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  • Is this a co-incidence? The three etfs that cover the Gulf are GULF, MES, GAF. Dubai... what a mess; what a gaffe.
    about 13 hours ago
  • Fascinating: compare the performance of US total real estate (IYR), US residential real estate (REZ) and foreign real estate (WPS).
    about 13 hours ago
  • Over the last 12 mths, guess what rose more: Brazil, China or Apple? Answer: EWZ +150%, AAPL +132%, FXI +100%. Now predict the next 12 mths.
    6 days ago
  • DELL missed the consensus revenue estimate by $300m. Revenue fell 15% y/y to $12.9bn. That's *really* bad. Don't underestimate this.
    Fri, Nov 20, 2009
  • If you believe the bull market will continue, consider these JJU JJC LD JJN JJT and read this http://seekingalpha.com/a/3q9w
    Fri, Nov 20, 2009
  • Article about the Gov of the Bank of Canada's comments on slow global economic recovery: http://bit.ly/46wh56 SPY DIA
    Fri, Nov 20, 2009
  • The Gov of the Bank of Canada said real recovery will take years unless major nations adopt flexible exchange rates. SPY DIA
    Fri, Nov 20, 2009
  • The average 30-year fixed-rate mortgage is 4.83% with an average 0.7 point. Last year at this time, it averaged 6.04%. SPY DIA
    Fri, Nov 20, 2009
  • Tracking the news on DELL (http://bit.ly/2oeaRb); it doesn't look good. Too much hype, no hard numbers.
    Fri, Nov 20, 2009
  • If you follow the tech sector, DELL's conf call transcript is a must-read: http://seekingalpha.com/a/3ql9 INTC AMD HPQ IBM AMAT XLK
    Fri, Nov 20, 2009
  • Warning signs for retail sales: inbound & outbound containerized cargo volumes fell in Sept. vs. Aug. http://bit.ly/1YH8FB XLY IYK VCR
    Fri, Nov 20, 2009
  • Mortgage delinquencies + foreclosures will keep rising until employment improves - Mortgage Bankers Association. http://bit.ly/4CMXkt
    Fri, Nov 20, 2009
  • "Recent price developments show that the Japanese economy is in a mild deflationary phase" -- latest economic report from Japan. EWJ
    Fri, Nov 20, 2009
  • Good summary of Japan's economic situation: http://bit.ly/3PkBYP EWJ
    Fri, Nov 20, 2009
  • With its tablet delayed, a smartphone price war from PALM MOT and RIMM, MSFT Windows 7 looking good, and iPods in decline, AAPL is risky.
    Thu, Nov 19, 2009
  • In response to retail demand, the UK's Royal Mint has quadrupled its gold coin production. So GLD IAU SGOL GLL UGL have further to run.
    Thu, Nov 19, 2009
  • Pre $80 at AMZN = smartphone price war = units up, margin $s creamed. Sell PALM AAPL RIMM, buy components ARMH QCOM NVDA, carriers VZ T S.
    Thu, Nov 19, 2009
  • If it grows, the merger arbitrage ETF MNA will put pressure on merger spreads, hitting the arb guys. Glad I'm not running an event fund.
    Tue, Nov 17, 2009
  • CRM beat-and-raised, but not by enough.
    Tue, Nov 17, 2009
  • If you're considering the regular gold ETFs (UBG IAU GLD SGOL DGL), look also at the leveraged longs -- DZZ and GLL.
    Tue, Nov 17, 2009
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