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All of the android phones on the horizon are going to chip away at any dominance BBerry might have had.

agreed, but for any 'informed' investor it is much easier to take the inflationary bet in the face of current monetary policy. The hardest trade to make right now is to buy 30 year treasury bonds. The easy trades to take usually aren't the profitable ones, as we all know (especially in the...

Nothing new here, but as an investment vehicle I would allocate half of my precious metals exposure to bullion, and half to the stocks. At least with the stocks, you have an earnings streams (possibly w/ dividends) backing your investment up, whereas the metals give you no dividend to speak of...

Great article. I didn't see it, although I've seen parts here and there that went into that. I think this is clearly the most stunning and unsustainable imbalance going forward ... an investable theme.

When is always the question. But decreased trade surpluses and a new political landscape definitely aren't supportive of the status quo. I'm convinced that if demand stays anemic, Japan's reckoning will happen sooner than later.

http://books.google.com/books?id=MryLRLgkjGQC&dq=inflation+targeting&printsec=frontcover&source=bl&ots=FQ6wZfb6bG&sig=lzwFziKl5NYj3n2iXlvwisPylAQ&hl=en&ei=WODmSo6QAYzUtgOp6O2YBQ&sa=X&oi=book_result&ct=result&resnum=2&ved=0CBoQ6AEwAQ#v=onepage&q=&f=false

I think so. People need context. They take 4.37% on the 30 yr treasury because both inflation expectation and the amount of money supply out there for 'investment' justifies it. As long as the banking system continues to be a vortex that makes a huge sucking sound, investment dollars will...

Played with the iTWS for iphone -- got to say great job. Now any hope for TWS for Android?

agreed on that fact it likely won't fall right back down. BUT... it is a great short at these levels if you long other stuff against it. good pairs trade (esp if you are in puts and your risk is defined)

For an oversimplified example of why this may not be the end of the world: net expenses: -2.9% annual loss of all loans -.25% cost of Fed funds money -0-2% cost of CD/deposits money. net income: 6%+ interest charged (much higher with unsecured debt) on secured debt. 9% and higher on...

actually the 115 put i bought this morning is actually up in value even though the stock is a $ higher (123.90) than where I purchased it at. implied volatility has been climbing up today.

Bought Dec 115 put when price was at 122.80 and S&P at 1087. Now S&P at 1063 and AMZN unchanged. What a market... What a market.

What I don't get is how MSFT, AMZN, AAPL have these 5-10% moves and the indexes barely move a bit. I understand the weighting is relatively miniscule, but the upside trigger for the broad market is extremely muted. Each successfully earnings is like shooting ducks. Such a slow moving bull...

Boy, we're a bored group of guys aren't we. Bunch of messages within 2 minutes.

That's not your answer, because you haven't held every other variable out there constant. There do exist such things as confounding variables. I could just as easily say that there would be even fewer jobs out there if the dollar held all of its value since 2000.

Here's another one: The university disclosed yesterday that it had lost $1.8 billion in cash - money it relies on for the school’s everyday expenses - by investing it with its endowment fund, instead of keeping it in safe, bank-like accounts. The disclosure was made in the school’s annual...

Easy come easy go.

out of greenspan's book p.339: 'To peasants tilling th soil of others, redistribution of land is a cherished goal. Populist leaders never address the potential downside, which can be devastating. Mugabe, pres of Zimbabwe since 1987, promised and delivered to his followers the confiscated land...

Exactly. http://scriabinop23.blogspot.com/2009/05/japan-vs-us-on-quant-easing.html I know next to nothing about Zimbabwe, but I'd be willing to bet all the below are true: 1- credit created money did not make up as large a portion of their money supply shortly before their hyperinf...

Operating earnings are what matters in the long run to valuation. In the off chance there were actually write-ups of assets, I don't think that should be priced in as anything but a one-off (so as to not generally affect the multiple). Same goes with write-downs, but yet Rosenberg does this to...