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Dave Dunbar

Dave Dunbar
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  • The Greatest Farce On Wall Street [View article]
    good article. thanks.
    May 23 12:08 PM | 6 Likes Like |Link to Comment
  • Durable Goods Pattern [View article]
    thank you. good article.
    Apr 24 02:33 PM | 5 Likes Like |Link to Comment
  • U.S. Economy: Where Do We Stand? [View article]
    good articles.
    Feb 13 12:37 PM | Likes Like |Link to Comment
  • UPS (UPS) announces it expects EPS to come in at $1.13 during Q2, below the consensus estimate of $1.20. Guidance for FY13 EPS is cut to $4.65-$4.85 vs. $4.98 consensus. The company cited slowing package volume growth due to labor negotiations on top of the general sluggishness it's seeing with the industrial economy. UPS -3.9% premarket. [View news story]
    Step on the gas, Uncle Ben! UPS needs more stimulus!
    Jul 12 09:17 AM | 2 Likes Like |Link to Comment
  • My Wife's IRA: What Next To Buy, And Why? - May, 2013 [View article]
    Hi JD. Like your article and your analytics. What do you think of ETFs? I decided to go that route for my IRAs (i have a roth and a traditional). It seems to me that individual stock picking is a lot of work, especially the last 5 years. Aren't you better off balancing your portfolio with broader investment objectives? With ETFs you can purchase an entire sector of the economy, and get an automatic hedge if one company loses market share to another company in the same industry.
    May 30 10:21 AM | Likes Like |Link to Comment
  • Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
    I think you just put the intel haters on notice. Great article.
    May 20 03:17 PM | Likes Like |Link to Comment
  • Microsoft To Get A Major Revenue Growth Boost From Cloud Computing [View article]
    great article.
    May 10 01:38 PM | 2 Likes Like |Link to Comment
  • The Apple-Microsoft Comparison Is Valid [View article]
    Once again, another Apple fan who can't see beyond his silly (but very expensive) little toys. Consumer products are only the tip of the iceburg. There is so much to IT that is not seen by the public eye... the very infrastructure that your iPhone and iPad owe their existence to. So what if the back office and servers aren't sexy? That is where the bread and butter of the industry is. And from what I've heard, for every 10 new smart phones / tablets sold to consumers, the service providers have to purchase another server to handle the data pumps needed to provide content for these gadgets. That's Ka-Ching for Microsoft / Intel / Sun / Oracle / IBM, etc. And those servers generate far, far more bucks and profit margins than those idiot boxes for the masses could ever produce.
    Apr 25 04:39 PM | 4 Likes Like |Link to Comment
  • Microsoft (MSFT) +1.6% after David Faber reports ValueAct Capital has taken a $2B stake (0.8%) in the company. Shares are now up 5% since Mister Softee delivered mixed FQ3 results Thursday afternoon. [View news story]
    Amazing. The I-Hate-All-Things-Micr... crowd has so permeated our culture, that even good news is treated with a sneer. I remember when the Star Trek series slammed Microsoft by creating The Borg. The Inside joke was that the Borg was supposed to represent Bill's Org, who was assimilating (supposedly) other people's ideas and adding them to Windows. Bill Gates pretty much had to quit Microsoft and be a philanthropist because everyone hated him so much.
    Apr 22 11:05 AM | 1 Like Like |Link to Comment
  • Apple $395: Time To Give Up And Abandon Ship? [View article]
    Where did all the smug Apple evangelists go? You know... the ones who declared that everything "not apple" was already dead and buried, and that Apple's world conquest had only just begun?
    Apr 19 11:09 AM | 16 Likes Like |Link to Comment
  • Microsoft's 'Secret' Projects That Will Completely Rock Your World [View article]
    For all those folks who keep endlessly predicting the demise of MSFT, Windows, PCs, etc.

    The Real Reason No One's Buying PCs Anymore: They've Gotten Too Good
    Apr 15 05:23 PM | 2 Likes Like |Link to Comment
  • Microsoft's 'Secret' Projects That Will Completely Rock Your World [View article]
    If touch-screen is the future, then as a society, we will have to give up fried chicken, and all those other finger-licking foods that we love so much. I don't know about you, but I can't keep my Nokia phone or my touch pad screen clean! If this is progress, then you can kiss productivity out the window.
    Apr 15 12:14 PM | 1 Like Like |Link to Comment
  • It's not enough nearly every prominent bear has decamped to the bullish ranks, but so-called "black swan" funds - set up to profit from market panics - have fallen out of favor. "If the world's central banks have decided they are going to do whatever to support the economy, then you are not going to have crazy volatility," says Nicolas Rousselet in the kind of quote the speaker will likely regret saying at some point. [View news story]
    The reason there aren't any bears left isn't because they've become bulls; it's because they've been slaughtered! (or at least severly wounded).

    I've been studying these markets for 5 years now, and it's like watching "Groundhog Day" over and over again. Every time a bear shows up, thinking he's going to make a killing off a market slide, the bear gets caught in a short-squeeze. And, every time the markets dip below their moving averages, "they" intervene, and the markets not only erase all the current losses, they surge on to new heights.

    The usual explanations are that "investors are snapping up bargains", or that large institutions are "squaring up their positions", or that "shorts are covering their losses" : whatever, considering the amount of money QE is throwing in on a monthly basis, it still smells highly peculiar.

    So go ahead... put your money on the bonfire along with the pile of corpses of negative naysayers. But you'd have a lot more fun going to Vegas, gambling, drinking, renting a high-priced hooker and lose your money that way... at least when you get screwed, you'll have a smile on your face.
    Apr 5 10:52 AM | 1 Like Like |Link to Comment
  • Precious metals (GLD -1.4%, SLV -1.3%) tumble to new multi-month lows, with gold at $1,552/oz. the weakest since last summer and right near what technicians like to call long-term support going back to mid-2011. At $26.87, silver also threatens key chart levels. [View news story]
    Who needs precious metals when you got Uncle Ben at your back preventing even the slightest downswing in equities? Watch... 48 hours from now, the stock market will "mysteriously" erase today's losses, ignore all (other) bad news, and surge forward to new heights. It's like having a rich uncle who erases all your gambling debts as long as you keep playing at the casino. this is so much better than that silly old capitalism we've been using for the last 1,400 years!
    Apr 3 02:51 PM | 5 Likes Like |Link to Comment
  • The Fed Is Not Pushing Stock Prices Higher [View article]
    Denial is not a river in Egypt.
    Apr 3 12:16 PM | Likes Like |Link to Comment