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ronis100

ronis100
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  • Morgan Stanley pulls the plug on John Paulson, its Wealth Management Division recommending clients sell 6 his funds after 2 years of horrid performance. Paulson is a major holder of GLD, and surely knew the liquidations were coming. Might this have something to do with the recent sell off in the metal, asks ZH. [View news story]
    great analysis--paulson lucked out on subprime. since then less luck. win some lose some--collect 2% management fee-life is good
    Dec 19 04:18 PM | 1 Like Like |Link to Comment
  • Why Eli Lilly Is Worth Every Penny [View article]
    absolutely right
    Dec 11 05:39 PM | 1 Like Like |Link to Comment
  • Shorting the yen appears to be nudging out long Apple as the most-crowded hedge fund trade, with BAML reporting more than a doubling in notional yen shorts over the last 2 months of the year (CFTC data shows the same) as some notable funds trim stakes in Apple. FXY starts off the year -0.5% after falling 10.5% in Q4. [View news story]
    should easily be the best trade for 2013--point and figure chart for ycs has minimum price objective of 72 versus price of 51 on 1/2/13
    Jan 2 02:49 PM | Likes Like |Link to Comment
  • New Prime Minister Could Turn Around Japanese Market [View article]
    absolutely
    Dec 20 05:38 PM | Likes Like |Link to Comment
  • New Prime Minister Could Turn Around Japanese Market [View article]
    the ewj has currency risk
    Dec 20 05:37 PM | Likes Like |Link to Comment
  • Gold and silver slide again in a big late-year sell off taking on a curious resemblance (I, II) to the price action at the end of 2011. Followers of the precious metals hardly need to be reminded that bear market ended on the last trading day of the year, and was followed by a big bull run in Q1. GLD -0.9%, SLV -2.3% premarket. [View news story]
    sounds right
    Dec 20 05:32 PM | Likes Like |Link to Comment
  • Gold and silver slide again in a big late-year sell off taking on a curious resemblance (I, II) to the price action at the end of 2011. Followers of the precious metals hardly need to be reminded that bear market ended on the last trading day of the year, and was followed by a big bull run in Q1. GLD -0.9%, SLV -2.3% premarket. [View news story]
    good will rock in 2013
    Dec 20 05:31 PM | Likes Like |Link to Comment
  • It didn't happen at last night's meeting, but the BOJ is ready to set a 2% inflation target, as demanded by incoming PM Shinzo Abe. "We intend to make the decision at the next meeting in January," says BOJ Governor Shirakawa ... We took into account (Abe's) request." So much for independence. After strengthening overnight, the yen has returned to unchanged vs. the greenback. [View news story]
    sayonara to shirakara--if the boj isn't going to help japan--time for new management at the boj
    Dec 20 05:27 PM | Likes Like |Link to Comment
  • Jim O'Neill joins the swelled ranks of yen bears/Nikkei bulls, calling for the dollar to climb to ¥100-¥112 in 2013 from its current ¥84. The cheerful Goldmanite sees 25% gains not just in Tokyo, but Shanghai (soft landing a done deal), and Madrid (cheap, and crisis over). Earlier: The BOJ allows the line between the government and the central bank to be erased. [View news story]
    whoever jim is--he may be right. time will tell
    Dec 20 05:24 PM | Likes Like |Link to Comment
  • Real Numbers And Thoughts Behind A Weak Yen And Japan's Exporters [View article]
    as nate siver would say "it's noise until it's the signal!!!"
    Dec 19 04:20 PM | Likes Like |Link to Comment
  • "It's obscene what they're talking about doing," says John Maudlin of the new Japanese government. The BOJ is likely to undertake a level of printing making the Fed and ECB efforts look small. The dollar could become "stronger than anyone imagines," he contends, but given the recent popularity of shorting the yen, he doesn't expect an imminent move. [View news story]
    john maudlin is? the boj is just trying to correct an extremely overvalued yen. hopefully the world will support japan in this worthy and humble effort.
    Dec 18 05:36 PM | Likes Like |Link to Comment
  • Eli Lilly & Co. (LLY) declares $0.49/share quarterly dividend, in line with previous. Forward yield 4.05%. For shareholders of record Feb. 15. Payable Mar. 08. Ex-div date Feb. 13. The board approves share repurchase program of $1.5B. Shares +0.5% AH. (PR[View news story]
    the 1.5 billion buyback is fabulous go lly
    Dec 18 05:33 PM | Likes Like |Link to Comment
  • The Land Of The Rising Sun Rises Again [View article]
    except for currency risk--ewj is a good idea at this time
    Dec 18 05:29 PM | Likes Like |Link to Comment
  • Japan goes to the polls over the weekend, and the LDP is expected to have a big victory, ushering in Shinzo Abe as PM. Abe has been clear about the need for the BOJ to target a higher inflation rate. Stocks and the yen have responded - the Nikkei rising 12% in a month, and the yen nearing its YTD low vs. the dollar. Stay nimble. If the LDP wins by a smallish margin, Sunday night could be a tough one for trend-followers. [View news story]
    or not
    Dec 14 05:03 PM | Likes Like |Link to Comment
  • BofA Merrill Lynch's 1,600 year-end target for the S&P in 2013 is one of the most optimistic on Wall Street. Its 10 favorite stocks for the new year: F, WMT, VLO, C, LLY, MMM, CSCO, MOS, CTL and NU. It's worth noting that BAML's list from last year has returned 18% YTD so far. [View news story]
    1600 seems high
    Dec 13 06:10 PM | Likes Like |Link to Comment
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