Ahhh the joy of banker hours.
From: November 2007
There is Nothing FAIR about Fair Issac (FIC)…And They are on Wallstrip
I am no fan of credit reporting agencies and companies like Fair Issac, mostly because of the information they sell behind our back. Their ‘business intelligence’ is truly creepy and can affect your life. Facebook is doing it in a more positive way, but it’s still a HUGE issue in the tech blogs . Intuitively, …
The Selloff…Some Perspective and Some Math
You need to have some perspective to manage money. You need to understand what ‘COULD’ happen. Outlier events can’t be predicted, but they can be managed. They are manged by honoring money management principles. You need to honor stops and personal pain points. You don’t and you can end up with 80 percent losses which …
Fear and Greed are UPON US…That's Good
The chimp weasels at Citibank are providing another shot at a weak bottom here. They are in real fear accepting this bid from Wilma and Betty. Funds with big gains going into November, happy that October was easy and the rest of the year would therefore be cake, are all of a sudden trying to …
Abu Dhabi (Doo) Saves Citibank…Fred Flinstone is named CEO and HQ moved to Bedrock
You can’t make this shit up . Obviously Barney is CFO. I love this quote: “This investment, from one of the world’s leading and most sophisticated equity investors, provides further capital to allow Citi to pursue attractive opportunities to grow its business,” Win Bischoff, Citigroup’s acting CEO, said in the statement. It helps “strengthen our …
Tech Still Strong
Booking some nice trading gains in Baidu and Gramin. Should have kept the Google. Getting schmeissed in VMWare and EMC – anybody know what’s going on, if anything? In San Fran for a few days. Thanks for any info. PS – Nice trade by Bank of America in Countrywide. Down $1 billion in 45 days. …
Nike Revisited on Wallstrip
Damn can this company execute. Doubt me – take a look at a comparative recent stock chart of Under Armor. I have been long the stock for a few years and have really just forgotten about it. Here is my first post way back in 2005 (amazing how little has changed). There is not much …
What if it is a BEAR Market?
The market won’t go to zero overnight and as we saw this Friday on a half day, bears can get roasted for leaning on the indexes after sharp declines. BUT, everyone loses money in bear markets, if not in the stock market, than elsewhere, so it pays to focus on market prices even more in …
Facebook Becoming Evil?
The stakes have become very high for facebook at a $15 billion valuation. Someone is going to get hurt. They are walking a very fine line trying to successfully monetize in the face of a Microsoft investment and bankers up the wazoo. Doc Searls does a good job outlining the recent issues of privacy and …
Time to Fade 'Freemium' and 'Biz Dev'?
Too much free shit on the web and too many ‘Business Development’ people. If you call someone business development, you are giving them free reign to social network all day and take meetings. That’s just wrong at this point. If you are starting a web business today, how about a ‘Chief Revenue Officer’ and ‘Chief …