Winning In A World Without Yield: A Portfolio Level Solution [View article]
Its too risky to short equities. Perhaps margins will decrease but over time earnings will surely grow. Going against you are population growth, economical growth, technology improvements, central bank actions and other inflationary forces. It is too many strong teams to play against.
The Latest Crisis Now Unfolding On Wall Street [View article]
Good article. However, the fact that we can't trust the banksters is notwithstanding all of the following:
1. They are here to stay. 2. They are here to profit. 3. They will profit substantialy over time. 4. Their profits will be correctly audited by untrusting auditors. 5. We can own a share of their profits at basement level prices.
Staying away from financials is NOT the right strategy.
Buying Opportunity Or Full-Blown Bear Market? [View article]
This article is noise, not information. With so many technical tools and experiance at your disposal, one could expect that you take a position on market direction. We already know it will go up or down. It always does.
How To Monitor Risk After Spain Downgrade [View article]
I like your analysis. It would be nice to add a summary paragraph as some readers do not always have the time to read the entire article but are very much interested in your point of view.
Spanish Debt Concerns: Exaggerated And Overblown [View article]
If the Spain situation escalates, it will be solved like every other crisis these days, by printing and lending. If Spain leaves the EU (or if Greece leaves) the same thing would happen - except it would be the Spanish or Greek governments who will print.
Printing money and hyperinflation, and the inevitable redistribution of wealth, are the only way out of the current situation. As a result of the irresponsible use of debt all across EU and the US, the "enemy" these days is every lender. Mathematically the only way out is to make all this debt worth less and other property (RE, stocks, commodities) worth more. By definition this is redistribution of wealth and transfer of power.
Looking at this from a different direction, if the price of a cup of coffee is $40 and the annual Federal government budget is $30 Trillion, then its outstanding debt of $15 T does not look like a huge problem anymore (except for China).
How To Position As Greed Replaces Fear [View article]
You seem to have good market instinct and judgment and that was a bold call.
How do you explain the weakness in small caps as shown by the Russell 2000 not confirming the highs of the SP500 and Nasdaq? Doesn't this divergence signal that the correction is already underway?
PowerShares QQQ Is Signaling A Pattern Change Is Coming [View article]
In addition, small caps are showing difficulty to continue their move up and are not confirming new hights on the SP500 and QQQ. I am accumulating TWM (2X bearish Russell 2000) on days of weakness which should provide some protection on the way down.
Teva Is A Slam Dunk Valuation Play; Nearly Tops Our Scale [View article]
I can't speak to technicals, but on a fundemental level, Teva's stock buying opportunity was created by the market being overly concerned about the possibility of losing Copaxone revenues. As it turns out, not only may the impact of such loss be smaller than expected (if it occurs) given other growth engines in the company, and general global trends, but also such loss may be significantly delayed. In that case Teva will probably move back to the $55-$60 range.
Not sure about the 4 others, but you completely got it wrong on TEVA.
The aging of the global general population, growth in drug use in later years, emerging countries consuming more generic drugs, and the Cephalon pipeline, will more than make up for the anticipated loss of Copaxone revenue, and will likely take TEVA to new hights over the next few years.
You will buy at $25...??? LOL - you get a point for your sense of humor. There is unlimited amount of capital awaiting to purchase any supply at $38.
Winning In A World Without Yield: A Portfolio Level Solution [View article]
The Latest Crisis Now Unfolding On Wall Street [View article]
1. They are here to stay.
2. They are here to profit.
3. They will profit substantialy over time.
4. Their profits will be correctly audited by untrusting auditors.
5. We can own a share of their profits at basement level prices.
Staying away from financials is NOT the right strategy.
Stocks: The One Key In Finally Ending The Long-Term Bear Market [View article]
Buying Opportunity Or Full-Blown Bear Market? [View article]
Bonds Do Not Make Stocks Cheap [View article]
Ugly Market Produces Beautiful 'Buy Low' Opportunity [View article]
How To Monitor Risk After Spain Downgrade [View article]
The Stock Market - Update On Increasing Hazards And Risks [View article]
Thanks a million !!
Spanish Debt Concerns: Exaggerated And Overblown [View article]
Printing money and hyperinflation, and the inevitable redistribution of wealth, are the only way out of the current situation. As a result of the irresponsible use of debt all across EU and the US, the "enemy" these days is every lender. Mathematically the only way out is to make all this debt worth less and other property (RE, stocks, commodities) worth more. By definition this is redistribution of wealth and transfer of power.
Looking at this from a different direction, if the price of a cup of coffee is $40 and the annual Federal government budget is $30 Trillion, then its outstanding debt of $15 T does not look like a huge problem anymore (except for China).
How To Position As Greed Replaces Fear [View article]
How do you explain the weakness in small caps as shown by the Russell 2000 not confirming the highs of the SP500 and Nasdaq? Doesn't this divergence signal that the correction is already underway?
PowerShares QQQ Is Signaling A Pattern Change Is Coming [View article]
Oil: The Best Way To Play The 'Bernanke Boost' Until May 2012 [View article]
Chart Of The Day, Flash-Crash Edition [View article]
Teva Is A Slam Dunk Valuation Play; Nearly Tops Our Scale [View article]
5 Big Pharma Stocks To Short Now [View article]
The aging of the global general population, growth in drug use in later years, emerging countries consuming more generic drugs, and the Cephalon pipeline, will more than make up for the anticipated loss of Copaxone revenue, and will likely take TEVA to new hights over the next few years.
You will buy at $25...??? LOL - you get a point for your sense of humor. There is unlimited amount of capital awaiting to purchase any supply at $38.