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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: robert b furman who wrote (18430)10/17/2016 5:35:45 PM
From: John Pitera  Respond to of 33421
 
Hi Bob,

I was totally amazed in the very late 1990's and I was told directly by the IRS that brokerage firms did not submit options transactions to the IRS.

They still have issues with over the counter derivatives, and there the IRS is vastly understaffed.

What corporations do with Transfer pricing reduces corporate tax returns in a vast manner. some of the very hottest people that my brother and his firm looked for were "transfer pricing" accountants at the Major firms.

I have an article to OX that I am reposting from 2010 on Forest Laboratories... and how through additional overseas mergers reduced it's taxes over time.

Bloomberg had a similarly detailed analysis on how Google was paying an effective tax rate of 2.4% a couple of years ago that I should have posted as well.

John



To: robert b furman who wrote (18430)11/7/2016 12:46:18 AM
From: John Pitera5 Recommendations

Recommended By
3bar
benwood
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Hawkmoon
roguedolphin

  Read Replies (1) | Respond to of 33421
 
12 year old child reveals one of the best keep secrets in the world




To: robert b furman who wrote (18430)11/10/2016 12:14:08 AM
From: John Pitera2 Recommendations

Recommended By
3bar
Hawkmoon

  Respond to of 33421
 
Hi Bob, I see an extremely constructive set up for the US Equity Markets and also for several of the foreign stock exchanges and bourses.

To: humble1 who wrote (24696)11/9/2016 11:53:38 PM
From: John P of 24697
H1, my friend this the big bull market rally that you have patiently been waiting for . This will be a very powerful move, really an historic one. This will be the kind of Mega move in stock that Bruce Kovner described in his Market Wizards interview... it occurred in West Germany in 1982 after the election of a pro business government.

We shall indeed be going to very lofty levels.. (SPX 2472 over the market primary wave --- I have a 2874 that fits into the bigger pricture, I'll have to outline my thoughts on how that would transpire as we move forward ) In my opinion we do not need to be thinking as much as when to sell as much as we need to be taking advantage of the biggest move we'll going to see in years.

Our good friend Bob Furman has the theme down very nicely and I believe very presciently.

Dr Copper has completely exploded to the upside.... just as it should... I'll post a few updated charts, several markets are telling us extremely important and exceptional things. very beneficial structural changes to business regulation, productiviy, major restructuring of the business tax code, The Repatriation of $4 Trillion of overseas corporate money and profound new incentives for large and small businesses that will compel significant capital investment.

Changes are coming to the FED and interest rate policy and this will be beneficial too.

The biggest negative on the radar is Italy and their December vote where they will be leaving the EU.

They have a ridiculously huge bond market and a banking system that is no bueno.

John



To: robert b furman who wrote (18430)2/22/2018 12:54:03 AM
From: John Pitera5 Recommendations

Recommended By
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bull_dozer
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  Read Replies (4) | Respond to of 33421
 
hI bob got the SPX top to less than 2 points...... 1.1 spx point to be exact.

not to shabby...... and gave everyone 18 months of alerts that the supertanker interest rates had
made the 36 year turn. back in July of 2016..........

Message 30836691

To: humble1 who wrote (24696)11/9/2016 11:53:38 PM
From: John Pof 24697
H1, my friend this the big bull market rally that you have patiently been waiting for . This will be a very powerful move, really an historic one. This will be the kind of Mega move in stock that Bruce Kovner described in his Market Wizards interview... it occurred in West Germany in 1982 after the election of a pro business government.

We shall indeed be going to very lofty levels.. (SPX 2472 over the market primary wave --- I have a 2874 that fits into the bigger pricture, I'll have to outline my thoughts on how that would transpire as we move forward ) In my opinion we do not need to be thinking as much as when to sell as much as we need to be taking advantage of the biggest move we'll going to see in years.

Our good friend Bob Furman has the theme down very nicely and I believe very presciently.

Dr Copper has completely exploded to the upside.... just as it should... I'll post a few updated charts, several markets are telling us extremely important and exceptional things. very beneficial structural changes to business regulation, productiviy, major restructuring of the business tax code, The Repatriation of $4 Trillion of overseas corporate money and profound new incentives for large and small businesses that will compel significant capital investment.

Changes are coming to the FED and interest rate policy and this will be beneficial too.

The biggest negative on the radar is Italy and their December vote where they will be leaving the EU.

i know i go through my quite periods...... sometimes I get some people who have non disclosure type
agreements ... ( not exactly) but they don't want me to be posting......... there are a few rumors that
I have a following.... among some fund managers....

Calpers was just the tip of the boat of big pension fund, insurance, reisinsurance companies who
decided back in November to really reduce their US stock holds by large %...

I posted about that back then



I think they are just superstitious......

-g-

I have been tellling poeple how interest rate increases all across the yield curve was acting to slowly
suck the oxygen out of risk assets...... and we have a much more globally levered economy than in any
time in history..... lots more acts to come in this play....
JOhn