While you wait for the rest of my Google analysis (it may be a while), you can read this article over at Forbes that closely matches my own thinking. Google Still Cheap Atop Tech Heap by Georges Yared. Peace out, Investor Geeks.

Whenever I am way off the mark I take a step back, watch and think. It is hard for me to be this way off the mark with respect to the Fed. I was wrong, and I mean WAY wrong on Bernanke's and the Fed's decision on how their decision (1,2,3). When I am this way off I figure that I must have missed...

I listened to Bernanke speak live at the German Bundesbank and I REALLY liked his speech. I am going to cut Bernanke some slack. Listening to his talk here is my guess on what Bernanke and maybe the Fed will do next. - 25 basis point cut - 35%: If he cuts he will give a stern talking that this is...

TraderFeed, and bzbtrader have been talking about how large orders are split into smaller orders. TraderFeed wrote: > In other words, if you were to simply look at trades and trade volume, you'd conclude that small traders were dominating the marketplace. The reality is, however, that large traders...

Dell posted earnings that seemed pretty good and yet the stock dropped. Right after the earnings report the general opinion was as follows. > Dell said the strong results in the quarter reflected strength in enterprise products and services, improved average selling prices and favorable component...

Tom at Neural Market Trends asked: > Nice, I was planning on using Excel to build an interface with their API as well. Was it hard to do? Do I need to learn Visual Basic? What I want to do is address this question from a trading perspective. Do I Need a Spreadsheet? This is a good question because...

Kudlow, and a few others have chimed in on how having the fed ease would be good for the economy and the strength of the dollar. Since I thought that this is an interesting thought experiment and why not do some research. The main crux of their argument is to look at the performance of the USD in...

WallStrip is touring the Google campus today. I just opened a position in GOOG a few days ago and have some more money slated to invest in it if the price drops from here or breaks up from here (and forces a MA crossover). Christian asks why I feel the need to invest in GOOG. The simple answer is...

Rating: Two Thumbs Up, Required Reading, with a note of caution. This book review is hard for me to explain. On the one hand I want to say, go, go, go buy this book. On the other hand this book is not like Fooled By Randomness. Fooled By Randomness I feel was a book written because Taleb had some...

I shorted down a burning ring of fire I went down down down And the flames went higher Black Thursday? Or will The Fed return and carpet bomb the market with money? I still maintain this has a few more months to run - watch the Shanghai Composite. We may have a head and shoulders pattern that...