The entire universe of “Tiger Cub’s and Seeds” (offshoot funds of Julian Robertson) are sitting on huge long positions in the following high beta stocks:
GOOG, RIMM, QCOM, BIDU, AAPL
I doubt there is intentional coercion, but there is certainly dialogue. What are the short-term implications for fast money traders? These stocks will have support on significant […]
Friday’s rally confirmed by volume.
Biotech Index continues to hover near all-time highs, testing October 2007 levels. Red flag is Accum. Swing Index, which has not confirmed high (except Monthly). A broad market rally focused on Tech, catalyst being USD, will rotate $$ out of defensive stocks (e.g. healthcare). Wait/watch for pullback in this sector.
This is one of those instances where “noise” becomes primary mover and lets the crowd get emotionally involved. If there is a 300 point rally in the Nasdaq from here, the 80 point gap in Google is just the beginning. I talked about the financials when the market was almost 800 points lower than where […]
Although behavioral targeting has thrived by allowing marketers to offer ads that are customized based on the web surfer’s age, gender, location and online activities, in the immediate future not only will those variables be considered, but also the items the user may have been shopping for recently. For example, imagine you have searched for a specific bottle of wine from a shopping web site in the past couple of weeks, and were now on your favorite news site reading an article about foreign affairs. At the end of your article, you might see an ad from a wine merchant suggesting you take a look at their inventory and pricing. To go one step further in our example, the merchant that is serving you the ad has agreed to pay the advertising network a generous fee if that user clicks through and ends up purchasing a product. So the advertising network will be incentivized to track every single web user going through their network in a way that continually allows them to “guide” users to products that meet their real time interests. The convenience factor lies in that last term, “real time interests”.
The stock responds the moment the secondary is made public info. The market mechanism begins to work to discount the new information. By the time the secondary is ready to complete, in the final week leading up to it, the stock will pretty much stay locked in a very tight range. It’s […]
