I am short FLUFF. You know what I mean if you read this blog. Donald Trump, Sirius Satelite, Jason CalacANUS (Mahalo), Valleywag, TechCrunch, CNBC etc… Sequoia and many Silicon Valley Venture Capitalists…FLUFFEROO. They are acting like school girls wanting their mommies. They are an embrassment to VC’s of old. We need VC’s to stop writing …

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While CNBC spends 24 hours debating whether we are entering a recession, the world has imploded. When CNBC finally starts talking about the fact that we are in/have been in a recession for the last 12 months, they will start filling the Octabox with how to deal with it. The Octabox will than be wrong …

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NOTHING is working. Put/Call ratio…Bunk! VIX at 80…why not infinity? Cramer says Dow 4,700 and he’s right. Suze Orman is appearing on Fast Money talking about short selling and the dangers of tanning booths (not really). It is surely death by 1,000 cuts and there is no reason to be optimistic, yet I am. My …

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The only thing more relentless THAN the selling of TheStreet.com by shareholders are the offers FROM TheStreet.com to Mookie Wilson’s, Jim Plunkett and Guy Lafleur’s can’t miss stock picks. The company has $70 plus million in sales and $80 million in cash (no debt) and traffic up the wazoo, yet has a market cap of …

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I have been pretty adamant about avoiding RIMM on this blog and Twitter the last month. The stock is poison. I was having dinner with a good buddy and fellow Blackberry Curver and although he does not own an iPhone, he was raving about it. Being in sales and the corporate world, he reminded me …

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I love being a part of the building of this brand. The team has done an amazing job putting together the new site and I love the colors and feel. Our good friend Dave is working on some hysterical content that I want to be a part of with our brand. This amazing video is …

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Diet Coke exploded out of my nose when this FLY Headline crossed my desk near the close: ‘THE MARKET NEEDS STEVE JOB’S TO BE FAT’ Right now, it’s all about the state of Steve Jobs and how many soy burgers that fucker has been eating, over the last quarter. God willing, Steve will appear to …

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I am happy to see that marketing guru Seth Godin has picked up and expanded on my post last week: Too small to fail One secret of being a large financial institution is that you can take huge risks because you’re too big to fail. If you hit craps and lose it all, don’t worry, …

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What do you know. It was great day for US stock indexes, but pretty confined to the most oversold commodity stocks. Hoping for follow through so that what I am long participates. Don’t be sucked in by the excitement. Lot’s of rebuilding to do. The Fly summarizes why the rally worked today: Unlike Friday, today’s …

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This is still a period to do less in the market. All professional eyes are on The VIX which is at record fear indicators , but can stocks do what they should when everybody is watching them. The ‘Oracle’ Mr. Buffett is taking full page op-ed pieces saying stocks are cheap. Problem for me is, …

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