RANDOM MUSINGS OF A BRILLIANT NATURE AAPL, IBM both crushed it afterhours today. The reaction afterhours, given the scope of the crushing, has thus far...
STRUCTURAL DAMAGE AS A RESULT OF BULLISH EXUBERANCE EXPLAINED I made a post on Twitter earlier saying the following: "we're at a point in this rally where any further gains will...
WHY A GAP DOWN TOMORROW FOR THE GENERAL MARKET MAY STICK With all the house cleaning the bulls did last week, getting all the "earnings are baked in" bears out of the way,...
OUR LARGEST POSITION – OIL/GAS SPINOFF GETS MORE EXCITING It just gets brighter and brighter for our oil/gas spinoff, which is already up 350% since we initiated the position...
CURRENT POSITIONS UPDATE Thus far into 2011, our portfolio has been flat. I'm not necessarily disappointed, as our two largest holdings were...
GOLDMAN SACHS BIZARRE TIMING I always wonder if a majority of these investment banking firms are on a campaign of misinformation for nefarious...