In a slight reversal of fortune, the ITC has ruled AT&T's versions of the iPhone 3GS (AAPL) and iPhone 4, and the 3G versions of the iPad 1 and 2, violate a standards-essential Samsung (SSNLF.PK) patent, and has issued a limited U.S. ban order. The ruling, which only covers 3G Apple hardware not relying on Qualcomm (QCOM) baseband chips, is final, but Apple can appeal to a federal court and/or ask the White House to intervene. Apple might also demand the patent be licensed under FRAND terms. U.S. iPhone 4 sales are still meaningful (for a few more months, anyway), but 3G iPad 2 sales are likely miniscule, and the 3GS and original iPad have been discontinued. AAPL -0.7% AH. (official ruling) [View news story]
Apple should in fact be forced to pay Samsung royalty on all the previous iphones & ipads sold. Otherwise it is like a thief told to not to steal again, but keep what he/she has already stolen!
Is A $3 Million IRA Sufficient For Retirement? [View article]
Yup, happens all the time. If you are a worker bee you get whipped to produce more. If you spend all your money you qualify for free stuff. Better, you spend other people's money and take them down with you - you get rewarded.
Valuations Support 1% Or Less For U.S. Stocks Over Next 20 Years [View article]
Hi bbro,
The periods you have indicated exhibit some abnormal conditions such as ultra low rates (2009 - now) & housing/debt bubble (2003-2007). Is it logical to conclude then that we need such abnormalties to exist for the market to overpower the mean regression behavior?
Christopher Bogdan, the Pentagon's program chief for the F-35, slams Lockheed Martin (LMT) and Pratt & Whitney (UTX) for trying to "squeeze every nickel" out of the government. Bogdan wants the companies to "take on some of the risk...invest in cost reductions...do the things that will build a better relationship," he says. "I'm not getting all that love yet." You might remember that in the summer, Bogdan described the government's relationship with LMT as the worst he'd ever seen. [View news story]
What do you expect from defense contractors? Blood suckers are preferable. These guys inflate costs, experiment with govt money, risk govt money but take all profits. Time to trim these guys down.
Well, when do these clowns ever encourage conservation, restraint & prudence? BB gets his cues from BO and parrots the same spend, spend, spend... song. There will never be a time for belt tightening. There is always some lobbying group or other crying out for hand outs and bail outs. Federal govt/spending needs to be slashed and put on a leash.
The Currency War Is Not New, It's Merely Escalating [View article]
Yup, I second that. Fundamentals have been secondary to monetary policies for a while now. Sticking with fundamentals can render you poor while while you wait. You just have to play the game to stay afloat.
Forget inflation targets, Japan now has a stock market target and it's Nikkei 13K by the end of March, according to Economy and Finance minster Akira Amari. If Japan has its own David Tepper, we're pretty sure we know what he's doing. Tokyo was closed overnight, but DXJ gains 1.2%. The yen slides, FXY -0.6%. [View news story]
Correct. Foolish or not, the guy is honest & bold. Just get rid of these hordes of analysts, & hedgies that play games with investors. No secret, back channel meetings, no privileged communications - nothing. The great leveler.
Japan, The Race To The Bottom, And Central Bank Powers [View article]
>>And as we tend to see with monetary policy gimmicks like currency intervention and "wealth effects" the impacts tend to be fleeting, consistent with short-term disequilibrium and not due to fundamental changes in the underlying economy.
Politicians & Fed chairmans everywhere are 'fleeting' as well. They hold these positions to take care of themselves & their friends. They know they will be gone long before the pain arrives.
>>At least short term top in place: Intraday Double top for SPX at 510 which is the second shoulder on a 10 days chart. If completed the head and shoulder pattern with neckline at 1495 could have a downside of 1475.
Is a 20 point dip (even if it were to occur - which is not certain) worth playing for when all seem to agree it would only be a 'dip/correction'? If it does NOT dip, then you would be chasing it up.
If the NAAIM Survey of Manager Sentiment was "off the charts" bullish in the high 80s, what is it now? The index rises to the unheard of level of 104.25, meaning the average respondent is now leveraged long. The most bearish manager is 60% net long - the most bullish position for the most bearish respondent ever. [View news story]
I am not so sure... The only time I have made money is being with the crowd & prevailing sentiment... whether it was 1999 or 2008 or 2009..
