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arfman

arfman
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  • A Consolidation Instead Of A Correction [View article]
    Excellent essay as always. Great charts clearly illustrate the current mood of the market.
    Nov 18 09:30 AM | 2 Likes Like |Link to Comment
  • Sell In May? [View article]
    Thanks for your thorough analysis, Cam. Presumably all the money being printed in Japan recently would have flowed to various asset classes. And this is on top of credit created elsewhere. Asset price inflation will continue as long as the taps stay open (or expectations of).
    Apr 29 01:16 PM | 1 Like Like |Link to Comment
  • Buy American Express With A Margin Of Safety Through Options [View article]
    Good call on AXP, it is really flying today pre-market. Thanks for the detailed analysis. It does look like a better value investment compared to its peers.
    Jan 11 07:40 AM | 1 Like Like |Link to Comment
  • Previewing Apple's Earnings Through The Eyes Of Its Suppliers [View article]
    Thanks for your informative article. I do feel that AAPL is oversold for many reasons. Is there a definitive list of all publicly listed companies that depend on Apple for a significant amount of their revenue? That would be a useful tool for all AAPL watchers.
    Jan 3 05:06 PM | 1 Like Like |Link to Comment
  • Caterpillar For The Long Term [View article]
    Great analysis of financials. The price chart still looks a little ugly so I would wait until CAT finds a strong support level.
    Nov 28 03:44 PM | Likes Like |Link to Comment
  • The Fed considers a new "sterilized" bond purchase program, still aimed at boosting the economy, but also designed to calm inflation fears. With this plan, the Fed would still conjure up dollars to buy long-term bonds, but would then engage in a "reverse repo," borrowing back the money for short periods. And all it took was one serious down day in stocks.  [View news story]
    What do you mean "nothing seems to have worked to this point"? Employment is improving, the economy is growing albeit slowly, and risk tolerance is rising. I shudder to think what would have happened had the Fed simply stood still.
    Mar 7 01:49 PM | 1 Like Like |Link to Comment
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