Guest Posted March 5, 2004 Report Share Posted March 5, 2004 Good morning. Link to comment Share on other sites More sharing options...
machinehead Posted March 5, 2004 Report Share Posted March 5, 2004 Crude oil. $37. "GRIM" As a public reminder, Oil Shock III will be officially declared at $40. Link to comment Share on other sites More sharing options...
Guest Posted March 5, 2004 Report Share Posted March 5, 2004 Crude oil. $37. "GRIM" As a public reminder, Oil Shock III will be officially declared at $40. Makes it even clearer why there was suddenly such a rush to invade Iraq. Link to comment Share on other sites More sharing options...
wndysrf Posted March 5, 2004 Report Share Posted March 5, 2004 Crude oil. $37. "GRIM" As a public reminder, Oil Shock III will be officially declared at $40. My last fillup yesterday was $42. What I find shocking is the lack of public interest or outrage at these higher prices. So many driving gas guzzling trucks and SUV's out here. I guess nobody cares, because the value of their houses are going up $10,000 per month, and the Home Equity ATM card is always at the ready. What is equally shocking is how the bond market is completely oblivious to the commodities price inflation.... Link to comment Share on other sites More sharing options...
wndysrf Posted March 5, 2004 Report Share Posted March 5, 2004 Money continues to flow out of the Semis and into the "defensive" plays like healthcare. No money is leaving the market. This one is gapping up $2.50 to new highs: Link to comment Share on other sites More sharing options...
wndysrf Posted March 5, 2004 Report Share Posted March 5, 2004 QuackComm continues to rescue the retirement of the entire population of San Diego. With Cardiff's parabolic price increases in housing, combined with the spectacular recovery in QCOM stock, San Diegans are feeling very wealthy.... QCOM getting jammed higher in the PreMarket. Link to comment Share on other sites More sharing options...
seamus Posted March 5, 2004 Report Share Posted March 5, 2004 Prepping the spread traders? Overnight, Atlanta Fed President Guynn said that "If my forecast for robust economic growth materializes, then, at some point, a fed funds rate of 1% will no longer be the best policy". He noted signs of "solid and sustainable growth" but worried about "new pockets of excess capacity" in areas such as real estate. There is really nothing new in his comments, no rush to tighten and a realistic assessment that the Fed will tighten at some point in the future. Link to comment Share on other sites More sharing options...
wndysrf Posted March 5, 2004 Report Share Posted March 5, 2004 Must be some Tout House upgrading the telecommies today. Even this piece of garbage is catching a bid...... Link to comment Share on other sites More sharing options...
Jimi Posted March 5, 2004 Report Share Posted March 5, 2004 G'mornin'. Data release dead-ahead. Link to comment Share on other sites More sharing options...
Tchaikofsky Posted March 5, 2004 Report Share Posted March 5, 2004 Must be some Tout House upgrading the telecommies today. Even this piece of garbage is catching a bid...... 7:38AM CNXT upgraded at Lehman 7.40: Lehman upgrades Conexant to Overweight from Equal-Weight and raises their target to $10 from $6 based on their belief that the stock is undervalued at these levels; firm says the combined co will be a solid competitor in several end mkts (DSL, set-top, analog modem, WLAN), and should reap approx $25 mln/year benefit from improved cost efficiencies and another $25 mln/year in operating expense synergies. ======================================== 7:24AM QLGC added to Merrill Lynch's Focus 1 list 43.84: Merrill Lynch reiterates their Buy rating on QLogic and adds the stock to their Focus 1 list, citing: valuation at 23x their CY05 EPS est (stock had normally traded at over 30x next year's earnings), and firm believes the co's core HBA biz remains strong. Target is $65. ======================================== Nice not to have to think this stuff through. Just follow the anal-ists. Link to comment Share on other sites More sharing options...
machinehead Posted March 5, 2004 Report Share Posted March 5, 2004 What is equally shocking is how the bond market is completely oblivious to the commodities price inflation.... Ours has been. But after Mad Al Green called Japanese investors provincial idiots for buyiing JGBs at one percent yield, the Japanese bond market got pasted. Bloomberg reports that the 10-year JGB yield soared from 1.22% to 1.435% this week. That's a monster percentage move. And with debt over 160% of GDP, any sustained rise in nominal yields will kick off a fearsome exponential debt service-interest rate spiral. The ultimate contrarian head fake: 'deflationary' Japan becomes the first G7 country to go hyperinflationary. How do you say 'oi' in Japanese? Link to comment Share on other sites More sharing options...
Ags Nightmare Posted March 5, 2004 Report Share Posted March 5, 2004 Another one that always cracks me up....we "stand by" our views.... (REUTERS) UPDATE 2-Flextronics stands by fourth-quarter targets (Updates after-hours stock price) By Duncan Martell SAN FRANCISCO, March 4 (Reuters) - Flextronics International Ltd. <FLEX.O>, the largest contract electronics manufacturer, on Thursday left its forecast for fiscal fourth-quarter results unchanged, saying its business has returned to more predictable patterns. Shares of Flextronics slipped 2.4 percent in after-hours trade before rebounding slightly. Flextronics said in January it expected fourth-quarter earnings per share before items of 9 cents to 11 cents, on revenue of $3.40 billion to $3.60 billion. Ag Link to comment Share on other sites More sharing options...
Ags Nightmare Posted March 5, 2004 Report Share Posted March 5, 2004 Jeez , Crapvision is taking over and under bets on the jobs report...Fat Mark , Pudlow, and some guy who spits a lot.... Ag Link to comment Share on other sites More sharing options...
Jimi Posted March 5, 2004 Report Share Posted March 5, 2004 21,000!!!! KUDLOW, YOU JACKASS! Link to comment Share on other sites More sharing options...
DrStool Posted March 5, 2004 Report Share Posted March 5, 2004 Your Golden Stool, including short and long term updated charts and price targets, is loaded each morning. Even if you are not a goldbug, you should check out the Golden Stool, a daily Anals release. Take a subscribatory and get the latest release of the Golden Stool RIGHT NOW! 15 Day Intro Subscribatory. Just $2.99! Get In RIGHT NOW!? Link to comment Share on other sites More sharing options...
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