Archive for March, 2012

Gold’s Fundamentals Shining Again – Time To Cover Shorts

Friday, March 30th, 2012
Gold’s Fundamentals Shining Again – Time To Cover Shorts

For the reasons described in “Gold, Silver At A Crossroads” and “Time To Buy Or Sell Gold?” I shorted gold and silver when their prices broke on February 29. I used equal allocations of the “inverse” (short position) ETFs, ProShares UltraShort Gold (GLL) and ProShares UltraShort Silver (ZSL). My expectation was that there would... »

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Why It’s Time To Short Apple

Friday, March 16th, 2012
Why It’s Time To Short Apple

Apple (AAPL) did it. It hit $600. Next stop $750, on the way to $1,000 – $1,500. Apple is officially in runaway, fad mode. Where it stops, who knows? But there are two strong reasons to believe the run is over. The first is what’s happening below the surface: Weak buying and potential selling... »

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Apple’s Shareholders Expect Too Much

Monday, March 12th, 2012
Apple’s Shareholders Expect Too Much

Apple’s (AAPL) 2012 rapid price rise has produced the risk of a significant price drop. The problem is that the uptrend is being seen as confirmation of Apple’s superiority, so concern has diminished just when caution is warranted. Instead, there is building confidence that the fast gains will continue. Compounding this up = expectation-of-up... »

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Apple’s Clash: Rising Stock Price Vs. Declining Company Superiority

Friday, March 9th, 2012
Apple’s Clash: Rising Stock Price Vs. Declining Company Superiority

Last October, I reviewed Apple’s (AAPL) situation without Steve Jobs and with a rare, under-expectations earnings report. I likened those negative items to strikes one and two, but leaving Apple in the game. Strike three? I believe it has occurred, not as a single event, but as a combination of Wednesday’s new iPad announcement... »

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Market Diagnosis: Opportunities Ahead, But Not Yet

Tuesday, March 6th, 2012
Market Diagnosis: Opportunities Ahead, But Not Yet

After a smooth rise from last year’s lows, stocks stalled out over the past few weeks. Which way would they go? Many pundits predicted higher prices ahead, using the rationale of “still cheap.” However, this is one of those times when valuation measures don’t mean much. Here’s why, how we should view this drop... »

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Time To Buy Or Sell Gold? 3 Historical Views To Help Decide

Monday, March 5th, 2012
Time To Buy Or Sell Gold? 3 Historical Views To Help Decide

Today’s bullish/bearish gold sentiments are mismatched. Bulls list gold’s preservation and protection strengths, and bears point to its high price. To improve the debate, we need to get away from current events and examine history. Here are three periods and methodologies that provide the perspectives needed… This article is posted on SeekingAlpha.com »

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