Submitted By Trader Mark
I always enjoy Investor Business Daily's company focus articles - not too technical, and easy for the layman to understand. I especially enjoy it when they highlight one of our portfolio companies; in this case one of our favorites and top dogs for 2009: Gafisa (GFA) I am sort of laughing when I...
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Submitted By Trader Mark
A quite fascinating article in the Wall Street Journal based on the premise that while much of our history of development & innovation has been to cater to the best off and then let cheaper versions of said innovations cast down to the poorer; the potential exists for the opposite to happen...
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Submitted By Trader Mark
I will admit to being completely befuddled by the action in the RF semiconductor space; this is part of the so called mobile internet tsunami yet in a universe of stocks where only a small % trade below the 50 day moving average, somehow 2 of these stocks are in that "loser" group.TriQuint...
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Submitted By Trader Mark
A pretty solid piece in the Wall Street Journal on themes we've discussed quite often; essentially as the globe flattens and labor becomes more "disposable" (if you will), structural changes that are little discussed are happening slowly but surely. [Dec 8, 2007: Do the Bottom 80% of Americans...
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Submitted By Trader Mark
As mentioned earlier this morning we wanted to get back into Atheros Communications (ATHR) in a more material way now that earnings are out of the way and we don't have earnings risk for the next 90 days. I added about a 0.8% exposure around $28; I want to be a buyer over $29 as that would be a...
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Submitted By Trader Mark
Lost in last night's celebration over Apple (AAPL) [great report by the way] was a nice performance by wireless semi play Atheros Communications (ATHR).Atheros Communications, Inc. develops semiconductor system solutions for communication integrated circuit products. Its products comprise wireless...
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Submitted By Trader Mark
David Einhorn is one of the brighter minds in the hedge fund field - and unlike Mr. Rajaratnam at Galleon, seems to actually do his own homework. Below is the full text of his speech at the Value Investing Congress today - I was eagerly waiting to see what he had to say. (hat tip to Zerohe...
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Submitted By Trader Mark
I'd love to hear readers opinions on what they see from from friends, neighbors, and work associates in terms of this question: why is there so much apathy over the largest transfer of wealth from the public to a small cabal of society, our financial elite?I read a ton of stories each and every day...
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Submitted By Trader Mark
The market is on a torrid pace. As we flirt with S&P 1100 and the money printing machines continue on overdrive to create prosperity for us all, we can now look in anticipation at new all time highs on the S&P 500. They are not that far off, and with the Fed certainly in no rush to raise...
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Submitted By Trader Mark
As with gold 6 weeks ago, as with oil 2 days ago, now comes the liquidity chasing one of the few laggard areas... agriculture. Potash (POT) is breaking out in almost identical fashion to the other 2 commodities mentioned.Last Thursday we saw a story that potash inventories declined for a 3rd...
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Submitted By Trader Mark
If one were to believe stocks could go down again for any sustainable period of time, and that the potential liability of insider trading charges against the head of a hedge fund could cause its investors to flee here is a list of the top 10 holdings of the Galleon Group as of June 30th. It's...
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Submitted By Trader Mark
Year 3, Week 11 Major Position ChangesTo see historic weekly fund changes click here OR the label at the bottom of this entry entitled 'fund positions'.Cash: 81.0% (v 72.4% last week)23 long bias: 13.0% (v 22.2% last week)...
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 Submitted By Gary Tanashian
NFTRH55 has just been published for subscribers. It portrays a different environment from NFTRH4, dated 10/18/08, excerpted below:...
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Submitted By Trader Mark
More signs of "success" as defined by the Federal Reserve.... after expansionary monetary policies drove gold out of a months long range in September, crude oil joined the party yesterday breaking out of a roughly 5 month range between $65 and $75. (save for 1 pitstop in July when the markets...
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Submitted By Trader Mark
We've been talking about this for months... effectively all the stock market (commodities as well) has become is "do the opposite of the dollar". Dollar sinks = buy anything (almost daily)... and vice versa (rarely). It doesn't work every day, but if something works 80% of the time in markets,...
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