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432 Resources for

trader mark

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General Dynamics Buys Axys: My Work Is Done: Trader Mark submits: The saga is finally over... after putting itself up for sale Axsys Technologies AXYS has sold itself to General Dynamics GD for $54. Defense contractor General Dynamics Corp Inc (GD - News) said on Thursday that it planned to buy Axsys Technologies Inc (AXYS - News), a...; Tags: Seeking Alpha, Trader Mark, Axsys Technologies Inc., General Dynamics Corp.; External links 2009-06-05
Why I'm Buying Longtop Financial Technologies: Trader Mark submits: While we have had many positions in Chinese stocks, this is the first time I've had Longtop Financial Technologies LFT in the portfolio. Friday morning, the stock was down over 8% and hit as low as $26... after bouncing back to $27, I am beginning a...; Tags: Software, China, Trader Mark; External links 2009-06-15
Australia in Perfect Position Close to China, but at a Cost?: Trader Mark submits: Two good articles here on Australia. Here we have a Western-style economy, capitalist in nature, but with a far greater balance between corporate interests and citizen interests than the U.S. The government is not run at massive deficits year in and year out, and the country while...; Tags: Seeking Alpha, Trader Mark, CurrencyShares Australian Dollar Trust; External links 2009-06-15
Is There an End in Sight to China's Commodity Buying Spree?: Trader Mark submits: We've spoken countless times of the influence of China on the commodity space the past few months; when China buys, prices tend to fly upward. [May 13, 2009: Commodities - It's China's World: We Just Live in It]COPPER [Mar 23, 2009: FT.com - Chinese Stockpiling Spurs Copper...; Tags: China, Trader Mark; External links 2009-06-15
Why I'm Closing Thoratec: Trader Mark submits: I perused charts this weekend looking for new ideas, I saw a limited amount of stocks below their 20, 50, and 200 day moving averages. For well-traded stocks (200K daily volume) over $10, with a market cap over $300M... there were less than 200 - unfortunately a...; Tags: Biotech, Trader Mark, Thoratec Corp.; External links 2009-06-15

