Is More QE On The Way?

The market had a pretty big rally late in the day yesterday after the WSJ reported that the Fed is very close to another round of quantitative easing, and is considering action at either its August or September meeting.  Before the enthusiasm had a chance to spillover to Asia, Apple (AAPL) reported disappointing earnings and that seemed to weigh on Asian markets and sentiment more as markets there fell across the board.

I'm not so sure I agree with the timing of additional QE from the Fed at this juncture.  I would prefer to see them save some powder for later in the year when we get further down the line with Europe and even as we near the fiscal cliff. 

In Europe this morning, markets there are higher across the board after comments from an ECB council member who suggested Europe's rescue fund should receive a banking license.  This would allow the fund to leverage up its assets to fund bailouts.  One of the concerns is that all of these rescue funds still don't have enough assets to cover both Spain and Italy.

In earnings news, although AAPL was the big miss today and that is weighing down the whole Nasdaq, I'm seeing more stocks rising on earnings than falling.

Stocks rising on earnings: BA, PNRA, RVBD, ALXN, ARMH, BMY, CAT, TMO, IACI, PEP

Stocks falling on earnings: AAPL, NFLX, LO, GD, TRIP, IGT, BWLD

In economic news, new home sales in June fell to 350k rate from 382k in May.  Goldman has been calling for a big rally in the housing market, but most of the stuff I follow doesn't support that notion.  Prices in many parts of the country just aren't moving despite all-time lows in mortgage rates.

The dollar is lower today as the euro bounces after 3 rough days.  That is helping boost most commodities.  Gold has rallied back to the $1600 level.  Copper and silver prices are higher also.  But oil prices are weaker today falling back to the $87 level. 

The 10-yield continues to languish at the 1.40% level.  And the VIX is slightly higher this morning back above the 20 level to 20.60.

Trading comment: The SPX is again sitting right at its 50-day average support.  The other junior indexes are already trading below their respective 50-day averages.  Market leader AAPL is taking it on the chin today and is unlikely to resume as a market leader until we can put some time behind us in terms of this disappointing quarter they just reported.  That could leave a vacuum in leadership with no clear cut groups doing well at this juncture.  Given the above, I still want to focus on playing defense in the near-term.

KAM Advisors has long positions in AAPL, ALXN, BMY

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6 Penyebab Bercinta Jadi Kurang Nikmat

Kehidupan seks bersama pasangan tidak selamanya indah. Kejenuhan, rasa lelah, hingga posisi yang itu-itu saja bisa membuat hasrat bercinta lama-lama redup, bahkan padam. Sebelum itu terjadi, kenali apa saja problem seks yang bisa membuat gairah bercinta menurun.

1. Komunikasi yang buruk

Komunikasi adalah hal penting untuk meraih kehidupan seks yang membara. Jika Anda tidak mengungkapkan pada pasangan apa yang diinginkan bagaimana ia bisa membantu Anda mencapai klimaks? Ada banyak cara untuk berkomunikasi dan tidak selalu harus dalam bentuk verbal. Terkadang bahasa tubuh memberi pesan lebih kuat ketimbang kata-kata.

2. Citra diri buruk

Sangat sulit untuk menimbulkan mood untuk bercinta jika Anda merasa diri tidak menarik. Bila Anda masih berusaha untuk menurunkan berat badan misalnya, carilah kelebihan diri Anda dan tonjolkan. Misalnya merawat kulit agar lebih mulus atau memakai pakaian dalam yang menggoda. Anda hanya perlu meluangkan sedikit waktu untuk memanjakan diri sendiri atau membeli pakaian tidur seksi -  karena seks yang hebat dimulai jauh sebelum Anda memasuki kamar tidur. Jika cara itu masih kurang efektif, Anda bisa melakukan aktivitas fisik untuk meningkatkan hormon endorfin sehingga mood menjadi lebih baik. Terlibat dalam beberapa aktivitas fisik juga dapat membantu meningkatkan kepercayaan diri Anda.

3. Kontrasepsi

Seharusnya kontrasepsi dapat membuat Anda dan pasangan bisa menikmati seks hebat, tanpa perlu khawatir akan menambah anak. Pil KB menjadi salah satu alternatif untuk mengontrol kehamilan. Namun, alat kontrasepsi ini juga memberikan beberapa efek yang kurang menyenangkan. Dalam beberapa penelitian yang pernah dilakukan, pil KB ternyata bisa menurunkan gairah seks perempuan, bahkan mengurangi kepadatan tulang. 

