StockTwits Updates: jdmarkman1174ISI reports federal corporate tax receipts are +595% annualized in past 3 mos, confirming profit surge. Individual tax receipts +12.7%. $$Wed Jan 20 23:52:38 +0000 2010jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG800529658915984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>Goldman UK analysts see bull cycle transitioning from 'hope' to 'growth' phase, w/ 33 mos of 11% ann'zed gains ahead http://bit.ly/8jaRsp $$Tue Jan 19 04:23:56 +0000 2010jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG793292892715984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>Goldman shocker: Says UK economy to be fastest among OECD nations in '10: +3.4% vs +2.5% for US & +1.9% for Eurozone http://bit.ly/6U6QiT $$Tue Jan 19 04:09:52 +0000 2010jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG793247229115984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>McKinsey study finds the deleveraging process after financial crises has lasted avg 7 yrs in 45 events post-1930. http://bit.ly/56Qa67 $$Tue Jan 19 03:59:59 +0000 2010jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG793213916615984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>The most unheralded commodities w/ best '09 gains are lead , nickel & copper ($LD, $JJN, $JJC). All up 2x-5x gold. http://bit.ly/8KximO $$Sun Dec 27 23:07:40 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG710327339215984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>JJCJJNLDRT @macroQmicro: $DAI Daimler to triple production capacity at Beijing joint venture amid skyrocketing local demand. http://bit.ly/56hC8qWed Dec 16 19:07:28 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG673894209915984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>DAIGood analysis from the original web diva - RT @firstadopter: Mary Meeker's 426pg Mobile Internet research report: http://bit.ly/4zkDuh $$Wed Dec 16 01:57:57 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG671592397315984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>Brazilian retailers expect the best holiday sales in 8 years, with sales revenue +12% yoy vs. +9.5% in '09, says Bloomberg. See $CBD.Tue Dec 15 08:49:15 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG669094677715984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>CBDAttn momentum followers: Best 2 stocks of the '90s, EMC & DELL (+155k% and +84k%) were two of the worst of the '00s (-70% and -74%). $$Sun Dec 13 20:41:50 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG663892935415984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>Liscio Report: 19% of states met or exceeded their sales tax collection forecasts in November, down from 34% in October. That's v low. $$Thu Dec 10 13:18:34 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG653085355215984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>Get ready for the Roaring '10s! My new MSN column gives 10 (or so) reasons to be optimistic about the coming decade: http://bit.ly/7ZSTZn $$Thu Dec 10 11:17:19 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG652847391015984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>While equity investors have fretted about Dubai & Greek debt, credit investors see them as a non-event. $JNK and $TEI at 2-yr highs. $$Thu Dec 10 11:03:00 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG652824226415984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>JNKTEIAmazing to see $VLO shut its Delaware refinery, citing impact of more efficient cars & renewable fuels. Big change. http://bit.ly/7zsKgu $$Sun Nov 22 09:38:24 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG594259552915984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>VLO$CSCO sold $5B in bonds last week at a spread of 67 bps: cheaper than during the '06 credit boom. Expect buybacks. http://bit.ly/1Z2tIz $$Thu Nov 19 10:41:31 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG585438757915984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>CSCOApple now has largest cash hoard in tech, $32B. Time to start a dividend before it wastes the $ on an acquisition. http://bit.ly/2RIInx $$Thu Oct 29 01:09:43 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG524652407715984351webShocker of the week could be new all-time high for $IBM. It's $2 away. Will bears attack at 10-year, triple-top resistance, or capitulate?Mon Oct 12 00:11:21 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG479618847815984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>IBMGreat new article on Paul Reed Smith for those who care about electric guitars: http://bit.ly/Q23aD. (The PRS site: http://bit.ly/1XQ3J) $$Tue Sep 29 03:04:20 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG446096513615984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>Airline traffic is highly correlated with jobs. Surge in traffic reported at $AMR, $UAUA suggests employment improvement in past 2 months $$Tue Sep 22 01:20:03 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG416102117115984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>AMRUAUADemand for high-yield muni debt is in hyperdrive. The etf $HYD up an stunning +1.7% today. Munis are usually lucky to go up 1% a YEAR. $$Mon Sep 21 18:45:29 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG415252542615984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>HYDA 'monetary infusion cycle' may have flooded the global financial system w/ enough $ to recreate the spirit of 1991: http://bit.ly/17FSD7 $$Fri Sep 18 10:07:31 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG407582678215984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>Beware becoming overly bullish in 2012 as the 3-year cycle of pessimism and optimism reaches its next happy zenith: http://bit.ly/3Jax6 $$Fri Sep 18 09:55:37 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG407570086315984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>Just had dinner w/ $CSCO exec who says 40% of the company's hiring is now overseas. Also says co seeing genuine uptick in growth in Q3/Q4.Fri Sep 18 06:22:00 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG407343387515984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>CSCOImportant development in tech marketing as even chip makers like $AMD swerve away from boasting about CPU speeds: http://bit.ly/juSaDSat Sep 12 18:55:53 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG393899186915984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>AMDImpressive turnaround in California muni bonds: Closed-end fund prices this week jumped ABOVE pre-credit crisis levels. Wow. $NQC $MYC $$Fri Sep 04 21:33:52 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG376592687815984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>MYCNQCSeveral spin-offs have done v well this year, including $CLW and $MJN. Latest is $CFN, which spun from $CAH Monday. http://bit.ly/LaI1ZTue Sep 01 07:10:13 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG368401764415984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>CAHCLWMJNWhat's going on in Turkey? It's the #1 region covered by global iShares this year. At +87% YTD, $TUR is up 2x China and 10x the U.S.Sun Aug 23 23:07:07 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG350067014715984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>TURShanghai stocks are already down 20% from their summer high. Took just 13 days to go from raging bull market to the edge of a new bear. $$Wed Aug 19 08:05:31 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG340151334015984351<a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a>Most comparable DJIA rally was +63% in 3/39-11/39. But it had 3 setbacks of -8% to -14%.. Our worst so far: -7%. http://twitpic.com/d9xy6 $$Sun Aug 09 14:02:22 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG320774807415984351<a href="http://www.tweetdeck.com/">TweetDeck</a>@howardlindzon yep, when you see how much $AAPL grew in a recession, imagine the P/E expansion in a recovery. my column: http://bit.ly/BVLk7Sun Aug 09 13:45:43 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG320757435015984351<a href="http://www.tweetdeck.com/">TweetDeck</a>AAPLBorrell analysts say 5-yr outlook for newspapers brightens as survivors downsize & localize. http://twurl.nl/vhs7gx $MNI, $NYT $GCI $SSPSun Aug 09 13:24:18 +0000 2009jdmarkmanhttp://a1.twimg.com/profile_images/74159792/jon3_normal.JPG320736253715984351<a href="http://www.tweetdeck.com/">TweetDeck</a>GCIMNINYTSSP