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TAXES CANNOT EXPLAIN APPLE’S BIG SELLOFF $AAPL

January 7, 2013

The big bullish argument on Apple in the fourth quarter of 2012 was that the near $200 drop from its high in the stock price was primarily due to tax-motivated selling. The bulls contended that fundamentals were intact. Now this big bullish argument has proven false as trading in 2013 has unfolded. Much of the Wall Street is like a herd of sheep; once something catches on everyone jumps on the band wagon. In its December 29, 2012 issue,Barron’s published an article titled ‘The Reverse January Effect.’ Barron’s asked a question, “Did Apple sell off because investors were taking gains in advance of the tax

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