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Actually, the other guy seemed a bit more of an out of the box type. CY is a tool of Beijing which, if anything, is in devaluation mode. The Soros trade was a devaluation bet, a far different ballgame than revaluation. The UK economy was getting crushed by an overvalued currency and high...

BlackRock, Fisher, Schroeder's ... you're confusing serious research with a press release from a gaggle of massive long-only stock managers. I find it insulting you would use such and expect anyone with any sophistication not to laugh out loud.

Just to clarify. I think AMZN could be another NFLX in that it's set to vaporize a chunk of its owners money! No position ... yet.

I'm heavily promiscuous in my research, highly selective in trades. (can't remember who said that) When I make seemingly flip statements about Amazon being another Netflix or Wal-Mart will compound my money at double digits over the next 15 years, I'm not just throwing darts at a board -...

Horrid PMI number out of China. Under normal conditions it's just a number, but given the stretched conditions of risk markets, we could easily see ES -1% come dawn on the east coast.

Paulo Santos today on Amazing.com. He's been a pretty vocal bear for awhile ... http://seekingalpha.com/article/449251-taking-issue-with-the-kiva-pump

Quick response to the squid from al edwards ... http://www.businessinsider.com/albert-edwards-as-good-as-it-gets-2012-3 Starting a position in XCO at $7.26.:cool:

U.K. buying back for $1,650 the gold it sold for $250. Outstanding.

Goldman out with a report the exact opposite of Montier - recommends a big shift out of bonds into equities. http://www.businessinsider.com/goldman-the-long-good-buy-the-case-for-equities-2012-3 Hmm, Montier vs. Goldman. Who to trust?

BHP didn't warn of a slowdown, just a reduction in growth. Iron ore demand quintupled in China in the last 10 years. BHP sees 2020 demand not a lot higher than demand today. When the entire planet (including every miner in Oz) assumes 10% Chinese growth in perpetuity, this would be a...

Unless they're holding that cash in Brazilian reals, it's likely they're earning next to nothing on it, and what's the difference between Apple earning the risk-free rate or returning the cash to shareholders so they can earn the risk-free rate? They also said, the money is paid out of...

Just bought my Apple shares back.:D

No Hussman this morning? The man is certainly consistent. http://www.hussmanfunds.com/wmc/wmc120319.htm

Unloaded my Apple premarket at $600. 33% move in 6 weeks on a $500B company. Perfectly healthy. Nothing to see here folks, move along.

Paul Tudor Jones: "Start selling" Trader: "How much?" PTJ: "Until I tell you to stop."

http://money.cnn.com/2012/03/15/technology/amazon-local-deal/index.htm :D :p Reminds me of that line from Wall Street ... "Lectures? What's he giving lectures on? How to lose money?"

ECRI maintains recession call. Says season adjustments skewed by financial crisis, making recent headline data better than reality. http://www.businesscycle.com/news_events/news_details/5065#.T2Hv8r2G26A.twitter

Gonna be another ugly day in Treasurys today. You can have stocks and the economy doing fine or you can have the 10-year at 2%. You can't have both. TBT might outperform Apple in H1 this year. TLT has broken resistance as the tech boys like to say. What we have here is what folks in Latin...

Other great moments in mag cover history Feb 1999 Not a magazine, but you get the picture. From 2000, now available for $0.01 on Amazon

Okey dokey then