Archive for September, 2012

  • The Single Most Bullish Data Point Since the Beginning of the Iraq War
    Posted by on September 30th, 2012 at 1:01 pm, Comments: No comments yet

    People recall the beginning of the Iraq War in the Spring of 2003 in many ways but few at the time thought of it as […]

  • Is Instagram Bigger Than Facebook?
    Posted by on September 28th, 2012 at 10:42 am, Comments: 1 comment

    My pal Eric Jackson wrote a sharp piece comparing Facebook & Twitter over @ Forbes. Eric has been negative $FB since before it was inĀ and […]

  • How Much Is a Tulip Bulb Worth?
    Posted by on September 27th, 2012 at 10:13 am, Comments: No comments yet

    Well, I can tell you unequivocally, a tulip bulb is worth whatever a buyer is willing to pay. I bring it up this morning as […]

  • High Reactivity: Neurotic Market Continues
    Posted by on September 26th, 2012 at 10:33 am, Comments: 1 comment

    For years, I have been tracking sentiment volatility or reactivity. I use the term reactivity because I am really just observing how extreme the emotional […]

  • Correcting User Experience at Yahoo!
    Posted by on September 24th, 2012 at 8:37 pm, Comments: No comments yet

    I love $YHOO, the Mayer hire, am long the stock and believe they have a humongous opportunity right here right now to more efficiently monetize […]

  • Shrinkologicals: Who Is Really Panicking?
    Posted by on September 14th, 2012 at 10:05 am, Comments: No comments yet

    Let be be finale of seem. The only emperor is the emperor of ice cream – Wallace Stevens The “the Fed is panicking” meme is […]