These economists are not getting it right. They are getting it wrong, time and time, and time again. So what is the new dogma? Norbert said recently in research notes “the world is in trouble.” “I believe that the rescue packages brought on have been so costly for so many governments that the exit from (more…)
Considering the actions that Microsoft has made in the past week; Nokia deal, trimming of products and focusing on core technologies. Even ZDNet has said that Microsoft is focusing on its core technologies. While they have been focusing, I am still waiting for the hard decisions. But what shifted it for me was the deal (more…)
I was recently reading a comment from Barry Diller and I thought dude you are such a twit that it is not even funny. “It is not free, and is not going to be,” Diller said today at the Fortune Brainstorm conference in Pasadena, California. In addition to IAC, he is chairman of Expedia Inc., (more…)
I was thinking from Bill’s comment in my last blog entry that maybe it is time to start a new normal in investing. I looked at MFI, buy and hold, etc investing styles. I myself am a contrarian and hence bought like a maniac. But right now I am struggling to find buys that interest (more…)
This morning in the news a commentator called Charlie was talking about how he is thinking that this is a bear market rally. Interesting Charlie, but the real bears closed their positions many months ago. You know the bears that made the real money. All we have right now is double talk as witnessed by (more…)
The separation of Google from Apple is in itself telling. People are saying, its about time and that there were plenty of conflicts. Sure, that’s all baked into the situation. But why did this happen now? Why not earlier? Many say, its because Google is competing with Apple in the mobile, and netbook (even though (more…)
Jason in my article on why I like High Frequency Trading wrote the comment. However, when I think to set orders like this I always wonder “Why would the price of stock X drop 5-10%?” It could be a buying opportunity like with your recent trades. But what is the % chance that it is (more…)
I happen to like High Frequency Trading even though many in the industry are crying over their split milk. Let me illustrate what happened to me quite recently. I wanted to get a position in ROC. But I did not want to chase the market or over pay. So I do what I have been (more…)
This Yahoo deal confirms a suspicion I have been holding for quite a while now. Microsoft is spreading itself too thin. Think hard about this, here are the competitors to Microsoft’s business: Google: Online, search, email, cloud computing IBM: Server software HP: Server software Oracle: Database and business software SAP: Business software Apple: Desktop and (more…)
I am not going to say that you should not buy companies with strong balance sheets. What I am going to talk about is that strong balance sheets are just another indicator and by themselves are not something to go after. The big boys of tech have reported earnings and let’s look at the results. (more…)
