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...

Read 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...

Read More →

Neutral On Microsoft

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...

Read More →

The New Normal in Investing…

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 me. Though there...

Read More →

On This Bear Market Rally…

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...

Read More →

What If A Stock Drops 5 to 10% Then What?

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 a big...

Read More →