Whenever I try to anticipate (what do I know really, given all the high-powered HFTs and big-wig hedge fund poker players & big boys...) I lost money or the opportunity to make money.
I would try to stick with the crowd & main trend rather than guessing the minor dips here and there to time... My 2 cents
"Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison." The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
Well, lot of people in the USA do that as well. I prefer larger screen myself and I read books in epub format
>>Put it another way: the sequester is just another form of forced >>austerity - and we know how well that worked out for Spain, don't we?
Forced sequester is the only way to reign in out of control spending. Paying for all those bloated, wasteful military gadgets & corrupt contracts is lunacy when you are running huge deficits. Short term misery is preferable to long term poverty.
Can't argue with the math even while I am long AAPL. But they will not be this one 'i-trick' pony forever. They will have new products, have steady sales perhaps lower margins but higher dividends and such. I can live with that.
In a slight reversal of fortune, the ITC has ruled AT&T's versions of the iPhone 3GS (AAPL) and iPhone 4, and the 3G versions of the iPad 1 and 2, violate a standards-essential Samsung (SSNLF.PK) patent, and has issued a limited U.S. ban order. The ruling, which only covers 3G Apple hardware not relying on Qualcomm (QCOM) baseband chips, is final, but Apple can appeal to a federal court and/or ask the White House to intervene. Apple might also demand the patent be licensed under FRAND terms. U.S. iPhone 4 sales are still meaningful (for a few more months, anyway), but 3G iPad 2 sales are likely miniscule, and the 3GS and original iPad have been discontinued. AAPL -0.7% AH. (official ruling) [View news story]
Is A $3 Million IRA Sufficient For Retirement? [View article]
Valuations Support 1% Or Less For U.S. Stocks Over Next 20 Years [View article]
The periods you have indicated exhibit some abnormal conditions such as ultra low rates (2009 - now) & housing/debt bubble (2003-2007). Is it logical to conclude then that we need such abnormalties to exist for the market to overpower the mean regression behavior?
Christopher Bogdan, the Pentagon's program chief for the F-35, slams Lockheed Martin (LMT) and Pratt & Whitney (UTX) for trying to "squeeze every nickel" out of the government. Bogdan wants the companies to "take on some of the risk...invest in cost reductions...do the things that will build a better relationship," he says. "I'm not getting all that love yet." You might remember that in the summer, Bogdan described the government's relationship with LMT as the worst he'd ever seen. [View news story]
Bernanke's Wisdom Opposes Sequestration [View article]
The Currency War Is Not New, It's Merely Escalating [View article]
Forget inflation targets, Japan now has a stock market target and it's Nikkei 13K by the end of March, according to Economy and Finance minster Akira Amari. If Japan has its own David Tepper, we're pretty sure we know what he's doing. Tokyo was closed overnight, but DXJ gains 1.2%. The yen slides, FXY -0.6%. [View news story]
3 Things Apple Must Do To Regain Its Dominance [View article]
Japan, The Race To The Bottom, And Central Bank Powers [View article]
Politicians & Fed chairmans everywhere are 'fleeting' as well. They hold these positions to take care of themselves & their friends. They know they will be gone long before the pain arrives.
Levered To The Eyeballs [View article]
Is a 20 point dip (even if it were to occur - which is not certain) worth playing for when all seem to agree it would only be a 'dip/correction'? If it does NOT dip, then you would be chasing it up.
If the NAAIM Survey of Manager Sentiment was "off the charts" bullish in the high 80s, what is it now? The index rises to the unheard of level of 104.25, meaning the average respondent is now leveraged long. The most bearish manager is 60% net long - the most bullish position for the most bearish respondent ever. [View news story]
Whenever I try to anticipate (what do I know really, given all the high-powered HFTs and big-wig hedge fund poker players & big boys...) I lost money or the opportunity to make money.
I would try to stick with the crowd & main trend rather than guessing the minor dips here and there to time... My 2 cents
"Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison." The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
Irrational Exuberance: 2013 Edition [View article]
Stocks Cruisin' For A Bruisin' [View article]
Forced sequester is the only way to reign in out of control spending. Paying for all those bloated, wasteful military gadgets & corrupt contracts is lunacy when you are running huge deficits. Short term misery is preferable to long term poverty.
Why Apple's Profits Are At Risk [View article]