We live in confusing times. Information is supposed to bring power, but what happens if there is to much information? Obviously noise. Filtering becomes important and eventually a hugely profitaable business and as I try and preach here with respect to the markets (I don’t always practice) you should follow…PRICE! We have definitely become fat …
From: May 2008
Attention War – Noisy and Profitless
In the web 2.0 fight for attention and eyeballs, one thing is clear to date…it’s pretty profitless. Today, in an aggressive move by Microsoft, explained by Henry at Alley Insider , Microsoft is going to try and take the profits out of search. Google was down big, but time will tell if Microsoft can buy …
Deep Market Thoughts…One Bad Day and Doom and Gloomers are Back
My post yesterday with links to Mike and Fly was right on, but one bad day and all the doom and gloomers are back. I think this market will just do the opposite of what everybody wants right now. I am back in rhythm and printed some good money today. Staying light and looking for …
I Don't Like Monday's…Neither Do Stocks
I love the song ‘I don’t like Mondays ‘ by Bob Geldof and performed by The Boomtown rats. Downloading it now. It has been stuck in my head since seeing this great post from Eddy at Crossing Wall Street . I knew Monday’s sucked, but wow. Click to enlarge:
This Stock Market is Giving Me Gas…
Relish – The Unloved Condiment…Max Gets a Taste
Max had one of those great weekends. First we had box seats for he and some buddies. Than, on Sunday we had field level seats for the games. We won both games. As a kicker, he got picked to be in the 4th inning ‘hot dog’ race on the field to be viewed on the …
Deep Market Thoughts…Solar Resistance and Water Shortages?
It is 105 plus degrees in Phoenix today. Nothing makes people more cranky than hot, sweaty balls in May. Pant wearers are in a murderous rage in Phoenix today. Yet, solar stocks reversed hard today from a dizzying short-term run. Probably the biggest ‘tell’ for a market reversal is the stop I took on DELL …
Lifelock Bashing…Yawn
I got a few phone calls this afternoon telling me that Dylan Ratigan was bashing Lifelock on CNBC this afternoon. I emailed him to tell him he was wrong. Interestingly enough, I was down at Lifelock’s HQ grabbing a bite with one of their marketing young guns. I just searched CNBC.com for the video and …
Amazon..The Stock, The Kindle and Customer Service
I am happy that I got back in and blogged it back in the mid 60’s despite the stock being in no man’s land. Today with the stock up $6 at $83 , I am getting more bullish, not less. I have not been hot or right that often lately on my stocks other than …
Railroads are Parabolic…
Just pointing it out in shock and awe. You have coal and oil at record highs and all the nattering about inflation, yet railroads like Union Pacific (UNP) and Burlington Northern (BNI) and CSX (CSX) all covered on Wallstrip have gone parabolic in their rises. I wonder what all this will look like when it’s …