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Mad Hedge Fund Trader
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John Thomas graduated with a bachelor’s degree in biochemistry with honors and a minor in mathematics from the University of California at Los Angeles (U.C.L.A.) in 1974. He moved to Tokyo, Japan where he was employed by a medium-sized Japanese securities house. Thomas became fluent in... More
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  • Silicon Valley Takes it on the Nose

     After losing 200,000 jobs after the dot com bust, Silicon Valley could get hurt even worse this time. Hewlett Packard (HPQ) has already announced 24,000 layoffs, Sun Microsystems (JAVA) 6,000, and Ebay (EBAY) and Yahoo (YHOO) 1,000 each. Google (GOOG) is rumored to be readying the axe for 3,000.  In the past, new start ups absorbed a lot of these. That won’t happen this time because of the complete vaporization of the venture capital market.
     

    Tags: JAVA, GOOG, EBAY, YHOO, HPQ
    Jun 20 6:23 AM | Link | Comment!
  • Quote of the Day

    “Black Man Given Nation’s Worst Job” was the headline given Obama’s win by The Onion, a satirical publication. After winning 365 electoral votes for the Democrats, the most since the Lyndon Johnson win in 1964, maybe all of our future Presidential candidates will be black.
     

    Jun 20 6:22 AM | Link | Comment!
  • Hackers Don't Have Recessions

    One group that doesn’t get laid off in a recession is hackers and identity thieves, making security software companies good early recovery plays. They have low average selling prices, rapid returns on investment, large installed bases that have to be upgraded every year, no costs associated with large manufacturing operations, and IT departments that must buy them. Symantec (SYMC) offers end point security for desktops and laptops, and Check Point Technologies Software (CHKP) sells corporate firewall protection. Longtop Financial (LFT) offers the equivalent play in China.
     

    Tags: SYMC, CHKP, LFT
    Jun 20 6:21 AM | Link | Comment!
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