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  • Precious metals tumble as "Octaper" eyed [View news story]
    Apparently you need to come back to the U.S., American in Paris! The economy has not rapidly improved, unless the term "rapid improvement" suggests a climb from the depths of the recession to ho-hum employment figures and chronic under-employment among those in their 20's. Those of us who have corporate managerial responsibility can vouch for that reality.
    Sep 20 11:58 AM | 25 Likes Like |Link to Comment
  • Apple's China Mobile Problem [View article]
    - "China does tend to favor products built within its nation's borders."

    I'd recommend that Ashraf talk to some people with their fingers on the pulse of tech in China before writing such statements -- in other words, folks who are actually working in China and who can speak Mandarin or another Chinese dialect, not just English-speaking Americans who have superficial knowledge of Chinese tastes and trends. I talked to one last week, and she told me that there will be huge demand for "real" iPhones in China. Have you done the same, Ashraf? If so, what were you told?
    Dec 18 10:47 AM | 20 Likes Like |Link to Comment
  • Why Apple's China Mobile Launch Was A Flop [View article]
    Nice photos. That's about it. Although I'll certainly admit that Netflix has been a much better bet since....well....yeste...
    Jan 23 10:21 AM | 14 Likes Like |Link to Comment
  • Apple At $525 A Share Would Be A Gift [View article]
    Honestly, whenever Tim Cook opens his mouth about the "exciting" products in the pipeline, the stock seems to drop . Probably better for him to stay silent and let the numbers speak for themselves.
    Jan 10 10:38 AM | 12 Likes Like |Link to Comment
  • Gold And Silver: No More Manipulation! [View article]
    Good points, frombelgium.

    It's a sad state of affairs when Bitcoin is viewed as more precious than gold and silver. In this era of Fed-pumped helium, going all-in on Bitcoin seems to make much more sense than taking the same action regarding gold and silver. We are all living in LaLa land. We'll see how the fantasy ends (if it ever does).
    Dec 2 12:00 PM | 10 Likes Like |Link to Comment
  • Market Euphoria Continues As We Get Ready To Jump Off The Fiscal Cliff [View article]
    Folks, the employment rate of today's 20-somethings is far worse than it might appear. Clearly, there is substantial under-employment among college grads. Indeed, many professional school grads are working at the mall in stores that would normally be staffed by high school students or college students.

    Also, the predicted exodus of older workers is not occurring at the predicted rate, and unless the economy exponentially improves, many will hold off on retiring. I cannot tell you how many workers in their 60's have told me that they have to stick it out a few more years because of the swings in their retirement plans and their lack of comfort in their future financial stability.

    I see absolutely nothing in the foreseeable future that tells me that the college grads will be absorbed into the labor market anytime soon. There are still several classes (i.e., 2009, 2010, 2011) waiting their turn to be absorbed.
    Sep 7 04:29 PM | 10 Likes Like |Link to Comment
  • Apple: Soon A Member Of The $1,000 Club? [View article]
    A logical view; however, ws is not logical, and its treatment of Apple since Jobs' death has clearly illustrated this fact. Apple is my largest holding, but until ws' skepticism begins to fade, I would not touch even one additional share. Too much of an opportunity cost.
    Jan 28 12:26 AM | 9 Likes Like |Link to Comment
  • Precious metals off to big start in 2014 [View news story]
    It means nothing until JP Morgan tells us what it means.
    Jan 2 03:35 PM | 9 Likes Like |Link to Comment
  • The Strategic Case For Gold As An Investment [View article]
    "It trades in transparent, global exchanges with visible pricing mechanisms...."

    I stopped reading after that statement.
    Dec 26 04:25 PM | 9 Likes Like |Link to Comment
  • Apple's New iPads Are Out And They Are Gorgeous: Sell The News [View article]
    I wish Michael would comment on the auto industry -- especially the parts suppliers -- which he probably understands better than just about anyone on this site. By focusing his commentary on Apple, he is a duck-out-of-water. I value the thoughts of people who have worked in an industry for a long time and are able to spot trends far earlier than the rest of us (although sometimes, those thoughts can be too myopic -- e.g., tech workers whose perspectives are too tech-centric).

    What about it, Michael?
    Oct 23 11:35 AM | 9 Likes Like |Link to Comment
  • A Bubble Continues To Form In The Stock Market [View article]
    I don't see Bernanke taking his foot off the pedal anytime soon. He inflated his trial balloon a few weeks ago, and it popped quickly, so why deflate ebullience in the market when so many people are purportedly making so much money?

    Feel-good is the name of the game -- despite employment numbers that continue to reflect fundamental defects in the economy, which any small businessperson can confirm.

    Does anyone with a logical mind and a basic understanding of economics truly believe that our economy is now healthy? Shouldn't the previously cited green shoots have blossomed by now?
    Aug 2 10:17 AM | 9 Likes Like |Link to Comment
  • iPhones Top Seller In U.S., Japan; Android (Read: Samsung) Winning Everywhere Else; Windows Phone Growing Most In Europe: Kantar [View article]
    I respectfully disagree with your position. Don't know if you work for a large or medium-sized company, but if you do, you would see that IT departments are not beating down the door to transition back to BB. That ship sailed a few years ago.
    Jan 22 11:08 AM | 9 Likes Like |Link to Comment
  • What Happens if Chinese Growth Slows? [View article]
    Great article, Michael. Thanks!
    Nov 18 02:36 PM | 9 Likes Like |Link to Comment
  • Positive Sentiment In Apple Gives Buy Signal Before Earnings Release [View article]
    I agree that earnings will likely be in-line. If that's the only news, Apple is toast for the foreseeable future -- in other words, the street will confirm its own bias that Apple is not in the big leagues of Netflix, Yelp, Tsla and their ilk. However, I suspect that Q2 estimates will be good, and margin concerns finally will be put to bed. Those two catalysts should propel the stock higher, especially if they are accompanied by any news on buybacks, etc.

    Of course, if Apple were to announce that it is "musing about" drones, that announcement alone would cause the stock to rise more than spectacular earnings ever could. This market is something else.
    Jan 25 11:19 AM | 8 Likes Like |Link to Comment
  • Apple: Valuation And Forecasts [View article]
    A lot of assumptions and projections pulled out of thin air...We'll see if you are correct.
    Oct 14 05:58 PM | 8 Likes Like |Link to Comment