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silverscreen

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  • Hedge fund guru Jim Rogers has made no secret of what he thinks of the Fed's monetary stimulus. It's "outrageous," he says. Now he's putting his money where his mouth is, saying that he's begun shorting U.S. government debt. "It's all artificial," Rogers quips. "The Federal Reserve is printing money as fast as they can. The Bank of Japan said 'we're going to print unlimited money.'" - If he's right, that bet could pay off big. [View news story]
    With all due respect Ted, I am quite sure he has made a lot more money than you in trading. Just because he is vocal, it doesn't necessarily mean he is not smart.
    Feb 7, 2013. 11:04 PM | 2 Likes Like |Link to Comment
  • Reviewers (I, II, III) of Microsoft's (MSFT) Surface Pro often like the device more in theory than in practice. While praising its display and performance, and admitting the value of a tablet that can morph into a fully-fledged Windows notebook, the Pro's battery life (when used as a tablet), thickness (ditto), and storage (when used as a notebook) lead to generally muted reviews. Walt Mossberg: "Like many products that try to be two things at once, the new Surface Windows 8 Pro does neither as well as those designed for one function." Paging Tim Cook... (Surface RT[View news story]
    It's already hinted by MS: http://bit.ly/WSfv99 Surface 2.0 a year from now (after INTC releases Haswell) will have pretty decent battery life.
    Feb 7, 2013. 01:10 AM | Likes Like |Link to Comment
  • Reviewers (I, II, III) of Microsoft's (MSFT) Surface Pro often like the device more in theory than in practice. While praising its display and performance, and admitting the value of a tablet that can morph into a fully-fledged Windows notebook, the Pro's battery life (when used as a tablet), thickness (ditto), and storage (when used as a notebook) lead to generally muted reviews. Walt Mossberg: "Like many products that try to be two things at once, the new Surface Windows 8 Pro does neither as well as those designed for one function." Paging Tim Cook... (Surface RT[View news story]
    Can't one just use a brick phone instead of a smart phone?
    Feb 7, 2013. 12:23 AM | Likes Like |Link to Comment
  • Nokia Beats Google For A Mapping Deal With Toyota [View article]
    @Five, we're here to make money, not to be a fan-boy of any company. The Internet is a very wonderful source of info. Search for yourself. If you choose to be blind and lose (or miss out) money, be my guest.

    Hint for your ignorance: NAVTEQ was an American company before bought by Nokia. Guess the nationalities of the companies that NAVTEQ had dealt business with up to that point.
    Feb 2, 2013. 09:50 PM | 2 Likes Like |Link to Comment
  • "We told you so." Seriously? Barron's thumps its chest in the sort of self-congratulatory, bullish article that could give a fan of stocks pause. "If there's a great rotation going on from bonds to stocks, we may be only in the top of the first inning," says Jason Trennert. The 60/40 stocks/bonds mix is out of favor with many institutional investors, notably big college endowments, which now have 27% of assets in stocks vs. 45% a decade ago. [View news story]
    @Value, you will be right in the long term. In the mid-term though, inflation is low. The inflation crowd (myself was included) has been expecting the inflation to skyrocket for a couple years now, with nothing to show for. I think the de-leveraging force is so big that even the biggest print shop of the planet (the Fed) can't do 180-degree turn against it. So we have the delicate balance between macro cycle (de-leveraging) against the printing machine. This happened before in history to a lot of empires, and the macro cycle eventually won out every single battle, and the empires eventually were destroyed. What is unprecedented this time is the world economy has become one single global interconnected web, and the Fed pretty much represents the whole world, not just a single empire. That's why the dollar hasn't collapsed despite all the printing.
    Feb 2, 2013. 04:43 PM | 3 Likes Like |Link to Comment
  • Nokia Beats Google For A Mapping Deal With Toyota [View article]
    They will be releasing a new high-end phone for VZ very shortly. My guess is May (6 months after release on T).
    Feb 2, 2013. 03:29 PM | Likes Like |Link to Comment
  • 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]
    @MI, you should just stop defending your position. We need the other doubters on the other side of the trade! If you convinced everybody to join our side, there won't be anybody left to make money from (and then it will really crash).
    Feb 2, 2013. 01:36 PM | 2 Likes Like |Link to Comment
  • Nokia Beats Google For A Mapping Deal With Toyota [View article]
    @Adam, with all due respects, ... and I guess you don't really know what you are talking about. NAVTEQ is used by Mercedes, BMW, Volkswagen, GM, Chrysler, etc. They have between 80% and 90% of the vehicle navigation market.
    Feb 2, 2013. 01:32 PM | 6 Likes Like |Link to Comment
  • 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]
    JS, there is this thing called stop order. I hope you use it. If you are aggressive, use puts as hedges.
    Feb 2, 2013. 10:52 AM | 1 Like Like |Link to Comment
  • Nokia Beats Google For A Mapping Deal With Toyota [View article]
    Phase 3: Augmented Reality & (if chose) Social network integration.
    Feb 1, 2013. 09:18 PM | 1 Like Like |Link to Comment
  • What Is Wrong With Microsoft? [View article]
    When is the last time you actually used Bing ? I've switched to Bing for the last few months and haven't looked back. I'm not saying Bing is better, but as far as I'm concerned, it's almost the same. I'm against Google, because of their tracking. I like my privacy. I'm not saying Bing doesn't track. It's just not that extensive yet. Once it reaches there, I'll find some obscure engine again!
    Feb 1, 2013. 09:07 PM | 5 Likes Like |Link to Comment
  • "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]
    Have you guys ever tried to browse Seeking Alpha on the phone while waiting for the kid in dancing / swimming / soccer / etc. lesson? Bigger screens have its use-cases. I don't want to carry around the iPad. I want something that would fit in my jeans while offering bigger screen than the current iPhone.
    Feb 1, 2013. 03:30 PM | 3 Likes Like |Link to Comment
  • Lessons From Microsoft: An Outlook On Apple [View article]
    I don't want to start any Apple vs {insert name here} debate; but keep in mind about the elasticity of demand when investing. Intel / Cisco / Microsoft may not make "great products"; but they make products that people *need*. One can argue otherwise, but Apple largely make products that people *want*. If Apple fumbles a product upgrade cycle, the largely fickle consumers will jump to the next hottest product offered by the competitors. If Microsoft fumbles a product cycle (Vista, Me, you-name-it), they will lose a lot less customers.
    Jan 28, 2013. 06:58 PM | 5 Likes Like |Link to Comment
  • Wells Fargo: A Wonderful Company At A Fair Price [View article]
    Sooner or later, the economy will turn around, interest rates will rise, and the rate spreads will improve. WFC is the bank that is best positioned to gain from the spread increases. It will require patience, but it's a very low risk investment at this point.
    Jan 21, 2013. 04:22 PM | 2 Likes Like |Link to Comment
  • Did Vringo Traders Overreact To Google's Flip Flop? [View article]
    Danbudry,

    Not sure how you trade, but there are tons and tons of people trade through machine / program, based on technical indicators. An article such as this could cause an initial drop, and then it just cascades. The clever guys can make tons of money off these swings if they know in advance (i.e. frontrunning).
    Jan 5, 2013. 12:58 AM | Likes Like |Link to Comment
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209 Comments
332 Likes