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Alphas Edge Website Update – Sept/28/2013

We at Alphas Edge are working very hard to create useful tools for investors to assist them in finding great investment opportunities.  As we grow, we are looking for exceptional investors who would like to share their investment opportunities with Alphas Edge.  If you are an independent investor who happens to know (or enjoy finding) exceptional investment opportunities, feel free to email us at alphasedge@gmail.com.  Note however, that Alphas Edge will do a deep analysis on the investment prior to posting and supporting it.  Our goal is to ensure our investment advice is the best free advice in the entire web.

There is a bundle of great projects in the work to make the site a phenomenal resource for investors.  First, let’s cover what an alphas edger can expect this year!

On A Weekly Basis

  • Monday through Friday, a pre-market article summarizing the previous day events and that days expectation.
  • Saturday an article discussing alphas edge website updates, changes, and new features.
  • Sunday will be spent on web site development.

What Was Done This Recent Week

  • Just added to the Guide page a section called “understanding the economic principle” with an amazing link… A very good 30 minute link from Bridgewater Research and Press that explains the economy from a simplified and logical perspective (by Ray Dalio). http://www.economicprinciples.org/
  • Updated “The Alphas Edge”, a free-online (for mobile phone) newspaper for investors.  Now you can get the top stories on your smart phone from various news agencies.
  • We have started to actively tweeter, follow us on https://twitter.com/.
  • Updated internal web site structure.

What Will Be Done In the Near Future

  • Working on Special Project #1 … this is hush hush
  • Member only page that contains articles specific to an investment opportunity.

Not all tasks and projects will be listed on the Saturday updates.  We are currently working on some crazy-market disrupting-projects (3 big projects and 1 amazing project).  Most likely, ONE of these larger projects will be implemented by year end.

Morning Market Briefing – Friday- 09/27/2013

On Thursday, the markets ended on the green on what could have been a little bargain hunting.  The bullishness however was with low volume and even lower conviction.  This year’s Special Olympic has been one of the most competitive in the history of our government.  The House of Lagging has mentally cemented the idea of not passing a budget bill unless it defunds the affordability act (Obamacare).  The Cesspool (Senate) would not dare (and with good reason) propose a bill that includes defunding the affordability act.

We at Alphas Edge are unsure if this donkey show in Washington is for real.  Clearly the right thing to do is fund the affordability act and see if it works.  At the very least, give it a chance.  Besides, If it doesn’t work there will be no shortage of politicians, lobbyists, and lawyers who would love to have an opportunity to fix it.  We know for a fact that our current health insurance system does not work.  What other country in the world cut up their elderly’s flesh on a daily basis, claim that the flesh is cancerous, and collects thousands of dollars per snip?  The United States of America is as far as we know, the only country whose doctors farm their elderly!

Today the market is opening lower.  The Special Olympics events are being taken to a whole new level.  Both sides appear to be at a perceptual stalemate.  Only Blackberry, whose gross margin was negative 24%, was able to descend lower than our politicians in Washington.

Morning Market Briefing – Thursday- 09/26/2013

Yesterday the US markets finished in red (Dow -61.33 at 15273.26, Nasdaq -7.16 at 3761.10, S&P -4.65 at 1692.77) on relative low volume (except JCPennies!).  It has become blatantly obvious that the market is wedged between two massive forces.  When one of these forces weakens, the market will dislocate, rallying or selling off with conviction.  Behind the bearish case, we have the potential government shutdown.  Behind the bullish case, we have da Bernanke and his helicopter.  Everyone knows that you can’t fight the Fed.  At the same time, everyone knows that a government shutdown would break the market.  The market, unsure of its own future, is lamenting waiting for clarity.

Only Gods chosen Lloyd Blankfein was sure of something.  He adamantly clarified how banker’s bonuses were not only DESERVED, but was what made Goldman Sachs survive the 2008 financial meltdown.  Many would like to adamantly clarify and educate Little Lloyd, it was Goldman Sachs participation (and “shitty” deals) that caused the financial collapse.  What saved Goldman was Hank Paulson (X-Goldman CEO) honoring AIGs contracts with Goldman Sachs at 100% and the government bailout of the banking industry (which the public did not support).  In fact, had the government stepped in earlier and saved Bear Sterns and Lehman Brothers, Goldman Sachs would have lost a fortune betting on the collapse (which they participated in and was betting on).  Oh, if the public only knew the truth, I’m afraid the streets of New York lampposts would be decorated, dangling with Goldman Sachs employees.

Today the market is opening higher.  Everyone is watching the Special Olympics in Washington while Ben Bernanke continues to fly his helicopter.  What do you think ends first, the Special Olympics or the fuel in Bens helicopter?

Morning Market Briefing – Wednesday- 09/25/2013

Tuesday was a broad base sell off day where both stocks and commodities were down.  In the early hours, stocks slipped in reaction to a below-consensus consumer confidence report for September. The premarket gains were unable to overcome pessimism in the labor market.

