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April 4, 2014

IS GAME STOP THE NEXT BLOCKBUSTER? $GME $NFLX $CMCSA $MSFT $AAPL $GOOG $AMZN

 

IS GAME STOP THE NEXT BLOCKBUSTER? $GME $NFLX $CMCSA $MSFT $AAPL $GOOG $AMZN

Game Stop is a retailer with about 6,600 stores, mostly selling physical video games. Shrink-wrapped video games are becoming obsolete; it is only a matter of time before consumers stop buying them. So why buy the stock?

Looking at Game Stop GME  the stock has run up 25%, as show on the chart, since it reported lousy earnings on March 27, 2014. It is being highly promoted by bullish gurus who seem to be oblivious to the history of what happens when the landscape changes.

Please click here for an annotated chart of GME.

In my mind, there is an uncanny similarity between Game Stop and Blockbuster.… Please click here or the title below to read more.

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April 4, 2014

WEEKLY MARKET DIGEST: NEW PAYROLLS FALL SHORT OF WHISPER NUMBERS, GOLD BOUNCES $GLD $SLV $USO $DIA $SPY $QQQ $TBF $TBT

WEEKLY MARKET DIGEST: NEW PAYROLLS FALL SHORT OF WHISPER NUMBERS, GOLD BOUNCES $GLD $SLV $USO $DIA $SPY $QQQ $TBF $TBT

(The Weekly Digest reproduces the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers. )

NEW PAYROLLS FALL SHORT OF WHISPER NUMBERS, GOLD BOUNCES

April 4, 2014

March Nonfarm Private Payroll came at 192K vs. consensus of 205K and whisper numbers of around 250K.

Gold is jumping on the data, inference is that the Fed may maintain QE longer.  In our analysis, the data is not going to change the Fed’s posture and the Fed will continue tapering.

In response to the data interest rates are falling.

Oil is higher.

In early pre-market trading, stocks are marching upwards.… Please click here or the title below to read more.

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April 4, 2014

9 Winners. 9 Losers. Gold, Silver & AI Trade Zones.

9 Winners. 9 Losers.
Gold, Silver & AI Trade Zones.

A new market cycle is forming.

AI, Metals &
Memory Playbook

See where sophisticated investors are positioning across software, precious metals, and AI memory.

AI is power hungry. Investors will make a fortune from nuclear power for AI.
Get the list of 12 nuclear power stocks to grab your share of the profits.

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