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TIZEN CUED UP FOR ASSAULT ON iOS, ANDROID $MSFT $AAPL $GOOG $RIMM

January 7, 2013

The piece I recently wrote, Tizen Rising, Ready To Challenge Apple And Google In 2013, outlined the threat posed by a new giant ready to attack Apple’s and Google Android’s dominance of the smart phone market. Now the news is that Tizen is gaining steam faster than expected. According to CNET, Samsung has confirmed that it will launch a number of Tizen based devices this year. For practical purposes, the smart phone market has become a two horse race between Apple and Samsung. Although not confirmed there have been several reports that Google, the creator of Android is weary of Samsung’s dominance of the

WEEKLY MARKET DIGEST: BETTER THAN EXPECTED ECONOMIC DATA CONTINUES TO POUR $GLD $SLV $USO $DIA $SPY $QQQ $TBF $TBT

January 4, 2013

(The Weekly Digest reproduces the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers.) BETTER THAN EXPECTED ECONOMIC DATA CONTINUES TO POUR January 4, 2013 Monthly employment from Bureau of Labor Statistics are popularly known as the mother of all numbers due to their importance. The most important number in the series is Nonfarm Private Payrolls; the number came at 168K vs. 145K consensus. Futures are running higher on the positive number. However it is important to remember that this is a lagging indicator. Looking at investing based on this number is

MICROSOFT BEATS APPLE AND GOOGLE WITH HOME RUN $MSFT $AAPL $GOOG $GE $WHR

January 4, 2013

Not too far into the future, it may become commonplace for people to run common functions in their homes using their smart phones. The functions may include lights, security systems, thermostats, appliances and entertainment devices. Would you want Apple, Microsoft, or Google to run your home? All three companies see this as a big market and have been hard at work developing it. Now, in a small way, Microsoft has beaten Apple and Google by acquiring Id8 Group R2 Studios. R2 Studios had been in discussions with Apple, Google, and Microsoft according to the Wall Street Journal. R2 Studios’ only publicly known product is a $99

BOTTOM FELL OUT OF GOLD RIGHT AFTER OUR DOWNGRADE YESTERDAY $SLV $GLD $GDX

January 4, 2013

This post was just published on ZYX Short Sell Change Alert. The bottom fell out of gold right after our downgrade yesterday. This morning when gold hit $1630 the momo crowd started buying aggressively. The chart illustrates the point. Our downgrade from yesterday stays in effect.

ADDING TO SPY $SPY

January 3, 2013

This post was just published on ZYX Short Sell Change Alert. Consider adding a 10% tranche to SPY in the zone of $145.64 – $145.89. After this addition, 20% of the full core position will be held.

NEW IDEA ON SPY $SPY

January 3, 2013

This post was just published on ZYX Short Sell Change Alert Initiating a 10% tranche short on SPY right here in the zone of $145.90 -146.20. The plan is to add more if SPY goes higher. This is a short term trade. The trigger is the release of FOMC minutes which show lessening support for QE within the Fed.

TAKE PARTIAL PROFITS ON UNITED KINGDOM $EWU

January 3, 2013

This post was just published on ZYX Buy Change Alert. The ETF seeks to replicate MSCI United Kingdom Index. This ETF also provides an attractive dividend of about 3.58%. The position is long with an average price of $14.62. Currently, 65% of the full core position size is being held. Previously profits have been taken as high as $17.33. Consider taking profits on a 10% tranche right here in the zone of $18.05 – $18.30. Our positive thesis on United Kingdom has not changed. The purpose of this call is to reduce the over all exposure to the market in view

NEGATIVE FOMC MINUTES — EXIT SOME POSITIONS AND PROTECT OTHERS $DFS $EW $NAV $OVTI

January 3, 2013

This post was just published on ZYX Buy Change Alert. FOMC minutes that were released at 2:00 pm ET show increasing dissention in the Fed in continuing QE. This may create headwinds for the stock market. Consider taking the following actions: Those who have learned hedging may consider adding a 25% hedge in addition to the existing hedge to protect the portfolio. Exit NAV in the zone of $22.14 – $22.50. Exit OVTI in the zone of $15.15 – $15.45. Exit DFS in the zone of $39.60 – $39.85. Exit EW in the zone of $92.30 – $92.70. Our positive thesis on