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Dallas dude

Dallas dude
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  • U.S. Equity Market Week In Review For The Week Of January 19-23: The Consolidation Continues [View article]
    I look at charts, however, they don't apply to any laws except in science. So I'm beating the S&P with a best of breed stock picks, 25 in total. Two were in the 2014 top S&P returners, including LUV. Then I follow the earnings calendar for a type of day trading, which is rather amazing in its returns. This is perhaps where data is vital. Then a sector selection is also to my liking. Then I look and seek out the best mutual funds managers for returns. I'm a well versed economist and detest the diversification wisdom. However, most money managers follow that ideology. I avoided energy and stuck with domestic, other than Alibaba.
    Cheers
    Jan 25, 2015. 05:22 PM | Likes Like |Link to Comment
  • A Diversified, High-Income Bond Portfolio For 2015 [View article]
    I'd avoid them like the plague, over 10% and maybe 15% may well be in the energy sector, not to mention the overseas currency risk. Hi Yield is just another name for junk bonds.
    Jan 25, 2015. 04:59 PM | 1 Like Like |Link to Comment
  • Why Facebook Is A Better Investment Than Google On Digital Video [View article]
    http://bit.ly/1El8OpV
    Jan 25, 2015. 04:52 PM | Likes Like |Link to Comment
  • Why Facebook Is A Better Investment Than Google On Digital Video [View article]
    http://on.wsj.com/1D7faW6
    Jan 25, 2015. 04:51 PM | Likes Like |Link to Comment
  • Why Facebook Is A Better Investment Than Google On Digital Video [View article]
    http://bit.ly/1D7f4xR
    Jan 25, 2015. 04:50 PM | Likes Like |Link to Comment
  • Why Facebook Is A Better Investment Than Google On Digital Video [View article]
    BTW, the un-bundling of cable channels is going to make cable TV providers upset. I see that these Califorincation, Sapranos, Breaking Bad and other shows as what the masses will pay for. Google TV, HBO and other service see this as an asset which they will be able to market online. Lest we forget Amazon is also engaged in organic programming. I could never understand if you pay for cable, they should spare you the commercials/AD's.
    Jan 25, 2015. 04:49 PM | Likes Like |Link to Comment
  • Why Facebook Is A Better Investment Than Google On Digital Video [View article]
    I'm thinking that Google is starting to build an ecosystem, much like Apple. All of the Apple innovations were out on HTC (large screen) or Galazy phones or the Android world. Apple was fortunate to catch Sony WalkMan asleep and the better mouse traps doesn't alway win. All you have to do is recall the genius of AOL marketing and inferior ISP? Then if you wanted to change ISP, it was a full day process, if you were fortunate. The question is how hard is FB to duplicate? I recall MySpace asleep at the wheel. FB hasn't been out long enough and they aren't seeking out organic or buying other technologies. Time will tell.
    Jan 25, 2015. 04:38 PM | Likes Like |Link to Comment
  • The Consumption Of Davos [View article]
    Deflation/lower interest rates punish the saver and rewards the borrower. Unfortunately, the private sector has failed to take advantage of the historical low rates. Which means the pseudo supply side/trickle down economics was a hoax. It promise to lift all boats and prosperity. It only lifted the yachts. Admission is the first step to recovery. The middle class spending is the job creation machine as Keynes said all along. This myth of the JOB CREATOR/PRODUCTIVE SECTOR being the 1% is ignorance. Ignorance has a cure, however, stupidity is terminal. I was hoodwinked on the dot com bubble and learned this isn't monopoly money. So I called the sub-prime and have beaten the S&P for years now. Last year I warned to stay away from energy, commodities and companies who had exposure overseas. I sold my home prior to 2008 and rented for three years. This allowed me to get a McMansion for penny's on the dollar.
    Jan 25, 2015. 04:25 PM | Likes Like |Link to Comment
  • The Consumption Of Davos [View article]
    They could have opted to stimulate the economy via fiscal policy. However, the partisan politics isn't too keen on public works. As if the TVA and or the Hoover/Boulder dam weren't worthwhile. Other than the original stimulus, which was in great part bail out money, congress has sat on its hands. So if the private sector isn't going to stimulate the economy, the public sector should. We recall the public works of the FDR era and WWII ending the Great Depression. Yes government spending isn't an evil. It is only bad if and when it crowds out the private sector, by making borrowing too expensive and or puts off private spending all together via higher interest rates.
    Jan 25, 2015. 04:11 PM | Likes Like |Link to Comment
  • The Consumption Of Davos [View article]
    So increasing the interest rates have a corresponding amount of buyers out of a market. If you look at the 2008 aftermath of the housing bubble, increased interest rates would effect prices even more, since price is but a rationing mechanism. So if assets aren't held by QE money you have to see that prices will decrease even further aka deflation of commodities. We see the deflation of goods and inflation on services i.e. higher education, healthcare. It's a pick your poison since there were three waves of foreclosures. First was a group of people whom were the target of predators, then those who lost their jobs from the negative multiplier effect of the first group, thereby had no means of servicing that mortgage and then the strategic foreclosures of those who owe more that they purchased the home/asset for. I would venture to guess that there would be more strategic foreclosures and thereby more downward housing price pressure. There has always been a foreclosure rate factored into the interest rates of default on loans. Making toxic loans and packaging them as the traditionally historical value to widow/orphan funds (fixed income) who seek safety with lower rate of return over risk is what happened. As if we didn't learn anything from the S&L crisis? In the upward business cycle we will have inflation, too much money following too few goods, then these assets will increase in price. Remember price is but a rationing mechanism.
    Jan 25, 2015. 04:02 PM | Likes Like |Link to Comment
  • Lockheed Martin Looks To International Markets To Fuel Growth [View article]
    They see that substitutes/alternatives are an incentive to higher prices. Much like fracking, they have flooded the market in hope of pricing out frackers.
    Jan 25, 2015. 03:43 PM | Likes Like |Link to Comment
  • Google's Search Business May Not Survive The Next 10 Or 20 Years [View article]
    So Mozilla Firefox, can't say I know anyone who uses that browser, my oldest did in college, took their people, certainly they will opt to come back to the Google ecosystem? Google has over 40% of the search engine ad dollars and is the leader. In the mobile ad dollar they again will have about 50%, the lions share. 20% of Facebook is astonishing and I'm sure others will come.
    Jan 17, 2015. 01:43 PM | Likes Like |Link to Comment
  • Lockheed Martin Looks To International Markets To Fuel Growth [View article]
    If only http://bit.ly/1Bivo1i
    Jan 17, 2015. 01:30 PM | Likes Like |Link to Comment
  • Lockheed Martin Looks To International Markets To Fuel Growth [View article]
    CEO Marillyn Hewson has made Lockheed a gold mine. As the stock went from the $150 to close to $200 and an over 25% return. Their technology is light years ahead. They don't only make weapons. http://bit.ly/1CA9ZOa
    Jan 17, 2015. 01:28 PM | Likes Like |Link to Comment
  • Chipotle: Deja Vu All Over Again [View article]
    http://onforb.es/1CA7vze
    Jan 17, 2015. 01:13 PM | Likes Like |Link to Comment
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