The financial sector was beaten like a red headed step child for a second consecutive day with JP Morgan Chase receiving most of the bruising.  JPM fell 2.2% after The New York Times exposed that the Department of Housing and Urban Development wanted a $20 billion settlement from their participation in the housing collapse.  This added to Monday’s reports, which said prosecutors in California are set to announce charges against JPMorgan Chase.  We hope that Jamie Dimon has purchased one of those million dollar bunkers for Billionaires.

The big news however (at least for the next 5 and a half days) is the incompetence in Washington.  Instead of attempting to solve the perceived problem (the debt ceiling fiasco) or the real problem (distribution of wealth), the politicians are reading children’s book.  What is it with those guys and children’s book?  What they should be reading is Les Misérables by Victor Hugo. “If I speak, I am condemned.  If I stay silent, I am damned!”

I for one would like to give Bernanke credit for preventing another major sell off.  If Ben Big Bucks did not continue with QE, I’ll fairly certain that the algos would be pulverizing the market.  The thought of bank shutdowns with government shutdowns can only result in total chaos.

Today the market is opening lower.  While the Special Olympics continue in Washington, real traders will be cheering for their favorite mentally crippled athletes!  The machines however is another story, they will remain selling the market.

Morning Market Briefing – Tuesday- 09/24/2013

The US stock market started this week on a sour note (Dow -49.71 at 15401.38, Nasdaq -9.44 at 3765.29, and S&P -8.07 at 1701.84).  Seven out of the ten sectors ended in red.  Utilities was the only stand out performer and the sector finished the day +1.2%.  The day’s trading volume however was relatively low.

Yesterday was a big day for Apple fanboys.  AAPL finished the day 23.23 higher on news that it had sold over 9 million iPhone 5 in the opening weekend.  As a reference, Apple had sold 5 million during the same period last phone launch.  Personally, I see this as an excellent opportunity to get out of Apple.  What would you rather sell, 5 million phones around $850 each or 9 million phones around $199?  But it’s actually worse than that because an $850 phone was sold at a profit while the $199 was not (said to cost a little over $200 to make).  Sure, I see what Apple is doing; getting their product into people’s hands and hope those folks use it to buy iTunes or whatever.  But it’s only going to be a few days before those people learn that they have been hoodwinked.  You can currently download free music with all the other phones, so why in the world would you want an Apple and have to pay for music (or anything else)?  Either way, when one removes their fanboy Googles (oh, we mean goggles), it’s a sad day for Apple.  They are now selling perception and not substance.

Today the market is opening slightly higher.  The good news out of Europe is that Germany’s Queen Merkel still rules.  We are convinced (not really) that Merkel will lead Europe to recovery!  But as always, I’m sure our politicians in Washington will derail the market with their incompetence.

Morning Market Briefing – Monday- 09/23/2013

The market started off last week being bid higher on news that Larry Summers declined to be selected as the next Fed Chairman.  This news combined with the Syria peaceful resolution exchanged by Putin enabled the market to start the week with optimism.  Soon after the market opened, traders across the nation stopped trading and focused on the tragic news of a mass shooting at the Washington Navy Yards.

On Tuesday, the market positioned itself slightly higher ahead of “the big day”.  Trading volume was non-existent and after a slight move higher in the morning, the market stagnated to the end of the day.  The light volume reflected trader’s uncertainty ahead of Wednesday’s highly-anticipated announcement from the FOMC

Wednesday was a big day, a game changer!  The Fed shocked the nation by confessing that it could not even begin to end QE and that interest rates would remain low.  The machines propelled the market in milliseconds higher and by the time the news had reached California, it was too late for traders to price in the news (machine wins).  The news itself however was not what made Wednesday a game changer.  The Fed had indicated that they were going to taper (at least that’s what the market understood) and then they went back on their word.  We were once again reminded that; one, the Fed lies and two, the game is rigged.

On Thursday the market reversed and ended the day lower (except NASDAQ).  The enthusiasm driving by the Feds decision to not taper was replaced by the realization that the Fed sometimes lies.  The market was left wondering if Ben Bernanke has started a trend, purposely deceiving the markets.  The answer to that question came sooner than expected when on Thursday India’s Raghuram Rajan hiked the interest rates to 7.5%, again shocking the markets.

The week ended on a quadruple witching day and renewed fears of a government shutdown. The House of Representatives passed a continuing resolution bill to fund the government through December 15, but with a provision to defund Obamacare.  Clearly Obama is not going to support this resolution bill and the bill will most likely be voted down in the Senate.  As a result, the market sold off throughout the day and ended the day on a down note (but 1.5% higher from Monday).

Today, the market is poised to open higher.  The dollar weakening, Fed QE, and interest rates low are continuing to elevate the market.  At the same time, a reversal can (and probably will) happen when news in regards to Syria or government shutdown steals the headlines.

