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Opinion (169)

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Quote Of The Week - How Great Leaders Inspire

"If you hire people just because they can do a job, they’ll work for your money. But if you hire people who believe what you believe, they’ll work for you with blood and sweat and tears."  - Simon Sinek

When we, in the investment world, think of great innovators,it beckons thoughts of Alexander Graham Bell, the Wright brothers and modern day leaders such as Apple's Steve Jobs and possibly Amazon's Steve Bezos and Tesla's Elon Musk.

They've transformed or are currently transforming how we live each day.

Sadly Antonio Meucci doesn't come to mind, although the Italian…

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Admin

Drawing Lines With A Crayola

th?&id=HN.608054635008034806&w=300&h=300&c=0&pid=1.9&rs=0&p=0It was a charting kind of weekend, or as Sadiq's girlfriend would say "drawing on the computer with markers".  *lol*  I have uploads in our chart section of seven (7)  different sectors for long ideas.  Merely look within those sectors, define your risk and go for it.   All I ask is that you "pay with a tweet" and mention Stockbuz.net any time you browse our charts.

Yes, we're still at all-time new highs however some sectors have not broken out to new highs (yet).  Yellen slightly tapered the taper and rates are still expected low.  Iraq and Putin tensions the only real headlines but they do not appear to be…

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Admin

2014 Bilderberg Attendees

Each year a member scratches his/her head and wonders what's discussed behind the well-guarded, super-secret closed doors at the annual Bilderberg conference.  Conspiracy bloggers go insane pondering the possibilities.  "They must be plotting to take over the world!" they say.  "A world currency is coming!" they chant and yet each year (since 1954 mind you) we're still chugging along on the U.S Dollar.  Alarmists just each this shit up.  At least Zerohedge has obtained a list of 2014 attendees, so scratch and ponder away.  I have got my popcorn and Jujubees at my side, ready to watch the ridiculous posts flood the blogisphere.  No rubber rooms for this chick.  I wonder what massive conspiracy they'll make up predict this year.…

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Variant Warns: Profit Margins To Head Lower

While the continual question remains, why are bonds holding up?  Why isn't that money flowing into equities?  We highly recommend recommend this piece from Variant Perceptions.  These gusy have nailed it over and over again in the past and maybe, just maybe big investors are embracing something that the little guy doesn't wish to accept.  That profit margins in our "new recovery" are unsustainable.  We may crawl higher, but they wouldn't bet the bank it will last long.  That's great!  I'd prefer reverting to the mean and loading up on names..........at lower levels.  Enjoy-

Profit margins in the US have hit modern-day record levels, and this has been used to help justify high equity valuations. Consensus estimates are for profit margins to remain steady, or even increase from current levels. We disagree for ironclad economic and accounting realities, and think margins will fall, taking equities down too.

Profit margins have, at least until now, exhibited…

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Admin

Living on $20 Then And Now

Ouch that hurts10256560_676570759071250_8113680644823871129_n.jpg.  Luckily the Fed doesn't include food in their inflation data.  (yes, sarcasm) Seriously though in a day and age where companies can "afford" enormous CEO salary hikes, share repurchases and buybacks, it behooves me they continue to stomp their feet stating they cannot afford a minimum wage hike. 

Almost half of the states in the U.S. are already paying more than the federal minimum wage and those states are surviving just fine.  San Jose and Washington have seen expansion in small business and increased revenue with $10 minimum wages.  The propaganda has become ridiculous folks.  Just my…

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Admin

More M&A Ahead

Charted-history-of-airline-mergers-625x525.png?width=312On the heels of the announcement AT&T was in the talks to acquire DTV, David Faber on CNBC mentioned he believed we will see a great deal more M&A going forward; that this is the perfect environment for it. Kos agrees. One way to be able to demand a higher price is to remove (absorb) the competition and shrink the space. Case in point; look at airlines.


Deregulation passed in 1978 created not only a surge in small, value brand names such as Southwest and AirTran. These low-cost names truly began to put pressure on larger airlines. Remember airfare wars? The winner was you and me so what's a larger airline to do to counteract these price ware? How can you demand a higher price? Absorb your competition.

This graphic shows how even back in 2010, just how many were merged with their larger counterparts. (click image to…

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Admin

STZ

This one's intriguing not only for the possible daily head-and-shoulders top (gap fill is the obvious target) but look at it's monthly chart.  I believe U.S. growth has been "baked in" with a wealth of competition and increasing pressures in the "healthy drink" area.  In my opinion, they'll have to become more dependent on overseas growth to expand revenue and margins.  Overseas growth in a time of austerity throughout the globe.  It won't be simple.  There are definite divergences developing on the weekly and daily time frames and I seriously would not be surprised if this turns into a longer-term short.  Sure, (*if it works) I'd take a partial on breakdown and another at gap fill but I'd leave the balance with a alert to cover above $82.30 and see what happens.  If it doesn't work - risk is defined.  That or buy LEAP puts and sit back.  What goes up in parabolic fashion, does usually…

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Admin

Presenting this without commentary Well, ok I have to say something however it's on on Dan's presentation  *Grrrr*. Long time members are fully aware of my opinion on housing and GSEs Fannie Mae and Freddie Mac. I simply do not see a replacement (where you and I will be saddled with the RISK and LOSSES on any future defaults, I might add) will be any better. Fix what's broken and don't put the risk on the taxpayer. Of course in an Oligarchy, does our opinion matter?

Ira Sohn Presentation…

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Admin

Tesla-versus-BMW-i8.png?width=280We think BMW have positioned themselves as tech leaders to out-rival premium peers such as Tesla, and investors will increasingly be willing to credit this leadership with higher multiples.”

Tesla Motors Inc showed the world that there is demand for a high quality, low energy vehicle, and now it has to face the consequences of its actions. The San Francisco-based company said its mass market car Gen III will require a third production line, and deliveries are expected to start in 2017. Tesla Motors Inc (NASDAQ:TSLA) said the Gen III car will have…

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Admin

When You Can't Even Afford To Rent

houseofdebt_20140428_1.png?width=559Numerous articles have noted a sharp rise in the price of renting an apartment or house across the U.S.  Many have also argued that the rise in rents disproportionately affects lower and middle class renters.

I know in my own situation, my rent increased 9% in 2013 and 10% in 2014.  Did our incomes increase by as much?  I wish.

Houseofdebt.org decided to take look by examining the great data available on rents from Zillow.

The chart shows general inflation (measured with PCE headline inflation) versus the increase in rents. Both series are indexed to be 100 as of November 2010 (the first month the Zillow data are available).

The pattern is…

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Admin

Low Wage Job Creation Persists

Digging deeper into today's better-than-expected non-farm payroll, one sees (again) that low-wage job creation comprises the majority of the gains.  Once again it seems the middle class is being left out leaving only the lower and upper class job creation.  When compMW-CB687_LOWjob_20140502090754_MG.jpg?uuid=d03f471a-d1fa-11e3-9a39-00212803fad6&width=280aring "this" recovery to those of the past, I would believe one would have to locate one where the largest population is left out of the recovery.  Can the "rich" alone sustain expansion and growth?  Obviously these low wage workers will not be moving out of their parents home any time soon.  Certainly higher education would assist in their move up the ladder however what does that bode for the already explosive rate of education loans (and those in default).  The Fed has become one large hedge fund, propping up the…

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