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This morning I am taking a look at the acceleration in the time it takes disruption to occur. My premise is that from the time a successful product comes to market to the time it is disrupted is quickening at a staggering pace. Let’s start with the New York Times ($NYT). This news media…
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Dropped in on Herb, Sully and Mandy for Street Signs today to talk the latest developments at Research In Motion ($RIMM, $RIM.CA). Its quite a moment in the history of this company with, essentially, their acknowledgement this morning of a brutal defeat on the handset side to $AAPL and Android ($GOOG). At least they…
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Reading Josh’s take on the violence occurring during Black Friday door buster sales, I thought of a post I put up on the blog last year. Josh writes, I’m very relieved to hear of the various incidents of violence brought on by the “doorbusters” and other Black Friday-related narco-shopping come-ons. This mad rush to buy…
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The new Galaxy SII Commercial Is Funny and Effectively Mocks $AAPL fanboys. Its worth watching a couple times…
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Mutual funds remind me of AOL dial up… A dwindling collection of old people who don’t know better contributing monthly to a comically inferior product.. And Miller was the symbolic figurehead of this beta minus fees charade.
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Anxiety is extraordinarily complex and there are many layers to it. With surface anxiety, there are specific things we worry about of which we are fully aware. Arachnophobics fear spiders and they know it. The situational cue could not be more concrete or explicit. Presently, the acute and conscious (or surface) fear is Europe.…
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Mama Mia! One of the best pairs trades of the year has been Domino’s Pizza long Italy short. As of Friday’s close, $DPZ has risen just over 100% since its December 31, 2010 close while $EWI has lost 19% over the same period. I have no idea what this might say about history, world…
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This is the first part in a series of posts that will focus on thriving in a tough tape. 2011 has been a tough year for traders. The market has been super choppy with huge moves up one day and down the next amid a complex and confused macro environment and illiquidity residing just…
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I’m not sure if it is too soon after Steve Jobs’ death to write this post but I’ve been thinking through it for a while and just want to get it off my chest. With $AAPL stock getting hit today, moving below the bottom of the post earnings range (390), I’m getting media inquiries…
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A few weeks back, I wrote a post called Getting Bullish Intel in which I began to lay out a thesis for my bullishness on the stock. Yesterday, near the close, I began buying the stock on a day when the broader market got crushed and $INTC was down 4% and back into the…