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  • Gold: The Fate That Awaits Once Fed Stimulus Ends  [View article]
    Good article, even with myself being short GLD. The more Gold goes up, as it has recently, the less of an upside potential the metal has due to its what I would call rather quick price appreciation in the last 3 years. No one truly knows what monetary value Gold actually holds as it is a metal that trades on speculation that someone will buy it at a price greater than you bought it at. As the metal soars in price a more physiological effect takes place on investors watching their upside become limited to what they feel Gold is valued at.

    I just believe that if we do not see any more QE or Twist-ish anything thing, and the fact that GLD has now had its death cross, it does not sit well for the pretty stuff.
    Apr 22, 2012. 07:12 PM | 2 Likes Like |Link to Comment
  • Gene Munster thinks Qualcomm (QCOM -6.6%) and TSMC's (TSM) 28nm chip supply issues suggest Apple (AAPL -3.4%) will introduce its next iPhone in October, given the device is expected to feature a 28nm Qualcomm modem and A6 chip. Qualcomm's chip guidance could be contributing to today's selloff in Apple (along with Canaccord's note and Verizon's iPhone data), though its worth noting the iPhone 4S and new iPad don't use 28nm parts.   [View news story]
    No, you have to pay extra for that.
    Apr 19, 2012. 08:55 PM | 1 Like Like |Link to Comment
  • Why The Verizon Data Freaked Apple Shareholders  [View article]
    In a longer term view it just seems as if Apple is going to end up consuming themselves. Too many people already have their product (iPhone). They are saturating their own consumers. iPhone 5 seems to be coming out a bit too quick in relation to the 4s. But what do I know, Apple keeps killing those earnings.

    None the less, good article, thanks for the insight.
    Apr 19, 2012. 08:53 PM | Likes Like |Link to Comment
  • Pending Iran Military Action And The Historical Effect Of Wars On The U.S. Dollar  [View article]
    Correct, we do see eye to eye. I could have read your initial post wrong and was too quick to comment.
    Apr 19, 2012. 08:44 PM | Likes Like |Link to Comment
  • Q2 Markets: Don't Expect Smooth Sailing  [View article]
    Does it scare anyone else that the market is being lifted by liquidity and not the fundamentals of the companies people invest in?
    Apr 18, 2012. 10:51 AM | 4 Likes Like |Link to Comment
  • The President's plan to chill supposed oil manipulation: Increase by 6-fold the surveillance and enforcement staff at the CFTC. Increase spending on surveillance technology. Increase civil and criminal penalties for manipulation from $1M to $10M. Give the CFTC authority to increase margins (presumably now only the domain of the exchanges). Crude +1.4% to $104.84.   [View news story]
    Great news everyone, the 52 Billion dollars, capital B on Billion, is money that the government has and can afford to spend. Its cool, they got it.
    Apr 17, 2012. 03:18 PM | 1 Like Like |Link to Comment
  • The Bank of Canada leaves its benchmark rate unchanged at 1%, but has a hawkish message. "In light of the reduced slack in the economy and firmer underlying inflation, some modest withdrawal of the present considerable monetary policy stimulus may become appropriate." The loonie is flying, +0.8% to $1.0085.   [View news story]
    I'm moving to Canada
    Apr 17, 2012. 11:40 AM | Likes Like |Link to Comment
  • The Case For Precise Targeting Of TIPS Durations  [View article]
    I am looking into FLOT myself to hedge against a rise.
    Apr 17, 2012. 09:45 AM | Likes Like |Link to Comment
  • Goldman Sachs (GS): FQ1 EPS of $3.92 beats by $0.39. Revenue of $9.95B beats by $0.3B. Raises quarterly dividend to $0.46/share from $0.35. (PR)   [View news story]
    occupy what?
    Apr 17, 2012. 09:06 AM | Likes Like |Link to Comment
  • Research in Motion (RIMM +4.1%) pops going into the close on reports that the company is in discussions to hire investment bankers to examine strategic options.   [View news story]
    Apr 16, 2012. 08:10 PM | 1 Like Like |Link to Comment
  • Pending Iran Military Action And The Historical Effect Of Wars On The U.S. Dollar  [View article]
    "The US credit rating was downgraded because of political instability, not because of the Fed's conduct of monetary policy."

    It was downgraded because politics failed to figure out what was going to be done with 14T in debt. Saying the monetary policy had nothing to do with the downgrade in a US credit rating is impossible as the credit rating is how reliable the US is in paying back debt.
    Apr 16, 2012. 11:47 AM | 2 Likes Like |Link to Comment
  • Mar. Retail Sales: +0.8% vs. +0.3% expected, +1.1% prior. Ex-auto +0.8% vs. +0.6% expected, +0.9% prior.   [View news story]
    No one takes the time to look into that. The market reacts on headlines, rationally or not.
    Apr 16, 2012. 10:34 AM | 1 Like Like |Link to Comment
  • Pending Iran Military Action And The Historical Effect Of Wars On The U.S. Dollar  [View article]
    Quite a good read to start my morning. Thank you for putting in the effort to write the piece.
    Apr 16, 2012. 09:01 AM | 5 Likes Like |Link to Comment
  • Mar. Consumer Price Index: +0.3% in-line with expectations, +0.3% prior. Core CPI +0.2% with expectations, +0.1% prior.   [View news story]
    YEAH! something went up! O, wait...
    Apr 13, 2012. 11:47 AM | Likes Like |Link to Comment
  • U.S. stock futures tilt lower after China reports slower economic growth than forecast. S&P -0.4%, Dow -0.4%[View news story]
    Correct, since China grew at 400% what we are growing at, lets sell. People just look for pessimism.
    Apr 13, 2012. 07:28 AM | Likes Like |Link to Comment