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  • Why Oil Is Not Going to $200 [View article]

    You, are unfortunately too honest, and would get eaten alive in London.

    The reason people are quoting $200/bl is so that they can unload their position on to some poor but greedy numpty at $150/bl just before the economy tanks.

    It has nothing to do with the reality of the pricing.
    Mar 7, 2011. 03:56 PM | 12 Likes Like |Link to Comment
  • Why Inflation Never Came [View article]
    Eh, what?

    Um... The entire point of owning a *global* reserve currency is that it lets you *export your inflation to other countries*. There's been plenty of inflation. There have been demonstrations about it... There have been revolutions.

    In China. In the Middle East. By looking solely at the US you are only seeing a small part of the USD system.
    May 21, 2013. 06:59 AM | 11 Likes Like |Link to Comment
  • Apple: Last Year I Said Sell -- Buy Now? [View article]
    This is just the Google ramp job.

    It's there to catch the same type of muppets who invested in the Apple bubble at $700. "Yay, I can invest in Google at $830? Oh man what a bargain."

    Be sure to buy high, sell low.
    Mar 13, 2013. 09:24 AM | 11 Likes Like |Link to Comment
  • Why Nokia Is Here To Stay [View article]
    Stocks go up, down all the time. I'm not really one for technical analysis but it can be handy for timing entry to an investment you're already looking at anyway.

    Stocks never go anywhere in a straight line and you buy at bottoms not tops, including tops of Bollinger bands and 80% RSI.

    Far more worryingly, the entire market is overbought on margin. As you have seen with AAPL it doesn't make a blind bit of difference how good the fundamentals are for a stock if all the big fish (I'm not going to call them the smart money because they clearly are not) are on one side of the trade and on margin.

    And finally take a good look at your time horizon. If you're worrying about 10 days you're in the wrong stock, it's going to take a couple of quarters minimum to get the numbers up, or see if the company isn't performing.
    Feb 5, 2013. 05:00 PM | 11 Likes Like |Link to Comment
  • Nokia (NOK) and a slew of academic/business partners have received a 10-year, €1B ($1.36B) EU grant to research and commercialize graphene, an ultra-thin structure said to have "a breaking strength 300 times greater than steel," and which could potentially have a variety of electronics applications. A Nokia R&D exec compares graphene's importance to that of silicon and cheap iron. Hyperbole? We should have a better idea within a decade. [View news story]
    No nononononono. We don't want real research, development or anything remotely resembling innovation. What we really want is simply another row of icons.
    Jan 31, 2013. 05:10 PM | 11 Likes Like |Link to Comment
  • Nokia Rings In The Holiday Season With Strong Lumia Demand [View article]
    I think you're on to a loser and recommend you change tack, even if you are highly negative of NOK, and there are still good reasons to be on the negative side.

    Here are some facts though:

    Nokia is the second largest mobile phone producer in the world, they ship substantially more phones than anyone but Samsung.

    AT&T has the largest voice and wireless network in America, and they are Nokia's exclusive partner for US distribution of their flagship devices.

    The 920s and 820s are Nokia's flagship WP8 phones, the ones they really need to sell to turn around their smartphone division.

    Now, given these realities, these very simple facts, doesn't your assertion that they are shipping tiny numbers to AT&T sound stupid? It doesn't remotely pass the sanity test.

    I recommend you take anything any "banker" says out loud with more than a pinch of salt, they like politicians rarely have *your* best interests at heart.

    Personally, I'm long NOK for the longer term and hereby heartily thank all the short sellers for their contribution to my pension fund. Let me tell you, beating hedge funds is easy when you aren't restricted to a 3 month time horizon.
    Nov 25, 2012. 08:53 AM | 11 Likes Like |Link to Comment
  • Nokia Lumia: No Killer Apps, Investors Lose [View article]
    We can't get Pandora in Europe (or pretty much anywhere else in the world for that matter).

    "We are deeply, deeply sorry to say that due to licensing constraints, we can no longer allow access to Pandora for listeners located outside of the U.S., Australia and New Zealand."

    Tadaaaa. Nokia Music... And it's a superb service too.

    Seriously, long Nokia.
    Mar 20, 2013. 03:50 PM | 10 Likes Like |Link to Comment
  • The 'Crash JPMorgan' Campaign [View article]
    This article is what... 18 months out of date? and it's paternalistic claptrap to boot.

    A few Too Big To Fail bankruptcies would bring back some of the free in free markets. We know JPM aren't going down while the Federal Reserve system is still in place. It exists specifically to protect them as has been seen, at the public's expense.

