Global Market Comments February 11, 2013 Fiat Lux Featured Trade: (IS IT TIME TO BUY TECHNOLOGY STOCKS), (AAPL), (MSFT), (GOOG), (QQQ), (BAC), (JPM), (XOM), (CAT), (PG), (NFLX), (AN AFTERNOON WITH CALIFORNIA GOVERNOR JERRY BROWN) Apple Inc. (AAPL) Microsoft Corporation (MSFT) Google Inc. (GOOG) PowerShares QQQ (QQQ) Bank of America Corporation (BAC) JPMorgan Chase & Co.
Call it the shot heard round the world. David Einhorn?s lawsuit against tech goliath Apple (AAPL) has focused a giant spotlight on what has been one of the worst performing stock market sectors of 2013-- large old technology stocks. Could this be the set up for the biggest sector rotation of the year? Most of
On my last trip to my lakefront estate at Lake Tahoe, I stopped off at the state capital, Sacramento, to look in on my old friend, Governor Jerry Brown. It is crucial that readers across the country, and indeed, around the world, know what Jerry is thinking. California has always been a ?pathfinder? state, and
?Apple will never be a consumer products company,? said John Sculley, the Apple CEO who fired Steve Jobs in 1985. Today Apple is the world?s largest and most profitable consumer products company.
Global Market Comments February 8, 2013 Fiat Lux Featured Trade: (HOW THIS MARKET WILL DIE), (SPY), (SPX), (DOW AVERAGE), (AAPL), (QQQ), (APRIL 12 SAN FRANCISCO STRATEGY LUNCHEON), (THE CRUEL TRUTH ABOUT GOVERNMENT STATISTICS), (TESTIMONIAL) SPDR S&P 500 S&P Large Cap Index Apple Power Shares QQQ
The universal question in the market today was ?Why is it down? when all the news was good? The weekly jobless claims dropped 5,000 to 366,000, near a five-year low, confirming that the jobs recovery is still on track. Activist shareholder, David Einkorn?s, lawsuit against Apple (AAPL) to unfreeze its cash mountain should have boosted
Come join me for lunch at the Mad Hedge Fund Trader?s Global Strategy Update, which I will be conducting in San Francisco on Friday, April 12, 2013. An excellent meal will be followed by a wide-ranging discussion and an extended question and answer period. I?ll be giving you my up to date view on stocks,
There have been complaints about the quality of government data as long as there have been stock markets. The US is not much better than emerging markets, like China, where numbers are subject to huge, after the fact revisions. A broker friend of mine emailed the conversation below, which has been circulating around the street.
Greetings from the great white north. I am a BIG fan of yours and have rejoined your Trade Alert Service for another year. You have friends around the world you have yet to meet. Enclosed is a token of my appreciation. Thanks a 100 trillion! Bob Vancouver, Canada
?Oh wow, Oh wow, Oh wow!? Were the last words of Apple founder, Steve Jobs.
