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pollyserial

pollyserial
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  • Major Stock Market Selloff Looms As The Fed's QE3 Ends [View article]
    The technology god of productivity enhancement is inherently deflationary. Therein lies the rub. At the end of the day, if consumers aren't consuming, then the economy as it is currently configured will struggle to grow. If consumers aren't making more money then they can't consume more. QE does great things for asset prices but so far hasn't had a positive effect on wages. This is a difficult problem. Best wishes.
    Sep 27, 2014. 04:35 PM | 38 Likes Like |Link to Comment
  • Nokia Is Finnished: Prepare For Bankruptcy [View article]
    I suggest you substitute the last line of the article ("I am long APPL") for the headline. Your supposition that the MSFT NOK partnership is over is just plain silly. But don't get me wrong, I think it's an entertaining read, and wish you the best of luck, but, at least on that point, your article disappears into whisps of hyperbole.
    Jul 9, 2012. 03:21 PM | 34 Likes Like |Link to Comment
  • The Day I Sold Everything [View article]
    I would add: there is no 'all in' or 'all out', as the dollar is a position.

    But one can certainly lean stock/bond/dollar/other.
    Jul 25, 2014. 02:51 PM | 18 Likes Like |Link to Comment
  • The Fed Is Not Pushing Stock Prices Higher [View article]
    this is tedious. bernanke and Greenspan have both said on record that they have targeted equity prices.
    Apr 3, 2013. 12:13 AM | 17 Likes Like |Link to Comment
  • If you've been on the sidelines during the market's recent run, don't worry, there's more upside to come, says Goldman's Abbie Joseph Cohen. This rally's real, and the fundamentals are there to support it Cohen says. She pegs fair value for the S&P 500 at 1,575 — a 4% premium to yesterday's close. "There are other models, including the Fed model, that show fair value as high as 1,700 or 1,750." [View news story]
    interpretation: Goldman wants to sell you their shares, because they like you. really.
    Mar 1, 2013. 07:51 PM | 15 Likes Like |Link to Comment
  • There's No Longer A Bernanke Put [View article]
    Well said.
    Sep 14, 2012. 09:10 AM | 15 Likes Like |Link to Comment
  • Sorry Bears, We're In A Secular Bull Market [View article]
    Commodities are tanking. Look at copper. Strange things are afoot.
    Feb 22, 2013. 04:06 PM | 13 Likes Like |Link to Comment
  • Are Apple Bulls Aware Of The Downside Risk To The iPhone? [View article]
    How dare you ask people to even consider the possibility of a pullback at any point in Apple shares? Don't you realize Apple is going to single-handedly save the world economy?
    Sep 19, 2012. 01:48 PM | 11 Likes Like |Link to Comment
  • U.S. District Judge Lucy Koh has granted Apple (AAPL) a preliminary injunction on U.S. sales of Samsung's (SSNLF.PK) Galaxy Nexus phone, which it co-developed with Google (GOOG). The ruling comes two days after a preliminary injunction was granted on sales of Samsung's Galaxy Tab 10.1. A recent William Blair report claimed the Galaxy Nexus has been Verizon's #3 phone in June. An Apple patent covering unified voice and text search drew the injunction.  [View news story]
    I hate to break it to you, but Apple isn't really the lovable little guy that gives its users freedom any more.
    Jun 30, 2012. 12:40 AM | 11 Likes Like |Link to Comment
  • The Real Reason Saudis Didn't Cut Oil Production [View article]
    I'm guessing, he's dealing with the fact that his crystal ball is broken and so, maybe isn't sure where oil will bottom out.
    Dec 1, 2014. 02:53 PM | 9 Likes Like |Link to Comment
  • Contrarian Delight: Maybe Last Chance To Invest Or Hedge With UVXY At All Time Lows [View article]
    ps, to the author: if you're going to make big, bold crash bets, I'd advise doing it in smallish amounts, remembering the timeworn adage that markets can stay irrational longer than you can stay solvent. best of luck.
    Nov 8, 2014. 02:38 AM | 9 Likes Like |Link to Comment
  • This Summer Slowdown Will Be Different Than The Previous 3 [View article]
    I agree with Tampat. All that's happened in the last few years is the continued strip-mining of our future by the vested powers. The rentier class (myself included, I must admit, if I'm entirely honest -- though my gains are dwarfed by others) is going to do its level best to walk offstage with as much of the loot as possible before the house of cards comes back down.
    Apr 28, 2013. 04:15 PM | 9 Likes Like |Link to Comment
  • Major Stock Market Selloff Looms As The Fed's QE3 Ends [View article]
    And if most pundits say most pundits say a sell off is long overdue then....??
    Sep 27, 2014. 04:49 PM | 8 Likes Like |Link to Comment
  • No Taper Is A Gift: Sell All Long-Term Bonds Now [View article]
    me too
    Sep 19, 2013. 12:09 AM | 8 Likes Like |Link to Comment
  • It Can Happen Here: The Confiscation Scheme Planned For U.S. And U.K. Depositors [View article]
    statisticool: you say you want to do the responsible thing, which is great but isn't it the banks who need to do the responsible and long-run thing instead of gambling our savings accounts on greek debt and all manner of yield-chasing derivatives?
    Mar 29, 2013. 09:01 AM | 8 Likes Like |Link to Comment
COMMENTS STATS
1,093 Comments
1,062 Likes