Thursday, January 31, 2013

Jual Jangkrik (Budidaya Jangkrik) - Bandung

      Salam sejahtera untuk kita semua, saya selaku pemilik dari usaha ini mengucapkan terimakasih bagi pengunjung yang telah berkenan meluangkan waktunya untuk membaca iklan kami. Usaha kami ini sudah berjalan selama 4 tahun sampai sekarang.       Perkembangan usaha jangkring semakin pesat, banyak sekali orang yang membutuhkan binatang yang satu ini (jangkrik) baik untuk pakan burung, pakan unggas, pakan binatang-binatang, obat-obatan, ataupun di konsumsi langsung. Dengan begitu kami menyediakan...

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Has Market Momentum Run Out?

The markets are slightly lower in early trading.  The S&P 500 is lower for a second day, something we haven't seen since in several weeks.  It's still early in the session, so the market could rebound and close strong.  But if we do get a second down day, some investors will ask "Has the market momentum run out?"In economic news, personal income came in much stronger than expected at +2.6% for December, but a big boost was from investors locking in capital gains ahead of a tax hike.  The Chicago PMI for January rose to 55.6...

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The Spending Sequester Will Grow the Private Economy

Today’s report of a 0.1 percent GDP decline for the fourth quarter came as a surprise to most forecasters. But it actually masks considerable strength in the private economy. Namely, housing investment in the fourth quarter jumped 15.3 percent annually, business equipment and software spiked 12.4 percent, and real private final sales rose 2.6 percent. All in, the domestic private sector of the economy increased 3.4 percent annually -- a very respectable gain. And here’s one for the record books: Working ahead of year-end tax hikes, individuals...

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Wednesday, January 30, 2013

GDP Post Surprising Contraction in Q4

The markets are slightly lower in early trading, but it looks more like slight profit taking as opposed to a negative reaction to this morning's GDP report.Q4 GDP came in at -0.1%, a surprising contraction in the face of consensus expectations for a 1.0% gain.  But the headline figure looks weaker than what may be actually happening in the economy.  Huge drops in govt spending and inventories lopped a large amount of growth from the calculations.  But consumer spending, business investment, and housing remain on the upswing. ...

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Tuesday, January 29, 2013

Make Marketing Clearer.

Good marketing should share the same mindset as business strategy.Strategy is about identifying and exploiting a sustainable competitive advantage - a fancy way of saying what it is you do better than anyone else and how you intend to maintain that (either by excellence or manoeuvering).Good marketing does the same - it's the distillation of the essence of what it is your company's strategy or entrepreneurial instinct has generated and its aim is...

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More Companies Issuing Cautious Guidance

The market is mixed in early trading with the S&P 500 up slightly but the Nasdaq down a little.  As I looked over the stocks of companies that reported earnings last night and this morning I see more negative reactions than we saw last week.  While many of these companies beat bottom line estimates, a fair amount either missed on the top line or issued cautious guidance.Stocks rising on earnings: PFE, VLO, DHI, LLY, CIT, MSTRStocks falling on earnings: VMW, IDXX, F, EDU, ITW, EMC, TROW, HRS, ASHIn economic news, the Case-Shiller home...

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Monday, January 28, 2013

Push vs. Pull in B2B Marketing

In the world of retail consumer marketing, a Push strategy would indicate a manufacturer's ability and monies to motivate a merchant to carry and promote its products. A Pull strategy would indicate that same manufacturer using advertising and promotion directed at consumers, with the objective of having those consumers demand the product from the merchant. OK, I paraphrased that from marketing guru Phil Kotler in his 11th edition of "Marketing Management", which is a classic text. Also in this edition, Kotler states: "The internet will not...

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Monday Morning Musings

The markets are mixed in early trading.  The S&P 500 is showing a modest pullback from its overbought condition while the Nasdaq is getting a boost from a rebound in AAPL this morning.  It's hard to say if AAPL has bottomed for sure, but the volume of selling last Thursday and Friday does lend itself to that notion.  In economic news, durable goods orders came in much better than expectations rising +4.3% in December.  Much of that was due to new aircraft orders, but even ex-transportation durable goods rose 1.3% which...

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Friday, January 25, 2013

S&P 500 Tries To Make It Eight Straight

The market is putting in a pretty surprising rally here, with the SPX currently higher for an 8th straight day.  That's a pretty rare feat.  We looked at several different breadth indicators and all of them are in overbought territory.  That makes a short-term pullback likely, but it also could highlight the early stages of fund flows out of bond funds and into equities.In economic news, new home sales for December came in below expectations at 369,000, which was also below November's reading of 398,000.Earning season continues and...

