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dieuwer

dieuwer
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  • Comments On The Market Correction; Focus On Biotechs: Large Caps [View article]
    1946?
    Aug 26, 2015. 04:00 PM | Likes Like |Link to Comment
  • Comments On The Market Correction; Focus On Biotechs: Large Caps [View article]
    1987
    Aug 26, 2015. 03:03 PM | 1 Like Like |Link to Comment
  • The Hidden Danger Of Index Funds [View article]
    "If people are selling,...". People are not selling.

    More than 90% of trading at the stockmarket is done by algos. And when their pre-programmed computer software says: "WHEN <200 SMA, THEN SELL", all the algos sell.
    And when their pre-programmed computer software says: "WHEN >200 SMA, THEN BUY", all the algos buy.

    No wonder the market has become binary. That's what you expect from computer programs running on "0" and "1"s.
    Aug 26, 2015. 02:25 PM | 4 Likes Like |Link to Comment
  • Comments On The Market Correction; Focus On Biotechs: Large Caps [View article]
    There are similarities with any year you pick from the past.
    Picking 1998 is cherry picking.
    Aug 26, 2015. 02:20 PM | 1 Like Like |Link to Comment
  • Nike And Under Armour Should Be Going Lower, But Not Skechers [View article]
    It can be a "temporary" bubble: something that inflated too fast (went up to fast) and is ready for a quickly "letting the excess air out".
    I am not suggesting SKX is a bad investment or company.
    Aug 24, 2015. 04:13 PM | Likes Like |Link to Comment
  • The (Flash) Crash Of 2015? [View article]
    Agreed. The West should tell Asia to buy their own crappy products, or else face tariffs (using the legal argument of "dumping").
    Aug 24, 2015. 12:50 PM | 2 Likes Like |Link to Comment
  • Nike And Under Armour Should Be Going Lower, But Not Skechers [View article]
    Of the three stocks mentioned, SKX went up 130+% YTD. If any stock deserves to take a break it is SKX. Yes, its P/E ratio is not as high as that of the others, but anything that doubles in a short time span is a (temporary) bubble.
    Aug 24, 2015. 11:23 AM | 3 Likes Like |Link to Comment
  • Get Defensive, Buy Dorman [View article]
    Thanks for the article.
    Aug 24, 2015. 11:15 AM | Likes Like |Link to Comment
  • Advance Auto Parts, A Dividend Growth Darling [View article]
    Any opinion on DORM?
    Aug 20, 2015. 11:10 PM | 1 Like Like |Link to Comment
  • My Thoughts On NetEase's Latest Earnings Report [View article]
    Thanks.
    What is your entry level price?
    Aug 20, 2015. 11:07 PM | Likes Like |Link to Comment
  • My Thoughts On NetEase's Latest Earnings Report [View article]
    Currency head winds??
    If NetEase receives money from ex-China USD sales, a stronger dollar will translate into a higher Yuan income.
    Aug 20, 2015. 04:07 PM | Likes Like |Link to Comment
  • Twitter: Periscope Is On Fire [View article]
    Periscope is on fire and burning Twitter to the ground. TWTR down 6%!.

    /lol
    Aug 20, 2015. 02:37 PM | 1 Like Like |Link to Comment
  • The Maestro's Dire Warning On Bonds? [View article]
    Do you expect QE-4? And if yes, when?

    What is interesting to note that in a deflationary closed currency area like the Eurozone, liquidity is concentrating in "frugal" eurozone countries pushing government bond yields down, while fleeing "proliferate" eurozone countries pushing their government bond yields up.
    In that sense, the rule that says deflation = low yields does not hold equivocally.

    Since the US dollar is the defacto world (reserve) currency, yields of US T-Bonds are not yet that low compared to those in Europe as a lot of dollars are still parked in USD-denominated foreign (emerging) government/market bonds. When the flow reverse and comes back to the US, I expect that US T-bond interest rates will eventually fall below those of the "frugal" eurozone countries.
    Aug 20, 2015. 02:25 PM | 2 Likes Like |Link to Comment
  • Chinese shares dive; Hong Kong enters bear market [View news story]
    Do they really have 20,000 tons of gold or 20,000 tons of yellow painted lead bricks?

    /lol
    Aug 20, 2015. 10:35 AM | 3 Likes Like |Link to Comment
  • Coolpad Bidding War Brews Between Qihoo, LeTV [View article]
    QIHU shareholders must approve any deal. And QIHU shareholders would rather have money in their pocket than money in Coolpad's pocket.
    Besides, when is the QIHU board making its recommendation for the buyout? What's taking so long?
    Aug 18, 2015. 01:32 PM | 2 Likes Like |Link to Comment
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