Why I Think Apple is a Neutral or a Sell

Disclosure: Yesterday I unloaded all of my Apple shares With my disclosure you can guess that I think Apple is a sell. While it is a sell for me, it might be neutral for you. Though you might wonder why I sold considering that I have previously said, “Apple, Apple, Apple”. As I have said (more…)

Warren Buffett and Speculation

I consider myself more of a Warren Buffett type investor. I don’t trade, even though I could, and prefer holding shares for the longer term. But Warren’s rant against short term traders just does not make sense. The statement argues that a "healthy society requires healthy and responsible companies" working to achieve long-term goals. Instead, (more…)

What Happened To The Budweiser Wassup Guys…

Courtesy of High Probability trader I saw a really funny video video on the wassup guys. I especially loved the parts where the guy is looking at his portfolio, and the guy ringing the door bell in a hurricane.

Is There an SPY Pump And Dump?

Over at zero hedge there is a blog entry that talked about the pump and dump of the SPY. That pump and dump is not just on the SPY, but also on the QQQQ and a number of other stocks. I suggest you look at my image referenced by the link, which is a screen (more…)

Cramer Has Courage!

Cramer has stuck his neck on the line as he is saying that the market will keep going up. Even though Doug Kass has said this was it. Ok folks, want to know what is going on? Summer is ending and the pension funds, and all of the other bigger investors are taking a dump. (more…)

Dumb-de-Dumb-de-Dumb = GM

I follow the car industry and have commented on GM, and on July 12, I said the following: You see I have this thinking that GM management still does not get it. If you looked at the framework of the deal GM America still held a huge chunk of Opel and could buy it back. (more…)

Is This Recession, Depression Unique, And How To Short Using Fundamental Analysis?

You might have noticed that in the last few weeks more and more of my posts have been about historical context. Quite frankly for the past couple of months (as the market has been increasing) I have been doing my historical fact checks. I am a discipline of statistics and when you have once in (more…)

On Historical Precedence And Historical Data…

Nitin made the comment: Christian I agree with you that economists have gotten it v wrong. Pragmatists like Paulson can identify opportunities well ahead of time and make tons of money with concentrated bets. BTW from where do you get the Great Depression and prior era data on US stocks? I am doing some research (more…)

A Letter On The Great Panic

So I hear on how we are in Great Depression 2, or that the stock market is on sugar, and whatever else. So I guess when I saw the following writing my interest was piqued. The Great Depression and Panic will come before the Obama administration goes out of office in 2012. Panic and depression (more…)

What If The World is Decoupling From The US?

The futures market is down, and I look at that with ease since I have plenty of cash sitting in the sidelines again. But then an article caught my eyes. What was of interest to me is the following: Auch Matthias Brinkmann ist ein intimer Kenner der Schweiz. Seit 1996 betreute der Deutsche den «Swiss (more…)