    What should happen is that businesses which are failures, as Goldman Sachs, JP Morgan and the rest *are* should be wiped out as should their creditors and replaced by businesses which are not failures, which are perhaps are run slightly more conservatively. What we have now is a corporatocracy, and crony capitalism. Not democracy and a free market.

    Iceland killed their own Too Big To Fail banks and are now far further along the road to recovery than the rest who didn't. There was no revolution, there were no tanks in the streets.
    Nov 25, 2012. 04:46 PM | 10 Likes Like |Link to Comment
  • 2 Aces Up The Sleeve: Nokia Lumia Sold By 13,892 AT&T, T-Mobile And Verizon Locations [View article]
    Always watch what they do not what they say. It applies particularly to politicians and to bankers. Both professions seem to attract the lowest of the low.

    Think I'll pick up some more NOK while I can.
    Oct 9, 2012. 01:35 PM | 10 Likes Like |Link to Comment
  • 'Weak' Apple iPhone 5 Sales Are A Glitch [View article]
    It looks like in order to maintain their 50% margin, Apple didn't bother with a QA department on the iPhone 5 release and left it up to end consumers to find the problems.

    It scuffs and chips within minutes of being in a pocket with keys or change, the camera produces a purple haze in sunlight, the maps are poor at best, the glass it seems has a tendency to shatter when dropped.

    For a device which is touted as "premium" with a very definitely premium price, the quality seems to be at absolute best, middling and realistically kind of cheap. Within a couple of weeks it's going to look "tatty".

    As far as I can tell these are all simple problems to discover by any quality assurance department. Which rather indicates they either don't have one or just went ahead and released the phone anyway. either way, hardly worth the designation of a "premium device" and a premium price.

    BTW, doesn't it bode well that the ecstatic iPhone 5 owners are collecting lists of the problems (where I got the list above);

    Are you long APPL at the peak? I'm long NOK instead.
    Sep 29, 2012. 06:38 AM | 10 Likes Like |Link to Comment
  • Nokia: From Survivor To Challenger [View article]
    30% QoQ growth from 7 million is ~11 million by end of Q4.

    I'm very keen to see how the Asha 501 is received. The thing's only 50 quid (80 USD) unsubsidised. Everything I understand about the phone market says it should be a smash hit and they should fill out the range with 2-3 additional devices covering $20 - $100. 1 candybar, 1 qwerty, the other 2 - 3 being full touch Ashas, topping out at a 3G version of the 501 and transitioning from there to Lumia.

    p.s. already long NOK.
    Jul 22, 2013. 04:25 PM | 9 Likes Like |Link to Comment
  • Nokia Gets An Opening As BlackBerry Stumbles: Can Pureview Provide The Momentum? [View article]

    Why would you ever need better than a 320x200 camera on a phone?

    Quality... The best camera in the world is the one you have with you. Particularly when you don't lug that Nikon D800 around everywhere.

    You may think the 1020 is a gimmick, but it's a camera phone with the clear emphasis on camera. The "EOS" codename gives the game away there. Obviously the more general purpose phone is the 925. It's code name was "catwalk" guess what, it's slim and pretty.

    I suspect the Pureview range are going to do to the low end DSLRs what camera phones have done to compact cameras in general.
    Jul 15, 2013. 03:57 PM | 9 Likes Like |Link to Comment
  • Pictures of Nokia's (NOK +1.4%) rumored EOS phone - a Lumia device said to feature a 41MP image sensor similar to that of the Symbian-based 808 PureView - have leaked. Like the 808, the EOS has a giant, protruding, camera module on its back, replete with a large flash. In-line with a May report, it also appears to have a polycarbonate body and a ~4.5" display. Sources tell The Verge the pictures are of "genuine engineering samples," that Nokia is expected to launch the device in July, and that AT&T (T) will exclusively sell it in the U.S. [View news story]
    Long Nokia
    Short Canon :)
    Jun 6, 2013. 12:05 PM | 9 Likes Like |Link to Comment
  • Dump Nokia's Sad Ringtone, Buy BlackBerry [View article]
    I bought NOK at an average of about $2.20 I think, backed up the 18 wheeler ~$1.80. I'm rather glad to be a shareholder of that particular company. Sure there are some frustrations but what they're doing makes sense. New strategy, products, designs, services. Looks to me like things are going the right direction.

    So... Waiting... Sure I could have been in and out of half a dozen trades since then but... This isn't a trade, it's an investment.
    May 19, 2013. 05:09 PM | 9 Likes Like |Link to Comment
  • Flying High On Borrowed Wings [View article]
    Funnily enough that isn't what Europe's doing. I recommend you watch what they do rather than listening to what they say. They're politicians after all.
    Apr 2, 2013. 04:29 PM | 9 Likes Like |Link to Comment