RandyY_ICRM
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I'm hiring! Sales and Marketing Manager at Insight Capital Research & Management - San Francisco Bay Area
2:03 PM May 8th
via LinkedIn
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I'm hiring! Sales and Marketing Manager at Insight Capital Research & Management - San Francisco Bay Area
4:35 PM Feb 19th
via LinkedIn
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EU considering Greek debt writedown of 50% and bank backstop. Would think 50% is in-line w/ expectations.
8:29 AM Oct 14th, 2011
via TwInbox
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In contrast to macro-economic data, EPS reports from ACN & JBL leading to '+' revisions.
8:33 AM Sep 28th, 2011
via TwInbox
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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
3:55 PM Sep 19th, 2011
via TwInbox
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First rumors of @ ($23B EV), and now @ ($13B EV), FCF ($5B/yr) generating machine UTX ($76B EV) looks to be shopping around.
2:36 PM Sep 16th, 2011
via TwInbox
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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!
4:09 PM Sep 15th, 2011
via TwInbox
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Households/Corp reducing bank deposits @ Greek and other EU country banks, surprisingly incl Germany,
6:44 PM Sep 13th, 2011
via TwInbox
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Talk of China invstmnt in Italy + Merkel comment Greek insolvency manageable + Trichet stating region can prevent debt crisis = mrkt rebound
10:32 PM Sep 12th, 2011
via TwInbox
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Correction: Jobless claims 3-WEEK MA @ 414K highest level since mid-July, but still below the 2011 high of 449K reached in May.
6:36 AM Sep 8th, 2011
via TwInbox
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Jobless claims 3-month MA @ 414K highest level since mid-July, but still below the 2011 high of 449K reached in May.
6:31 AM Sep 8th, 2011
via TwInbox
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QE3 talk likely will continue to heat up w/ today's jobs #'s.
7:00 AM Sep 2nd, 2011
via TwInbox
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Evergreen Solar & Solyndra bankruptcies may mark the lows for solar and an eventual recovery in the survivors
10:11 AM Aug 31st, 2011
via TwInbox
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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!
2:14 PM Aug 18th, 2011
via TwInbox
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With the escalating violence in Iraq, the Dec '11 US troop withdrawal may cause uncertain oil output next year:
12:58 PM Aug 16th, 2011
via TwInbox
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VIX close to reaching previous near-term peaks at ~30 suggesting oversold market
11:21 AM Aug 4th, 2011
via TwInbox
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Managed care showing strain from AGP report of GA overstating membership leading to overstated premiums (state prob tho not co issue)
10:09 AM Jul 29th, 2011
via TwInbox
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Gold & silver now declining as nearly all assets being swapped for USD (+.8% today).
12:22 PM Jul 27th, 2011
via TwInbox
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Most of large-cap tech reporting good earnings w/ + mrkt action: GOOG, AAPL, MSFT, IBM, and to lesser extent INTC
11:45 AM Jul 22nd, 2011
via TwInbox
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Aside from averting a financial crisis, debt deal keeps financing costs low. Treasuries strong today (e.g. TLT) w/ news of deal.
12:48 PM Jul 19th, 2011
via TwInbox
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