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My latest: Dismantling the “TA…
My latest: Dismantling the “TARP was paid back”” lie http://t.co/QQlnihm
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Ugly, slippery action into the close and…
Ugly, slippery action into the close and the markets end lower on the day for the first time in a long while. Other than the LPS short, my trading sheets are bare today and that’s ok. I’ve got a couple more names I’m looking to buy, such
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I added to my Lender Processing Services…
I added to my Lender Processing Services short. I’d buy long-dated puts on this name to boost my possible returns if the company collapses under prosecution as I expect it eventually will for its many roles in the ongoing rampant foreclosure and mortgage fraud systems in this country, but
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The steady climb higher continues up the…
The steady climb higher continues up the wall of worry built with bricks of middle east revolutions and Japan radiation fears. Goldman grants Nokia an upgrade. It almost sounds like he just read my recent writings on Nokia as he sites the complete confusion and disarray as the reason the
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I bought some Nuance and that’s about it…
I bought some Nuance and that’s about it into the close. Is the week already over?! It’s important for investors and traders to acknowledge the broader macro-economic cycle and how it can affect your portfolio. And more to the point, with government helping fund most of the biggest
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The strong week continues and the market…
The strong week continues and the markets climb steadily higher for day 6 out of the last 7. Aren’t you glad you didn’t panic and sell into the Japan nuke collapse last week? Indeed, if you steadily scaled in and if you got aggressive with me when I
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Why is the market willing to pay a highe…
Why is the market willing to pay a higher multiple for Oracle that it is willing to pay for Research in Motion when Oracle is growing slower than Research in Motion? Oracle grew its topline 29% year over year in the quarterly report they just issued last night and is
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Steady opening this morning, as the mark…
Steady opening this morning, as the markets (rightly?) focus on Oracle and Accenture being better indicators of corporate earnings momentum than RIMM. RIMM, loses marketshare, but still grew their topline more than 30%, all because it happens to be in the fastest growing market in the history of the planet
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The market must not have read my morning…
The market must not have read my morning note about expecting it to stay mostly flat all day today, as the steady strength in most stocks built upon itself throughout the day and we ended near the highs with tech leading the way. After hours RIMM, a 2/10 Revolution
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Google can’t scan and make every book ev…
Google can’t scan and make every book ever published available to the world because a Judge in NY thinks that consumers would be hurt if they were to get access to such information from only one company. So instead, we’re not allowed to get access to that information
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Ciena, Cypress and a few others are real…
Ciena, Cypress and a few others are really putting on some nice moves this morning. The markets are drifting higher and I’m looking at adding a couple more short names today and tomorrow. Here’s my analysis on why I’m looking to start shorting Live Nation from my
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So the markets look as though they are g…
So the markets look as though they are going to try and stabilize here around the DJIA 12,000 level. I think we’re going to need some sort of a catalyst, perhaps some good news out of the middle east and a subsequent drop in the price of oil.