Google and Apple are Creating Nightmares for These Stocks
Executives at Time Warner Cable (NYSE: TWC), Comcast (Nasdaq: CMCSA) and privately-held Cox Communications have taken their customers for granted for far too long.
Even as consumer income has barely kept up with inflation in recent years, cable bills soar ever higher. Here in upstate New York, Time Warner gets $130 from me every month so I can get high-speed Internet access, a DVR and far more channels than I ever bother to watch. I have long vowed to cut the cord, as soon as it was practical.
That day is finally here. Technologies are rolling out that will expand consumer's choices.

Category: Fundamental Analysis Tags:
NFP or Russian Roulette anyone
It’s like attending a bingo session. All eyes will be down waiting for the highly anticipated employment print this morning. Will this week’s ADP report translate into a much weaker jobs number? Will the stubbornly elevated weekly claims push the unemployment rate up two ticks? Will analyst’s consensus of a headline loss of -100k jobs and no growth in the private sector provide us with a non-event as we head into the ‘labor’ weekend? Expect liquidity to be thin as many New Yorkers skip out of town averting the storm ahead of the holiday. It’s another crap-shoot.
Daily Links: Holiday Weekend Edition
Labor Day weekend begins tomorrow afternoon in the U.S. It’s the traditional end-of-summer holiday, and most folks will get Monday off as a paid holiday. My own vacation is going to be a bit different: I’m going to take tomorrow off instead. This will be the last post until Sunday evening.

Category: Personal Finance Tags:
NFP herding us to No Mans Land
Better industrial data out of China and the surprising ISM print in the US has every, already confused trader, becoming ‘more lost’ in whatever convictions they have left. At least we have the NFP crap-shoot still to come, that is bound to surprise. We may give up all we have gained in a heart beat this week and we would be none the wiser! Interpreting trading strategies is like a new form of ‘ping-pong’, back and forth with risk appetite. This morning the EUR remains king and has managed to extend its gains in the wake of a well received French and Spanish auctions.
Gold still in overbought uptrend, Stock indexes still choppy
Not much has changed since my last post. The gold market is still over-extended in my opinion, although there are fundamentals that will probably support this market for a very long time. The stock market is still swinging wildly from day to day based on whatever traders think the news is meaning at the moment. And bonds continue to stay at high levels when many analysts think this market has no business being where it is.

Category: Commodities Tags:
Updated 529 College Savings Asset Allocation: Added Stocks, 10-Year 5% APY CD

Category: Personal Finance Tags:
Lack of Confidence in the FED would never happen almost never
Month end flow beats logic, even option expiries and market fix’s beat logic. Yesterday’s stronger US data wilted in its glory as individuals eager to accumulate EUR’s waited in the wings. Stronger manufacturing data out of China and Australia last night is yet to convince the market to go all-in before we get to see the employment data in the US. The market is nervous and lacks conviction proven by the trading strategies being employed thus far this week. Yesterday’s Fed minutes did not exude acute dissension amongst its members to the degree the market had been expecting.
Government Defaults and Inflation Are the Norm, Not the Exception
The past 15 years have certainly been exciting for investors. During the second half of the 1990s we experienced one of the largest stock market bubbles of all times … and its bursting. Then, only a few years later, one of the biggest real estate bubbles … and its bursting.In the aftermath of these events the world stumbled into the most severe economic downturn since the Great Depression of the 1930s.

Category: Fundamental Analysis Tags:
Chinese Yuan has Hardly Budged
The frequency of my reports on the Chinese Yuan is admittedly much higher than it used to be. Why? Call it disbelief. More than two months have passed since China revalued its currency, and after a rapid 1% appreciation, the RMB has actually fallen back. Today, it stands only .5% higher against the Dollar compared to June 18. On a trade-weighted basis, it is actually 2.3% lower. What is going on?!
FT on the "true value of gold"
Well I'm a bit skeptical that any modern news outlet will accurately pinpoint the true value of gold, but let's give the Financial Times points for trying in this latest piece (hat tip: James Rickards):

Category: Longterm Investing Tags:
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