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Rummeljordan

Rummeljordan
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  • Bonds bounce. The near-continuous calls for a bear market in Treasurys are dashed again for the time being, with the 10-year yield - after a quick surge higher to start 2013 - back to 1.84%, not far from where it started the year. Today's buying comes as ADP and ISM reports disappoint, and the banking sector (XLF -0.9%) gets a bit wobbly. TLT +0.6% today, -2.1% YTD. [View news story]
    I anticipating, sometime in the future (near or not, who knows) a rise in interest rates.
    Apr 3 09:20 PM | Likes Like |Link to Comment
  • How QE Impacts Stock And Bond Markets [View article]
    I need the Fed to get out of my bond market so I can:

    1: Accurately asses the natural rate of interest and
    2: Have the market, not the Fed, set a risk premium
    Apr 3 09:18 PM | Likes Like |Link to Comment
  • Precious metals (GLD -1.4%, SLV -1.3%) tumble to new multi-month lows, with gold at $1,552/oz. the weakest since last summer and right near what technicians like to call long-term support going back to mid-2011. At $26.87, silver also threatens key chart levels. [View news story]
    Unsure: Was not $1600 the level to hold? You can't just drop the floor every time it blows through it. $1600 got DESTROYED!

    The graph is in the link if you missed it.

    http://bit.ly/YwN9pw
    Apr 3 09:09 PM | Likes Like |Link to Comment
  • Precious metals (GLD -1.4%, SLV -1.3%) tumble to new multi-month lows, with gold at $1,552/oz. the weakest since last summer and right near what technicians like to call long-term support going back to mid-2011. At $26.87, silver also threatens key chart levels. [View news story]
    Tack: South Sea Shipping Co. to haul the Tulips?
    Apr 3 09:07 PM | Likes Like |Link to Comment
  • Bonds bounce. The near-continuous calls for a bear market in Treasurys are dashed again for the time being, with the 10-year yield - after a quick surge higher to start 2013 - back to 1.84%, not far from where it started the year. Today's buying comes as ADP and ISM reports disappoint, and the banking sector (XLF -0.9%) gets a bit wobbly. TLT +0.6% today, -2.1% YTD. [View news story]
    DLBS
    Apr 3 11:16 AM | Likes Like |Link to Comment
  • Apple (AAPL +0.7%) plans to start "production of a new iPhone similar in size and shape" to the iPhone 5 in calendar Q2, setting up a "possible summer launch," the WSJ reports. The paper adds Apple is working with partners on a cheaper iPhone with a 4" display and "different casing" than the iPhone 5, and that a 2H launch for the device is possible. Both scoops mesh with iPhone rumors (I, II, III) that have been floating around in recent months. Samsung's Galaxy S IV, replete with a 5" display, is expected to go on sale in late April and May (depending on the market). [View news story]
    AAPL $399 before its all said and done?
    Apr 2 04:04 PM | 1 Like Like |Link to Comment
  • Apple (AAPL +0.7%) plans to start "production of a new iPhone similar in size and shape" to the iPhone 5 in calendar Q2, setting up a "possible summer launch," the WSJ reports. The paper adds Apple is working with partners on a cheaper iPhone with a 4" display and "different casing" than the iPhone 5, and that a 2H launch for the device is possible. Both scoops mesh with iPhone rumors (I, II, III) that have been floating around in recent months. Samsung's Galaxy S IV, replete with a 5" display, is expected to go on sale in late April and May (depending on the market). [View news story]
    The round edges are going to be more roundlier.....
    Apr 2 03:28 PM | 1 Like Like |Link to Comment
  • More on the Goldman downgrade of Apple (AAPL): Believing an imminent dividend hike/share repurchase could set a floor under the stock price, Goldman is less optimistic about the "timing and impact" of the next product cycle - needed if the stock is going to be an outperformer over the coming year. "The stock's upside potential should be more limited than we previously anticipated." Shares +0.25% premarket. [View news story]
    Yeah, little late for the downgrade party I'd say.
    Apr 2 07:52 AM | 4 Likes Like |Link to Comment
  • Tim Cook responds to criticism of Apple's (AAPL -1.6%) Chinese repair/warranty policy by state-owned media outlets and a government agency by issuing an apology letter that outlines repair policy changes for the iPhone 4 and 4S. Separately, Fidelity Contrafund, Apple's biggest active shareholder, discloses it cut its stake in the company by 10% in January and February, to 10.4M shares. [View news story]
    Don't they hold 2/3 of their cash hoard overseas?
    Apr 1 03:45 PM | Likes Like |Link to Comment
  • More on BlackBerry (BBRY) Q4 earnings: Co-founder Mike Lazaridis is retiring from the company, effective May 1. Company shipped 6M smartphones in Q4, including about 1M BB10 units. Maybe the most fascinating news: The firm sold 370K Playbooks. Shares +9.2% premarket. (PR[View news story]
    Nice!
    Mar 28 08:16 AM | Likes Like |Link to Comment
  • Capital control decree from Cyprus via WSJ: Cashing of checks is suspended and depositors will not be able to redeem time deposit accounts before maturity. Credit card transactions are capped at €5K/person/month. €3K of cash is allowed out of the country/person/trip. From the Department of You Can't Make This Stuff Up: No restrictions on making deposits or opening new accounts. The decree is valid for 7 days. Who wants the under on that one? [View news story]
    Yeah, just read your profile on gold to 5k. Good luck.

