All
It’s not easy trying to stay ahead of the curve when you’re investing in cutting edge tech. But one of the best ways to feel out what the future will bring is to actually go in and spend your time and money building tech products. I’ve built
All
In case you had any doubt, RIMM is still truly dead, as I have been had the unfortunate job of predicting to much hatred and chagrin from RIMM longs over the last couple years. I don’t know what else to say. I’ve been writing variations of this “RIMM
All
The Nasdaq was down on the day, but we were up nicely mainly because our biggest short by far, LPS, got killed heading into the close. And after the close the company announced that it was having a terrible quarter and would badly miss what Wall Street is expecting the
All
Here’s a passing thought for you guys. Most pundits look at this headline and try to figure out what it means for you right now and how it might affect the EU and the ECB and the IMF and the budget impasse and so on: 2-year yield at all-time
All
The markets bounce this morning and near the DJIA 12k pivot point once again. We’ve got some nice gains in the portfolio today and let’s run through a few of the positions that are moving with the most magnitude – VC – I’ve been steadily adding to Visteon and
All
The selling was relentless there for a while earlier this afternoon, but as we head into the closing mintues, the markets have rallied a good half a point. That said, the markets are still down more than 1% today. There’s nothing we can do to turn the tide ourselves
All
It has gotten progressively uglier as the day has traded on, and I’m looking to step up the buying across the board, using mostly common right now. I’m adding to DBA and VC and with Riverbed now down 4% on the day I’m looking to add to
All
I’d pondered aloud last night at the close whether yesterday’s rally was the start of something sustainable for the near term or whether it would be fleeting…and, at least for today, at least for this morning, we’ve got our answer, as the market gives back all
All
I don’t like believing that the Fed’s ongoing 0% interest rates and other unprecedented easy monetary policies along with trillion dollar stimulus and targeted corporate tax and trade policies mean that we’re going to see the greatest asset bubbles we’ve seen yet in the next few
All
Here’s more on the macro-economy, the important trends inside of it, and how it is informing our analysis and portfolio positioning. I’ve spent the last couple weeks researching correlations between the broader macro economy and the stock market. We’ve been very successful and profitable in positioning for
All
It might be a long, hot summer week, but we are hopping around here, eh? Just a couple quick common stock buys to tell you about really quickly here — I bought some Apple common stock and some DBA common stock, as noted and planned earlier. I’ll have a bunch
All
It’s a green screen — stop the presses. A strong open across the board this morning, with breadth strong to the upside. The question, of course, is whether this is a one morning wonder or perhaps the start of something more sustainable to the upside. I am looking to do