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Stephen L. Weiss'  Instablog

Stephen L. Weiss
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Stephen L. Weiss is an active investor, markets expert, public speaker and author. His most recent book is a novel called UNHEDGED (see below). He has also authored two well received investment books: The Big Win: Learning from the Legends to Become a more Successful Investor (Wiley, 2012) and... More
My company:
Short Hills Capital Partners, LLC
My blog:
StephenLWeiss
My book:
UNHEDGED: A Story About A Killing in the Market
View Stephen L. Weiss' Instablogs on:
  • Operation Twist - Did the Fed Channel Lionel Richie or Chubby Checker
    Rates on the long end of the curve are higher, and short end rates are lower.  Unless Chubby Checker is dancing on the ceiling, Operation Twist is going backwards.  With TIPS falling off, deflationary fears are rising.  Not a great outcome today.  
    Sep 23 3:34 PM | Link | Comment!
  • HPQ: Board must go and start with Ray Lane
    Appointing Meg Whitman as CEO of HPQ is as good an idea as NY Yankees replacing A. J. Burnett with Derek Jeter.  Top flight CEO but different skill set required for HPQ than EBAY, a retailer.  And while Whitman did a great job at EBAY, her timing on leaving was near perfect.    Ultimately, the BOD has to be replaced.  This hiring is another knee jerk reaction instead of a well thought out strategy.  The Ray Lane interview now on CNBC only lowers my already low confidence level in a turnaround.
    Sep 23 11:25 AM | Link | Comment!
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