What We're Reading

Sectors (99)

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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

Ahead Of The Curve; Gundlach-Short Home Builders.

(Edited to add ITB weekly chart)

We chuckle in Chat when we see a fund manager recommend a short (or buy) in an area we've already discussed on site.  Case in point: home builders.

Having a mortgage banking background AND given the current state of low wage job creation, I could not agree more with Doubline's Gundlach.  Increasingly big business lobbyists are pushing for the Obama Administration to increase the number H-1B visa issuance, stating that the U.S. doesn't have the skilled workers needed to fill their need.  In truth are they merely…

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Admin

CNBC's Liesman, Housing And Other Fairy Tales

Ever want to reach through the television screen and punch someone?  To see ANY commentator spew fairy dust and tall tales with a straight face without telling the entire picture just makes my blood boil.  Here's a portion of this discussion - full video located below

"The excess amount of young adults living at home will unwind alongside a stronger macroeconmic environment and income growth; and the inordinate amount of married couples that are residing in apartment will transition into single-family homes"
Liesman continues:  It has been wrong but I still believe. 
Seriously?  Sure - in a normal recovery!
Steve while you're doing your "30,000 foot view", did…

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Admin

China Firm Can Build TEN 3-D Houses In One Day

For a nifty $5,000, this too can be yours. Ouch!  OK clearly it's not luxury construction but for temporary housing, sturdy weather-resistance storage, camping (?) and housing the poor, quite the innovation. One can only imagine the long term implications for both housing..............and the construction worker.

A private company in east China recently used a giant printer set to print out ten full-sized houses within just one day.

The stand-alone one-story houses in the Shanghai Hi-Tech Industrial Park look just like ordinary buildings. They were created using an intelligent printing array in east China's city of Suzhou.

The array consists of four printers that are 10 meters wide and 6.6 meters high and use multi-directional automated sprays. The sprays emit a combination of cement and construction waste that…

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Admin

Video: The New Woodstock For Cartoons

"I keep calling it the Woodstock of television," Seibert tells Mashable. "It is the biggest audience of mass television viewing in the history of moving pictures."

Seibert isn't joking. With over 1 billion unique users watching over 6 billion hours of video each month, YouTube's reach is stunning. According to Neilsen, the site reaches more U.S. adults aged 18 to 34 than any cable network.

It's easy to see why cartoon creators would forego the red tape and high pressure of cable television in favor of the Internet. Taking a cartoon from concept to production is grueling work, requiring a huge commitment from the creators and a huge paycheck from the network. More often than not, pitches never see the light of day.…

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Admin

Funday Monday Reads

  • EU added 7 rich men and 17 corporations to their list to sanction in Russia. Obama hits them with exports and the banking sector.  Market still not liking the tensions there. 

    Asked in his CNBC interview Wednesday whether Wall Street is right to remain calm over the standoff, Mr. Obama replied: “No.”“I think this time’s different,” he said. “I think they should be concerned…. When you have a situation in which a faction is willing potentially to default on U.S. government obligations then we are in trouble.  (WSJ)

  • Fed whisperer Hilsenrath says it's time to worry…

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Admin

Daily Reads

  • Just goes to show you, when it's hated, it can outperform.  Who was the outperformer for your money in Q1?  Bonds baby! Bespoke
  • Today is Option Expiration for some weekly options.  Monday will be end of month and end of quarter.  Redemption selling has been pretty vicious but orderly.  Some feel this is the beginning of a larger correction and that reaction rallies should be sold at the higher level.  Clear rotation out of tech and small caps into fixed income, financials and oil/gas. Kos picked up slivers of her favorites names last night looking for some window dressing.  Keep an eye on USD/JPY for proxy for risk appetite.  To those not so brave, let the market show it's direction before pulling the trigger and even then, be nimble and prepared to bail.
  • 60 minutes will be doing a spot on Elon Musk and TSLA…

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Admin

Banks Breathe A Sigh Of Relief

While the market continues to digest yesterdays' comments from new Fed Chairwoman Janice Yellen that rates will begin to rise possibly as early as six months after tapering is complete (mid-2015 rather than late 2015), banks are definitely yelling pahtay with big gains across the financial sector today.

Even $C (who I normally detest) is attempting to breakout of a beautiful double bottom pattern. 

Like it or not, banks will be more willing to lend in a rising rate environment and let's face it; it's tough to make a buck when you're lending at 3%.  I would imagine this will be good for broker/dealers as well although not shown here.  Now if only we could get Congress to do away with that pesky transaction tax…

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Admin

Daily Reads

  • Don't tell Twitter but Women dominate social media (Infographic)
  • Rent vs Buy.  Based on tax bracket, what areas are cheaper to rent? Trulia interactive Map
  • Quite a few bearish engulfing charts in the major Spyder ETFs.  If you're not hedged you should be. Grid charts
  • 3D Systems ($DDD) teams up with the White House and D.O.D. to provide access for the mfg. industry to the…

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Admin

15 Tech Companies That Will Define 2014

Of no surprise is that many of these names are in the phone/tablet and cloud arena.  One however that I am very interested in watching is the lawsuit between Aereo and large broadcasters (FOX, CMCSA, CBS and DIS).  Little, tiny underdog Aereo won the initial round in court however an appeal to the Supreme court ruling later this year is a make or break for broadcasters who typically do not charge for local channels for those with antennaes. …

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Admin

Of Shippers And Debt on Germany's Doorstep

Shippers have actually become a drawer stock. As difficult as that may be to comprehend given their debt, the financial crisis forced them to become much more streamlined and economical in terms of transportation. Truth is many container ships that were built pre-2009 are now simply uneconomical to operate. Depending on the ship, some cannot even generate enough income to cover their operating costs. As it turns out, the German banks, for the most part, actually make the capital guarantee part of their loan commitment. The investors lose 100% of their money but are able to walk away, kind of like defaulting US homeowners can in most states. The banks take the loss. Sure, they own the ships, but most are basically so much scrap metal, destined for dismantling in India, Pakistan, or Bangladesh.

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Admin

Rising From The Ashes: Yes $BDI

 

This in follow up to my February post pondering if the shipping index had bottomed which was most definitely chucked in to the round file by most as the market has become convinced the industry is dead.  I still beg to differ.

Being a big believer in moving averages, if I see a stock or Index with rising moving averages, I take it as a sign of buying within a name.  That being said, if I see falling longer term moving averages (100d and 200d), that to me signals trouble; stay away or short any pop.  However when I see longer term MA's flattening.......my curiosity is peaked from a bottom fishing point of view.  My first thought…

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