[rrhyne]

The insider selling to buying ratio has been over 2000 in recent weeks. This is likely less of a dire sign of MSFT's prospects than it is a condemnation of the US economy after Heli Ben's QE2.

I bet he pumps it into commodities, metals and markets like brazil that aren't devaluing their currencies.

[barrkel]

Why do you think metals, Brazilian markets etc are a better store of value than MS stock? Why would you expect QE to affect MS stock as a store of value? In what circumstances would MS stock intrinsic value decrease but world commodity prices hold up, if not a business failure of MS itself?

[rrhyne]

MSFT is not immune to economic downturn especially a crash called by a currency crisis. The FED is currently walking a currency crisis tightrope.

As for value stores, look at the performance of the Brazilian market over the last few years and gold and silver.

Worse, if we have a currency crisis here the entire equities market is toast. The people who called this depression (Schiff, Denniger, etc) are calling for a currency crisis due to the fed's actions.

[alextp]

To be honest, a devaluing currency is precisely what you want to invest in a country, as it makes exports from that country way cheaper.

[rrhyne]

That's the 10,000 foot view of an entire economy, not a man trying to peg the top of an artificially inflated market.

[jfager]

Yeah, because nothing says "I condemn the devaluing of this currency" like asking for 1.5 billion of it right as said devaluing is happening.

[rrhyne]

So you think because he sold his stock he has to keep the dollars he got for it?

[jfager]

So you think because he can turn around and buy something else with the dollars he just got, he's not taking a risk by passing through an actively devaluing currency?

[rrhyne]

If you were afraid of a falling dollar how long would you keep your assets in dollars?