SubscribeNote to Clients: Apple (AAPL) Gasp/ Climax Top? Market Action and more…
February 10, 2012
Each day we post important bits of information for our clients regarding markets and the global economy . This is useful as it keeps them in the loop with our thinking. Below is the most recent comments we posted after the close on Thursday. Of note is the discussion about the parabolic move for Apple (AAPL) this week.
Cisco (CSCO) earnings on Wednesday, after the close. Stock Read more
Natural Gas (UNG): Is the Short Trade Over?
February 9, 2012
Let’s agree on something: Natural Gas is unloved. We had seen what looked like a flush out of the final holders a couple of weeks back and decided that is was an opportunity to start accumulating some shares in UNG.
Now there is what seems like every trader short the commodity, the opportunities for regular short squeezes is real. Just look at the past two week’s reactions to the weekly inventory data and how natural Gas (UNG) soared Read more
OH NO! – Barton Biggs Contrary Signal Warning
February 9, 2012
Can it be? Markets have been acting so nicely and so very cooperative. But, the last few times Mr. Biggs was quoted as increasing or decreasing his equity exposure, markets appeared to reverse course. Not that Mr. Biggs is a contrary indicator or anything.
Maybe is just coincidence or maybe it is well timed as the reports are usually from position changes which occurred several weeks prior. Read more
Focus Group: A Few Good People Needed to Review Our New Research Tools
February 8, 2012
We are actively looking to test/review a new product that will incorporate high level fundamental and technical research data regarding earnings releases that will include actionable ideas pre- and post- the earnings Read more
The U.S. Dollar: Building A Better Valuation Tool
February 8, 2012
Some believe that the U.S dollar is doomed. They believe that the U.S. is bankrupt and the best idea is to get all of their assets out of the U.S. and move them toward hard assets or The Bank of Mattress.
With all that Mr. Bernanke is doing with low rates and threats of another round of Quantitative Easing, the U.S. dollar has been under pressure. Naturally, currencies are traded in crosses, so the valuation on that basis depends on currency against Read more
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