4. Depresi dan kecemasan

Rasa putus asa dan kecemasan yang menguasai diri Anda sudah tentu akan mengurangi keinginan Anda untuk melakukan hal lain, termasuk seks. Selain itu obat-obatan untuk mengatasi depresi diketahui memang bisa menyebabkan gairah seks menurun atau menyulitkan wanita mencapai klimaks.

5. Kurang lubrikasi

Jika aktivitas bercinta justru membuat sakit, maka seks akan menjadi hal terakhir yang Anda inginkan. Kebanyakan wanita, terutama sebelum, selama, dan setelah menopause mengalami kekeringan vagina sehingga penetrasi menjadi menyakitkan. Untuk mengembalikan kenyamanan bercinta, jangan ragu menggunakan lubrikan. Namun Anda harus memastikan  bahan pelumas yang digunakan aman dan berasal dari alam.

6. Kelelahan

Rutinitas harian yang padat bisa menyebabkan mood untuk bercinta menguap karena keinginan untuk tidur atau beristirahat lebih besar. Kelelahan juga bisa menjadi tanda gangguan keseimbangan hormon, stres, kurang tidur, atau ketidakmampuan untuk rileks. Penyakit anemia juga kerap menyebabkan penderitanya kelelahan. Cari tahu apa penyebab rasa lelah yang menggelayuti Anda. Dokter biasanya akan memberikan panduan untuk mengatasi kelelahan terkait dengan stres.  Dengan demikian,  Anda akan mendapat bantuan untuk kembali ke jalur kehidupan seks yang sesungguhnya.

 

Sumber : FOXNews

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One-on-One with Mitt Romney

Mitt Romney unveils his 5-point recovery plan: energy, trade, balanced budget, education, and economic freedom to keep taxes and regulations low.

He also blasts Obama for “you didn’t build that” and contrasts that with his own free enterprise reward success philosophy.

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China PMI Trying To Rebound

The markets are lower again in early trading following a Moody's downgrade in Europe and rising bond yields in Italy and Spain again.

Overnight, Asian markets rebounded from early losses after China's HSBC Manuf. PMI reading rose to 49.5 from 48.2 previously.  Although it is a welcome rebound, the sub-50 reading still points to continued contraction in the Chinese manufacturing sector.

In Europe, last night Moody's placed the AAA ratings of Germany, Luxembourg, and the Netherlands on 'negative watch'.  Italian and Spanish yields are on the rise again, nearing 6.41% and 7.47% respectively.  Despite the above, European stock markets are holding up fairly well.

The dollar is higher again, but commodities are mixed.  Oil prices are higher near $88.60, and gold prices are steady near $1577.  Silver and copper prices are lower. 

In earnings news, there were a lot of reports last night and this morning and the results are mixed.

Stocks rising on earnings: UA, BIDU, PCAR, LMT, DPZ, SPG, JAH, EMC, MO, SAP

Stocks falling on earnings: UPS, DV, VMW, SIAL, ITW, BTU, T, LXK

The 10-year yield is languishing near 1.42%.  And the VIX is 4% higher to 19.42 after hitting the 20 level yesterday before turning lower.

Trading comment: The mid- and small-cap indexes are trading below their 50-day averages, the Nasdaq and Dow are right at their 50-day supports, and the SPX isn't too far away.  So those are the lines in the sand that could point out when the bulls pull in their horns and get more defensive.  Earnings reports so far haven't been to bad, but they haven't provided a big upside spark either.  AAPL reports today, and even if the company beats as they usually do I doubt the quarter was strong enough to excite the whole market.  I continue to expect choppy trading following the roughly 6-week rally the market just enjoyed.

KAM Advisors has long positions in AAPL, EMC, MO

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Monday Morning Musings

Last week I wrote that while the news out of Europe had seemed to move to the back burner it was likely that one day we would awake to find the crisis back in our faces.  That day looks like today, as news came out over the weekend that the IMF could discontinue aid to Greece and more regions in Spain could seek additional bailouts.

Germany's Der Spiegel magazine made the comments about IMF aid, and the Vice Chancellor said if Greece can't meet its requirements there would be no more aid.  Also, both Italy and Spain enacted short-selling bans this morning amid severe pressure on European financials.  Spanish bond yields have topped 7.40% this morning.

Asian markets were also down overnight after a PBOC official said it will be harder for the central bank to cut rates and that GDP for the quarter could be closer to 7.2%. 

The euro is falling to new 2-yr lows while the dollar index is benefiting from the flight to safety.  Commodities are also lower, with oil prices falling back to $88.95 and gold prices slipping under the $1575 level.  Silver and copper prices are also lower.

