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marketwatcher23

marketwatcher23
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  • Gilead Smashes Q1 Estimates; How Will The Market React This Time? [View article]
    GILD seems like the best parking spot for cash at $100 and dead money at $104
    May 1, 2015. 08:40 AM | 9 Likes Like |Link to Comment
  • Is It Time To Finally Short The Long Bond? [View article]
    The rest of the world is going NIRP. Europe is having it's temporary "QE may cause inflation" moment but that too will pass. The demand for UST's will only pick up and the long bond at these levels looks flat out attractive.
    May 1, 2015. 06:35 AM | 5 Likes Like |Link to Comment
  • Picking From Mediocrity [View article]
    I added to LMT yesterday although I prob should have waited for 185. I like the company. They are a branch of .gov basically. It's like owning 3% treasury bonds with cap app potential. I own GD as well.
    May 1, 2015. 05:54 AM | Likes Like |Link to Comment
  • Boston Beer: More Pain Ahead [View article]
    I will leave the stats two you guys. Bottom line to me is this company has found a way to get Budweiser exposure and keep some of the craft brew charm that put them on the map. They have two taps at least at every bar. Boston, and the seasonal brew, and they sell. Their beer actually tastes good and the price is right. I agree that it is expensive but I see the value.
    Apr 30, 2015. 01:51 PM | Likes Like |Link to Comment
  • What A Biotech Sell-Off Will Look Like [View article]
    These massive buy backs are going to continue. If a short term black out causes stocks to drop I don't see why it would not just be a buying opp knowing the buy backs are coming again.
    Apr 30, 2015. 08:43 AM | Likes Like |Link to Comment
  • Boston Beer: More Pain Ahead [View article]
    these guys always guide low. That's nothing new.
    Apr 30, 2015. 06:42 AM | Likes Like |Link to Comment
  • Twitter officially reports earnings, cuts guidance; shares -18.2% [View news story]
    just curious, what is AMZN market cap X it's yearly rev?
    Apr 29, 2015. 06:45 AM | Likes Like |Link to Comment
  • Switzerland first to issue 10-year debt with negative yield [View news story]
    what is more amazing is that the bernakyellen can maintain 1.90% on the 10yr in this environment.
    Apr 8, 2015. 08:29 AM | Likes Like |Link to Comment
  • Watch For A Gold Rally Into The Summer Months [View article]
    This was a rare decent cnbc article. http://cnb.cx/1bIOvY4. The interesting part about it was I think they finally leaked the truth behind why the market has been rigged to go higher since 2008..."

    Yet it was in her discussion of what she termed "special risks and other considerations" where things got interesting. The first of her three special concerns around hiking rates run along the following lines:

    "Some recent studies have raised the prospect that the economies of the United States and other countries will grow more slowly in the future as a result of both demographic factors and a slower pace of productivity gains from technological advances," the Fed chief stated. "At an extreme, such developments could even amount to a type of 'secular stagnation,' in which monetary policy would need to keep real interest rates persistently quite low relative to historical norms to promote full employment and price stability, absent a highly expansive fiscal policy," she added.

    The article makes it seem like the fed is concerned about that going forward but in reality the ZIRP/NIRP market rigged environment we are currently in has come about because the fed realized a while back that we are stuck in secular stagnation and have been for some time. The fed is hesitant to just come out and say it's zirp4eva because everyone will pile all in to the market at once.
    Mar 30, 2015. 07:44 AM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: Time For An Economic Spring Thaw? [View article]
    I guess that is your issue SD, I am not saying it is going up because it is failing to do what I predicted. I am saying it is rigged because it is rigged. This is not tin foil hat stuff anymore. They rigged it because it was the right thing to do, and I agree with the other poster that we won't see corrections of anything more than the 10% Variety from here on out.
    Mar 30, 2015. 07:04 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Time For An Economic Spring Thaw? [View article]
    The market will go up, because it is rigged, and I shall enjoy it.
    Mar 29, 2015. 08:58 AM | 3 Likes Like |Link to Comment
  • Fear Is Saying Short SPY Now [View article]
    LOL that was one of the better responses I have seen on here. Nice job.

    Are you pairing that trade with going Long TLT or GLD or something similar?
    Mar 25, 2015. 10:46 AM | 1 Like Like |Link to Comment
  • Fear Is Saying Short SPY Now [View article]
    Why play for 3% dips when you can just stay in and get the 10% plus gains overall per year that the fed has guaranteed?
    Mar 25, 2015. 07:11 AM | 4 Likes Like |Link to Comment
  • It's Time To Start Shorting The U.S. Dollar [View article]
    At first I am inclined to tell you that you will get blowtorched shorting the USD but it's a good contrarian call. The bet is that the fed will be forced to ease against their own will just to keep the USD from rocketing to the moon and crashing everything in it's wake. I don't think we are there yet and I am not sure that play will work if they are ever forced to do it. But If there was aver a trade going against the grain, this is it. Good luck to you.
    Mar 24, 2015. 09:17 PM | Likes Like |Link to Comment
  • Fed Funds Not So Easy: Major Implications For Stocks [View article]
    What has The fed done to make you believe they are concerned about the middle and lower classes? QE was not designed to help them, and so it did not. Yet you repeatedly stated that you believe their motivation is to help them and are concerned about them. I just don't understand how you arrived at that conclusion.
    Mar 23, 2015. 08:02 AM | Likes Like |Link to Comment
COMMENTS STATS
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