Search results

Details on the bad bank + M2M suspension. That way banks can get rid of the toxics at a price which is non-zero.

Ok, agreed earnings picture is very foggy and we don't know what it will be. Technically speaking, we are below the support levels from 96. We need to retrace back to 94 i.e. 450-500 area on SPX. Financials will rally on if some private investor or foreign bank buys an equity stake. By...

They are not flashing buy signals. S&P is expected to report $33/sh in earnings (as reported). In a bear market you can expect 9-11x earnings. Currently we are trading at 21x expected earnings.

Biggest beneficiary of M2M is who? AIG or Banks?

What are the estimates for S&P earnings and dividends for 2009? What are you guys modeling when trading spiders/

Search advertising is immune to recession and most effective advertising there is. It is still on track to grow to $20B by 2012 from just over $10B. Goog's dominance of search advertising is not even challenged never mind threatened.

This is not sell the news day. If anything this bill is anti-shorts. Dollar will strengthen short term as money chases us assets.

If it were a 3rd world country, it would have defaulted. It is first world and so tax payers are bailing the system out.

This was going to happen. Why the surprise? Lots of sovereign wealth funds have invested in toxic paper. It should have said from the start that mortgages should be for properties which are on US soil.

There is money on the sidelines that is waiting for election to be over before coming in. When it does, you will see the S&P rise. They are not buying the oversold signals today.

Markets are in oversold condition, yet no buyers. We need to trade at 30-35% down from nearest peak before we can claim markets will rebound.

eBay insiders are buying. What do you guys think? Is it being "put out of misery" or genuine uptick in business. Also a synchronized downgrade of the stocks by GS and others says it is a buy for smart money.

The stock is already 12% lower than recent high. They would have to screw up really bad to cause a sell off. Their guidance is going to drive the stock.

The problem with Goog is that Adwords have reached close to their max potential. Goog needs to get creative on display/video/mobile-search. If you really look at it, they have not really invented anything new.

Goog has to close the gap between 450 and 530. The earnings are not as bad as street makes it out to be. Goog does not give any guidance so "miss" is not the right word. The mobile search is growing and perhaps the future of goog.

eBay suffered because cost of shipping is high and consumer spending is low. Their international sales did better because dollar is low and inspite of higher shipping the exchange rate with euro makes buying an item cheaper. The shipping will hurt amazon as well. The forecast was light...

10402 looks like good support for now essentially giving up all the fall rally from 06.

It is really not about demand but Supply. The supply is inelastic.

The biggest threat to global economy is inflation. Central banks around the world are tightning except the US. That is weakening the dollar. I would bet money that Fed increases rates next meeting even as the risk to growth is high.

The futures are all up right now. But if Oil open up and keeps heading up; anything is possible. May a crash is what we need to get out of this weird market.