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RandyY_ICRM

  1. I'm hiring! Sales and Marketing Manager at Insight Capital Research & Management - San Francisco Bay Area #jobs lnkd.in/-u6XjN
  2. I'm hiring! Sales and Marketing Manager at Insight Capital Research & Management - San Francisco Bay Area #jobs lnkd.in/vsSRVe
  3. EU considering Greek debt writedown of 50% and bank backstop. Would think 50% is in-line w/ expectations.
  4. In contrast to macro-economic data, EPS reports from ACN & JBL leading to '+' revisions.
  5. S&P reduced Italy's rating from A+ to A w/ 'Negative' outlook citing govt gridlock as one of reasons...similar to US dwngrd rationale
  6. First rumors of @TYC ($23B EV), and now @GR ($13B EV), FCF ($5B/yr) generating machine UTX ($76B EV) looks to be shopping around.
  7. Assuming all of the mrkt shr investor's expected from RIMM goes to AAPL, the 20%+ decline in RIMM adds just 1% to AAPL's mrkt cap!
  8. Households/Corp reducing bank deposits @ Greek and other EU country banks, surprisingly incl Germany, bit.ly/oXx4oi
  9. Talk of China invstmnt in Italy + Merkel comment Greek insolvency manageable + Trichet stating region can prevent debt crisis = mrkt rebound
  10. Correction: Jobless claims 3-WEEK MA @ 414K highest level since mid-July, but still below the 2011 high of 449K reached in May.
  11. Jobless claims 3-month MA @ 414K highest level since mid-July, but still below the 2011 high of 449K reached in May.
  12. QE3 talk likely will continue to heat up w/ today's jobs #'s.
  13. Evergreen Solar & Solyndra bankruptcies may mark the lows for solar and an eventual recovery in the survivors
  14. HPQ earnings revised down a modest 3% for the year. A lot more downward revisions needed for the 6x P/E to go to its 5-yr avg of 11x!
  15. With the escalating violence in Iraq, the Dec '11 US troop withdrawal may cause uncertain oil output next year: bit.ly/pdRT6h
  16. VIX close to reaching previous near-term peaks at ~30 suggesting oversold market
  17. Managed care showing strain from AGP report of GA overstating membership leading to overstated premiums (state prob tho not co issue)
  18. Gold & silver now declining as nearly all assets being swapped for USD (+.8% today).
  19. Most of large-cap tech reporting good earnings w/ + mrkt action: GOOG, AAPL, MSFT, IBM, and to lesser extent INTC
  20. Aside from averting a financial crisis, debt deal keeps financing costs low. Treasuries strong today (e.g. TLT) w/ news of deal.