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,The issue for me is whether I now see the risk/reward balance as justifying a meaningful exposure to bonds with significant duration risk.For me, the answer is no way.government at negative real rates.total debt prior to 1980.Lastly, corporate bonds are priced off the “risk free” Treasury yields for similar maturities.bonds are likewise being inappropriately priced by investors.Disclaimer: I am not a financial advisor but simply an individual investor who has been managing my own money since I was a teenager.In this post, I am acting solely as a financial journalist focusing on my own investments.
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,I firmly believe that an iPlay set-top box that also lets users play iOS games is a viable product.I am initially against Apple entering into Netflix (NASDAQ:NFLX) and Amazon Prime’s low-margin business.However, I now appreciate the beauty of a hybrid console/set-top box in millions of American homes.It makes sense to speculate now that Apple engineers are working hard and fast to come up with an equalizer to the Chromecast.Perhaps Apple can come up with a better product that supports all iOS games.Apple did buy PrimeSense last year for $345 million.The new Apple TV 4.1 may be the beneficiary of this purchase.
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,This proved a workable solution for a time, but the global economy could not sustain 25 percent annual price increases indefinitely, and by the second half 2007, the situation was becoming critical.Consumption was being maintained by continuing draws on inventories averaging 1.4 mbpd, and virtually every producer, with the possible exception of the Saudis, was running flat out.By early 2008, even the Saudis were throwing the kitchen sink at the market – all to no avail.On paper, it looked like a peak oil nightmare.Of course, consumers were responding.From 2005, the EU and Japan began to shed consumption and, from late 2007, US consumption also began to decline as the US consumer sought to escape high oil prices.
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,Bureau of Labor StatisticsAs you can see, the shift from expectations tends to have a mid-strong negative linear correlation with the change in the price of silver.But in the past report, even the low figure gain in jobs didn’t seem to have a strong positive impact on silver.labor market is one of the key issues to impact the FOMC’s monetary policy.labor market and even though the last report fell short, the general direction is positive.If the labor market keep showing high gains in number of jobs (say over 200k a month), this could be enough to lean the Fed towards taking a hawkish stand and raising rates perhaps sooner than expected in 2015.
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,They ‘enlisted’ President Grant’s brother-in-law to persuade the President into paying a higher rate for gold after they’d amassed a very large holding.Gold as expected soared from $144 to $164 (greenback dollars) in a matter of hours.Demand grew so strong that militias were dispatched to put down the violence that was taking place at banks as depositors demanded their gold.Some threatened to hang bankers who wouldn’t pay out.The President realizing the serious nature of what was transpiring ordered his Treasury Secretary to announce that gold from the reserves would be sold into the market.The Union government didn’t have the $4 million worth of gold it claimed to have.
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,Inflation was low but in line with forecasts.The housing figures also reinforced the effect of Monday’s NAHB housing index, solidifying the message that July was a good month for the critical US housing industry.It’s important to be aware of the context in which it occurred.Tuesday’s close broke decisively below the 1.335 level, which had been reliable support since the start of August on the daily charts, and also moved the pair firmly back into its multi-month descending channel.Highlights for the July 29-30 transcript included: On employment: “Many Fed officials” thought that the pace of job gains could accelerate the time of the first interest rate hike.
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,Its not that the ‘One low price’ policy has been a problem to the retail industry.There are many retailers, such as Bob’s Discount Furniture and Walmart (NYSE:WMT), that do not promote changing prices.What this retailer had done began a tale of decline, which spread very much in the same way that the plague destroyed Europe’s population, an infection traveling from one retailer to another transmitted by a ‘deadly idea’: Retailer’s promotion and continuation of offering fake discounts in an accelerated fashion, as though they were real, long after the truth is made known.Penney organization.Penney Company (NYSE:JCP), Ron Johnson, declared that special price events were fake.
