mkhanarian

The Bull Run Begins This Week

Other than energy, there is very little to be bullish on even looking months ahead. This concept of the "second half rally" in 2009 is a ridiculous claim that pundits constantly push simply because they want it to be true. Furthermore, this idea that we are discounting the news is ridiculous because as the past year has shown us, the market has constantly underestimated the severity of this crisis and continues to do so now.

U.S. Debt: How Is it Affecting the Dollar?

If foreign investors lose interest in u.s. treasuries and begin to pull out, will it be as rapid as pundits predict, or is it possible for them to exit more slowly?

U.S. Debt: How Is it Affecting the Dollar?

If foreign investors lose interest in u.s. treasuries and begin to pull out, will it be as rapid as pundits predict, or is it possible for them to exit more slowly?

Is There Tightness in China's Money Market?

This was a very interesting article, and really shed some light on the banking system in China. With that said, some of the observations made by your diligent students seem to indicate something more than a simple liquidity problem. While I am sure their credit issues, many of the lending and money market problems seem to indicate some possibly illicit behavior. Honestly, I do not know what to make of it, keep up the investigating!

Dollar and Euro: Different Week, Same Drivers

Hello, what are your thoughts on remarks from the Fed's Stern, when he stated that a rate rise can not wait until a recovery in the housing markets? While I agree that much of movements in the FX market is oil and earnings driven, the speculation on future interest rates is still central as well. While some believe Bernanke will cave to the pangs of inflation and follow the path of his European counterpart, this is not a certainty. What are your thoughts on the spread between the Fed Funds and Eurozone rates?

Cheers
MK

Volatile Market Conditions: To Stay Profitable, Make Quick Trades

Yes, as stated earlier, this time presents phenomenal long term opportunities. Even if we do go into a recession, buying etf's of some of the emerging markets, financial sector or even some construction firms will pay off big time. The only concern that I have is we enter into a period similar to Japan's lost decade, where we dont collapse, nor recover...but simply drag on like this for years.

Cheers

Research in Motion Rallying Ahead of Earnings

I agree that RIMM is slightly unpredictable into earnings, especially in this kind of market. While there is the possibility that the company misses earnings targets and pulls back, it is much more likely the earnings they announce meet or beat expectations. The strong global exposure and high profit margins explain why RIMM is a popular long for both individual investors as well as the professionals. Not only do the pros own @2-3 Billion worth of RIMM in their funds, but they have been increasing their exposure quarter over quarter. The link below shows how much the top hedge/mutual funds, have been increasing their position.

www.tickerspy.com/spy....

Are These "Once In A Lifetime" Moves?

wtf?

The Sharper Image Files for Bankruptcy - What Happened?

wow, what an incredible waste of space, for what purpose was this article published or even written? i could have learned more watching the evening news

Outlook for China Stocks

don't you feel fxi will be bought into the olympics based on speculation?

China Mobile, Nippon: Asian Telecom Showing Steady Growth

Good job, that stock price has gone up 110% since you recomended it...

China Mobile, Nippon: Asian Telecom Showing Steady Growth

Good job, that stock price has gone up 110% since you recomended it...

A Fed Cut Is Priced-In; No Cut Will Trigger A Selloff

if the fed does not cut rates, what kind of market fall do you anticipate....all of the gains since they lowered the discount window i.e. 700pts?

Bulge Bracket Banks Trading At Huge P/B Discount

i agree that these ratios are interesting and financials are a great long-term, but at these levels of volatility is it really worth all the risk?

Financials Lead Q3 Sector EPS Estimates Downwards

do you think these reduced eps forecasts are a good enough reason to short the xlf/iyf? Furthermore, if Bernanke cuts rates, is there any possibility that financial companies could save their 3rd quarter earnings?