I have long talked about the internet stocks and the information trend and its main benefactors. I have failed to mention the other benefactor – logistics. I have noted Federal Express as one of my top five favorite companies to own. Despite rising oil costs, the world marches onward as e-tailers and growth in Asia, …

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America West sucks. Everyone knows that. Southwest is a different story. Many hate the herding. Never bothered me. For over 20 years I have flown this airline with cheap tickets, ontime travel, a great rewards program and a birthday card like clockwork. My first Southwest problem – ever – occurred this September when a few …

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Here is a great idea. Let’s take our shitty airline (America Worst) that has been saved way too many times, with a bankrupt airline. Genius. Nobody loses, just the old shareholders, the new shareholders (eventually) and a miserable, underqualified underpaid (?) workforce. Shazam – America West/US Air. Shit Squared. Maybe they will partner with Delta …

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A worthy read on Yahoo and Google from ex Merrill analyst Henry Blodget Implications of Yahoo! Underwhelm The key question is whether the revenue deceleration (from 51% in Q2 and 46% in Q3 to 39% in Q4) is: 1) the result of a broader industry slowdown, in which case Google is screwed, too, or 2) …

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This post from my blog on January 11th turns out to be a real Nostradamos looking forecast: Maybe a switch out of tech is due? Apple is up 10 bucks in 2 days, Google heading to $2,000 and even Microsoft rallying. Maybe it’s time to switch out of tech. Meanwhile, nobody is talking about oil …

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The euphoric signs in the tech market have been discussed here ad nauseum. It is important to keep learning from all the selloffs, they generally come from the same issue – complacency. It is not just technology. The medical industry is seeing it. Mergers are wild and wooly but they should be long supported by …

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I mean no doubt he is a marketing genius. But, Gouda is less cheesy than him. He is more shameless than Cramer and CNBC. His hair is the most real thing about him. Now, the revolutionary book called – TRUMP – HOW TO GET RICH I wish I could have written this one. Page one …

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Had a post a few weeks past on Sun Micro’s rise from the dead and you should therefore look at storage. the lead came from smart hedge fund manager – Jeff Matthews. Despite a quick 5 percent selloff in the nasdaq, Seagate has risen another 10 percent. Storage is underowned and not well undersatood as …

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All the numbers now in – all the stocks are down big. The writing was on the wall as I wrote in this blog the last few weeks. Cramer – just way to popular for there to be any real long-term rally in stocks. CNBC – continued criminal operation Nasdaq – too big a rally …

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Ferris Bueller remains one of my favorite movies and soon to be one of my son’s. I had the opportunity to see Broderick on Braodway tonight in “The Odd Couple” Not a great production, but cool to see him up so close and acting. Little paunch creeping in – welcome to fatherhood.

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