Month: October 2013

Given the carnage that ensued in NFLX yesterday, we suspect the following tweet:

 

Just sent a letter to Tim Cook. Full letter will be disclosed on my website, the Shareholders’ Square Table, which will be launched tomorrow

— Carl Icahn (@Carl_C_Icahn) October 23, 2013

 

which he notes will be released to the public tomorrow is more a threat of him “selling” his shares if he doesn’t get what he wants… and given the market liquidity, who knows what AAPL’s stock does?

via Zero Hedge http://feedproxy.google.com/~r/zerohedge/feed/~3/TdFwN9jhUlY/story01.htm Tyler Durden

Given the carnage that ensued in NFLX yesterday, we suspect the following tweet:

 

Just sent a letter to Tim Cook. Full letter will be disclosed on my website, the Shareholders’ Square Table, which will be launched tomorrow

— Carl Icahn (@Carl_C_Icahn) October 23, 2013

 

which he notes will be released to the public tomorrow is more a threat of him “selling” his shares if he doesn’t get what he wants… and given the market liquidity, who knows what AAPL’s stock does?

via Zero Hedge http://feedproxy.google.com/~r/zerohedge/feed/~3/TdFwN9jhUlY/story01.htm Tyler Durden

In 223 years, the average real GDP growth for the USA has been 3.8%. At 1.9%, the 2000-2010 decade was the 2nd worst decade for real GDP growth in the storied history of the United States. The worst since 1790 was the 1930s which was followed by what many hope for now, an explosion of growth that occurred in the 1940s. However, three years in, real GDP growth for the 2010-> decade does not look as good as ‘hope’ would like it to be. So what is different this time and what ‘facilitated’ the 1940s recovery? The sad, but very real, truth is… war… but funding that this time will be problem…

 

The 2nd worst decade of growth for the US ever… and getting worse

 

But what “saved” us last time looks a little more tricky this time…

 

Especially given the polarization in DC…

 

Charts: Hoisington and Citi

via Zero Hedge http://feedproxy.google.com/~r/zerohedge/feed/~3/2Ht-Ev2rIjM/story01.htm Tyler Durden

In 223 years, the average real GDP growth for the USA has been 3.8%. At 1.9%, the 2000-2010 decade was the 2nd worst decade for real GDP growth in the storied history of the United States. The worst since 1790 was the 1930s which was followed by what many hope for now, an explosion of growth that occurred in the 1940s. However, three years in, real GDP growth for the 2010-> decade does not look as good as ‘hope’ would like it to be. So what is different this time and what ‘facilitated’ the 1940s recovery? The sad, but very real, truth is… war… but funding that this time will be problem…

 

The 2nd worst decade of growth for the US ever… and getting worse

 

But what “saved” us last time looks a little more tricky this time…

 

Especially given the polarization in DC…

 

Charts: Hoisington and Citi

via Zero Hedge http://feedproxy.google.com/~r/zerohedge/feed/~3/2Ht-Ev2rIjM/story01.htm Tyler Durden

BofAML’s MacNeil Curry is changing his view on gold from bearish to bullish. The impulsive gains from the 1251 low of Oct-15 and break of the two-month downtrend (confirmed on the break of 1330) tells him that a medium-term base and bullish turn is unfolding. BoFAML looks for an ultimate break of the 1433 highs of Aug-28, with potential for a push to 1500/1533 long term resistance. In the next several sessions Curry suggest buying dips into 1309, cautioning that this bullish view is “wrong” if gold breaks below 1251. For those awaiting additional confirmation of a turn, Curry notes you need to see a break of 1375 (Sep-19 high & right shoulder off a multi-month Head and Shoulders Top).

 

via Zero Hedge http://feedproxy.google.com/~r/zerohedge/feed/~3/Dx7MAtkWIJE/story01.htm Tyler Durden