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  • The Biggest Myth About The Economy That You Probably Believe [View article]
    I like the potential staying power of a relatively "slow recovery". Big spikes up get headlines but haven't lasted long in the past.
    Aug 8 10:08 PM | Likes Like |Link to Comment
  • Pessimism Among Individual Investors Surges [View article]
    "The spike in pessimism follows the S&P 500's worst week in nearly two years and suggests some investors believe the market's upward momentum is being interrupted."

    Looks like a nice trailing bit of obviousness.
    Aug 8 09:58 PM | 1 Like Like |Link to Comment
  • Goldman Sachs: The 3 Biggest Stock Market Risks [View article]
    IMHO I don't expect the FRB to raise short-term rates very soon - like they've said. But, once they finish buying longer dated securities in October, they will still be sitting on +/- $4T in medium-to-long bonds. They could use their inventory to somewhat elevate the medium and longer end of the yield curve. Such a move would also reduce excess bank reserves. A measured and discetionary reverse-QE would be a terrific inflation control devise without the need to raise the discount rate until well into 2015. It would also help bank industry earnings by further inclining the yield curve.
    Aug 7 12:35 PM | Likes Like |Link to Comment
  • Raytheon: Buying Opportunity In A Good Yielding Stock [View article]
    I like the article and the company. But, there doesn't appear to be any urgency to buy with the declining revenue picture. Maybe something to ease into. Thanks
    Jul 31 11:14 AM | Likes Like |Link to Comment
  • Biotechs Have Their 'Irrational Exuberance' Moment: Time To Buy More? [View article]
    If everyone already has ilmn's platform, area there earnings and where is the remaining upside? Thanks
    Jul 22 01:14 PM | Likes Like |Link to Comment
  • Apple, IBM in far-reaching enterprise partnership [View news story]
    Didn't think APPLE was the desperate one.
    Jul 16 11:34 AM | 1 Like Like |Link to Comment
  • Apple, IBM in far-reaching enterprise partnership [View news story]
    Brilliant tech/corp synergism, or desperation? Maybe some of both. Does this make IBM cool again? Doesn't hurt. Does this give corporate techs the cover they need to finally catch up with their clients and employees? Very much so.
    Jul 15 07:34 PM | 2 Likes Like |Link to Comment
  • Connecting The Dots: The Financial Sector And The Economy [View article]
    I continue to feel that the financial industry has been nationalized, de facto, if not overtly. The financial system was encouraged by the feds to put a home in every pot, and they came close to doing so. Of course, the banks were/are blamed for the results of such largess. The same process/system that controls the national agenda and fiscal policy also, in effect, controls banking.
    Jul 15 11:54 AM | 3 Likes Like |Link to Comment
  • Bearish Sentiment Spikes [View article]
    It doesn't look like sentiment (bull or bear) is correlated at all to the market.
    Jul 11 09:55 PM | 1 Like Like |Link to Comment
  • The Signal And The Noise [View article]
    FJF - nirp?
    Jun 26 11:07 AM | Likes Like |Link to Comment
  • Why IBM's Stock Is A Long-Term Investment Opportunity [View article]
    Although I hope you're right, I think I'll hang with the analysts on this one.
    Jun 26 09:41 AM | Likes Like |Link to Comment
  • Earnings Yield On S&P 500 Points To Higher Levels By End Of 2014 [View article]
    Good stuff. Like the history. However, since P/E doesn't include the dividends, neither does the inverse E/Y. How would total return affect this analysis of relative value?
    Jun 10 11:26 AM | 1 Like Like |Link to Comment
  • Hollow Men, Hollow Markets, Hollow World [View article]
    People have gotten better at everything over many millennia. That includes those who actually make things for us and those who don't but find clever ways to impress others of their need for them.
    Apr 3 12:13 AM | 1 Like Like |Link to Comment
  • The Unloved Bull Turns Five: Monthly Survey Of The Economy, Interest Rates, Sectors And Markets [View article]
    As long as this bull stays unloved, doubted, considered too old for its own good, I'm happy and nearly all in.
    Mar 19 12:54 PM | 2 Likes Like |Link to Comment
  • MBA Mortgage Applications [View news story]
    Hmmm… Pent-up demand, anyone?
    Mar 5 12:50 PM | Likes Like |Link to Comment