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  • With its tablet delayed, a smartphone price war from PALM MOT and RIMM, MSFT Windows 7 looking good, and iPods in decline, AAPL is risky.
    about 3 hours ago
  • In response to retail demand, the UK's Royal Mint has quadrupled its gold coin production. So GLD IAU SGOL GLL UGL have further to run.
    about 4 hours ago
  • Pre $80 at AMZN = smartphone price war = units up, margin $s creamed. Sell PALM AAPL RIMM, buy components ARMH QCOM NVDA, carriers VZ T S.
    about 5 hours ago
  • If it grows, the merger arbitrage ETF MNA will put pressure on merger spreads, hitting the arb guys. Glad I'm not running an event fund.
    1 day ago
  • CRM beat-and-raised, but not by enough.
    1 day ago
  • If you're considering the regular gold ETFs (UBG IAU GLD SGOL DGL), look also at the leveraged longs -- DZZ and GLL.
    1 day ago
  • If you're going to short anything, small caps are best because they benefit least from the falling $. Short IJR or IWM or buy TWM or TZA.
    4 days ago
  • The SEC says that insider trading is "systemic behavior" among hedge funds. I heard that Balyasny is now being investigated.
    6 days ago
  • INTC will pay AMD $1.25bn to settle all claims. The sell side will treat this as a one time charge but should subtract it from past profits.
    Thu, Nov 12, 2009
  • SCHW subsidizing its new ETFs SCHA SCHB SCHF SCHW SCHX = recognition that its mutual fund supermarket is in trouble.
    Thu, Nov 12, 2009
  • If SCHW is subsidizing its new ETFs SCHA SCHB SCHF SCHW SCHX w/ free trades, AMTD ETFC could profit by partnering w/ other issuers.
    Thu, Nov 12, 2009
  • HPQ's acquisition of COMS increases competition on CSCO. But the biggest victim is BRCD, which was looking for a buyer. IBM?
    Thu, Nov 12, 2009
  • If you don't use this, you should - it's superb: http://bit.ly/10dD4Z
    Wed, Nov 11, 2009
  • MSFT Bing's market share is now 9.6%, according to Hitwise (http://seekingalpha.com/n/s0w). That's a *massive* gain in marketshare from GOOG.
    Wed, Nov 11, 2009
  • MSFT Bing partnership with Wolfram Alpha is *really* smart - a clear advantage in user experience over GOOG.
    Wed, Nov 11, 2009
  • Merrill is pounding the table on PALM, based on upcoming products for S and VZ and rising # of apps. Not convincing.
    Wed, Nov 11, 2009
  • There were two PIPEs -- OWW and RNIN -- and one IPO -- ACOM -- last week. Total < $160m.
    Wed, Nov 11, 2009
  • Equity fund outflows totaled $5.1 billion last week.
    Wed, Nov 11, 2009
  • Full interview with NWS Rupert Murdoch (just watch the youtube video, ignore the article and comments): http://bit.ly/3eYw1N
    Mon, Nov 09, 2009
  • "The whole World is not coming to pieces. But we do have a real problem in the biggest economy in the World." Rupert Murdoch. SPY vs EFA EEM
    Mon, Nov 09, 2009
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