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Research in Motion: Valuation Wall Street Cannot Deny

images.google.com/imgr...

Enforce The No Blackberry Rule!

At least stop the device from syncing after 5pm and before 8am. Outlook notifier on the desktop should be turned off too! My phone haunted me for years.

hear hear!

Friday Roundup: Commodities, Emerging Markets

If you think Frye is a GS basher, you should visit the ZeroHedge site.


On Sep 26 01:20 PM cma wrote:

> Fry's GS bashing is getting old, especially considering that GS has
> paid back the US everything that GS owed, while GM has "borrowed"
> mega billions which the taxpayer will never see back. And not just
> GM, but Citibank and many other financial institutions with US preferred
> stock investments which are not being marked to market.
> How come we never here about these "loans" that have defrauded the
> US taxpayer but only hear about GS?

Molecular diagnostics firm Cepheid (CPHD) up 6% AH as it gets FDA clearance for a test that detects genetic variations related to an increased risk of blood clots. (PR)

Not much activity for good news

The Epicurean Dealmaker just says Mao: Time to let a hundred investment banks bloom. It's time for deconsolidation of finance; the more nodes in the network, the more robust it is, with a smaller likelihood of catastrophe.

Hmmm... when we borrow we generally look for the lowest rate and best terms. When saving we look for the highest rate. Not sure the blooming roses have much of a chance against the redwoods.

Picking Goldman's Brain for Long / Short Strategies

My guess is they start sellilng the day their disclosure reports are released. Cant beat 'em.

Why E*Trade Is a Must Buy

Love that trading platform

The Dollar: A Strong Buy

A constant stream of comments that the dollar is worthless.

What is the alternative? Overpriced high beta gold? The increasingly weak countries backing the Euro? Japans Yen? Yuan? Oh, and dont forget Jim Rogers and the Singapore dollar.

So the exchange rate goes down 10-15%, thats not going to hurt the average American much. Seems to me to be a lot of whining and populist sneering. Whine about Obama, whine about Bush, whine whine whine.

People in America are begging for dollars and begging for jobs that pay dollars. Give me a break. I think we are a great country that is still the envy of the world. NYC Chicago Houston LA San Francisco Atlanta. Lots of great cities with lots of great businesses and great people.

The only unfortunate thing is about one third of our population seems to be paranoid, but I suspect this is a global condition.

A 22-year-old man has received 15 months in prison and must pay back $200,073 after trying to open more than 58,000 accounts with E-Trade (ETFC), Charles Schwab (SCHW) and Google (GOOG) in the names of characters from the King of the Hill TV show (among others). The scheme was to steal the "micro-deposits," from 1 cent to $2, that firms make to test account functionality.

Ha. That is very funny! 58,000 accounts! That would take a lot of time to setup the accounts, I believe. Perhaps he used a Paypal type autofill to complete the apps. And to make all those email accounts to verify?

This guy must be a pretty good programmer.

Friday Outlook: Commodities, Global Markets

I vote for a peaceful easy feeling.

Virtualization Demands Will Drive the Next Network Revolution

Thanks for the article. I cant wait til I have a Cat 12 cable running down to the sewer where an EMC/Cisco server gives me 100 Jigawatts of power.

Now Trading: VNM, The First Single-Country Frontier Market ETF

China is outsourcing and Vietnam is lower cost

On Aug 18 05:58 PM Ricard wrote:

> Why now? What makes Vietnam so special now? Is it because of the
> precipitous decline in their stock market, rampant runaway inflation,
> and the global malaise posing as a 'recovery'?
>
> I thought about Vietnam through the 'Vietnam Opportunity Fund' out
> of London a couple years back...very glad I didn't bite.
>
> Although all the fundamentals seem to look good, what makes this
> time any different?

Flash Trading: Goldman Sachs Front Running Everyone Else

Is it front running if it takes only 3/100ths of a second to get in front of a trade? I think GS would say no. 3/100ths of a second in F1 is a precious commodity. It is here too.

Why doesnt Tyler Durden do an impression of River Tan and kick some butt? Or is blogging the closest thing to it?

In an age where investing is getting more complicated every day, its hard to believe that you could explain these issues to the masses and their congressional representatives in a manner that can help them understand.

Especially when those in the know revel in being obtuse.

New iShares GSCI Commodity Trust - Key Points To Understand (GSG, DBC)

Nice work

New Bubbles Are Brewing in Shanghai and on Wall Street

An alternative conspiracy...
The amendment to the mark to market rules was to prevent discounting values of cash flowing assets to zero.
The Obama team aims to save the financial system, not to save wall street aristocats.
Bernanke increased the money supply to curb deflation.
China increased spending because of its high population growth rate.
China appreciates the soybeans of the American farmer, and feels it gets good value. The same with Australian copper.
Perhaps these good men from China and the US are doing their best to attempt to stabilize the world economies.