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Marek Fuchs

 
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  • Waiting On Warren: Berkshire Hathaway No Longer Shows The Way [View article]
    So, uh, you can't have an opinion on Buffett unless you are fit to replace him? That would probably mean that only Buffett and a couple of other guys across the universe could ever opine on Buffett. Best Wishes, Marek
    May 5 03:00 PM | Likes Like |Link to Comment
  • Waiting On Warren: Berkshire Hathaway No Longer Shows The Way [View article]
    Yes, there are some real contradictions to his advice to others. That's another reason he is hard to follow. Best, Marek
    May 5 02:58 PM | 1 Like Like |Link to Comment
  • Waiting On Warren: Berkshire Hathaway No Longer Shows The Way [View article]
    I appreciate your note, but don't quite agree that my article is nasty. Traders are in a classic wait-for mode. They are waiting for this for clarity and that for clarity. All I'm saying is: don't expect clarity from the Buffett focus over the next few days. Trading is as much about what not to look for as it is about what to look for. Best Wishes, Marek
    May 5 02:57 PM | 1 Like Like |Link to Comment
  • The Stock Story Of The Coming Week: Housing [View article]
    Yes, demographics is a huge driver of housing. Low interest rates are almost universally credited for the long housing boom, but the fact that baby boomers were buying homes also boosted the market for a generation. Now...well, the fact that baby boomers are downsizing will sit on the market for a long, long time. Best, Marek
    Mar 27 06:46 AM | Likes Like |Link to Comment
  • The Stock Story Of The Coming Week: Housing [View article]
    Dont' forget, though, that housing's weakness was blamed on short sales and foreclosures. But Tiffany and Fed Ex, also economically sensitive, were weak...and had absolutely nothing to do with short sales and foreclosures. Best, Marek
    Mar 26 05:06 PM | 1 Like Like |Link to Comment
  • The Story Stock Of The Coming Week: FedEx [View article]
    Apple is apple specific. But since FedEx serves (rightly and wrongly) as a standard bearer for the economy, it'll actually be the more far reaching, lasting story. Best, Marek
    Mar 19 03:10 PM | Likes Like |Link to Comment
  • Apple And Starbucks: The Story Stocks Of The Coming Week [View article]
    Yes, my point exactly.
    Mar 12 02:06 PM | Likes Like |Link to Comment
  • Apple And Starbucks: The Story Stocks Of The Coming Week [View article]
    Well, the whole point was that it was "sold out," so obviously there were none available, but perhaps I should have been a touch clearer: speaking at their stores, customers (and employees, speaking off the record) were none too enthused. A lot said it's not worth it, get the iPad 2.
    Mar 12 11:25 AM | Likes Like |Link to Comment
  • The Stock Story Of The Coming Week: Apple [View article]
    Ah, good call. Thanks for the catch. Best, Marek
    Mar 7 01:24 PM | Likes Like |Link to Comment
  • The Stock Story Of The Coming Week: Apple [View article]
    Thanks for the kind words. If it's a chuckle and an insight, I win. Well, we all win. Best, Marek
    Mar 5 12:41 PM | Likes Like |Link to Comment
COMMENTS STATS
117 Comments
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