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mike mohr

mike mohr
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  • Still on his game even as he eyes private life, Treasury Secretary Geithner sticks to script, telling Congress extraordinary measures taken to stretch government dollars will run out between mid-February and early March, and warning of "irreparable harm" to the country should the debt ceiling not be imminently raised. [View news story]
    Hey Turbo "irreparable harm" caused by spending more than we can afford.
    Jan 14 05:14 PM | Likes Like |Link to Comment
  • Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkei also claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO[View news story]
    When do people learn?
    AAPL and iPhone are good but AAPL to $1000 is another pump and dump by Wall Street crooks.
    Jan 13 11:16 PM | 1 Like Like |Link to Comment
  • Either the stock is @ 52 week high or technically broken. Best ideas to short.
    Jan 8 06:43 PM | 1 Like Like |Link to Comment
  • Goldman recommendation means they are ready to bet against their clients. Buy and lose your shirt, squid never loses
    Jan 8 06:21 PM | 8 Likes Like |Link to Comment
  • SAP (SAP) reckons it has 1M potential new customers in China, five times the number of clients the company has globally, co-CEO Jim Snabe says. Snabe hopes to open the market up by obtaining a deal with authorities this year to permit cloud computing services. "China will be as important for us as the United States," Snabe says. (previous[View news story]
    The greedy western businesses only get scraps out of Chinese while they steal the technologies
    Jan 6 06:33 PM | 1 Like Like |Link to Comment
  • SAP (SAP) reckons it has 1M potential new customers in China, five times the number of clients the company has globally, co-CEO Jim Snabe says. Snabe hopes to open the market up by obtaining a deal with authorities this year to permit cloud computing services. "China will be as important for us as the United States," Snabe says. (previous[View news story]
    Wishful thinking SAP. China is in the business of stealing technology and licensing. SAP will not be able to bring in a dime as profit from China.
    Jan 6 12:08 PM | 1 Like Like |Link to Comment
  • Investors want yield and treasurers/underwriters are happy to give it to them. A full 41% of investment grade corporate bond issuance was BBB (the lowest IG rating) in 2012, the highest proportion going back to at least 1998. Just 19% of issuance rated AA or AAA - only 1998's 17% was lower in the last 15 years. [View news story]
    U.S. treasuries is garbage not junk ;)
    Jan 4 01:15 PM | 1 Like Like |Link to Comment
  • U.S. pension funds have just 38% exposure to equities vs. 60% only 7 years ago, notes former Templeton chief Mark Holowesko. Fixed income exposure is 41% vs. 28% 7 years ago. The S&P 500 risk premium (earnings yield less 10-year Treasury yield), he says, is at an extreme level of favoring stocks over bonds. More (I, II, III) on the rush into fixed income with yields at historical lows. [View news story]
    S&P PE is over 21. The market isn't that cheap. Goldman and the rest of theives are waiting to unload their share at high price.
    Jan 2 09:53 AM | Likes Like |Link to Comment
  • House Republicans - including House Majority Leader Eric Cantor - are reportedly overwhelmingly opposed to the fiscal cliff deal approved by the Senate. The House appears poised to amend the deal and send it back to the Senate, setting up a legislative high-wire act. [View news story]
    Why do we need these insider trading, special interest crook representatives?
    Jan 1 07:15 PM | 1 Like Like |Link to Comment
  • More on the 56% rebound in iron ore prices: The news is particularly good for high-cost producers like Cliffs Natural Resources (CLF). Oracle Research's Larry Balter estimates the company earns another $2/share for every $10/ton increase in the price of ore (it's up about $50/ton in Q4). The company earned $6.52/share in the year ended Sept. 30. (h/t Adam Johnson) [View news story]
    The price is up because Goldman has figured out a way to create a shortage.
    Dec 30 08:37 PM | 3 Likes Like |Link to Comment
  • “All eyes are on the Senate in the next 48 hours,” says Guggenheim’s senior policy analyst Chris Krueger. President Obama and Senate Majority Leader Harry Reid are putting together a scaled-down deal to blunt the fiscal drag scheduled after December 31, and it's going to take 60 votes - including at least seven Republicans - to clear a filibuster. Republican House Speaker Boehner says the House will consider whatever legislation the Senate passes. [View news story]
    No agreement until all representatives position their portfolio accordingly. They are shameless and dishonest.
    Dec 26 08:20 PM | 3 Likes Like |Link to Comment
  • House Republicans won't bring their "Plan B" tax-cut proposal to a vote tonight, as Speaker John Boehner says he doesn't have the votes; the House will recess until after Christmas. DJIA futures slip 0.2%. Boehner: "Now it is up to the president to work with Senator Reid on legislation to avert the fiscal cliff." Updated: S&P 500 e-Mini futures dive, limit down. [View news story]
    Wall Street controlling D.C. what a shame.
    Dec 20 08:41 PM | 2 Likes Like |Link to Comment
  • Are Jefferson County and a dozen other U.S. municipalities listening? In Italy, Deutsche Bank (DB), JPMorgan (JPM), and UBS are among the 4 banks fined €1M each and having employees sent to prison for fraud in the sale of derivative products linked to a Milan bond issue. The case could be a precedent-setting one as cases involving other local Italian governments are in the works. [View news story]
    Jefferson County and a dozen other U.S. municipalities are controlled by the banks.
    Dec 19 12:30 PM | Likes Like |Link to Comment
  • Nov. Industrial Production: +1.1% vs. +0.3% expected, -0.4% prior. Capacity utilization 78.4% vs. 77.8% prior. [View news story]
    It alll about making junk for x-mas.
    Dec 14 09:30 AM | Likes Like |Link to Comment
  • Among the trading myths revealed in 2012, writes Ryan Detrick is that a "low" VIX (VXX) is bearish. Anyone who thinks the VIX below 20 shows unusual complacency doesn't have charts going back more than 5 years, he says. Another: That low volume is bearish. Dollar-volume is a fairer indicator, and it's higher now than it was during the 2003-07 run. Put another way, if Apple and Google split 10:1, low volume goes away. [View news story]
    "if Apple and Google split 10:1, low volume goes away. "
    Another way to trick you out of your money.
    Dec 11 03:46 PM | 2 Likes Like |Link to Comment
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