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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 I’ve tweaked the layout of this blog and added the tag line in the header: 8 Fat Swine, 12 Fat Sheep, 2 Hogsheads of wine… This comes from a…
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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 reaction is when the market corrects or changes trend. If the market mood doesnt really change much when the market corrects, I call this low reactivity. When the mood…
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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 their properties, traffic and brand. That said, I hope and am guessing that Marissa Mayer’s big blueprint presentation will include definitive comments around improving user experience. These kinds of…
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Let be be finale of seem. The only emperor is the emperor of ice cream – Wallace Stevens The “the Fed is panicking” meme is blossoming this AM off yesterday’s open ended QE announcement. My sense is that those espousing and supporting the meme are, themselves, panicking and projecting such acute anxiety upon the threatening…
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For those railing, if you want to see the games live so badly, go to England and buy a ticket. 🙂 The only thing more boring than 20 medals would be 21. If potato latkes and phelps were a couple, THAT would be interesting. Thank god, the women’s gymnastics is over. I am still disappointed NBA…
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Just got this list from a pal in the fray: 1973% $GOV US Equity 1063% $PL US Equity 747% $MTZ US Equity 672% $EXG US Equity 578% $N US Equity 518% $BG US Equity 420% $HOG US Equity 407% $TRN US Equity 401% $PIR US…
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The new Samsung commercials for the 2012 Summer Olympics remind me of Apple Commercials of old with inspiring image and the music… While the new Apple ones remind me of the “Dude, you’re getting a Dell” ads… Jobs would not be happy at all with this and I wonder if there are larger implications…
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Does this chart look bullish, bearish or neutral to you?