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BRUCE LM

BRUCE LM
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  • A massive (9.2% and counting) rally in WTI crude has erased in one day the entirety of June's decline. Talk about due for a bounce - in the 8 weeks prior to today, oil had fallen in nearly a straight line from $106/barrel to $78. Brent crude's (BNO) a slacker, up just 7%. (see also)  [View news story]
    iran sanctions due....
    Jun 29, 2012. 03:34 PM | 1 Like Like |Link to Comment
  • Stocks are rallying sharply from deep losses, the S&P -0.3% after being down about 1.5% less than an hour ago, the Nasdaq -1.2% after being down more than 2%.  [View news story]
    no inflows ... just machines
    Jun 28, 2012. 03:53 PM | 1 Like Like |Link to Comment
  • Microsoft's (MSFT) consumer preview of Windows 8 is receiving positive ink. Kevin C. Tofel thinks the combination of the Metro UI, a smart keyboard, gesture and connectivity features, low power consumption, and SkyDrive could make it a "contender" in the tablet market. David Pogue calls the OS a "beautful, logical, and simple" rethinking of Windows, and one that's a "natural fit" for touchscreens.  [View news story]
    Paul is clueless; the Win 8 system will likely become the standard for design...
    May 30, 2012. 02:17 PM | 1 Like Like |Link to Comment
  • A look at the ratio of gold stock prices to both the price of gold and to the S&P 500 shows just how depressed they are, writes Robert Sinn. A break in the stock market may or may not be good for gold miners, but should be an outstanding catalyst for a reversion to the mean in both ratios, he says.  [View news story]
    Miners are neither like gold or Apple; Apple will make as many iPads as they can, yet miners are content to just let it stay in the ground when the cost of digging is too high or the central banks are selling gold(supply). Reversion may be gold coming down (!)....or costs coming down enough to turn on the grinders.
    May 5, 2012. 01:40 PM | Likes Like |Link to Comment
  • Mar. Pending Home Sales:+4.1% to 101.4 vs. +1% expected; -0.5% prior.  [View news story]
    so what...dip**** statistics that drive machines
    Apr 26, 2012. 02:37 PM | Likes Like |Link to Comment
  • Why I Am Content That I Sold Apple And Gave Up Trading [View article]
    Hmm...
    Apr 12, 2012. 07:35 PM | Likes Like |Link to Comment
  • "We're going to be able to say in the next 10 years, to hell with OPEC," Chesapeake's (CHK) Aubrey McClendon says in asserting the rise of natural gas as the most viable alternative to foreign oil. Atlas Energy's (ATLS) Edward Cohen echoes the sentiment: "We've seen a five percentage point increase in the share of electrical generation from gas. Within five years we should be very close to 50%."  [View news story]
    And what about the other 50%, Aubrey?...
    Mar 27, 2012. 12:41 PM | Likes Like |Link to Comment
  • Crude oil hits another multi-month high, with the U.S. benchmark WTI at $106.36, a price not seen since May. The world benchmark, Brent crude touches $124 - priced in euros, Brent has taken out its epic 2008 high.  [View news story]
    $oil=XLE...
    Feb 23, 2012. 03:09 PM | Likes Like |Link to Comment
  • WebMD (WBMD) warns its 2012 revenue may be 2% to 8% lower than 2011. The firm announces the resignation of Wayne Gattinella as CEO, President, and member of the Board of Directors. CFO Anthony Vuolo will serve as interim CEO. Shares -23% premarket. (PR)  [View news story]
    hmm...
    Jan 10, 2012. 08:22 AM | Likes Like |Link to Comment
  • This is really starting to get silly. Stocks and the euro are diving as Angela Merkel hits the wires saying the G-20 has failed to agree on IMF resources. Risk assets had popped on an earlier report the IMF would be allowed to print $250B in SDRs to grease EU debt issues.  [View news story]
    "diving?"; Overstated...
    Nov 4, 2011. 08:45 AM | Likes Like |Link to Comment
  • "U.S. banks are using a pocket knife when what they really need is a machete," says Mike Mayo, calling for more job cuts to bring costs under control. Of the axis of ratings agencies, auditors, and their clients, Mayo says, "Nothing's changed in the past three years since the crisis. It's disgraceful and it's shameful."  [View news story]
    Ironic that we worry over national unemployment and cheer banks as they disemploy, never pausing to consider....
    Sep 20, 2011. 09:06 AM | Likes Like |Link to Comment
  • Doug Kass thinks valuations are becoming more attractive, but remains worried about several macro and political issues. He thinks there's a 40% chance equities gain 10-20% over the next 12 months as the West "muddles through" its problems, and a 30% chance equities decline 10-15% due to a "shallow recession." (previously)  [View news story]
    Mr. Kass offers us a toss of a three-sided coin....
    Sep 13, 2011. 10:51 AM | Likes Like |Link to Comment
  • Teflon market? With stock indices worldwide off between 2 and 5 percent, U.S. shares barely blip down. The S&P 500 -0.8%, the Nasdaq -0.5%.  [View news story]
    See the premarket; simply a oversold bounce from futures action...
    Sep 12, 2011. 10:53 AM | Likes Like |Link to Comment
  • What a turnaround: After opening more than 10% lower on weak earnings and an even weaker outlook, Talbot's (TLB +14.2%) rallies as investors take comfort that the women's apparel retailer is pushing out creative director Michael Smaldone, and CEO Trudy Sullivan says the company will close stores and bring in a new merchandising team.  [View news story]
    2.40 to 3; wow....12 last year.
    Sep 7, 2011. 03:37 PM | Likes Like |Link to Comment
  • Even if a U.S. debt downgrade might not be the end of the world - if Japan's track record is any guide - certain sectors could suffer. Big banks (XLF -0.6%), whose credit ratings get a boost from the implied support of the U.S. government, could feel pain with a downgrade of their sugar daddy. Big banks are also massive holders of Treasury debt. BAC -1.2%, JPM -1%, C -0.7%.  [View news story]
    Who !@#$%^& cares about the debt policy?......
    Jul 25, 2011. 03:53 PM | Likes Like |Link to Comment
COMMENTS STATS
42 Comments
54 Likes