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  • Buy AMD: It Can Thrive In The Face Of Intel's Dominance [View article]
    A few years ago, AMD forced Intel to do something it hadn't been doing for nearly a decade: be innovative. The new CPU micro-architecture by Intel was as revolutionary as anything it had ever done before, and it proceeded to pummel AMD not thru having a better balance sheet but thru better technology.

    AMD, on the other hand, seemed to run out of fresh ideas, choosing to parlay its rapid growth from 1998-2006 into to buying techonology, chiefly ATI. It hasn't worked out so well. I only see an opportunity for AMD to re-emerge if Intel takes its "eye off the ball". As before, AMD's potential for success rests more on Intel's potential for failure.
    Mar 6 10:21 PM | Likes Like |Link to Comment
  • Gasoline Price Increases: Prelude To The Next Recession? [View article]
    Those arguing that rising gas prices are not that big of a bite on the consumer are missing the bigger picture. The rising gas prices are a result of rising OIL prices. Oil is so fundamental a raw good with respect to the whole economy, a small rise in oil prices has a multiplier effect, causing orders of magnitude larger effect on the economy. A large change in oil prices in a short time can completely KNOCKOUT an economy.
    Mar 5 03:28 AM | 5 Likes Like |Link to Comment
  • Spain's Fiscal Deficit Deepens: Attempt To Close Gap Through Austerity Would Cause Economic Collapse [View article]
    I don't believe that the unfolding of this crisis is "very near". If Europe has proven one thing, it is that they are even better at printing TIME than Bernanke is at printing electronic MONEY... if they push out the evolving Spain crisis the way they did with Greece, it could be well past 2014 before any serious, long-term damage... equity markets will continue to be so volatile that any "sideline money" that dares test the waters will soon be back on the sideline again.
    Feb 29 06:54 PM | Likes Like |Link to Comment
  • The Dow can rise to 15,000 if more investors return to buying stocks as the economy improves, Jeremy Siegel says, and return they should: "In a zero-interest-rate world, you don't get many opportunities like this." Despite a "good, not great" earnings season, "we don't need super-fast earnings growth to have a good market," as today's valuations make stocks "very, very attractive."  [View news story]
    They are right. There is still a tad bit of money available to steal from the sidelines (most people tho can barely afford food/gas, so forget about stocks). Here's the rules I'm following: 1. Don't short this market at any cost, until there are definite, clear technical signs of reversal. 2. Be very vigilant and nimble in your trading. I'm probably going to get out of all long positions by Dow 14K. I think that is a bank shot with the retail money they will gradually pull in... election year here and around the globe, so a major drop is a no-no.
    Feb 22 12:08 PM | Likes Like |Link to Comment
  • The divergence between Dow transports and industrials is creating some angst among Dow Theory followers. The transportation index has fallen in eight of the last 11 trading days, declining 3.8%, while Dow industrials have risen in eight of the 11, rising 0.8%. “When you look under the hood there are some divergences that suggest the risk-on trade may be losing some momentum,” one strategist says.  [View news story]
    Since when does reality have a bearing on this market? Obama and Bernanke are going all out to prop this market up, and there will be a much, much larger divergence before this gig is up.
    Feb 22 12:01 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Time For A Turn In Housing? [View article]

    I agree that the job market is not nearly as sanguine as it is made to appear by the BLS numbers, but that said, I would say companies are slowly starting to hire more--at least over the last few months... this is just from anecdotal evidence which has been a surprisingly good leading indicator for me. By anecdotal, I am referring to things like increased job postings on major sites and talking to recent college and grad school graduates (friends) who have finally been able to find jobs (after many months or even up to 1 year of looking).

    Now, this can change at any time. It is very much an ebb & flow, and corporations are still playing it close to the vest, but cash reserves are increasing and it is my guess that these companies would like to increase business slowly by putting this cash to work (hiring, for example).
    Feb 20 11:20 PM | Likes Like |Link to Comment
  • At What Price Should You Buy The 'Too-Big-To-Fail' Banks? [View article]
    Greek agreement is already priced in. Whatever the news the market will drop.... of course, if they DON'T get the agreement, then it's good-bye longs--you're stocks should be back sometime between 2015 and never.
    Feb 19 01:39 AM | 1 Like Like |Link to Comment
  • PIIGS To The Slaughter: After Greece, Portugal [View article]
    This is exactly the catch-22 most debt-financed nations are finding themselves in. Whenever your primary mode of growth is debt (it has been calculated that the long-term average GDP of the USA is only 1% once government deficit spending is discounted), if it spirals there is no going back!

    The debt load for the United States and many other nations is now way too high to begin austerity and cutting back... it will launch these countries into multi-year economic contractions.
    Feb 18 04:22 AM | 2 Likes Like |Link to Comment
  • Aruba Networks Revenue Growth Disappears In Thin Air [View article]
    I cannot even get past the first sentence of the article. It seems like a direct contradiction to the article's title... how can revenue growth have vanished into thin air when it is still being reported as strong? how??? I'm not reading any further until that is fixed.
    Feb 18 04:10 AM | 2 Likes Like |Link to Comment
  • The Correction Cometh - And Everything You Need To Know About Why [View article]
    Only an idiot is buying into this market right now. There is nothing healthy about the market's movements. A healthy bull market chart looks much, much different.
    Feb 15 12:27 PM | Likes Like |Link to Comment
  • The Correction Cometh - And Everything You Need To Know About Why [View article]
    Just curious as to WTF you are talking about? You do know what put options are, right? Periodically, I've made 1000%+ off going short thru put options, so you're premise that shorts max profit is 100% is completely uninformed.
    Feb 15 12:21 PM | 1 Like Like |Link to Comment
  • The Greek De Facto Default [View article]
    I think you are overly in lust with the idea of capitalism. If I remember correctly from my economics professors, the end game of capitalism is where one entity owns everything... while the central banks do not own everything, they--and not the government, the people,or any other entity--have full control over the value of everything.

    Government is a nobody in this setup. Bernanke has flat at told the Congress, in no ambiguous terms, that if the central banks allows the government to interfere with them, the entire economy would be prone to collapse. Congress shuddered and backed off.

    Fiscal policy does not create bubbles. Monetary policy does and has repeatedly. Then ordinary people think the central banks are heroes for fixing the mess they created. No amount of government interference with free markets can compare with the effect of control over monetary policy.
    Feb 15 12:35 AM | Likes Like |Link to Comment
  • The Greek De Facto Default [View article]
    So does this imply that within a socialist or communist economic system, that such events could still occur? If not, then the use of the term "capitalism" in some part, would be warranted from the viewpoint of semantics.
    Feb 15 12:23 AM | 2 Likes Like |Link to Comment
  • ICSC Retail Store Sales: -2% W/W, vs. +1.8% last week. +2.8% Y/Y, vs. +3.5% last week. "Unseasonably mild temperatures hurt demand for cold-weather goods and pulled down store sales".  [View news story]
    Age of austerity for my household. No more buying crap you don't need.
    Feb 14 10:28 AM | 2 Likes Like |Link to Comment
  • Reduced Market Volume And Its Implications [View article]
    My belief is that this market will continue melting up. It will clear overbought conditions without ever crashing. Why? Because it has continually been assaulted with bad news and always bounces right back--intraday!

    The ONLY way I can see this market crashing is if Apple warns. Right now, Apple is carrying the US equity market on its back, and if it stumbles, well, that's a lot of dead weight crashing down.
    Feb 14 03:24 AM | Likes Like |Link to Comment