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LuckyPick

LuckyPick
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  • Goldman chief economist Jan Hatzius is less optimistic than in recent months and is growing a bit nervous about the risk of renewed recession. Still, households are making progress in paying down debts, he says, so growth should begin picking up speed in the second half of 2011 and into 2012, though his forecasts are much less robust than earlier this year.  [View news story]
    is that like market manipulation in stock market term?
    Jul 7, 2011. 03:36 PM | Likes Like |Link to Comment
  • Companies are actually spending money, it's just not on payrolls, writes Minyanville's Steve Smith. Investment in equipment and software has soared 26% since the end of the recession, while the jobless rate has barely budged. Standing ready to profit from the trend are large-cap global manufacturers: John Deere (DE), Caterpillar (CAT), Cummins (CMI), Joy Global (JOYG).  [View news story]
    Deere CEO was clearly bullish on his company, article below (DE)
    www.bloomberg.com/news...
    Jul 7, 2011. 08:51 AM | Likes Like |Link to Comment
  • Moody's downgrade of Portugal and the subsequent market carnage is stirring more talk in Europe of ditching the 3 ratings agencies and creating its own. The downgrade is a technical matter, more to do with levels of rates and spreads, but it seems politicians can't help trying to change the rules mid-game when things aren't going well.  [View news story]
    Politicians rulez this world.
    The rich and famous is powerful.
    Jul 6, 2011. 10:49 AM | Likes Like |Link to Comment
  • Will Legal Troubles Kill Google? [View article]
    GOOG seems like too big too fail
    there's just too much at stake for google here, google with huge cash reserve will do just fine
    Jul 6, 2011. 03:30 AM | Likes Like |Link to Comment
  • U.S. lenders probably need to suspend dividends and begin raising capital due to their exposure to Italy, writes Simon Johnson. Italy could be headed into a viscous cycle where austerity leads to worsening deficit/GDP numbers, leading to more austerity. Italy is too large to be bailed out. The end of moral hazard will be a new experience for banks.  [View news story]
    despite all the negativity and speculations, Euro is not going to parity against the dollar
    who's worse off now? US or europe? lol
    Jul 5, 2011. 06:30 PM | Likes Like |Link to Comment
  • Moody's cuts Portugal's credit rating to junk territory, moving it down 4 notches to Ba2. The agency sees increasing probability the country will not be able to return to the markets in 2013, making a 2nd bailout likely. The euro reflexively moves lower by about 60 pips to $1.4417.  [View news story]
    i thought ECB will come out and say that they will lend and continue to lend to these default countries? what rating agencies do have no implication anymore on the PIGS
    Jul 5, 2011. 06:27 PM | Likes Like |Link to Comment
  • Is It Time to Short First Solar? [View article]
    i'm sure India is smart enough to think it through, the sun is in abundance in India, i don't know when the wind's gonna blow or change direction, but the sun is always there
    Most parts of India going through 80-100 F weather
    my guess is First Solar will pioneer a way through the Indian market
    Jul 5, 2011. 10:54 AM | Likes Like |Link to Comment
  • Moody's warns it may go negative on the outlook for China's banking system, saying it has identified an additional $540B of loan exposure to local governments beyond the $1.6T discovered by a national audit. As these loans were not covered by the audit, it is likely they are especially dodgy and "pose the greatest risk of delinquency."  [View news story]
    if it's true, China may not be able to backstop Europe
    troubles in the horizon for european countries whose austerities rely heavily on exports to the chinese
    Jul 5, 2011. 04:27 AM | Likes Like |Link to Comment
  • 4 Shorts That Went Terribly Wrong [View article]
    cramer still running thestreet
    in a way that's being widely subscribed and again, cramer pumps up CRM AMZN NFLX CMG all on thestreet.com
    when monies involved in investing, i don't think it's going to be entertaining to the subscribers or viewers whenever cramer makes a bad call, ask him yourself, ask the number of negative feedbacks he's been getting
    Jul 5, 2011. 04:25 AM | Likes Like |Link to Comment
  • What's Next for Gold and Silver Investors Post QE2? [View article]
    Jim Rogers is shorting the treasury
    i think the play is also long GLD GDX
    Jul 4, 2011. 10:29 PM | 3 Likes Like |Link to Comment
  • Visa: Fed Reversal Means Big Profits for Contrarian Investors [View article]
    how about GDOT greedot and Netspend NTSP?
    Jul 4, 2011. 10:27 PM | Likes Like |Link to Comment
  • 4 Shorts That Went Terribly Wrong [View article]
    Cramer pump is on for CMG NFLX AMZN
    how do you go against a guy who keeps pumping these stocks on his show?
    look at CRM it's crazy valuation and till Cramer pumps it up
    Jul 4, 2011. 10:25 PM | Likes Like |Link to Comment
  • Warren Buffett's Top 5 Holdings: Are They Right for You? [View article]
    all 5 are great american companies
    surely there's a reason why Warren B is still holding on to them
    it's simple, these companies made him loads of $$$ !!!
    Jul 4, 2011. 10:23 PM | Likes Like |Link to Comment
  • Apple Opportunity: Will the June 20th Low of $315 Ever Be Revisited? [View article]
    Guy Adami of Fast Money calling for AAPL to be below $300
    i doubt you'll be able to get in at that price, this is because AAPL getting huge support at $320
    unless AAPL downgrades its own outlook this July earnings
    Jul 4, 2011. 10:21 PM | Likes Like |Link to Comment
  • Expectations for an imminent PBOC rate hike are raised after state-run China Securities Journal says a recent statement by the central bank indicates a lack of optimism about inflation. Another paper says the PBOC statement puts a hike next weekend on the table.  [View news story]
    duh the market's been long anticipating rate hikes by China
    either that or strengthening of yuan
    china's inflation is through the roof already, before skyrocketing higher to the moon, way past 4% target
    Jul 4, 2011. 10:17 PM | Likes Like |Link to Comment
COMMENTS STATS
740 Comments
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