March 18, 2012
Thursday morning started with rampant rumors that Warren Buffett will invest in coal by orchestrating a Berkshire Hathaway buyout of an big coal miner. Friday the rumors picked up steam. It is no secret that coal is dirty and that generating electricity from coal causes pollution. It is also no secret that natural gas is
The battle is about to begin between those who in one form or another end up following the leading indicators and those who in one fashion or another end up following the lagging indicators. Time has proven that the ZYX Global Multi Asset Allocation Model was spot on when it declared
While the S&P 500 is making highs, the Chinese market is beginning to dip. The big news is the firing of Bo Xilai, the populist leader. Bo was the head of Chongqing Municipality. Bo successfully led the city of about 30 million people to rapid development, narrowed the gap between
(The Weekly Digest reproduces the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers.) INFLATION DROPS March 16, 2012 Core Consumer Price Index (CPI) drops to 0.1% from prior 0.2%. Consensus was 0.2%. Stocks and bonds are taking encouragement from
Apple (AAPL) has become one of the world’s largest buyers of semiconductors. Whenever a new Apple device is introduced, a race is on to tear down the device and find the origin of the components inside. This time the winner is iFixit. iFixit reports the following components inside the new
“Imagine a world where finding, enjoying, storing and moving content is easy. Because TV should be easy.” You would think these are the words from an Apple (AAPL) ad for its much speculated upcoming iTV. You could not be more wrong. With a little help from Cisco Systems (CSCO), soon every player in the
The recent swoon in gold and silver prices has dramatically increased the number of emails I receive from investors trying to figure what to do now. There is no shortage of advice on the Internet. An investor can easily find contradictory advice from gurus. Instead of listening to gurus, astute
Apple may end up paying billions to Samsung (SSNGY) for the new iPad. Apple euphoria is in full swing. Some Apple fans have made their investment far more than an investment; it is a love affair and personal. From the emails I receive it is obvious that the love affair with
PNSN is falling after restructuring. Those not in the stock may consider starting a 10% tranche right here around $1.00. Also consider adding a second 10% tranche in the zone of $0.80 to $0.93. Those in the stock may consider adding a 10% tranche in the zone of $0.80 to $0.93.