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…)

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…)

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…)

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…)

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…)

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…)