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pollyserial

pollyserial
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  • 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 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 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 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 07:51 PM | 15 Likes Like |Link to Comment
  • There's No Longer A Bernanke Put [View article]
    Well said.
    Sep 14 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 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 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 12:40 AM | 11 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 04:15 PM | 9 Likes Like |Link to Comment
  • No Taper Is A Gift: Sell All Long-Term Bonds Now [View article]
    me too
    Sep 19 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 09:01 AM | 8 Likes Like |Link to Comment
  • Repoed, Part 2: A Deeper Look At Banks' Source Of Dry Powder [View article]
    invest2bfree: you have to admit, the 'absurdity' of Colin's point here is not any more or less absurd than the well-documented daily 10 am fed-driven influx of capital into financial markets of all sorts. There are plenty of people who maintain that the banks play by the rules, but it seems pretty clear to me that the banks WRITE the rules, and they write them just so they can circumvent any meaningful restrictions.
    Jan 16 03:01 PM | 8 Likes Like |Link to Comment
  • General Electric: Now Is Not The Time To Buy [View article]
    I bailed at 20.40; I keep expecting a big market pullback that never seems to come. I hope GE doesn't run away from me before a pullback because I believe in the story long term,
    Jul 20 02:06 AM | 8 Likes Like |Link to Comment
  • Market Timing Can't Be Done? Well, That's What Market-Makers Do Every Day [View article]
    investing investor: to me the most curious of all investing types is the buy and hold investor who takes in information like a hawk. If there's no point in doing anything but buying and holding, why are you reading this, why do you ever give your investments a second thought? I'm asking this as a serious question, because if there's not point in ever changing allocations, I'd think you could find a lot better things to do with your time than be a member of SA!
    May 24 12:12 PM | 7 Likes Like |Link to Comment
  • What's Ahead For U.S. Interest Rates? [View article]
    Although everyone assumes these policies will create inflation, there is currently only evidence of deflation. And, because every magazine in the universe thinks bond yields will go up is not a reason to believe they will. FWIW Pimco's Bill Gross and Doubleline's Gundlach both see yields continuing lower, and I think they probably know more about fixed income than the legion of sell-side stock brokers who are calling for a great rotation. At some point, UST will be a bad bet but you can say that about any asset class. I expect TLT @ 140.
    Apr 29 12:12 AM | 7 Likes Like |Link to Comment
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