Mosh

Bullish Signs from Oil

OIL dropped strongly today.
I truly think this 'bottom calling' should end until fundamentals will improve considerably.

Trading the Exchanges: CME Group

Sorry to ruin the euphoria of the article but there is a good chance that CME can go down further from here. If we’re entering a deep recession period then markets will be DEAD in 2009 and even further. The big and cheap money is gone for now. Many hedge funds are gone and of course all the investment banks. Who’s exactly going to generate the revenues for CME and other exchanges? Do you remember the anemic volume of 2002 recession? The recession now is far more severe. If things get worse, CME can see $100 and lower. I really don’t see a recession to buy it besides trying to guess where the bottom is. Usually that method doesn’t work that good.

It's a Great Time to Be a Value Investor

Bill Miller thought the same last year and look what happened to him.
When this mess is over a year or two from now, we will see many great american stocks in low single digits and many will be gone forever.

Citi at $10 already just right before the abyss. People loved it at $25, it was a terrific buy at $15 and right here at $10 is "the best ever"! There is no value in this enviorment - NOTHING!

Sirius XM Radio Analyst Roundup

All great points Tyler but SIRI is a dead stock until it can show any sign of profitability. Any investor following your articles about SIRI/XMSR for the last 2-3 years would have lost everything!

How much more pain one can take in this one?

Is it Different This Time?

YES! This is the bottom. Buy everything that was beaten so much in the last year or so. You'll make 50% guarantee within 2 years...

The markets are not gloomy here. They're just being realistic about how bad things really are. Maybe all of the "optimists" who have been calling bottoms in the last 12 months will finally wake up.

The biggest bubble in U.S. history just burst. History in the making...

ETF Pick of the Week: ProShares UltraShort Oil & Gas

The DUG entry was at $26-$28. I wouldn't buy it here becuase it's getting too risky. It tracks an index not a stock. The rally is commodities only taking a pause, it didn't end by no mean.

Overbought Oil Doesn't Mean Excessive Commodity Speculation

Of course oil is a speculation! It is very naïve to think that it’s not. Besides, technical analysis do not work when things irrational and probably a bubble.
This bubble has more room to grow but fundamentals do not justify this increase in price. Sorry!

Blowing the Bubble Bigger

To ship shape



You really need to chill a bit with those doom’s day scenarios. There is enough oil in the world for the next 20-30 years; it’s just got a bit more expensive to get it out.
There are news fields in Brazil, North Sea; they even just found probably the biggest oil reserve in North Dakota (over 100 billions). In few years solar and wind power will take some of the oil’s usage and everything will be back to normal.
Read the recent senate testimony by a top hedge fund trader. It’s not about supply and demand any more. It’s way beyond it. Big money is being involved. Wake up…

hsgac.senate.gov/publi... - READ IT!

Intrepid Potash IPO: Soaring Shares Signal Fertilizer Bubble?

As the dollar got stronger today all comodities went down. The AG's sector will go down with it.
POT isn't deserving a PE of 50, no MON or MOS.
Yes, the earnings are stong, very storng, but what we've got here is an anamoly.
I remember telling a trader to short the Dry Bulk sector back in Nov. 07 and I got the same respond I see here. DRYS is growing like crazy but it didn't justify yet a price of $140 and that's why the air came out with a vengance in the following months.

The same will happen here. No stock ever went up vertically like that with no healthy correction. POT is a very good stock JUST got a little bit ahead of itself and it will correct anytime soon. And so is the whole sector - MON, MOS, BG, CF, AGU etc.

It maybe started already, put your stop losses is all I can add...

Intrepid Potash IPO: Soaring Shares Signal Fertilizer Bubble?

Stockreader

She's the kind of investor that tries to show you that nothing goes up forever. Fertelizers stocks are in a bubble that sooner than later will explode and take kids like you down the drain with it.

Water Utility IPO: American Water Works

A correction -
Aqua America is WTR not ATW

China Gaming: Giant Interactive Cannot Be Ignored

So far GA is being ignored by the street and the chart reflects it.
The buyback that was announced by the company on Friday needs more time to see of its effectivness. It looks to me more like a desperate move.
The author is obviosly biased in hyping GA, but why to catch a falling knife? If GA goes at least back to its IPO price of $16, it might be worth a look, otherwise chill IMO.

Technical No-No: S&P 500's 50-DMA Close to Crossing Below Its 200-DMA

It's a good point but not so convincing IMO.
The market can still bounce after a month or two.

10 Software Predictions for 2008

Becuase AAPL is not a software company. Duh...

Bank of America is Still a Buy

How's the long going Mr. Laljee?
Don't forget, BAC sank 2 billion in CFC which might see bankrupcy in 2008. The stock is at 2 years low. I say $35 is the next level.