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How Apple's Market Share Will Propel Stock to $500, Part 1

All good and well, one important point is that Apple targets high end segment and with 91%, there isn't much room to grow. How will Apple compete with Windows at the low end of spectrum if it choose do so? Will entry into low end machines threaten its dominance in the high end market.

The New Face of U.S. Mortgage Lending

how long can the government keep this up?

Did Chinese Government Stimulus Drive the Latest Rally?

Sure did! The latest rise in housing market in HK (upto 1997 levels for some estates) were almost driven by mainland Chinese which have dropped significantly as reports of curbing loans went out. In HK we have highest level of unemployment for a long time and employment is still very weak.

On Financial Engineering and Financial Innovation

Like it or not banks are here to make money. Providing ways for people with bad credit to get loans is not new and was speciality of loan companies then the banks got involved. The smart investment guys basically off loaded the loans to other financial organisations looking for small return for taking on a small risks unfortunately the risks was not small.

People taking advantage of the subprime loan product and process, and poor regulations are the real culprits and turn a good idea of providing houses for the less well off into trading frenzy. Jacking up house prices is always bad for the less well off.

Via the Pragmatic Capitalist: Unlikely as it seems, BNP analysts see a bubble when they look at Chinese equities - and call a July crash.

Current run in Chinese markets is done with hot money. Fall will happen when the hot runs out. Not in July probably later.

Chinese companies may be not the most obaque but US companies given they the regulatory requirements, etc. can also be cloudy. E.g. Enron and current financial mess made the banks.

Preview from Europe: How Green Was My Rally

surprise, surprise...machine orders are down...given current conditions would you make capital investments?

If it weren't hard enough for the unemployed, a growing number of firms looking to hire are bypassing the jobless in favor of those still working, reasoning that those who still have jobs in today's economy must be the best at what they do.

if it was as simple as being good at your job or having a competent skill then we all could be trained to have the skills...all the politics, shoe shinning, butt licking...would be wasted!

Apple: Steve Jobs Is Fine, and We Still Hate Netbooks

Given the price of netbook is comparable to an iPhone, I guess they are not eager to get in the netbook market given it would probably take away business from its iPhone.

Netbooks have it place - hey I have 2 netbooks and replaced them when I got the iPhone. But, will use my netbooks should i need to do some typing!

State of the iPhone: Strong. Very Strong.

iPhone - truly a great "phone" - something I wanted several years ago and couldn't get. (Although I did try with iPaq to get similar results given the different quality of networks then.) Mobile computing, entertainment center,camera, photo album, storage device, etc. Adding a video camera and improving the battery live would make it perfect for me.

Options Trader: Thursday Outlook

True - Mighty Tim's words move markets!


On Apr 02 10:40 AM HBWOW wrote:

> Avoid facts and logic, the real word for the market is MASSIVE<br/>MANI...

Long Visa: Not All Credit Card Companies Are Created Equal

Strong resistance around $58, should it stay above $58 then I will put a bull call spread.

Stock is down form its high of $90. Great stock to trade and buy for the long term investment.

The leading plan to fix GM and Chrysler would use bankruptcy filings to purge the companies of their biggest problems, in essence splitting both companies into their "good" and "bad" components. (WSJ)

I don't think bankruptcy will actually happen since this will probably mean the unions will loose in a big way....

This Rally May Have Legs - Bespoke

All true and good, but the markets are now driven by news - Tiny Tim and crew can move mountains by opening their mouths. Markets are still driven by fear - fear of government intervention.

The Fate of General Motors' Rick Wagoner

Yep, I agree his arrogance did himself in. May its a new leader(ship) that is required.

Chinese Are Likely to Halt Purchases of U.S. Treasury Debt

Americans are very good of shooting themselves in the foot without any encouragement from another country.

Why is it that Japan maintains its manufacturing base and dominate certain manufacturing industries. Are you going to blame the demise of Detroit on the Japanese car makers (or the German's)? Blame the Nokia for taking market share from Motorola? In Japan the cheap goods are made in China and very expensive goods are made in Japan, clearly the Chinese goods service the lower part of the population. US's no. 1 export is MacDonald's, which dominate the world cheap burgers.




On Mar 13 12:03 PM Mr. Big wrote:

> Sooner or later, Americans will realize that China has been waging
> a quiet war on America. You know what? China is winning. I'm just
> going to put it out there now: CHINA IS THE CAUSE OF THE CREDIT
> CRISIS.
>
> Their manipulation of their currency as decimated the US manufacturing
> base. Their massive buying of medium and long term treasury bonds
> (in support of their currency peg) as caused long term yields to
> remain depressed for a prolonged period, causing the inversion of
> the yield curve in 2005 to 2007 and setting up the conditions for
> leverage in the financial sector and the incentive for savers to
> become borrowers. They did this to America and now they have the
> gull to "warn" us?
>
> Fact of the matter is, China's currency manipulation should be considered
> an act of war on America. It is a blatant attack on America's economy
> and a destabilizing force on its financial sector.
>
> Quite the opposite should happen. America should be warning China
> to stop their blatant attacks or risk military intervention. What
> is happening now is tantamount to an embargo on America....nay....it
> is worse. And if an embargo is considered an act of war, then currency
> manipulation with the sole purpose of boosting domestic manufacturing
> at the expense of foreign manufacturing should also be considered
> an act of war.
>
> Just my thoughts....