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,They had always used discount as a promotional method, but now discounts were accelerated until they were the only reason to shop.Penney are Kohl’s (NYSE:KSS), Macy’s (NYSE:M) and Abercrombie and Fitch.(NYSE:ANF).These stores’ Web pages now promote multiple percentage discounts or a singular enormous discount that seem to be applied to total inventory.Merchants avoid merchandise presentation, and may never be able to end this policy, which customers now demand but abhor at the same time.Uncomfortable customers will seek new venues to make their purchases such as the through the Internet and with small specialty stores that once thrived in America.
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,I think the warning signs are there.One of the key warning signs of a market top was that if you look at the last move, especially in the Nasdaq 5000, it was fewer and fewer stocks leading.A handful of these tech stocks such as Cisco (NASDAQ:CSCO), Sun Microsystems, Microsoft (NASDAQ:MSFT), etc., carried the bull market through the end.This time it is Apple (NASDAQ:AAPL), Netflix (NASDAQ:NFLX), etc., and some biotechs.There are very few stocks driving the indices higher.CK: Speaking of short positions, David, another short position that both of us have been talking a bit about is to short Japanese bonds, I want to take a second to explain that and then get your thoughts on the 10-year bond yield in Japan and a lot of the other countries around the world.
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,Aerospace is the primary market sales segment with energy coming in as second; the group produces several critical components that allow commercial airliners, military jets and helicopters to fly.SIFCO’s ratio between commercial to military sales is now 55% and 45% respectively.defense products and covers many of the platform parts.(click to enlarge)Considering that the organization provides products and services to arguably the most demanding military in the world, it should indicate to any potential investor the capability of its business operations.As previously stated, the transition to more commercial industry sales is a decent hedge against the decline of military sales.
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,for the full year 2012.It took a 31.8% share of the market vs.Apple’s 26.2%.LG (NYSE:LG) took 12.3% for the full year.On a global level, Samsung is pulling ahead of Apple in the smartphone race, according to Reuters, which estimated that Samsung sold 61 million devices in the 4th quarter of 2012 compared to the 47.8 million iPhones that Apple shipped last quarter.Apple said it sold 4.1 million Mac PCs in the quarter, which is down from 5.2 million Macs sold a year ago.Perhaps some new genius will emerge in Apple’s ranks, but I would not bet on anyone ever replacing Steve Jobs’ level of practical creativity.
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,Crackling sound in general is not an ear.This may indicate that something in your ears.Although a common problem, crackling sound of ear pain and distress is cause for annoyance.Open your mouth, yawning, or gulping food for you, however, usually takes place in this unusual sound.Rubbing sound is similar to the documents.However, many victims have complained that only with the crackling sound of crackling, with, in some cases, pain may be related to the ears.For the presence of a serious reason, such as the type of noise may be, crackling sound is just a manifestation of impacted ear wax or middle ear, Eustachian tube may be a block.
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,is not a registered investment advisor or broker/dealer.Readers are advised that the material contained herein should be used solely for informational purposes.Investing involves risk, including the loss of principal.American Electric Power (NYSE:AEP) owns and operates around 80 power stations with a capacity of nearly 38,000MW.The company supplies electricity to more than five million customers in 11 states and owns the largest electricity transmission system in the country.Its generation mix is roughly 68% coal, 23% natural gas, 6% nuclear and 3% hydro, wind and pumped storage.Since the company is such a large consumer of coal, it is in the cross-hairs of environmental regulators and those wishing to find solutions to global warming.
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,Louis Fed The ten year Treasury was higher in the early 1960 when the inflation was lower than shown above: CPI Table: I mention that kind of historical point to raise a question.Normally, investors would demand at least a 2% spread to the average inflation rate for a ten year Treasury note.Is today’s price the “new normal”, where ten year Treasury real yields have vacillated from negative to slightly positive? Or is the past 200 or so years of historical pricing at a much larger spread to inflation and inflation expectations the true and only normal? The difference between the past and the present is the Federal Reserve’s massive interference with the market’s normal rate setting process.
