From: June 2006

What's up with Apple?

Is it Dell – NO? The stock is stuck for now. I would like to see it in the 40’s and am keeping my powder dry. I do own a tiny piece and my cost basis is so low I don’t think I will ever part with it. The stores are still the long-term gem …

What's working…

Gold worked big for me today as did India. Back over $580 on the metal despite all the stagflation worries (myself included). I sold a portion of my gold stocks today at the close so as to bring down the allocation closer to 5 percent. It has worked out well and the stocks could easily …

Tomorrows Trends – Today!

Josh Kopelman, a very successful entrepreneur and now venture capitalist, does not post often. When he does, it is worth reading. He recently posted his latest investments. Definately worth a review of the companies and exploration of the links if you want to see what the early birds are chasing

IPO Trend – worse to worser?

Not a good word to describe the crap they are trying to sell the public these days. Vonage was pitiful and getting pitifuller (Don Kingism). The other day, GolfSmith (GOLF – good symbol at least) was puked out on the public in the form of a stock IPO. I have no real firm opinion on …

Still Ugly

Not much good in the market today. I am in New York and it is sizzling. Something about the humidity that makes Phoenix seem cool. I am glad to have sold the emerging market rally last Thursday and Friday. I think a low is still in for the short-term so will nibble on a little …