Should Indonesia Be Added to BRIC?: Trader Mark submits: I see Morgan Stanley research is now a regular reader of Fund My Mutual Fund - they now propose Indonesia should be added to the BrazilRussiaIindiaCchina. You heard it here first... ok, second. [May 22, 2009: Guest Post - Indonesia: A Must Own Emerging Market] ...; Tags: Emerging Markets, Trader Mark; External links 2009-06-15
My Space Cuts 30% of Work Force: Is Mark Zuckerberg Sorry He Didn't Sell Facebook?: Trader Mark submits: It is not a huge number of people, but it is remarkable that such a prodigy of the internet is cutting 30% of its staff; granted they now have corporate owners in News Corp NWS, and Facebook has taken away some of their user base - but...; Tags: Internet, Trader Mark, News Corp.; External links 2009-06-16
Still Stuck in Our Triangle: Poor Industrial Activity and Best Buy Weighs in: Trader Mark submits: First, we once again bounced off the 20 day moving average exponential with the late day move from S&P 920 to 924ish in the closing minutes. Whew, another late day stick save. Color me shocked.This is a tricky play because for months it has been...; Tags: US Market, Trader Mark; External links 2009-06-16
Why I'm Restarting Yingli Green Energy: Trader Mark submits: I'm still not a huge fan of the solar space, but I am going to restart one position in the sector. Yingli Green Energy YGE has been one of the better operators in the space, and has one of the better combinations of size and scale in...; Tags: Energy, Trader Mark; External links 2009-06-18
European Automakers: What Happens after the Stimulus Is Finished?: Trader Mark submits: So what happens after the stimulus and pull forwards? This is a situation we will one day be asking. As I wrote the other day, the master plan seems to be for the government to give away money month after month money grown on trees mind you...; Tags: Transport, Trader Mark, Ford Motor Co., Toyota Motor Corp.; External links 2009-06-18
What Is Driving up the Price of Oil?: Trader Mark submits: This is an interesting development; I won't pretend to know what exactly all the causes are for this huge spike in oil while the largest user in the world (25% of all demand) has 10 year highs of inventory, and Europe is in complete disarray. I am...; Tags: Energy, Trader Mark, United States Natural Gas Fund LP; External links 2009-06-18
Another Potash Production Cut - Fertilizer Names Get Composted: Trader Mark submits: We are back to the world of thesis versus reality. It's a world we've been living in since I started this blog - people front running a recovery that constantly is out of reach; it's been Groundhog Day the movie repeatedly. In the thesis world speculators drive...; Tags: Materials/Industrials, Trader Mark, Mosaic Co.; External links 2009-06-18
The Economy Is so Bad, Even Pawn Shops Are Suffering: Trader Mark submits: I am just shaking my head at this mirage of prosperity we are living in... all due to the "stock market telling us things are just dandy". You should know from October 2007 that the stock market is a lousy indicator of the coming 4-6 months, but...; Tags: US Market, Trader Mark, EZCORP Inc.; External links 2009-06-15
Where Will S&P 500 Earnings Come from This Year?: Trader Mark submits: Bargains galore - keep buying says FT.com Alphaville. Per this data set from Barron's, we're sitting at a nice trailing 130 PE ratio.Thankfully the market is forward looking or I'd be concerned ... on a serious note, obviously the financials created a train wreck in 2008...; Tags: US Market, Trader Mark; External links 2009-06-15
Illumina Boomerangs Up, Announces Genome Sequencing: Trader Mark submits: Illumina ILMN has been a tricky one of late - it looked like it broke a long term resistance at $39 a week ago Wednesday, and then quickly reversed down after buyers flooded in off the "breakout". After revisiting support Wednesday and Thursday morning at the...; Tags: Biotech, Trader Mark, Illumina Inc.; External links 2009-06-12
Joy Global Impresses the Street, but Oh, the Cancellations: Trader Mark submits: I listed the over as under on the "reflation" trade as "2 days". So it was the under. The thesis is back after a very short vacation.One way to the play the mining thesis are the 2 major equipment suppliers - Joy Global JOYG and Bucryus BUCY;...; Tags: Energy, Trader Mark, Bucyrus International Inc., Joy Global Inc.; External links 2009-06-05
A Look at Gas Prices by State: Trader Mark submits: It now is becoming clear to me that the powers that be want Michigan to secede from the union. Expunging the manufacturing base of over 20 years and now this? I mean, California gas prices I understand, but we don't have any of those high falutin environmental...; Tags: Energy, Trader Mark, United States Oil Fund LP; External links 2009-06-07
A Year and a Half Later, the Mainstream Press Gets "Underemployment": Trader Mark submits: While blog readers have been exposed to the truth for nearly 2 years now, the main stream press is finally understanding reality. I was almost joyous when I read this AP story since someone finally "gets it": Temp Work Helps Mask Joblessness Among Americans. As...; Tags: US Market, Trader Mark, Wal-Mart Stores Inc.; External links 2009-06-07
Base-Jumping Metals ETNs: Trader Mark submits: By Brad Zigler Real-time Monetary Inflation per annum: 9.0% Take a look at that subhead again. Monetary inflation's at 9%. Nine percent. We haven't seen that kind of number since January, when inflation was spiraling downward toward a March low of 6.9%. by Trader Mark; Tags: Materials/Industrials, Trader Mark; External links 2009-06-07
Latvian Debt Crisis Only an Issue If You Are Latvian?: Trader Mark submits: Remember when Eastern European bank exposure was a major "Black Swan" event? Those were the days... way back when. Like 3 months ago. [Mar 2, 2009: NYT - Ukraine Teeters as Citizens Blame Banks and Government] [Feb 18, 2009: WSJ - Banks Reel on Eastern European's Bad...; Tags: Emerging Markets, Trader Mark; External links 2009-06-07