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,In the CRL, the FDA focused on the CMC section of the application.The issue seemed to center around inconsistent release performance during in vitro testing of certain Remoxy lots.It is not known if the underlying problem was manufacturing or an artifact of the testing method.Nevertheless, Pfizer stated publicly following the second CRL that it was committed to resolving the issues with Remoxy.Pfizer has stated that they will conduct two phase 1 bioavailability studies designed to optimize the formulation composition and analytic methods for Remoxy.The study designed to estimate the pharmacokinetics and relative bioavailability of oxycodone after administration of 40 mg doses of four Remoxy formulations and oxycodone in solution.
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,And the last point on it, we sort of — we have to take more control of that hand off for the user.If you click from a hotel deal to a small hotel booking engine on a mobile environment, it’s just not very good.And in many cases the consumer ends up calling and they would rather do it on their mobile device.So there is a key driver in there which is the world is changing.We are seeing a heavy shift to mobile.We are in a great position to take advantage of that.And if we get that platform in now, we will be good for the future.While monetization is an issue, generating traffic is not.And for the bigger players that have learned how to monetize traffic successfully, it’s easy to see why Travelzoo could be attractive as an acquisition candidate.
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,Klausman of Westinghouse Corporation.Contributing substantially to the development of TEI’s remarks were Paul Cherecwich, Jr.of Thiokol Corporation, W.Kurt Maier of Morton International Corporation, and Susan A.11 and 16, respectively), relating to deferred compensation arrangements popularly referred to as “rabbi trusts.” Since many taxpayers obtain private letter rulings concerning the validity of their deferred compensation arrangements, Rev.Proc.92-65 provides general guidance for securing advance rulings for arrangements that employ the rabbi trust device.In a complementary fashion, Rev.Proc.
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,Estimate 301K.Actual 309K.14:00 US HPI.Estimate 0.4%.Actual 0.8%.15:30 US Natural Gas Storage.Estimate -231B.Actual -216B.16:00 US Crude Oil Inventories.Estimate 2.5M.They can make nuanced changes that occur over the long run, and they can manage and regulate and provide good timely information, and then you just have to let the system run, and we have to be prepared for that.Interest rate management is going to get more difficult and weaker, and the monetary system is always inventing new things, new monies, and new things that allow people to make transactions, and that keeps a constant state of pressure on the system to adapt quickly.
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,In the process of surveying pharma reps during the past month, we were surprised to discover that Genentech is no longer using Veeva CRM.This jumped out at us because Genentech was cited as a Veeva CRM customer in the press coverage of the IPO, and more notably because they were Veeva’s 1st big name CRM customer win back in 2007/2008.Genentech is the poster child in life sciences for IT innovation and cloud adoption.They lead and others follow, so their decision to abandon Veeva warranted a closer investigation.What we discovered was a lot more interesting than the simple fact that Veeva actually lost an existing top ten pharma CRM client.
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,They should all be on trial and thrown into prison with Madoff and the rest of the whoring banking thieves.This Is OutrageousBy John MauldinBut first, I want to direct the attention of those in the US finance industry to a white paper written by Themis Trading, called “Toxic Equity Trading Order Flow on Wall Street.” Basically, they outline why volume and volatility have jumped so much since 2007; and it’s not due to the credit crisis.They estimate that 70% of the volume in today’s markets is from high-frequency program trading.They outline how large brokers and funds can buy and sell a stock for the same price and still make 0.5 cents.
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,If two bills are stuck together, then instead of being dispensed to the cardholder they are diverted to a reject bin.The most common and oldest way to use a BCI is a cochlear implant.For the average person, sound waves enter the ear and pass through several tiny organs that eventually pass the vibrations on to the auditory nerves in the form of electric signals.If the mechanism of the ear is severely damaged, that person will be unable to hear anything.However, the auditory nerves may be functioning perfectly well.The result: A previously deaf person can now hear.Still, the principle is the same.
