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  • Gold Liquidation Now Accelerating  [View article]
    We can conclude that you may be shorting gold.Unfortunately the time to short gold was one year ago at 1900.Right now the price of gold is up up and away. helicopter Ben just took the punch bowl away yesterday which implicitly took it away also from japan Europe and China because withoit cash from Ben we cannot buy their cheap products cheap because they devalued their currency.So paradoxically their interest rates have gone up. As a result of looming interest rate rises, dividend payers like utilities will tank.This AM AEP for example, in a long time, trading was halted because of imbalances and when it opened it opened way down.
    Investors have been numbed by 20+ years of money printing to get us out of trouble and they forgot Hakayma's famous saying " those that do not learn from history are bound to repeat their mistakes.
    May 23, 2013. 02:48 PM | Likes Like |Link to Comment
  • Cirrus Logic Announces Preliminary Q4 Revenue Increases 87 Percent Year Over Year to Approximately $206.9M 
    Folks must have missed what CRUS said about Apple.CRUS missed the quarter because of inventory rise, because " Apple moved to a new product". So it appears that Apple continued to buy but it was a new product.No evidence here that Apple stopped buying.They are buying the new product.Unfortunately CRUS is stuck with the old one. I do not think that the CRUS news affects Apple.
    Here is the quote from their news release today:

    " The company also announced that it will record a total net inventory reserve of $23.3 million of which approximately $20.7 million is due to a decreased forecast for a high volume product as the customer migrates to one of Cirrus Logics newer components. ".

    There it is: The customer ( probably Apple) is migrating to a new product.
    Apr 17, 2013. 06:40 PM | Likes Like
  • Mobile Marketing And Advertising: Explosive Growth And The Companies Driving It  [View article]
    Agreed. Apple will continue to make a killing.
    In regards to today's fall in Apple here are my thoughts:

    Folks must have missed what CRUS said about Apple.CRUS missed the quarter because of inventory rise, because " Apple moved to a new product". So it appears that Apple continued to buy but it was a new product.No evidence here that Apple stopped buying.They are buying the new product.Unfortunately CRUS is stuck with the old one. I do not think that the CRUS news affects Apple.
    Here is the quote from their news release today:

    " The company also announced that it will record a total net inventory reserve of $23.3 million of which approximately $20.7 million is due to a decreased forecast for a high volume product as the customer migrates to one of Cirrus Logics newer components. ".

    There it is: The customer ( probably Apple) is migrating to a new product.
    Apr 17, 2013. 12:54 PM | Likes Like |Link to Comment
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