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Thursday, January 24, 2013

AAPL Weighs On Nasdaq

The markets are mixed this morning with the S&P 500 making fresh highs while the Nasdaq languishes under the weight of AAPL shares.I read the earnings release for AAPL and listened to the conference call and the results do not lend themselves to a -10% plunge in the share price.  It's tough to watch this as an investor but it really comes down to high expectations.  Traders were hoping for a bigger beat on the EPS number as well as higher unit sales for iPhones and Macs.  Mac sales were definitely light, as the company said they...

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Wednesday, January 23, 2013

A Nice Start To Earnings Season

The markets are mixed this morning after closing near their highs yesterday and marking a 5th consecutive up day for the market.  Earnings season really kicks into high gear this week, and so far we are seeing some nice positive reactions.The big winner on the Nasdaq is Google (GOOG), which beat EPS estimates and showed some solid growth metrics.  The stock is up nearly 6% this morning near the $750 level.  Another large growth stock that beat earnings and is 10% higher today is Intuitive Surgical (ISRG).The big winner in the Dow...

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Tuesday, January 22, 2013

Back In The Saddle

The market broke out of its recent range last week to move to new 5-year highs.  Those types of headlines tend to make folks more bullish about stocks.  In the short-term, the market looks a bit overbought.  We are also getting into the meat of earnings season, which could lead to some pullback in the market.In economic news, existing home sales for December hit 4.94 million units, but this was below estimates of 5.10 million units.The big report we are waiting to see is Google (GOOG) which reports earnings after the market close...

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Why Participate in IDC's Marketing Barometer Survey

The CMO Advisory Service at IDC is conducting its annual barometer survey. This is the 10th year of the survey.  All respondents will receive a free copy of the report produced from the results of the survey and an invitation to IDC's exclusive Client Telebriefing. During The CMO Advisory's 2012 Marketing Benchmarks survey we collected data from ~100 of the largest and most influential tech companies, their combined revenue totaled nearly $750 Billion.  The barometer survey provides a "finger in the wind" follow up to the Benchmark Survey...

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What The FARC?

In 2011, the advertisement above was part of a much-lauded and Grand Prix winning campaign The agency declared thatThe powerful, timely and well-located messaging encouraged 331 FARC guerrillas to demobilise and re-enter society—a 30% uplift on the previous year. In challenging circumstances, strategic planning drew together powerful insights to create a core, successful, thought – taking the spirit of Christmas to guerrilla strongholds.The judges...

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Wednesday, January 16, 2013

Gone Fishin'

...

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Tuesday, January 15, 2013

Midday Look

Got a late start this morning with one kid home sick and my being on drop off duty with the other one to school.  Anyway, the markets are still under some pressure in the first half of today's trading session.AAPL continues to weigh on the market as it breaks below the $500 level.  This has some worried about what they might report in their upcoming quarter, but I would argue that the lower stock price removes some of the worry and makes it more likely that the stock rallies on solid earnings.  Two other names that are lower this...

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Monday, January 14, 2013

Monday Morning Musings

Markets in the US are a bit lower this morning, while overseas markets were higher overnight.  The Nasdaq is underperforming after reports from the WSJ that indicate that AAPL is cutting production for iPhone 5 parts due to sluggish demand.  AAPL stock is down 3% and other tech stocks along the supply chain are also down in sympathy.Asian markets were up across the board overnight, although Japan was closed for a holiday.  China surged +3.1% after Beijing announced that it will allow foreign direct investment to increase by 10 times. ...

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Friday, January 11, 2013

Japan Launches Larger Than Expected Stimulus Program

The markets are slightly lower in early trading, though not by much.  The action this week has been pretty constructive this week with the S&P 500 closing at multi-year closing highs yesterday.Overnight markets were mixed in Asia, with Japan rallying +1.4% after the govt. launched a 10.3 trillion Yen stimulus package that they hope will boost GDP by 2.0%.  China closed on the flip side with a large -1.8% decline on the heels of a hotter than expected CPI reading.  China's CPI rose 2.5%, which suggests higher inflation and could...

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Thursday, January 10, 2013

ECB Holds Rates Steady, Euro Rallies

The markets are higher in early trade after gains in overseas markets as well.Asian markets were mostly higher after China reported positive export data.  Export growth increased to 14.1% year/year, well above estimates for 5.0% growth.  This helped China post a wider than expected trade surplus.  Japan was also higher after the Bank of Japan reiterated that it may purchase assets on an "unlimited basis".  I guess that's what they call QE-infinity.European markets were mixed this morning after the ECB held interest rates steady...

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Wednesday, January 9, 2013

Will Earnings Season Boost Stocks?

