Opinions posted by Nablus

Jun 22 2009 at 2:44PM (EST) (By Nablus)

ILMN

Hi all, i got a nice micro-based analysis of ILMN (which i cant share). Do you happen to know this firm? Any ideas on the timing? btw, i just bought it - but will sell it if the community is negative on this. Thanx!

Apr 27 2009 at 9:48AM (EST) (By Nablus)

Looking for an Airlines ETF.

I would like to buy some airlines stocks (not today - in a few days). so im looking for an Airlines ETF, but all i could find is some transportation ETFs. Anyone happen to know such an ETF? Thanks!

Mar 30 2009 at 3:48PM (EST) (By Nablus)

looking for a long/short VIX etfs.

I am looking for trackers on the VIX or other volatility indexes. Both long and short. Do you happen to know any? Thanks!

Mar 09 2009 at 11:46AM (EST) (By Nablus)

Time to Become Neutral on Equity.

The economy will keep deteriorating for the next year or two (or more). However, the risk is that nominal prices will stop falling as a result of the global monetary policy. I think the worst-case scenario for the S&P is about -50% from todays level, but ...

Mar 05 2009 at 12:44PM (EST) (By Nablus)

Member Sentiment

"Member Sentiment" has the potential to be a nice tool to see how the MG society look at each stock. However, i see too many stocks with "Buy" sentiment, but no stocks with "Sell" sentiment. So i guess MG members only buy and never sell (which is poss...

Feb 26 2009 at 11:29AM (EST) (By Nablus)

Bought Alcoa, what do you say?

i bought AA earlier today, it was on my radar for a while. It combined two sectors i like nowadays: infrastructure (global fiscal policy) and commodities (global monetary policy). I am not sure about the price, though. What do you say?

Feb 26 2009 at 8:52AM (EST) (By Nablus)

US Budget, Debt, and The Inflation Plan.

Now it is becoming too obvious. The are going to dump the real vaule of the US debt by crashing the real value of the USD. Otherwise, the US can not pay it bills...

Jan 23 2009 at 12:56PM (EST) (By Nablus)

Breaking the (gold)X(USD/EUR) Correlation

Two weeks ago I predicted that the strong correlation we saw in the last two years between gold and the USD/EUR - will be broken soon (and gold would go up): http://www​.marketguru​.com/opini​ons/watchin​g-possible​-topping-fo​rmation-gol​d/1002,4266 I bel...

Dec 12 2008 at 10:48AM (EST) (By Nablus)

Bet on a Dead Giant?

Just bought Nortel (NT). Communication infrastucture will be needed in the next few years, and Nortel will still play in this field. Unless it is going to Chap11. The market overreacting regarding the possibility of delisting it from the NYSE (because of ...

Dec 10 2008 at 11:33AM (EST) (By Nablus)

What kind of violent will enjoy the depression?

I tried to think which of the weapon producers will enjoy the depression. Govs spending will go on infrastucture (which i already into) and saving the riches asses - so defence expances will probably reduced in the near future (as long as no new war will ...