Thoughts on the Apple pain trade

I don't see the point in taking a needless loss.  They should have made a larger size screen phone and I assume they will.  When Google starts making a computer you really want to own then I'll get…


JP Morgan Trade of the Week

Of course the focus this weekend was on the NFL playoffs but we did try to put some reading time to work. JP Morgan's trade of the week is going long GE into Friday's earnings.  Wow I hate playing…


Economic Experts Give Predictions for 2013 - NYTimes.com

To many politicians, the deal that raised taxes on the wealthy and averted the fiscal cliff was a sellout, a cop-out, a Band-Aid — in short, nothing good. And now the debt ceiling showdown is…


King Kong vs. Godzilla or the battle of Herbalife

If we can't bring you ideas to make you tons of money, at least we're going to attempt to entertain you.  If you haven't tuned in yet, you should.  Wall Street is now re-enacting the equivalent of…


What's at the Center of the Debate Over Herbalife - NYTimes.com

What’s at the Center of the Debate Over Herbalife BY STEVEN M. DAVIDOFF In the wake of the bombshell announcement that Daniel S. Loeb’s Third Point has taken an 8.9 percent stake in Herbalife after…


US Health Lags The Developed World - Business Insider

In their efforts to block health care reform, politicians often claim that the U.S. has the best health care system in the world.  As such, we shouldnt tinker with it.The evidence, however, points to…


Apple, your stock has become a distraction

Really, Tim Cook.  It's time to put an end to the trading mania around your stock.  My calculations today that $12.86 billion worth of stock that traded today was 58% of entire dollar volume ($12.86…


100 Top Hedge Funds In 2012 - Business Insider

The 100 Most Successful Hedge Funds Of 2012Lucas Kawa | Jan. 4, 2013, 8:17 AM |The February 2013 edition of Bloomberg Markets Magazine features its ranking of the top 100 large hedge fundmanagers in…


Almost All of Wall Street Got 2012 Market Calls Wrong - Bloomberg

  Paulson, who manages $19 billion in hedge funds, said the euro would fall apart and bet against the region’s debt. Morgan Stanley predicted the Standard & Poor’s 500 Index would lose 7…


Mining, Metals, and Coal Stocks Could Lead - Barrons.com

I'm always looking for a reversion to the mean trade but this one is hard to grasp.  They  usually are though.  Who would have thought the best performing sector in the market last year would have…