4G (II)

About the compnies involved, they'll be more or less the same as with the actual 3G. See them by industry group.

Solution Suppliersfor the 4G mobile market.

Broadcom (BRCM), Intel (INTC), Marvell Technology (MRVL), Qualcomm (QCOM), Samsung Electronics Co., Ltd., ST-Ericsson N.V. (ERIC). GCTS and SQNS.

This group sales directly to mobile companies such as LG, Samsung, also Kyocera (KYO), and distributors like China Electronic Appliance Shenzhen Co. Ltd. (CEAC) and Apache Communication, Inc. (Apache).

foundry vendors: UMC Group (USA) (UMC)  ASE Test Limited (ASE).

wireless operators:  AT&T (T), MetroPCS Wireless, Inc. (PCS), Verizon (VZ), Vodafone (VOD), and Yota for LTE and Clearwire (CLWR), KT Corp. (KT), SK Telecom Co. Ltd., Sprint (S), UQ Communications, Inc., Yota and YTL for WiMAX.

I’m trying it again!

On Friday I bet again about a decline in the SPY with the SDS at open. I know that I'm going on with anticipatory trading ideas. But now I think the topping formation is going very clear. The dollar is up; the commodities are down because the concern on the growth, the banks in Europe are going down another time. The last sessions in the USA showed an increase in price but with soft volume. Not the kind of action we will see in a strong up trend. However there is some concern like the VIX which is going down sharply. I'm going to maintain tight stops. The 1380 is the last resistance and if it breaks I won't be there short to see that!!!

Out of the market!!!

Very, very short bear market campaign indeed. We are on Friday and we are very near of the 1370 resistance another time. I've been near my first big profit of the year but the market is always right….

Greece is ok for some days, at 14:30 there will be the payrolls (if you read Hussman letter you will know that is a 5-6 months lagging indicator) and the big question is if the people will buy throw the resistance before the weekend. If we close under the resistance the short side can have another opportunity. If not the next week will be clearly an upper  one.

4G (I, global sector information)

I'm going to write some post about the 4G mobile phones and its posible implications in the investing world, let's start with a view of whats is exactly 4G, and its future perspectives.

4G system is expected to provide a comprehensive and secure all-internet protocol (IP) based mobile broadband solution to laptop computer wireless modems, smartphones, and other mobile devices. Facilities such as ultra-broadband Internet access, IP telephony, gaming services, and streamed multimedia may be provided to users.

Requirements for 4G standards, setting peak speed requirements for 4G service at 100 Mbit/s for high mobility communication (such as from trains and cars) and 1 Gbit/s for low mobility communication (such as pedestrians and stationary users). Making it easier for everybody is like our actual devices, but with higher capabilities and speed.

The mobile communications industry is in the early stages of a multi-year upgrade cycle.

According to Cisco Systems, Inc. (CSCO), mobile data traffic is expected to grow 26-fold between 2010 and 2015.

IDC estimates that shipments of 4G-enabled mobile phones will increase from approximately 13.1 million units in 2011 to approximately 202.2 million units in 2015, that represents 100% annual compound growth rate. This last 2 points is what makes me feel interested in this sector future events.

The two dominant technologies in the 4G standard are LTE and WiMAX. LTE networks are currently being deployed by major 3G cellular operators to take advantage of the benefits of increased capacity and throughput offered by 4G technologies.

In the next post, we'll see the companies involved.

I was stopped of my VXX

 

After Tuesday sell-off,  I elevated the level of my stops, especially in the VXX. Yesterday the rebound was hard and now I'm out of my VXX with a small benefit.

I remain invest in the SDS. If the market can't goes throw 1360 I will bet more money to the downside. Yesterday wasn't a very hard volume session and today we have the ECB rate decision and the Greek final rate of acceptance of the bond conversion. I  don't expect any surprise. ECB will not move neither the rate nor the future expectations and Greek will go on with the "voluntary" bond conversion. I expect a bit more upside where I will bet for the downside with very tight stops.

We will need to look carefully the USD and the commodities. They haven't done an impressive move yesterday and can show the way of the next movement.

I added some VXX to my portfolio

Today before the disastrous ISM I bet some more money for market down. I've done it with the VXX because I expect it to goes up. The dollar is flat but some commodities goes on in their down path. Moreover some indicators like today's ISM or capital goods orders are starting to tank so some retrace is in the cards.

As usual I'm using a very tight stop in the VXX. The 27$ are the first objective. After 30$ I will double my position.

Every can happens and my two positions can be stopped out but I think the possibilities of a good operation are high. We will see.

Pd. Look the looser asset of my investor life: Natural Gas!!!!