mar 05 23:48 pm |Rating: 0 0 |Link to Comment
  • Short Selling Opportunity in Stocks, Bonds  [View article]
    Shorting gold stocks to go long physical gold is a suicide play. The gold stock beta vs physical gold is about 2. Perhaps that will change. Likewise, when jumping in front of a bus, perhaps the bus will stop in time. I wouldn't bet in favor of it though.
    Feb 03 17:53 pm |Rating: 0 0 |Link to Comment
  • Claymore to Liquidate 11 of Its Least Popular ETFs [View article]
    Yeah.. glad to see the death of some of the wanna-be-SPY products. How about more commodity or international ETFs, instead of yet more overpriced US equity ETFs that correlate highly w/ existing products?
    Feb 03 17:07 pm |Rating: 0 0 |Link to Comment
  • Putin Backs Shell Into a Corner [View article]
    What makes you think the acquisition probabilities are not already priced in?
    Jan 25 01:28 am |Rating: 0 0 |Link to Comment
  • Is the CPI a True Indication of What Lies Ahead for the U.S. Economy? [View article]
    The data is historical (already priced) and does not suggest a dollar rally.. USD has been bleeding against a broad array of currencies for the past 5 years DESPITE other countries minting like mad. I've not seen much data on where the money is going but the US is certainly not the primary winner. Commodity-rich countries (Australia, Venezuela, Russia, OPEC) may be smiling the most.
    Aug 16 01:10 am |Rating: 0 0 |Link to Comment
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