tonight’s agenda
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Tonight’s Agenda
Election Results
Economy
Europe Calendar/Greek Default
Technology Smart Phones/Tablets
Administrative Stuff $15 Club Due $5 more will get you a shirt
Oct 9th last day to order shirt
Election Results
President: Carl Dick Vice President: Darryl Cornish Director of Marketing: Kyle
Hasenmiller Director of Group Simulations:
Suyang Zhou Director of Technology: Hunter Tebbitt Director of External Affairs: Andrew
Rymarz Treasurer: Nick Melrose
Are We on a Front End of a Recession? Europe Derailing
our economy again
Economic Data is Weak
Fed Running out of Tools
Fiscal Policy limited by politics
Operation Twistthrough June 20126-30 yrs, 12.5 year avee2:06min
Global Market MeltdownThu 22 Sep 11 | 07:00 PM ET
Entering a Bear Market?
Bear Market is technically a 20% decline
Europe has experienced 30%-40% declines already
Are we next?
How to Trade in a Bear Market Very Volatile
News Driven
Bear market Rallies
Buy the dips, sell the rips
Econ Data
Worst quarter since 2008
Consumers say current economic conditions are deteriorating in what is a bad sign for the September employment report
Economic growth for the second quarter ended up stronger than previously estimated but remained anemic
Growth in personal income not just slowed in August but declined slightly
New home sales remain lifeless at a nine-month low
Data Pallooza
Jobless Claims
Europe: The Gift That Keeps on Giving
Euro Calendar Tue 20 Sep 11 | 12:38 PM ET
Expect Euro News to Contiue Moving the Markets
Effects of Greek Default Future of Europe Depends on Politics
Not healthy for the market
Many Europeans Don’t want to bailout other countries, could tank the markets
Europe Better off in the Long-run without Greece and maybe Portugal
Sigh of relief in the euro-zone today as Germany voted to expand the rescue fund for European countries in crisis
Greek Default Outlook
| 1:08 PM ET
Effects of Greek Default
Will Greece Default? Greece Runs out of Money in a couple weeks
Orderly or Disorderly?
Will Euro Banks be Ready?
Will the Market Worry about Portugal and Italy? Expect a lot of Volatility
Technology Smart Phones
Tablets
Cloud Computing
London Metal Exchange
Smart Phones
Smart Phone Market Share: Operating System
Smart Phone Market Share: Handsets Apple-18.5%
Samsung-17.5%
Nokia-15.2%
Apple iPhone 5 design
release on Tuesday
What will this mean for the stock?
How has apple reacted to past iPhone releases?
iPads doing well
Time to Take a Bite Out of Apple?
Wed 21 Sep 11 | 05:18 PM ET
RIMM Example of a Failing
Tech stock
In ’08 had Market Cap of $70 billion
Currently Mkt Cap is $10 billion
Will it eventually get acquired by MSFT or Intel?
Is This the End for Blackberry?
Fri 16 Sep 11 | 12:30 PM ET
Patent Wars: Smart Phone 2nd Dervivative Play
Patents are in High Demand Google buys Motorola
(MMI) for $12.5 billion 17,000 patents
Nortel sells 6,000 for $4.5 billion to a consortium Apple EMC, Ericsosson,
MSFT, RIMM, and Sony
Who’s Next?
Apple & Samsung in major legal battles in Germany and Australia
HTC suing Apple
Google just bought $18 worth of patents from IBM
Potential Takeout Targets IDCC (9,000 patents)
Wireless protocol 3G, 4G/LTE
EK (1,100 digital camera patents)
RIMM (thousands)
NOK (thousands)
FOMC Meeting: Fed Launches Operation Twist
| 1:08 PM ET
Fed Decision
What it will take to get the global economy/market going
Tonight’s Agenda
Fed Decision
securities exchange in Shanghai, China
London Metal Exchange
Fiscal Policy
Operation Twistthrough June 20126-30 yrs, 12.5 year avee2:06min
Operation Twistthrough June 20126-30 yrs, 12.5 year avee2:06min
Operation Twistthrough June 20126-30 yrs, 12.5 year avee2:06min
Operation Twistthrough June 20126-30 yrs, 12.5 year avee2:06min
Operation Twistthrough June 20126-30 yrs, 12.5 year avee2:06min
London Metal Exchange