Ahead of the curve
Ahead of the curve
Posted by fundmanager in IT, Stocks on 11. Nov, 2010 | 122 Comments
This article takes a close look at recent developments at Apple and uncovers what might be in the cards for users and investors looking into their AAPL exposure.
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Posted by fundmanager in Economic Forecasts, Taxes on 03. Nov, 2010 | 38 Comments
Stocks priced in the Republican takeover in the House in the midterm elections. In the meantime, the results are nearly final. In the light of the overreaching economic policies by team Obama, the sweeping losses of the Democrats and the stunning tsunami wave of the “dynamic duo” of TEA/GOP
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Posted by fundmanager in Commodities, Economic Forecasts
The Fed has recently announced QEII (quantitative easing two, named like this in fond memory of QEI, which has saved us from a re-run of the Great Depression at the onset of this financial crisis). Could this be a hint at China’s growing reluctance towards investing in U.S. treasuries? Given
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Posted by fundmanager in Economic Forecasts
On Friday, Chairman Ben Bernanke reassured investors that the FED is prepared to take new action in order to stimulate the economy. According to Bernanke the economy is still too weak, inflation is too low and worst of all the unemployment rate is stubbornly high. But Bernanke also expressed some
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Posted by fundmanager in Economic Forecasts, Forex, Stocks, Taxes
The FED’s current unease about QEII can prove prophetic. Not that this unease is going to impact the monetary policy in any significant way. QEII (quantitative easing, part two) is no shot in the arm for the real economy. The reason why quantitative easing will not have the desired effect
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Posted by fundmanager in Commodities, Economic Forecasts, Forex, Stocks, Taxes
George Soros gave this speech at Columbia University on October 5. 2010 warning about the deflationary perils of austerity and speculating about what governments should be doing instead. See if you can tell where the markets are headed (and buckle up for safety!)
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Posted by fundmanager in Uncategorized
On its surface, introducing new credit card regulations to clamp down on abusive practices seemed a clear-cut solution. Once new credit card regulations take effect, so went the thinking, borrowers would no longer be fair game. Sudden interest rate hikes, exorbitant fees and some other annoying credit card “features” have
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Posted by fundmanager in Economic Forecasts, Taxes
The upcoming midterm elections are looming large over the Obama administration. In just two months’ time, voters’ discontent will reshape the Congress and alter the power structure in Washington for at least the next two years. Many voters are very unhappy with how things are shaping up. Especially the economy
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Posted by fundmanager in Stocks, Taxes
While the Congress is in recess until mid-September and most Americans are on holidays, for investors it is now the best time to hedge your bets for 2011 and engage in mid-year financial planning activities. (…) there is little to be gained by showing up every day on the (virtual) e-trading floor just because of a misunderstood sense of duty or work ethic.
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