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,Indeed, lawsuits alleging manipulation of the CDS market have been filed and the European Union has launched an investigation.This service provides daily updates of default probabilities with maturities ranging from one month to 10 years on 35,000 public firms.We limit our annual comparison to a subset of this universe.About 2,400 of these firms were not in default and had default probabilities available at both the beginning and the end of the year.We focused on the key 1 year default probability and its change during 2013 in selecting “winners” and “losers.” The winners had the biggest drops in 1 year default risk during the year.
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,Referees make the decision in many sports like basketball, baseball, boxing, fencing, football and volleyball.Referees have different uniforms than the players so that they can be distinguished from them.Referees are also called in different names such as judge, umpire, timekeeper and commissionaire.Get your referee shirt.The most common referee shirt is a black and white stripe.If you’re a girl, you can funk it up a little bit by making it sexier.You can get a V-necked referee shirt to show some skin.Choose your referee pants.Referees wear pants or shorts.The color is usually white or black.This is only one example of competition.
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,Banks are clearing the Fed’s high stress test hurdles and freeing up more capital to loosen lending.Tight lending has been a key restriction against housing, but I see that situation improving now.Builders, mortgage insurers, commercial and industrial developers and even mortgage REITs are on the rise.While a slower rate of GDP growth is seen by many for Q1, similarly to Q1 2014, economists see a pickup coming in Q2 2015, as do I.The unemployment rate continues to drop, and later this week we will see the latest monthly jobs data.The unemployment rate is expected to stick at 5.5%, which represents substantial improvement since the days of the crisis and recession.
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,Euromobil officially launched the Audi Q3 moments ago at the Subang Skypark.The made-in-Spain Q3 is the smallest Q model in Audi SUV range, and it will take on the BMW X1 in the market, not the X3 as its name might suggest.Available here with a 2.0 TFSI engine with 170 hp, the Q3 costs RM258k OTR without insurance.Audi’s entry level SUV sits on a modified VW Tiguan platform.Size wise, the Q3 is 4.39 metres long and 1.83 metres wide, which is slightly wider but 64 mm shorter than a BMW X1.Compared to the Q5, it’s 239 mm shorter and 50 mm narrower, so there’s a clear size gap between the two.Power goes to all four corners via quattro AWD, which has a simpler and lighter Haldex multi-plate clutch arrangement here in place of the Q5 Torsen-based full-time system.
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,I find if I use wklys I don loose.But again, as posters suggest, its what you spend them on.I get that, its just hard to do.If I want to be successful, I guess that what has to happen though.DW has big problems with the dairy requirement, because she doesn like milk at all.And, she is only allowed 26 PPV.Getting in all the GHGs cuts pretty deeply in to her allowance.IMO, she struggles because of this, despite having been quite successful with the Plan over the long haul.It doesn sound like you are being that successful NOT using some weekly points.They are another one of the reasons I am still here.
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,Simply put, platinum should be a relative outperformer compared to gold over the next few years, since platinum has historically been more expensive.Therefore, by buying platinum and shorting gold, investors would effectively be betting that the historical relationship between gold and platinum will hold true.A word of caution, however: platinum still has a chance of falling faster than gold even if the gold bubble collapses.If this is the case, the platinum-gold pair trade would be a loser.Moreover, a pair trade involving such highly correlated metals like platinum and gold provides very little profit potential compared to simple short bets or options strategies.
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,Next the players go on the meet Ali in the field where they will be running and shooting targets (they are not the targets).The idea is to get people out by shooting at their target.Once you make a shot you have to run around the field in order to make another.Ali introduces them to Olympian biathlon cross country skier, Kelly Underkofler who was born missing an arm.Underkofler talks about how she saw her handicap as a challenge to over come, not something that go in the way.The players compete in their own biathalon.Running to get BB guns they have to hit a players target, once the target is hit five times that player is eliminated.