The market is higher in early trading as earnings season officially kicked off last night.  There were only a small handful of companies reporting, but so far the reactions in stocks has been mostly positive.  It will be important to see how stocks continue to react to earnings reports going forward as well as what management's have to say about the business environment and any impact they see from the fiscal cliff issues.The few stocks trading higher after reporting include AA, STZ, and WDFC.  One stock that disappointed and is...

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Tuesday, January 8, 2013

IDC's CMO Predictions for 2013: The CMO Becomes Master of Data

Here are our Top Ten calls for 2013. Please feel free to contact me in 365 days and we can tally up our success rate!1. The C-suite (CEO, CFO, and COO) will demand that the CMO produce both a strategy and a plan for how market-driven data will significantly contribute to corporate objectives.2. The CMO and the CIO will begin the year as functional peers and end the year as either friends or frenemies, and per the CEO, the CIO will become more actively involved with the CMO in all marketing automation decisions that have cross-functional implications.3....

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No Catalysts To Keep Stocks Up

The markets are lower in early trading.  Yesterday the indexes recouped some of their losses into the close, but this morning the SPX is breaking below its 3-day support levels.  I think this is mostly profit taking after a big run in the market as opposed to news driven selling.We are getting into preannouncement time for any companies that don't think they are going to make their quarterly numbers this time around.  GameStop (GME) is down -10% after reporting disappointing holiday sales.  YUM is also down -4% after the company...

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Crowdsourced Ethnography.

This minor #ikeascenes meme just appeared on my Twitter timeline.I'm guessing it started as the sort of online reportage that used to make Twitter great. But, it also strikes me that it would be a smart way to do initiate some quick and dirty crowd-sourced ethnography.While Google et al have learned to crowd-source translation and other data-gathering via online games and captchas, this ikeascenes meme is appealing to our love of spreading humour....

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Monday, January 7, 2013

Annual Blog Poll

I'm a little late in posting this, but each year I ask all of the folks I know in this business to put together a forecast for the market.  Last year the average forecast for the S&P 500 for the year was for a gain of 8.5%.  As it turned out, the market rose 13.4% for the year.  So our group was a little cautious.The closest guess came from Scott Lytle (Janus) who predicted the S&P 500 would finish the year at 1420 (only 6 points off).  Congrats to Scott, who will claim his valuable prize when I see him next week.I am...

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Monday Morning Musings

The market is lower in early trade after reaching 5-year highs last week.  Some of the selling is probably profit taking amid lackluster overseas trading as well as lingering concerns about debt ceiling debates, fiscal cliff issues, and upcoming earnings season.Over the weekend, the CBO said that the fiscal cliff will add bout $600 billion to deficits in future years due to increased debt servicing costs.  It's hard to see how this won't lead to higher interest rates and slower growth in the future.  As for the fiscal cliff negotiations,...

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Devoid Of Sound And Fury, Signifying Everything.

Renowned London department store Selfridges is soon to open a Quiet Room featuring a number of special versions of well-known products from which "all brand-noise is removed".Except they seem to have forgotten to remove all but the slightest amount of the "brand noise" from every example I've seen. Which, of course, is the poi...

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One-on-One with Senator Ted Cruz

Last week on "The Kudlow Report", I asked Republican Senator Ted Cruz if he'd go with a government shutdown if it came to it on the debt-ceiling debate.  His answer: "I think we have to be prepared to go so far as to shut the government down -- if we don't get some serious policies to stop the out-of-control spending, to tackle the debt, and to get economic growth."It was a bold statement.  Watch the full video here: ...

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Thursday, January 3, 2013

Scheduling Conflict

Mammoth has been hit with 6 feet of snow in the last couple weeks, so In The Money is taking a couple of much needed days or R&R and hitting the slopes.  Please check back on Monday for our regular updates.Thanks and Happy New Year to everyon...

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Wednesday, January 2, 2013

Stocks Cheer Fiscal Cliff Deal

The markets are nicely higher this morning, as were markets around the globe after Congress voted to approve a deal to avoid the fiscal cliff.  The bill maintains tax rates for the middle class, while raising rates on households making over $450k.  It also delays the sequester for two months.  But it did not include anything regarding the debt ceiling, so we still need to deal with that.In economic news, the December ISM manuf. index came in at 50.7, which is above the key 50 level and also up from last month's reading of 49.5.Asian...

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Tuesday, January 1, 2013

Cumulative Marketing Strengthens Experiential Ties.

On Christmas Day, some Swiss friends tweeted that they were exploring the temple of Angkor Wat in Cambodia. I duly Googled and vicariously experienced their day, albeit without the tropical heat.Obviously, it wasn't the same experience. But, in time, it won't be too different because memories fade and need to be renewed by discussion and prompted by examination of mementoes and photography. Without that, our experiences might well converge.I've been...

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