Alphas Edge Website Update – Sept/21/2013

We at Alphas Edge are working very hard to create useful tools for investors to assist them in finding great investment opportunities.  As we grow, we are looking for exceptional investors who would like to share their investment opportunities with Alphas Edge.  If you are an independent investor who happens to know (or enjoy finding) exceptional investment opportunities, feel free to email us at alphasedge@gmail.com.  Note however, that Alphas Edge will do a deep analysis on the investment prior to posting and supporting it.  Our goal is to ensure our investment advice is the best free advice in the entire web.

There is a bundle of great projects in the work to make the site a phenomenal resource for investors.  First, let’s cover what an alphas edger can expect this year!

On A Weekly Basis

  • Monday through Friday, a pre-market article summarizing the previous day events and that days expectation.
  • Saturday an article discussing alphas edge website updates, changes, and new features.
  • Sunday will be spent on web site development.

What Was Done This Recent Week

  • Updated “The Alphas Edge”, a free-online (for mobile phone) newspaper for investors.  Now you can get the top stories on your smart phone from various news agencies.
  • We have started to actively tweeter, follow us on twitter.com.
  • Updated internal web site structure.

What Will Be Done In the Near Future

  • Working on Special Project #1 … this is hush hush
  • Member only page that contains articles specific to an investment opportunity.

Not all tasks and projects will be listed on the Saturday updates.  We are currently working on some crazy-market disrupting-projects (3 big projects and 1 amazing project).  Most likely, ONE of these larger projects will be implemented by year end.

Morning Market Briefing – Friday- 09/20/2013

On Thursday the market reversed and ended the day lower (except NASDAQ).  The enthusiasm driving by the Feds decision to not taper was replaced by the realization that the Fed sometimes lies.  Nothing affects traders more than uncertainty, and the Fed served up a nice quantity of it on Wednesday.  Now investors are left wondering if Ben Bernanke has started a trend (Do bankers lie?).  The answer to that question came sooner than expected when yesterday India’s Raghuram Rajan hiked the interest rates to 7.5%, again shocking the markets.

Today, a quadruple witching Friday, the markets are again in a wait and see mode.  It appears that the deer’s keep staring at the lights coming towards them.  At the end of the day, stock index futures, stock index options, stock options and single stock futures contracts expire.  Yet, the market is behaving as all options traded are exactly where they should be, at “max pain”.  While all the deer’s are frozen in place, the machines movements have truly taken over.

Morning Market Briefing – Thursday- 09/19/2013

Yesterday the Fed shocked the market by going back on its tapering plan.  The “people” who manage the market response was swift and decisive.  Within milliseconds, all equities were bid higher and rates crashed lower.  By the time the news had reached California via the internet, the move was over.  If that doesn’t plea the importance of moving to the east coast, I don’t know what does.

I just knew that yesterday was going to be a special day when one of my favorite villains, Lloyd Blankfein was on CNBC in the morning.  As always, he had nothing valuable to say except; gold is a “relic” and that it has no “real value”.  So naturally, knowing that he is a bonofied douche, I purchased IAG (+9.7%) call options, thanks!  Few trading strategies pay better than doing the opposite of what Goldman Sachs tells the public to do.

The Fed not tapering did not catch us by surprise.  If you really understand what is going on, you know that the Fed had no choice but to continue handing out 80 billion a month to bankers.  QE is not about levitating the markets or creating jobs, it’s about preventing total system collapse.  The truth that they won’t tell you is that BANKING is no longer a profitable business.  Banks CANNOT lend money at today’s low rates and be profitable.  The expenses (specially the banker salaries) are not supported by their business.  QE is the largest government subsidy that has ever existed.

The Feds plan is simple.  Over time, like the next decade, they will try to raise rates to at least 5% so the banks can make money.  Clearly, the subsidy train is not going to stop with Janet Yellen.  The deregulation queen was one of the eager supporters who dismantled the Glass–Steagall act.  For those that don’t know, Glass–Steagall legislation is four provisions of the U.S. Banking Act of 1933 that limited commercial bank securities activities and affiliations between commercial banks and securities firms.  This legislation was put in place after the first stock market crash (which caused the great depression) to prevent future market crashes.  So history will repeat itself, not a matter of if, just when.

Today however, is a day for celebration!  The market is opening strong to the upside, John McCain is antagonizing Putin, and America is winning (USA, USA, USA).  I’m personally thankful that the banker bonuses will be even bigger this Christmas!

Morning Market Briefing – Wednesday- 09/18/2013

On Tuesday, the market positioned itself slightly higher ahead of “the big day”.  When we say positioned, we mean positioned.  Trading volume was light and after a significant move higher in the morning, the market stagnated to the end of the day.  The light volume reflected a deer caught in the headlight ahead of Wednesday’s highly-anticipated announcement from the FOMC.

Today is the big day!  The market learns if the Fed has decided to begin curtailing its asset purchase program and if so by how much.  The telegraphed QE move from the Fed to the market hints yes and it is around 15 billion.  (FYI, no big market moving news is dropped by surprise anymore unless it is good news).  What the market does not know is how it itself will react.  At Alphas Edge, on events like Today, we sit on the sideline all cash.  Instead of trying to guess what the Fed will actually do, we react to the reaction.