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Investors Lounge
hisah
#3241 Posted : Friday, March 08, 2013 7:03:33 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Google Overtakes Apple as Top U.S. Mutual Fund Holding - http://www.bloomberg.com...utual-fund-holding.html

Quote:
Google Inc., operator of the world’s largest Web-search engine, has passed Apple Inc. to become the most-owned stock by the 50 biggest actively managed U.S. mutual funds, according to a report by Citigroup Inc.

Among hedge funds, Google was also the top holding, according to the report, which examined investments at the end of the fourth quarter for the largest funds by asset size.

Google’s shares are now trading at about 25 times profit, compared with a price-to-earnings ratio of less than 10 for Apple, according to data compiled by Bloomberg. That gap is at its widest since June 2005, two years before competition between the two companies in mobile devices began to intensify.


Apple was the star last year, now it's google and pit talk is $1000 price target just like Apple. The slaughter will be awesome...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
youcan'tstopusnow
#3242 Posted : Friday, March 08, 2013 8:21:02 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
hisah wrote:
youcan'tstopusnow wrote:
hisah wrote:
Paulson feels the heat as gold tanks in 2013 - http://www.reuters.com/a...n-idUSBRE9261AB20130307

hisah, how soon do you expect gold's fortunes to turn? Or what will be the catalysing event to gold turning bullish?

Most likely another euroland debt surprise.

Thanks. Are you expecting a major event on the debt front?
GOD BLESS YOUR LIFE
hisah
#3243 Posted : Saturday, March 09, 2013 4:06:16 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
@youcant - yes. The can has been kicked for too long without any fix since GFC. One systemic risk blow out with all the tsunami printing and it gets really murky.

Meanwhile Italy has been downgraded by Fitch - http://online.wsj.com/ar...578348371705282616.html

I can see that UK has won the election - http://www.reuters.com/a...t-idUSBRE92717V20130308

Kenyans don't sleep. Glad it's over and KE gets back to work. NSE20 setup is the best I've seen out here for a while. It'll vault very hard against the extreme one-sided selloff expectation. Mr market dislikes extreme sentiments (bullish or bearish).
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#3244 Posted : Saturday, March 09, 2013 5:56:03 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Investors upbeat about KE - http://www.bbc.co.uk/new...ocialflow_twitter_africa
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
the deal
#3245 Posted : Saturday, March 09, 2013 7:43:17 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Standard Chartered Bank has just moved its Africa HQ from the UAE to SA where they have no retail presence http://www.privateequity...elocates-from-uae-to-sa/
hisah
#3246 Posted : Saturday, March 09, 2013 10:37:27 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
the deal wrote:
Standard Chartered Bank has just moved its Africa HQ from the UAE to SA where they have no retail presence http://www.privateequity...locates-from-uae-to-sa/

Remember that rumour about standard bank SA to KE? I'm waiting to see other banks moving their Africa HQ to KE as the regional hub starts shaping up. Hii pesa ya mafuta ni mingi sana & the EA econs may melt up trying to absorb it!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
karanjakinuthia
#3247 Posted : Saturday, March 09, 2013 11:07:51 AM
Rank: Member

Joined: 11/13/2006
Posts: 551
Location: Nairobi
@Hisah. Yes, I saw the billionaire tax exile. Some Americans are opting for states such as Texas while fleeing California or New Jersey which now has an "exit tax". So, we have intra-national suburbanization.

The French do not have that luxury and are fleeing to Belgium and Russia. One of the links I shared some time back spoke of a major boxing match taking place in China due to taxation. South East Asia is seeking an influx of Americans and Europeans who are seeking employment and investment opportunities. Americans are taxed on world-wide income, so the need to renounce citizenship. Here, we have international suburbanization.

Tax revolts have taken place numerous times over history. One of the most popular was the "Boston Tea Party". It all began with the British Parliament imposing a Stamp Tax on the American colony in 1765 to fund the war with France. Later on was the Tea Act of 1773 which triggered the "Boston Tea Party". Bourne out of this was the Revolutionary War and the 1776 Declaration of Independence.

hisah wrote:
@kk - that's some really interest stuff. I wonder where 'sururbia' will be in future... Did you see the French billionaire who renounced his citizenship for Belgium in order to escape taxes as well as move his entire biz empire?! Had a look at the Patriot Act, which will penalize citizen renouncement due to tax avoidance? It's becoming a tax economy everywhere as innovative capitalism is smashed without regard!

Global recovery = Taxes cesspool

the deal
#3248 Posted : Saturday, March 09, 2013 12:32:24 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
hisah wrote:
the deal wrote:
Standard Chartered Bank has just moved its Africa HQ from the UAE to SA where they have no retail presence http://www.privateequity...locates-from-uae-to-sa/

Remember that rumour about standard bank SA to KE? I'm waiting to see other banks moving their Africa HQ to KE as the regional hub starts shaping up. Hii pesa ya mafuta ni mingi sana & the EA econs may melt up trying to absorb it!

Huuh Standard Bank is pro South...it will never move its HQ to Nairobi even if there were 1trillion barrels in Turkana...maybe regional HQ for the EA operations...Stan Chart was the most likely candidate but it has also moved South.
hisah
#3249 Posted : Sunday, March 10, 2013 11:32:35 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
But they say gold is a bubble and a horrible investment...



https://www.marketwatch....arket-in-gold-2013-03-06
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#3250 Posted : Sunday, March 10, 2013 11:36:18 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Next move after currency wars is trade protectionism - http://www.telegraph.co....al-banks-exhaust-QE.html
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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