The China super cycle is over. China will still grow at a heady pace, but I believe the torrid growth rates of 10% plus are a thing of the past. In my article, Generate wealth in 2012 and beyond , I described that the last big-picture macro cycle was ending.
Johnny-come-latelies in Apple (AAPL) stock may be setting themselves up to get their pockets picked by professionals. Unless one has been hiding under a rock, it has been impossible to hide from the constant bombardment of the same tired news that iPad 3 is coming. Professionals and individual investors play the much
The position in Adobe (ADBE) is long with an average price of $25.60. Currently, 30% of the full core position size is held. Previously, profits have been taken at an average price of $28.10. Consider taking partial profits on a 5% tranche right here at $33.73. This call is being driven
When the news first broke that Yahoo (YHOO) is seeking patent licensing fees from Facebook (FB), it seemed business as usual. As a long-time member of the Institute of Electrical and Electronics Engineers, its publication Spectrumhas been my regular read for years. Spectrum has given its top ranking to Yahoo patents in Communication/Internet
Consider taking profits on the last 5% tranche (from 2/29/12 at $173.38) right here at $166.28. Consider maintaining the remaining short position.
First a clarification, the gold position taken this morning is a short position. In other words, the objective is to benefit from gold going down. Those interested in gold and silver may benefit from reading our morning post from today. Subscribers to ZYX Buy Change Alert and ZYX Short Sell
Google’s trickery of tracking users of Apple’s (AAPL) Macs, iPhones and iPads without their knowledge or permission recently raised a firestorm whenJonathan Mayer of Stanford University found that Google intentionally circumvented Safari’s privacy feature. Caught red-handed, Google offered a convoluted explanation. Mayer attempts to set the record straight here. As though violating privacy of Apple users was
Love is blind, and so are some Apple AAPL -0.08% investors. If the comments on my last article are an indication, some investors’ love for Apple is so strong that they have discarded time-tested investment principles. Lovesick investors probably cannot be helped, but astute investors may use this article as an opportunity to
I am always analyzing to see what the crowd got wrong. Figuring out early that the prevailing wisdom is wrong is one of the cornerstones of my investment methodology. Since I often write unpopular views, receiving hate email goes with the territory. Some of the emails in response to slide-to-unlock feature