Yes folks you read that right I have become a bull, but in bear's clothing mind you. On May 18, I became a Bear in Bull's Clothing. On July 13, 2007 I said that the market had reached its high water mark. And on December 3, 2007 I became a bear. I am very optimistic, even though I should not be. I...
Read More →I like GPS, even wrote a block entry about it. So the question is why did the share value drop faster than gravity on Jupiter? Answer is that it baffles even the CEO of the TomTom. Ok so what gives is it justified? No! Let me explain a bit more about GPS, and this is what I think the market is...
Read More →You need to listen to the following video, and listen to the following words: Tech is Poison, and Short Nokia, and Short Garmin. GPS business is done. Jim, let me show you something: > TomTom will zusammen mit Vodafone seinen Verkehrsdienst High Definition Traffic auch in Deutschland anbieten. Der...
Read More →Disclosure: I hold positions in Credit Suisse, and am extremely bullish. I like Credit Suisse because unlike its competitors they have stayed away from much of the sub-prime crisis. Though I am worried about what Credit Suisse has just announced. > Credit Suisse has written $2.85 billion off the...
Read More →Tim Sykes has this habit of making fun of value investors (2). > So, value investors, listen up; you’re all a bunch of little sissy girls! You’ve become spoiled with the assets you manage, your mainstream credibility and the money you earn. I respect your strategy, but understand this: > > I’m...
Read More →This train wreck is going to be interesting. Jerry just sent out the following email. Here is part of what he says. > we believe microsoft's proposal substantially undervalues yahoo!—including our highly recognizable global brand, large worldwide audience, significant recent investments in...
Read More →Well it looks like Yahoo is talking to AOL. > It is understood that Yahoo! and its team of advisers from Goldman Sachs and Lehman Brothers, the US investment banks, have spent the past week evaluating possible tie-ups with media and technology firms that would save it from being swallowed by...
Read More →Jason brought up a good point: > BTW, those Fast Money guys don't seem as concerned about disclosing their positions or trading under altered rules like Jim Cramer is. > > I wonder why that is. > > It's tough though. If you disclose, your trying to pump/dump stocks. If you don't, you're hiding...
Read More →Well it looks like Yahoo rejected the deal. Here is what the board said. > Quoting sources familiar with the situation, the Journal reports that Yahoo’s board feels the offer of $31 per share “massively undervalues” the company. A letter spelling out the position is expected to be sent Monday....
Read More →The indices in Europe, and America are down around 4 to 5%, and the question is if we hit bottom. First let's look at the overall picture for the past year. | | | --- | | 20080208Market01 | It looks like the market is about to hit another low. I think it will. I have an indicator and it is telling...
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