September 27, 2012

CHARTS SHOW GOOGLE BEATING APPLE WHERE IT COUNTS

iPhone 5 has been the biggest launch of a consumer product ever. Apple (AAPL) stock has been a monster. On the other hand, its main competitor Google (GOOG) until recently languished. Going into iPhone 5 launch, nobody could have predicted that Google would defeat Apple where it counts.

From an investment perspective, what counts is the stock performance. Google has outperformed Apple by about 15% in the past few months. There have been three reasons behind Google’s out-performance.

Apple Maps: The map flap exposes deeper issues than Apple has let on. Investors are coming to a conclusion that Apple has difficulty in executing large scale data driven projects.… Please click here or the title below to read more.

September 27, 2012

FIGURING OUT WHY GOLD TUMBLED WHEN IT SHOULD HAVE SOARED

On September 25, 2012, the news was that central banks were buying gold. Gold fell from its morning peak. On September 26^th gold continued to fall with some recovery in the afternoon.

The International Monetary Fund (IMF) reported in its monthly statistics that Turkey, Korea, Russia, Kazakhstan, Ukraine and Kyrgyz were buying gold in July. Turkey increased its reserves by 44.7 tons to 288.9 tons, Korea increased its reserves by 15.5 tons to 70 tons, Russia increased its reserves by 18.6 tons to 936.6 tons, Kazakhstan increased its reserves by 1.4 tons to 103 tons, Ukraine increased its reserves by 0.2 tons to 33 tons, and the Kyrgyz Republic increased its reserves by 0.1 ton to 2.8 tons.… Please click here or the title below to read more.

September 27, 2012