I think 2010 is the year where we might see a dramatic change in how the world sees the US. And this year it all depends on the voters and the Fed. I actually can’t say whether America will go up, or go down. What I am predicting is that this is the year when America changes. My thinking is that...

Asia will continue to dominate. As I was talking to some people working in the industrial sector, they told me, “Asia is the only place we are making money.” Though this domination of Asia has an interesting side effect and a new set of “borders” are being created. I suggest that you watch the...

Everyone talks about how problematic Greece or Dubai is. But this downgrade of Greece does not smell right! Yes, yes Greece has problems, but why pick on Greece? Why focus on Greece? What did Greece do? Again not to say Greece does not deserve it, but why only Greece? Consider the following two...

Yesterday a business colleague asked me what we here on this side of the pond think of the global warming scandal. You know the one where they over dramatized global warming. I replied, “we are basically not ignoring it because we are experiencing climate change first hand.” Yesterday it started...

I am right now about 72% cash or cash like instruments. When I hear about all of these upgrades and how things are going to get better, and better, and better I just shake my head and say, “folks we are in a bubble.” Yes, yes the market keeps melting up. But I recently did a scan of contrarian...

I just read the news from WSJ on the iTablet. My wife wants to buy an AirMac, and I have an iPod Touch and am about to buy and iPhone. Recently I had a Powerbook. But I will not be buying an iTablet. Why? Cost! At a 1,000 USD it is simply to expensive as a secondary device. My wife has a netbook...

It seems that this December will be the best December for the NASDAQ since the bubble years… Hmm… No problem here… Amazon PE = 82.98 Google PE = 40 Apple PE = 33.73 RIM  PE = 20.36 Outside of RIM the valuations are just as bubbly! 83 PE for Amazon! Yeah yeah Cramer said this was a bargain, but...

Yes, now the next rating agency has decided to downgrade Greece. Not to say that one should not downgrade Greece. > "The government remains committed to the implementation of the reforms announced...and will intensify its efforts to restore the viability of fiscal and economic trends in Greece,"...

Let’s go through my 2009 predictions and see how they did. Land of Perception: Ok this is dead easy, yes I was right. The bears could not believe what was happening and if there ever was a rally that had so much negativity this year was it. You only need to read the bloggers; Peter Schiff, Mish,...

I have heard from friends and colleagues about our vote. You know the vote against Minarets. What is interesting in this vote is that right parties in Europe congratulated Switzerland. Muslims are angry, and the debate goes on. But what I wondered is how come? Why did the vote go through? It seems...