Archive for July, 2011

  • Will the Real Sergey Brin Please Stand Up?
    Posted by on July 30th, 2011 at 1:40 am, Comments: No comments yet

    “We have many large computers and some of them are the same color as your jacket…” $GOOG    

  • Execution Is The Only Real Barrier To Entry
    Posted by on July 28th, 2011 at 3:12 pm, Comments: 1 comment

    There’s been a bunch of recent criticism of new web businesses focusing on low barriers to entry. The arguments go that if others are able [...]

  • Quick Poll July 27: What Is The Next 5% Move In The SP500?
    Posted by on July 27th, 2011 at 7:36 pm, Comments: No comments yet

    After the last time we had a 2% down day in the $SPY, I asked readers which way they thought the market was headed and [...]

  • Juniper Networks and Cisco Systems In the Same Boat After All
    Posted by on July 27th, 2011 at 12:56 pm, Comments: 1 comment

    Back in  November, after Cisco Systems ($CSCO) reported an ugly quarter, I warned that weakness in the name was not $CSCO specific. I took flack [...]

  • The Crowd, Availability and Apple Inc.
    Posted by on July 26th, 2011 at 12:53 pm, Comments: 2 comments

    I love it when the crowd gets it right. The StockTwits community has been wildly bullish on $AAPL for at least 200 points as evidenced [...]

  • Making the Case for Default
    Posted by on July 24th, 2011 at 9:57 am, Comments: No comments yet

    There’s an addiction myth that goes something like this, “the addict needs to hit rock bottom before he can heal.” I don’t really ascribe to [...]

  • Google Behaving Like Its Too Small Too Fail
    Posted by on July 16th, 2011 at 8:22 am, Comments: 1 comment

    It has only been a short while since Google was dubbed evil and only six months since it demoted its adult CEO. You would think [...]

  • Expiring Monthly Is a Great Read for Serious Options Traders
    Posted by on July 8th, 2011 at 1:06 pm, Comments: 1 comment

    Taking a moment to highlight the quality work of my friend Jared Woodard who the StockTwits community knows well as @condoroptions. Jared has been posting [...]

  • Drudge Is The Master
    Posted by on July 7th, 2011 at 11:56 pm, Comments: 1 comment

    I love Joe.  He works harder than anyone I know, never takes himself too seriously and is flirting with genius at what he does. Still, [...]