    If people are lined up at ATM's to get CASH, I am sure they don't give a rats ass about gold.
    Mar 27 11:33 PM | 5 Likes Like |Link to Comment
  • Estimate cuts from Pac Crest's Andy Hargreaves are helping Apple (AAPL -2%) underperform. Citing weak demand for the 9.7" iPad - he thinks this is likely "a sustained trend" as demand shifts to smaller/cheaper tablets - and a demand pause ahead of a refresh, Hargreaves is cutting his FQ3 (June quarter) iPad forecast to 15M units from 18.5M. He also thinks "the high end of the smartphone market is quickly becoming saturated," and has lowered FQ2 and FQ4 revenue/EPS estimates further below consensus. Hargreaves cut Apple to Sector Perform on Jan. 16, when shares were at $503. [View news story]
    Joe: Easy answer: The markets are efficient (mostly) and its priced how it should be. Just because you lost hundreds per/share does not mean it should just go back up.
    Mar 27 11:32 PM | Likes Like |Link to Comment
  • The Bank of England says U.K. banks must raise another £25B by the year-end to protect themselves against potential losses. The losses that the sector faces over three years on high-risk loans exceeds existing provisions by £30B; banks also face £10B of additional fines and costs for misconduct. (PR[View news story]
    They are probably charging instead of paying.
    Mar 27 11:04 AM | Likes Like |Link to Comment
  • Market recap: The Dow hit a new record and the S&P closed just two points shy of its all-time high as investors shrugged off eurozone concerns and focused on U.S. data that showed improvement in home prices and manufacturing. In truth, the data was more nuanced and consumer confidence plunged, but the buy-the-dip mentality continues to prevail. Crude oil topped $96, a five-week high; gold slipped below $1,600[View news story]
    Yeah....if it held/holds $1600 it might look "better" but it still doesn't look good regardless.
    Mar 27 11:03 AM | 1 Like Like |Link to Comment
  • Market recap: The Dow hit a new record and the S&P closed just two points shy of its all-time high as investors shrugged off eurozone concerns and focused on U.S. data that showed improvement in home prices and manufacturing. In truth, the data was more nuanced and consumer confidence plunged, but the buy-the-dip mentality continues to prevail. Crude oil topped $96, a five-week high; gold slipped below $1,600[View news story]
    You keeping buying it on its way down. I wouldn't touch it. After as long as a bull run as it has had....good luck, buddy.

    Japan's QE, Europe Bailouts and our QE's and gold doesn't rocket off all this news? Doesn't even spike on Cyprus news? Isn't gold supposed to be the safety trade?! haha. You Gold bugs are some funny guys.
    Mar 27 10:57 AM | 1 Like Like |Link to Comment
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