Insights
ABOUT TO GET MONTHLY ON YOUR ASSES
When you want peace and quiet amidst all the hustle and bustle that is the life of a capitalist grinder, you get away...
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...