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,Once that happens, RINs will continue their trek upwards.Facts are, the RFS2 program doesn’t allow for the RVO not to be reached, and for the RVO to be reached, SME must be made profitable.While a rapid resolution to the “blenders’ tax credit” issue is unlikely, my understanding is that it will be part of a broader tax reform package, it has historically been made retroactive, so it is more a timing of cash flow issue to well capitalized firms, and may actually present an opportunity.REGI should report better than expected earnings on February 27, 2014.It is likely that they will make comments regarding current margins as well.
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,This could explain why price-to-earnings ratios skyrocket to 100X+ (as investors overestimate the short term) and then plummet (as investors underestimate the long term).Perhaps when they become more accessible to the average person we will see the real boom in 3D printing stocks.But remember the lessons of history.3D printers are going to change dramatically over the next several years as the technology is refined and improved.The big guys currently in the space are extremely likely to be displaced over the medium- to long-term.HP intends to be a leader in 3D printing and is making substantial investments to bring a next generation 3D printer to market by 2016.
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,Upon completion of the double-blind portion, all patients followed an open-label active treatment extension phase.Treatment failure was the main efficacy endpoint measured during the study and was defined as either death, liver transplantation, doubling of serum bilirubin, histologic progression, cirrhosis, varices, ascites, or encephalopathy, pruritus, inability to tolerate the drug or voluntary withdrawal.After two years of double-blind treatment, the incidence of treatment failure was significantly reduced in URSO(TM) group (N=89) as compared to the placebo group (N-91).In fact, 23 percent of patients in the URSO(TM) group experienced a treatment failure vs 47 percent in the placebo group (p.01).
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,monetary inflation and to proactively participate in the Federal Reserve’s quantitative easing policy.Treasury Bond interest rates artificially low.I typically focus upon closed-end funds with a 10% annual distribution payout, and selling at a discount to net asset value.GGN is an anomaly to this rule.GGN offers a 9.3% per annum distribution yield while trading at $17.96.GGN’s net asset value is currently $17.41.The 3.15% premium to net asset value is acceptable due to the security’s unique benefits.GGN earns income via selling covered calls, earning portfolio dividends, and accrued interest.The security is operating at a low preferred shared leverage of 9.22%.
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,Steenbarger frequently writes about inter-market relationships in addition to his core articles on improving trader performance.Both the secret-key and public-key methods of cryptology have unique flaws.These numbers can reach unbelievable proportions.What’s more, they can be made so that in order to understand each bit of output data, you have to also understand every other bit as well.This means that to crack a 128-bit key, the possible numbers used can reach upward to the 1038 power [source: Dartmouth College].This isn’t a problem now, but it soon will be.Current computers will be replaced in the near future with quantum computers, which exploit the properties of physics on the immensely small quantum scale.
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,I touch’d my limbs, the limbs Were strange, not mine-and yet no shade of doubt, But utter clearness, and thro’ loss of Self The gain of such large life as match’d with ours Were Sun to spark-unshadowable in words, Themselves but shadows of a shadow-world.Here Tennyson describes experiences of his bounded self merging into “the Nameless, as a cloud/Melts into Heaven.” As in the first passage, he describes this as an experience of “utter clearness.” Unbounded awareness stands in the same relation to ordinary waking consciousness, Tennyson tells us, as a sun to a spark.Yes, it is true that there are moments when the flesh is nothing to me, when I feel and know the flesh to be the vision, God and the Spiritual the only real and true.
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,Apple is the most popular stock among the 350-plus hedge funds we track.As of December 31, 2011, over one-third of the hedge funds we track reported positions in Apple.In total, they owned over $16 billion worth of this $545 billion market cap stock.Well-known hedge fund managers who are bullish about Apple include Rob Citrone, Stephen Mandel, Chase Coleman, David Einhorn, Andreas Halvorsen, Jim Simons, Lee Ainslie, Eric Mindich and Bill Miller (see billionaire.Jim Simons’ top stocks).Each of these managers’ funds had $200 million to $1 billion invested in Apple at the end of last year.We totally agree with these hedge funds and are just as bullish about Apple.
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