There were a handful of earnings reports this morning.  Despite the large declines in the market this morning stocks like ETN, HAL, and HAS are all trading higher following their reports.  MCD missed EPS estimates and is trading lower.  Earnings season really heats up this week with some 750 companies set to report earnings, including AAPL Tuesday afternoon.

The 10-year yield continues to sink on the flight to safety trade.  It hit 1.40% earlier and is currently trading near 1.43%.  As for the VIX, it saw a huge spike in early trading all the way back to the 20 level, which is nearly 25% above Friday's closing levels.  It has now settled in around the 19 level.

Trading comment: Although the price action in the markets had been relatively positive for the last six weeks, the macro risk never went away and peripheral euro bond yields remained consistently high.  With the crisis back on the front burner, the market could easily be back in a defensive position for the intermediate-term.  The SPX is still a bit above its 50-day support which sits near 1333.  But the Nasdaq already broke its 50-day support this morning as have the mid- and small-cap indexes.  I want to stay defensive here and will look to selective add to ETF hedges if the market can't bounce.

KAM Advisors has long positions in AAPL, MCD

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Agar suami tergila-gila ala Virnie Ismail

Sebelum menikah dan punya anak, Virnie Ismail mengaku sangat jarang ke dapur. Tetapi sekarang setelah jadi ibu rumah tangga ia sering bolak-balik dapur untuk masakin menu favorit anak dan suaminya.

Meskipun punya pembantu, Virnie tetap memasak untuk suaminya. Menurutnya, sang suami sering memuji masakannya. " Aku belajar masak. Kuku juga enggak panjang lagi. Aku nikmatin karena ini juga ibadah. Ini pahala. Karena kita enggak pernah tahu, kalau enggak sekarang kita berbuat baik mau kapan lagi," ujarnya di Gandaria City, Jakarta Selatan, Minggu (22/7/2012).

Agar tidak bosan, bintang sinetron 'Insyaf' ini  banyak belajar berbagai menu masakan di buku resep masakan dan majalah. Ia pun mencoba berbagai jenis masakan baik tradisional hingga masakan barat.

" Paling nyiapin rendang paru, rendang daging. Itu menu andalan aku. Masakan aku. Dia juga suka jantung ayam aku bikin semur,  aku juga bikin agar-agar. Bikin nasi merah dan putih. Buat baby aku bikin sup jagung, wortel," ujar dari Divo ini.

Virnie ingin selalu menjadi seorang isteri yang patuh terhadap suami dan menjadi ibu yang baik kepada anaknya. Ia berharap keluarganya selalu harmonis.

" Salah satunya emang itu. Sebenarnya kalau menyatukan dua kepala itu enggak pernah sama. Kita harus bisa tempatin diri. Jangan egois. Kita harus bisa melakukan kewajiban sebagai istri," ujar perempuan bernama lengkap Virnie Syafitri Ismail.

Sumber : Yahoo.com

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Lonceng kematian AC Milan

Fans garis keras AC Milan, biasa disebut Ultras, melanjutkan aksi protes terhadap penjualan sejumlah pemain bintang.

Kali ini Ultras menorehkan tanda kematian kepada klub kesayangannya. Silvio Berlusconi, patron Milan, berusaha memenangkan kemarahan fans dengan mengirim pesan video.

Milan melepas Pippo Inzaghi, Mark van Bommel, Gennaro Gattuso, Clarence Seedorf, dan Alessandro Nesta, serta menjual dua pemain terbaiknya; Zlatan Ibrahimovic dan Thiago Silva ke Paris St-Germain.

Ultras menggelar upacara 'kematian' di depan markas besar Milan di Via Turati, dan menandai kematian I Rossoneri dengan mengirim karangan bunga duka cita dan lilin.

Aksi digelar beberapa jam setelah Milan menegaskan akan mengganti seluruh tiket fans yang kecewa dengan aksi jual pemain. Pernyataan ini dikeluarkan menyusul adanya gugatan class action terhadap Milan, dengan tuduhan iklan palsu.

"Keputusan mengganti biaya kepada pemegang tiket selama satu musim tidak ada kaitannya dengan tindakan hukum," ujar Lenadro Cantamessa, salah satu direktur klub.

Situasi memburuk setelah Milan dikalahkan Internazionale dan Juventus dalam turnamen mini Trofeo TIM. Muncul rumor presiden Silvio Berlusconi sedang mempersiapkan pesan video sebagai upaya menenangkan kemarahan fans.

Berlusconi akan coba menjelaskan strategi klub, dan keputusannya menjual Thiago Silva dan Zlatan Ibrahimovic.

Sumber  : Yahoo.com

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