I have been a naysayer of buying commodities because I equate it to flipping houses. When you buy a commodity where you do not plan on consuming it yourself you are adding no value and making it more difficult for those that do want to run a business. The analysts have been saying the commodity...

Woohoo, it looks like we are buying a house. We negotiated a new deal and one that I think is pretty good. To fund the down payment I had to sell off half of our portfolio. This allowed me to take a look at how good our returns were. Remember this is since beginning of February when I said I was a...

Yesterday I said that Yahoo will close at 25. How did Yahoo do? It closed at 24.47 but it did touch 25. Pretty close considering that most people said it would close around 30% lower. > But Yahoo's share fall was not as steep as the 30 percent plunge anticipated by some analysts, indicating there...

Of this deal there are two interesting aspects; analysts are pretty much clueless, and Google really stepped into it. > "Microsoft is playing hardball, but I think a deal will still happen," said Piper Jaffray analyst Gene Munster, "It's like a couple trying to break up -- they say they are done,...

I have not been blogging as much lately, because I have been completely swamped with work. These days I write oodles and oodles of software implementing financial trading strategies using Excel, and .NET. I will be posting a review of Add-In Express which has been helping me immensely. Another...

Sun posted miserable earnings, and everybody is surprised... As a result Sun is dragging down tech which is completely wrong. This a Sun problem, not tech. I had an hunch that Sun would disappoint quite a bit. Why? Because at the beginning of March I heard whispers that Sun was loosing some major...

When an email came through entitled "Conference Call with SEC," I took notice. It's sort of like, "Police knocking on your door." Luckily, it was not that kind of conversation; it was actually something far from it. On Friday April 18, 2007, I had the chance to participate in a conference call with...

I read both books: "Traders, Guns, and Money" and "An American Hedge Fund". And I had two completely different reactions. I received an early copy of An American Hedge Fund and have not said a word on it. Why? I disliked it, it rubbed me the wrong way, and thought if you can't say anything nice...

On March 23, Mike from UglyChart.com announced that he had "Absolute proof that the Efficient Market Hypothesis is incorrect, that Technical Analysis works, and that I wasted too much time on inspectd.com". Here's a bit of a time line before and since: March 20, 2008: Inspectd.com is listed in the...

I originally posted this on the Google Finance discussion boards and then though I'd fix it up a bit before posting... but well anyway... I was bearish on Google before the last earnings call. I felt that Google would miss some numbers due to recent changes they've made in the "clickable area" of...