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  • Mortgage REITs nervous ahead of Fed [View news story]
    I, too, would think that MFA would be a good choice with a rise in interest rates. However, during the last week, it has done about as poorly as some of the the stocks with fixed rates.

    CMO has done better over the last five days than MFA, AGNC, and ARR. I don't think you can find a stock with a better historical record vs rapidly rising interest rates, including the period in 2013 when the MREITs suffered a big decline.
    Sep 16 05:56 PM | Likes Like |Link to Comment
  • Apple Shares Are Ripe For A Pullback - Time To Take Profits [View article]
    The numbers you present are persuasive. The only flaw is that the typical Apple product and stock buyer doesn't care about the numbers unless they support his or her thesis that Apple should be bought.
    Sep 16 10:46 AM | 2 Likes Like |Link to Comment
  • iPhone 6 Plus pre-orders sold out, smaller iPhone 6 still shipping on schedule [View news story]
    The price of what will go up? The product or the stock price?
    Sep 12 04:39 PM | 1 Like Like |Link to Comment
  • iPhone 6 Plus pre-orders sold out, smaller iPhone 6 still shipping on schedule [View news story]
    Thus far, the market doesn't seem all that impressed. What gives? Could it be that the market expected that Apple would under produce in order to create the impression of unexpectedly high sales? Apple has been the master at playing the expectations game but the market may have finally caught on.

    Or not. Despite the fact that I am unimpressed with Apple's latest offerings, that does not mean that I don't respond positively to actual sales and earnings numbers. I am not a bear but I am skeptical when the market responds in such a lukewarm fashion. Or maybe Apple is just a victim of an overall down day.
    Sep 12 04:36 PM | 2 Likes Like |Link to Comment
  • Apple's Brilliant iPhone 6 Surrender [View article]
    I don't think it will be a status symbol but a sign that you are making a pathetic attempt to have what you think is a status symbol.
    Sep 11 11:32 PM | Likes Like |Link to Comment
  • Apple's Brilliant iPhone 6 Surrender [View article]
    Well, do you really need all those credit cards. I have one and it seems to work fine.
    Sep 11 11:21 PM | Likes Like |Link to Comment
  • Apple Innovates But Fails To Inspire Under Cook [View article]
    It is true that new Apple products are no longer exciting. Apple made its name on revolution going back to the original Apple computer, its successors, and the idea that one was challenging the establishment. In addition, Apple products were clearly better than the competition, especially Microsoft. The premium price was clearly worth it for millions. But is the problem the product of the leadership or just the nature of the beast? It has become increasingly difficult to make something truly revolutionary and exciting within the existing framework and footprint. Innovation is provided by the Apps and not the hardware. And even if one comes up with something innovative, the competition will almost immediately copy it in some way.

    There is no inherent reason to have an Apple Watch when the phone or some other device can do everything it can do with a better user interface. It is ironic that Apple is producing bigger phones because people feel they need a larger interface but is also trying to sell people the idea they need a tiny interface in the form of a watch. Some of us are unwilling to pay at least 350 dollars so we can avoid putting our hands in our pockets. Maybe we just need better ways to access our phones. Or maybe someone should focus their innovation of better pockets.

    I am writing this on a laptop which is a far better interface than a phone, an Ipod touch, or a tablet. Just my opinion, of course. I hardly ever use my tablet anymore although when I first got it, it seemed like a fun toy.
    Sep 11 10:19 AM | Likes Like |Link to Comment
  • Update: Apple's Watch Launch Event Remained A Bit Disappointing [View article]
    Even Apple cannot raise the dead.
    Sep 10 06:39 PM | Likes Like |Link to Comment
  • Update: Apple's Watch Launch Event Remained A Bit Disappointing [View article]
    That's the problem. I am sick of hearing about the Apple so called ecosystem. Some of us would like to live in a world where we are not in the strangle hold of giant corporations. If Apple refuses to lower themselves to serve us who don't want our entire lives dominated by Apple, then we will look and buy elsewhere.
    Sep 10 06:36 PM | 1 Like Like |Link to Comment
  • Update: Apple's Watch Launch Event Remained A Bit Disappointing [View article]
    This is satire but sounds like Cook. The Watch is the most intimate Apple device ever. Why, one can share one's freaking heartbeat to one's closest friends and even the entire universe. I don't think my friends could really give a rat's ass about my freaking heart beat.
    Sep 10 06:30 PM | 3 Likes Like |Link to Comment
  • Update: Apple's Watch Launch Event Remained A Bit Disappointing [View article]
    I think some of us expected a watch that would not make the same mistake as Samsung and others have made. A watch that could stand on its own and yet offer a wide array of useful features, including fitness and health measuring features, and an ability to make phone calls independently would be a very useful tool indeed and might provide an incentive to many of those who had not yet bought into the Apple "ecosystem". If I could replace my regular watch, my Garmin, make phone calls, and have access to many of Apple's existing apps, I would probably buy it at some point. Maybe such a watch is in the future. Maybe it will be offered by someone other than Apple.


    I think the author is largely correct. Does this mean the watch will be a failure with respect to sales. I simply don't know. There may be enough people within the Apple caliphate to make this a success.

    Apple, like others, has strayed big time from what motivated the original PC revolution. Freedom from big brother. Freedom from IBM. Freedom from the big data centers. And yet people have voluntarily become more and more dependent upon the cloud and are content to be enclosed and imprisoned by the so called Apple ecosystem. Dependence is Apple's way of extracting the maximum amount of money from each consumer. Many people are apparently fine with that.

    This does not mean I think Apple doesn't make great products. I even own one, the Ipod Touch. I have very limited needs for a cell phone and so I have bought the cheapest phone and service I could find. That, of course, does not include Apple.

    It would be impossible for Apple to make another ad like they did at the Super Bowl with the rebels assaulting big brother. Obviously, millions of people are fine with that. Some of us aren't and will go in different ways.
    Sep 10 05:19 PM | 4 Likes Like |Link to Comment
  • Apple Watch Is Finally Here [View article]
    Charging your watch every day is a non starter for many. I agree, however, that many will find a reason to buy this toy regardless of whether it makes any sense.
    Sep 10 10:11 AM | 5 Likes Like |Link to Comment
  • American Capital Agency Corp.'s Dividend Range Scenarios For Q3 2014 [View article]
    Thanks for usual excellent anlysis.
    Sep 10 09:39 AM | 6 Likes Like |Link to Comment
  • 3 Reasons The Apple Launch Disappointed [View article]
    I agree that watch is redundant and does not come close to representing revolutionary change. The watch should have been independent of the Iphone or at the least compatible with other smart phones. There are those of us who are happy with our non Apple smart phones but do not hate all things Apple and are not necessarily opposed to a watch if it represented useful functionality not currently available.

    Apple is all about making people dependent upon its ecosystem. I understand that but they may have gone too far with the watch.


    However, I almost always add this caveat. There are millions of people who will buy anything Apple regardless of true functionality or price. Therefore, I think it is too early to predict failure in this space.
    Sep 10 09:29 AM | 1 Like Like |Link to Comment
  • One more thing: Here comes the Apple Watch [View news story]
    I have a Garmin running watch which does not have to be hooked up to a smart phone to perform its numerous functions. It has built in GPS which is necessary for accurate speed, mileage, etc. The Apple Watch needs a smart phone to function. That, at a minimum, would be what I would want in a watch.
    Sep 9 11:51 PM | 1 Like Like |Link to Comment
COMMENTS STATS
599 Comments
764 Likes