1 2388 7 straigng 5 min bars with higher highs and higher lows - mo picking up, spx -- $EEM took out some intraday resistance - risk back in vogue Fri Feb 05 20:07:54 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8691418620 17880354 web EEM @Psando not deserving of props - carrying $GLD from 105, averaged down earlier and took plenty of heat - irresponsible trading, worked out k Fri Feb 05 20:06:37 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8691377234 17880354 web GLD watching $EEM versus 36.80 resistance (intraday) Fri Feb 05 20:01:44 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8691213557 17880354 web EEM gold bounced off the level where india bot from IMF in october, miners parabolic off oversold, now $GLD testing high of day - long; underwtr Fri Feb 05 19:36:01 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8690354495 17880354 web GLD $GDX making new high, intraday - watch $GLD Fri Feb 05 19:17:59 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8689739569 17880354 web GDX GLD india's big purchase of gold, late october from IMF, ocurred at around $1042/oz - a price to watch $GLD - india still in the money Fri Feb 05 18:15:09 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8687562785 17880354 web GLD to be clear, talking my book - $GDX relative outperformance vs $GLD hints that there might be a forced seller of gold, maybe a levered fund Fri Feb 05 17:22:44 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8685654657 17880354 web GDX GLD bot more $GLD and $EEM for my 'aspirational risk bucket' - this is NOT RENT MONEY - putting lifestyle enhancement at risk, nuttin more Fri Feb 05 15:23:46 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8681045507 17880354 web EEM GLD big diff between sovereign debt and corp debt is that sovereigns can print their way out of trouble - but no bid for gold <yet> = long $GLD Fri Feb 05 15:12:35 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8680610914 17880354 web GLD fast market - $SPY moving like a humming bird's wings Fri Feb 05 14:59:25 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8680094560 17880354 web SPY the bitter irony of gold - purchased for a rainy day, but when rainy day comes people sell gold because they need 'money' $GLD Fri Feb 05 14:54:08 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8679897184 17880354 web GLD averaging yesterdays $GLD purchase - not sure whether fiscal policy tightens in europe, or bailout emerges = opposite consequences for gold Fri Feb 05 14:52:53 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8679851484 17880354 web GLD blip in gold etf $GLD, into close - decoupled from stocks Thu Feb 04 20:59:23 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8647454781 17880354 web GLD twas a time when concerns re sovereign debt default would generate a bid for gold, not today <yet> - long $GLD from 105 Thu Feb 04 15:31:02 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8636199096 17880354 web GLD @jarsch yeah, the mkt may have already arrived at that conclusion - so $CS upgrade may not boost $RIMM or $T- i dunno how $T handles traffic Thu Feb 04 14:13:03 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8633348130 17880354 web CS RIMM T IF $T retains iPhone exclusivity thru 2010, net positive for $RIMM - reasonable value play, in the absence of a negative catalyst Thu Feb 04 14:00:07 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8632893674 17880354 web RIMM T $CS no longer believes $T will lose iPhone exclusivity in mid-2010 - lowers estimates and target on $VZ Thu Feb 04 13:56:27 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8632770541 17880354 web CS T VZ $MSFT lowers zune pricing (again) to compete with the iPod Thu Feb 04 13:53:26 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8632669920 17880354 web MSFT http://tinyurl.com/ylkvcyj WSJ discussion of tech spending rebound "this is one of the most robust positive turnarounds.." chambers of $CSCO Thu Feb 04 13:50:54 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8632584572 17880354 web CSCO "newspaper pay walls don't make sense" http://tinyurl.com/yl2v2tj also, $GOOG traffic referrals, and iPad vs kindle economics Thu Feb 04 13:45:47 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8632414736 17880354 web GOOG $CSCO jan-end qtr strong, upbeat guidance for april qtr, less visibility beyond - market reaction will be watched - tech notable laggard ytd Thu Feb 04 13:30:43 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8631921434 17880354 web CSCO $IVV expense ratio is 9bps, versus 9.5bps for $SPY - IVV trading volume relatively light, so bid/ask can be 2-3 cents at times Wed Feb 03 17:12:37 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8595324852 17880354 web IVV SPY fidelity rolled out commission free trading in several iShares ETFs today- includes $IVV (i-share version of $SPY), some margin restrictions Wed Feb 03 17:10:00 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8595234726 17880354 web IVV SPY december payroll report friday - consensus of economist +5K, rate expected unchanged 10%, $GS expecting -25K $JPM +20K $C +75K Tue Feb 02 14:04:04 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8543270071 17880354 web C GS JPM @Morgan_03 $PCS and $LEAP have very little overlap, similar biz models - that merger been rumored for 3+ years - voice demand stagnant Tue Feb 02 02:43:12 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8525412274 17880354 web LEAP PCS @firstadopter not here to pump, but wondering about $LEAP $PCS - underutilized voice bandwidth, quick fix for $T $VZ in some locations? Tue Feb 02 02:33:43 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8525054592 17880354 web LEAP PCS T VZ @expectingrain5 @firstadopter @LWinthorpe does $AAPL lose brand image? spillover effect? Jobs cannot walk on water? quick redo with VZ? Tue Feb 02 02:24:56 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8524730451 17880354 web AAPL happy to exchange my kindle dx for an iPad? sure - but can $AAPL sell 5-6 million units, not without some enhancements, imo (maybe June?) Tue Feb 02 02:13:45 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8524313943 17880354 web AAPL even with my bias in favor of $AAPL and love of iPhone - still cannot get excited about iPad - is this IT? http://tinyurl.com/ylhjgmh Tue Feb 02 02:11:19 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8524224029 17880354 web AAPL $IBM Fri Jan 29 20:54:18 +0000 2010 tradefast http://a3.twimg.com/profile_images/665487023/tradefast.improved.sized.600_normal.jpg 8383498961 17880354 web IBM