I rarely read business books. They mostly suck. Not Microtrends by Mark Penn . Read it. I am buying a bunch, actually already have, as gifts. I think this book would have been perfect if Mark went further and listed 20 stocks of each of his Microtrends that could be the benefactors. Instead, I will …
From: October 2007
Dell, Intel, Microsoft and Yahoo Flying…What it Means…
Dudes…if you are short this market, you have no skills. Please stick to just managing your money :) . If you are long these four together, you are likely 58 years old and wear a three piece suit and have underperformed for 7 years. Disclosure – This daily post is dedicated to the bears who …
Seasonality – The Good Kind!
Today on Wallstrip , Lindsay should be wearing a coat fending off the wind and sleet in Manhattan. Instead she is scampering on Coney Island’s beach, dodging diapers and syringes. The point is it’s warm and investors are happy. The market is in a seasonal strong period. It’s backed by the numbers. Don’t think too …
Overvalued and Undervalued…The two most abused words in Stock Analysis
No two words mean less for the average investor than overvalued and undervalued. No two words from the media lead to more wrong decisions from their followers. Thanks goodness people do still care to listen. Makes it easier for us trend followers. PRICE people. As Jeff Matthews points out from Barron’s never ending ‘Google is …
Interesting Trend
Thanks Eddy. Seems like if you own stocks on the first day of the month in this decade, you should book all your profits at the end of the day and wait ’till next month .
Young Tycoons
Oy. Get used to it . These nerds need to take a trip to New York, Amsterdam and London.
Interesting Dollar Insight…
So ‘The Chairman’ has a very interesting post on the growing UNimportance of the US dollar . When it comes to US dollars, the world has truly shrunk and because the US dollar has stunk, anything is possible. Heading home this afternoon. Looking forward to some good Phoenix weather and the kids. Going to tee …
Today's Bull Market Lottery Winners…The glass is HALF Full.
Another sweet day to be 100 percent PLUS long. Gold is on fire. I remain long GOLD, GLD, PAAS, SLW LIFC and AUXL – another all-time high for both (long). Select Biotechs and Medical Instruments are going to rage. China was on fire and my SINA had a huge day along with BIDU (long both). …
Microsoft…It Is Alive!
Sometimes you just don’t ask questions, you just eat crow and move on. That is unless you are a shortseller. Than you just dig in and argue and defend and lose money. I have stayed away from the stock of Microsoft and have been calling it dead. I guess I am/have been wrong. They are …
Fake Steve Jobs on Wallstrip
A great interview tomorrow with the ‘REAL’ Fake Steve Jobs on Wallstrip. He won’t discuss the death of Podtech . I did that months as you know. He will discuss important stuff though. He’s a funny dude.