Tech Stocks for 2010 - Buy or Sell?

What are you buying for Christmas? Here’s what I’m buying and why.
Why? Because the family pretty much asked and even specified what to buy. J
What? for 6 people:
For two hard core gamers, we need to purchase two XBOX systems, either new or upgraded, with that “hands-free” deal.
For two social networking experts, two new I-phone 4’s. Doesn’t matter if they already have an I-phone 3 or 4, they just want a new one.
For two mostly ordinary folks, we don’t care but one IPAD is a good idea for keeping out of trouble. J
PCs? No.
New chips for PCs? No.
New processors for PCs? No.
Game cards for PCs? No.
Probably this family is not too different from the rest of the world. J
For me? I don’t want anything. I just pay for things!
What CNBC says about make believe chips for phones and things that will never be made or sold?
Very funny.
Good luck with your holiday buying and with your stock purchases for this year! J

The perfect Yen/US-SPI may have broken down, and so did US/Euro

The reason is the expectation that no matter how high the US$ might become, the Fed will be able to whack it back down below the other currencies. We don't believe the Fed can in fact do that without dire consequence to the world economy and without even a worse impact on the US economy.

But the algorithms are starting to differ - shake up - this is a great opportunity during Wall Street confusion. Take advantage of in-between-algorithm confusion... during that time, the supercoms are 'off.'

Semi Trash

Our favorite TV show trashed one of our favorite semis last Friday.  :(

Oh oh, better sell that one. Probably the word is out at this point...

Of course, we understood way ahead of last Friday. :)

The currency market is interesting so far today in Asia, that Yen/US algorithm is still on? Appears that way. We are still waiting for another challenge instead of the same old, same old.

Fooling the Super Coms

Pears are not on the menu here, but we understand pair trades. The algorithms do not because they are written by simple folks. But the super coms execute the algorithms quickly.  :)

Sony Corp. to Buy Nvidia?

What better type of strategy for counter attack in the present currency war?

At this rate, a Yen will soon have a 50% advantage over the US dollar. And even if the Japanese corps. don't want to spend the cash, BOJ will lend it to them at 0%.

What is the next move for Japan?

Outcome of G20

Probably the US will not make any new friends. The next moves are obvious... everyone will attempt to damage everyone else's currency even further. Not a good sign for global economics. Either the ROW will raise the US dollar or the Fed will raise it after the midterm elections when the Fed will be a little more afraid of the Republicans. Either way, be careful with your portfolio when it happens.

Too early to talk about the End-Game for this currency war...

But the middle game for most currency wars looks like world-wide depression. In the past, the end game has been world-wide war, e.g. WWI and WWII, let's hope it doesn't become that serious!

But sometimes protectionism does become serious, especially when you threaten to pay back the folks who lent you money with a fraction of what they lent you in the first place. Those folks tend to get a little P.O.'d when that happens...

Most reasonable policy would be to avoid those middle and end games.

Reasonable policy will most likely happen very soon, for example next week when no one on the planet is willing to lend the US Fed a single dollar without an exorbitant interest rate. Then, the US can face the consequences of huge national debt without relief.

Or - the following week, when there is no longer any motivation for anyone in the US to be concerned about midterm elections... because the elections will have concluded.

You have one-to-two weeks to sell. Try not to leave any $ on the table. :)