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  • Stocks push higher as Yellen defends stimulus, Cisco a drag on techs [View news story]
    Will it be due to end of year window dressing? Serious question from a novice.
    Nov 14 11:00 PM | 1 Like Like |Link to Comment
  • A Bubble Continues To Form In The Stock Market [View article]
    Good article. However, I think our government and others will do anything to not let it blow up again and that includes endless bailouts (countries and banks). I have money in and more on the 'sideline' waiting for the eventual drop.
    Aug 4 01:43 PM | Likes Like |Link to Comment
  • Goldman Sachs lifts its forecasts for the S&P 500 (SPY), as David Kostin and company now say they expect the index to gain 5% by year-end to 1,750, 9% to 1,900 in 2014, and 10% to 2,100 in 2015. The rationale: expectations of above-trend real GDP growth beginning next year (Mr. Evans' "escape velocity" ?) coupled with P/E multiple expansion to 16x. Furthermore, dividends should rise ~30% over the next two years, bolstering the firm's claim that dividend-paying equities (DVY) are one of the only places U.S. investors can look to for income-generation. Some of GS's dividend picks, as listed on MarketWatch: Mattel (MAT), Ford (F), Philip Morris (PM), Walgreen (WAG), Chevron (CVX), U.S. Bancorp (USB), GE, Western Union (WU), Dow Chemical (DOW), and AT&T (T). [View news story]
    Does this mean they are putting on short positions?
    May 21 09:23 AM | 1 Like Like |Link to Comment
  • Dovish Chicago Fed chief Charles Evans sounds constructive on the economy saying it's performing quite well and that Fed policy should hit "escape velocity" in 2014. Stocks give up their small gains, SPY now flat and the QQQs -0.4%, even with a 1.8% gain from Apple. [View news story]
    How do you know?
    May 21 12:39 AM | Likes Like |Link to Comment
  • The rumored Hilsenrath "tapering" story - originally expected to come out late Thursday - instead came out after yesterday's market close. It's mostly a summary of what's already known - that Fed officials plan to reduce asset purchases in steps, the timing of which is still being debated. The article leans heavily on Richard Fisher and Charles Plosser, two well-known hawks (and non-voters on the FOMC this year) who would have already tightened if it was up to them. A number of Fed speakers - including Bernanke - are set to speak next week. [View news story]
    How does the new way they will measure GDP (starting this July) play into this?
    May 13 01:31 AM | Likes Like |Link to Comment
  • The rumored Hilsenrath "tapering" story - originally expected to come out late Thursday - instead came out after yesterday's market close. It's mostly a summary of what's already known - that Fed officials plan to reduce asset purchases in steps, the timing of which is still being debated. The article leans heavily on Richard Fisher and Charles Plosser, two well-known hawks (and non-voters on the FOMC this year) who would have already tightened if it was up to them. A number of Fed speakers - including Bernanke - are set to speak next week. [View news story]
    How does the new way they will measure GDP (starting this July) play into this?
    May 13 01:31 AM | 1 Like Like |Link to Comment
  • The rumored Hilsenrath "tapering" story - originally expected to come out late Thursday - instead came out after yesterday's market close. It's mostly a summary of what's already known - that Fed officials plan to reduce asset purchases in steps, the timing of which is still being debated. The article leans heavily on Richard Fisher and Charles Plosser, two well-known hawks (and non-voters on the FOMC this year) who would have already tightened if it was up to them. A number of Fed speakers - including Bernanke - are set to speak next week. [View news story]
    How does the new way they will measure GDP (starting this July) play into this?
    May 13 01:31 AM | 1 Like Like |Link to Comment
  • Fear May Be Causing Consumers To Slash Credit Card Borrowing [View article]
    Wealth effect is a joke on main street.
    May 9 03:32 PM | Likes Like |Link to Comment
  • Time To Trade In Your Investment Tricycle [View article]
    You should join CNBC.
    May 5 01:07 PM | Likes Like |Link to Comment
  • Futures give up a few ticks, SPY now flat after the big miss in the ADP jobs report. February's gain, however, was revised higher by 39K to 237K, making the whole thing kind of a wash. At 158K in March, the job gain is the slowest in the last 5 months, but well above most every print of 2012. (full report[View news story]
    Totally bullish.
    Apr 3 08:53 AM | Likes Like |Link to Comment
  • The Cyprus deal is now a template for the rest of the eurozone, Eurogroup President Jeroen Dijsselbloem tells Reuters' Luke Baker. He's naturally referring to bailing-in uninsured depositors, but does he also mean capital controls and border checks for cash? Other eurozone countries need to work quickly, he says, to overhaul their own banking sectors. [View news story]
    Hope you're putting faith in anything CNBC says on there shows.
    Mar 26 02:26 AM | Likes Like |Link to Comment
  • Ignore Cyprus: Stock Market All-Time Highs Imminent [View article]
    Me no take advice from you.
    Mar 24 10:24 PM | Likes Like |Link to Comment
  • Cyprus's parliament is due to convene this afternoon to debate an astonishing eurozone demand that it tax all bank deposits at up to 10% in return for a €10B bailout. While approval is not guaranteed, Cypriots rushed to take as much money as allowed out of ATMs. And although EU Commissioner Olli Rehn ruled out a deposit raid in other eurozone countries, menacingly for savers, eurogroup chief Jeroen Dijsselbloem would not. "We are in a new world," says an economist. Update: The parliamentary debate has been postponed until tomorrow. [View news story]
    I noticed that also. Got no response from Ali Velshi on twitter.
    Mar 18 05:12 AM | Likes Like |Link to Comment
  • 2012's Biggest Lie, 2013's Biggest Risk [View article]
    Really enjoy reading your articles. I skim through most other articles about the market, but I am reading yours word for word. Keep up the good work, and hopefully the masses will one day catch on to this farce.
    Jan 21 08:29 AM | Likes Like |Link to Comment
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