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  • Comic Relief on a Big Down Day: Noubini and the Triple Dip

    Back in the day we made a series of absurd StockTwits videos mocking the ascendancy of Nouriel Roubini.  This one was funny and now appears quite prophetic… “Triple dip for you…”

  • Fear Sells at the Times

    The pic above was snipped from the NYT after Monday’s sell off (Aug 1).  The guy in the mask conjures the swine flu hysteria. $NYT editors provoking the fear response to sell adwords, cameras, razors or whatever…  

  • Tilt and Risk Management

    I wish there were a flashing light to tell me when I’m on tilt. – @NereusProject A few things tend to happen when markets correct and intraday volatility increases as we’ve seen recently: 1. The mood of traders gets looser and more apt to change quickly and with wider extremes. 2. Traders becoming looser with their…

  • Quick Poll: Are We Double Dipping?

    The worry du jour focuses on the risk of a double dip recession in the US. Meredith Whitney has been out and about and was spotted at a Baskin Robbins ordering Two Scoops and The Atlantic is citing chapter and verse on the relapse… So what do you all think? Is the US headed for…

  • Will the Real Sergey Brin Please Stand Up?

    “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

    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 to easily enter the same busniess and if the business is not protected by intellectual property, then it is flawed, unworthy of a high valuation and will ultimately fail.…

  • Quick Poll July 27: What Is The Next 5% Move In The SP500?

    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 the majority said higher. I was not so surprised, because my observation was that there was not the usual negative reaction to the move.  For the record, the next…

  • Juniper Networks and Cisco Systems In the Same Boat After All

    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 for that message from those who were bullish tech in general and companies like $JNPR specifically who appeared to be executing better. Granted, $JNPR went on to make higher…

  • The Crowd, Availability and Apple Inc.

    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 by the jubilant stream, bullish setups posted to Chartly, the victory laps and the sheer volume of messages in the name. Conventional wisdom suggests that when the vast majority shares a…

  • Making the Case for Default

    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 the myth but I do think that in some cases there is truth to it, specifically in situations in which the addict, beneath the annihilation and mess, still has…