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  • Fully Stuffed Friday- Markets Popping Or Dropping? [View article]
    The dearth of financial and economic analysts that conclude things just aren't working is the single most bearish reality out there, albeit from the technical perspective on markets. And if US FED action leads to further sustained dollar strength, then we all will see the face of pervasive economic dysfunction. Plenty has been written about the fact that Keynsian policies only work with salutory demographic conditions, which aformentioned Japan lacks more than the USA. Modern economists lack a robust foundational macro model that will integrate needs and aspects of diverse developing and mature economies. Other sociological struggles have become highly relevant in determining risk as does the guns and butter aspect of nuturing fertile ground for wealth creation, not to mention encouraging an environment that creates incentive for redeeming pursuits. Has the "Magic Hand" of Adam Smith slapped us in the face, or is it going to punch our lights out? Part of the answer lies in the perspective of Ravi Battra with dominant groups gaining unhealthy influence, coupled by concentration of wealth accelerated by weak bargaining power on the part of expensively educated young people.
    Nov 29, 2015. 05:10 AM | 1 Like Like |Link to Comment
  • Apple: Foxconn Data Is Not A False Positive [View article]
    I think that if you look at the chronological trajectory of the slowdown in Chinese consumption, there shouldn't yet be any impact on reported Apple earnings yet. The whole thing with Chinese consumption is solved with decent statistical surveying. No product is immune from a global economic slowdown, except something like toilet paper, and detractors compare Apple products to similar things anyway.
    Nov 27, 2015. 06:37 PM | Likes Like |Link to Comment
  • The Making Of A Value Investor: The 2015 Edition [View article]
    Good start to a long journey. Take every principle you buy into, and backtest it with no survivor bias. Then get a real job and hire Ken Fischer.
    Nov 26, 2015. 05:33 AM | 4 Likes Like |Link to Comment
  • China Is Still A Success Story (And Jim Chanos Was Wrong) [View article]
    With the currency on the way to 7 per dollar, and with all those ghost towns, it looks like we have them doing a good job of destroying wealth now? How far off is social unrest?
    Aug 26, 2015. 08:22 AM | 3 Likes Like |Link to Comment
  • Apple's Issues In China: More To Do With Currency Than Fundamentals [View article]
    Jim Cramer looks really stupid wearing that i watch. I think that image portends the future for this consumer electronics company.
    Aug 26, 2015. 01:43 AM | 3 Likes Like |Link to Comment
  • Chinese Become More Selective Smartphone Buyers [View article]
    The time when the sales leader and everyone else in this business has thin margins is closer than anyone thinks. In fact leadership might soon mean loss leadership. Here in the USA I'm noticing that iphones use a lot more network data than androids, which adds to cost of ownership. My s5 used .33 GB last month. The iPhone used 6 GB. Plus, battery life is a joke, so we are looking at a greatly imperfect product.
    Aug 20, 2015. 10:32 PM | 3 Likes Like |Link to Comment
  • Apple: The New Battle For Smartphone Profit [View article]
    We need to see migration histories between operating systems, like a cell wall permeation model. That would be illuminating to see in real time, because that is a key issue, more so than hardware and camera performance differences.
    Mar 7, 2015. 02:41 AM | Likes Like |Link to Comment
  • Apple's Currency Exposure Within Acceptable Limits [View article]
    If the phones are so great, demand payment in dollars. The implication is that they aren't so great. The real concern for Apple is that they sell a grossly overpriced object. I had them selling a lot more big screens than they have, and that could be based on limited manufacturing capacity. But time marches on, and these seeming ubiquitous platforms are becoming pretty boring. For several good reasons, the Trade Weighted Dollar Index should be near a top. The USA will not bow down and lose a currency war.
    Mar 7, 2015. 12:43 AM | Likes Like |Link to Comment
  • Buy Signals Triggered Today In Apple [View article]
    I would hate to have to guarantee a move over 120 versus a move under 100 happening first. But selling 120 calls and 100 puts both is very ok for me.
    Dec 17, 2014. 03:31 AM | Likes Like |Link to Comment
  • Is Apple Worth $700 Billion? [View article]
    Apple sells for more than the entire Russian stock market. Stuff like LukeOil is at 2 times earnings. I would pay attention to absolute market cap and things like people's tech budget, because GoPro drones and many other items, excluding watches, will eat into interest in handset devices. Apple could be left holding the profit margin empty bag just like SNE if someone stumbles over the obvious formula to discrediting ios.
    Nov 27, 2014. 03:01 PM | Likes Like |Link to Comment
  • Apple Scores Security Win Over BlackBerry [View article]
    Business is going all Android. The NSA has full access, and therefore so does anyone with state of the art server penetration capability.
    Nov 9, 2014. 02:12 AM | 2 Likes Like |Link to Comment
  • Apple Should Keep Cruising [View article]
    Forward PE highly speculative. Is their FX exposure hedged?
    Nov 9, 2014. 01:54 AM | Likes Like |Link to Comment
  • Can Apple Sustain Advancements In Future iPhone Generations? [View article]
    I don't see perfect success regarding any of the speculation above effectively combatting rapidly contracting margins. When you have important applications hinging on a sealed battery, you can be in a lot of trouble.
    Nov 9, 2014. 01:50 AM | 1 Like Like |Link to Comment
  • Apple And The Second Renaissance Of The Macintosh [View article]
    How is it that you can't get a MacBook with a touch screen??
    Nov 6, 2014. 12:41 AM | Likes Like |Link to Comment
  • Apple's New Television Opportunity [View article]
    The most relevant thing in TV is the speed of fiber. Google plus fiber connected WIFI is the only interesting thing. Forget IOS in this realm.
    Oct 30, 2014. 10:15 PM | Likes Like |Link to Comment