seriously ?

37 Comments

    • 7 Reasons I Switched to Google's Chrome [view article]
      browser as OS processes javascript / XML /HTML /Flash... etc....

      old school os... machine language up...

      we still need both but browswer as OS is becoming more and more important... and nearly all that matters for some web stuff...

       Sep 04 05:47 AM
    • Steve Jobs: Honesty Is the Best Policy [view article]
      This is simply an outrage to all sentient mammals at least capable of producing a semblance of basic rationality !

      Henceforth, he SEC should require that quarterly reports fully disclose every companies type 5 shareholder's medical records. Most importantly, in this brave new world we have access to every document held by the person in question's health insurance agency ( unless the shareholder gets health insurance from the company in question, in which case a the SEC will step in an act as unbiased measure of health ) .

      Think of the charts ! AAPL PE to Steve Jobs HGL has just broke out of its 200 MDA ...BUY BUY BUY... but look at the T-cells       Jul 27 12:46 PM
    • Be Wary Of High Dividend Yields [view article]
      I keep looking at FRO, I just don't see minding having that delicious yield pay out all over my Roth.

      Does anyone know of any documented trends of dividend stocks becoming popular during recessions. I seem to keep seeing more and more articles, I would guess that managers start looking for dividends when growth is dead.       Jul 21 01:20 PM
    • Why I'm Committed to the UltraShort Financials ETF [view article]
      Dear Jimmy,

      This is a trader driven event. It is not a systemic event.
      Agreed, but if this is the case why do you keep talking about BAC's fundamentals as if they really matter here ? SKF is clearly in a speculative "bull" phase. May be a good short term play, but how much lower can BAC and company go ?

      We all know the entire herd can't feed at this trough, especially as it is herd...err.....trader driven ... right ?

       Jul 16 01:31 PM
    • BofA Left to Clean Up Countrywide's Mess [view article]
      It seems to me that BAC would have had an idea of what they were getting into. I hope I am right. It seems like they would have a much better idea of what they were doing than speculators looking on from the outside.

      Again I hope I am right because there doesn't seem to be a clear way of knowing what BAC is getting into. Maybe they are getting an incredibly good deal, or maybe untold debt ?

      BAC is getting hammered right now and I am betting that they are in a better situation than JP , CITT due to less exposure ergo the sector is just very unpopular right now so BAC might be a very good deal for the long-term investory.       Jul 02 01:45 PM
    • Apple Blows Through Estimates [view article]
      Full disclosure -I have a pitiful amount of AAPL.

      Not sure what a fair P/E for this stock is, but I really don't see anyone slowing down this train.

      What other company puts out the combination of highest quality software /hardware ? No one.

      Dell ? MSFT ? RIMM ? I'm sorry I just don't see how Jobs and co can lose at this point. The iphone will just get better, and OSX is already a light year ahead of the Vista debacle. There is now very little reason to not buy a mac computer as you can get ALOT of bang for your buck.

      The sky is the limit with this company. They haven't even really begun to take a huge market share in the Home PC market or the corporate market. Eventually there will be a tipping point when most of your friends have and are using macs and then corporate will follow. AAPL should then be able to have a MSFT stranglehold on the market, except this company will be peddling you the software and hardware out of their own stores - O and would you like a song and movie with that ?

      Seriously , is there anything this company can't make ? As ridiculous as is sounds GOOG is the only company I worry about, but their ecosystem is about as disentangled from AAPLs as possible at the moment. ( most likely due to Mr. Schmidt) ( checked your iGoogle page from your iPhone yet ? )       Apr 23 06:10 PM
    • Microsoft's Windows Is a Glacier That Won't Melt Fast [view article]
      why can't it melt just as quickly as it froze ? Apr 11 03:42 PM
    • Does the World Need Rich Venture Capitalists? [view article]
      what the world needs now - is love sweet love. Apr 11 03:41 PM
    • What's Behind the Dollar's Decline? [view article]
      love the straight-forward analysis! Mar 16 08:01 PM
    • Global 'Oil Shock' Rattles World Stock Markets [view article]
      wow. One of the best articles I have read here.

      Synopsis of what I think is the "elephant in the room" when many economists speak of the current "crisis" . No one seems to disagree that we are running out of oil, but then no one wants to discuss the major implications for the global economy.

      Tons of trading ideas in here as well, longs and shorts.

      I think nuclear power is the only way out of this mess.       Mar 14 09:15 AM
    • Goldman's $200 Oil Call and the Hurricane Premium Theory [view article]
      I don't really see an end to high oil prices either, but as some point people will simply stop having enough to pay for it and something drastic will happen. What if say, $150 oil is enough to completely kill the american consumer ( if it isn't already dead ) and it throws us into a depression via runaway inflation. What if the petrodollar collapses due to this or simple lack of confidence in our economy ?

      I am definitely bullish on oil, but I fear it's gains are at the direct expense of economy/dollar ( unless the fed miraculously stops behaving so masochistically )

      What about buying oil sand trusts with the loon... havent made that trade but was def an idea. You get the currency moves + high yield + oil price moves ... seems pretty good to me.       Mar 12 01:45 PM
    • A Beautiful Mind: Microsoft over Google [view article]
      with all due respect,
      my brain just exploded.

      "Microsoft aspires to develop a set of user interface tools that will revolutionize the Internet in much the same way that Windows revolutionized personal computing"

      Have your heard of ANDROID, or the iPhone or its SDK ?

      Google and Apple are miles ahead of MS in this exact space. The fact that we are talking about microsoft "aspiring" to develop these technologies should be reason enough to stick a fork in them.

      This has been GOOGs business model from day one. Unless there is reason to believe to that MS can develop an Iphone or search engine infrastructure that rivals GOOG, then they simply will not ever catch them.

      They are already playing catch up in the most ruthless of sectors where one shift in technology can kill you. Remind the last product that MS produced that wasn't a joke.

      and if you say Xbox 360, I will gladly ask you how much money the Xbox has made for MS.       Mar 12 01:36 PM
    • Get Long SP500 When VIX Hits 30? [view article]
      Yes... 30 is simply a very near term point of resistance with the VIX.

      I would agree with bumbie, this idea makes alot more sense with if the VIX pops over 35.

      Of course, if you want to make a contrarian play based on VIX data, why not just trade the VIX or options on it ?

      Currently I have VIX straddles at 25 that don't expire until August. I think this is a great way to play to uncertainty/fear that already here and will most likely increase.

      The SP moves much more slowly , and is increasingly growing weary of popping back up.

      We know that the VIX oscillates like hell before and at the beginning of major recessions ( the bigger the recession the more oscillation ) ...

      why expose yourself to the risk of having no near/long term recession, when you could simply make $$$ regardless of which way the VIX moves...

      Warren Buffet's annual letter even stated that the market could get very ugly very quickly. There are so many house of cards that could collapse right now, that I could not in good conscience recommend getting long much of anything right now.

      People are already discussion $200 oil !?! , we haven't had a hurricane in what 2-3 years ( anybody know what in the hell that is about ? ) and if the petrodollar every falls apart...well... happy VIX day to me.

      take home point:

      It won't take much at all for the VIX to hit 35, 30 is too easy right now.
      Even your graph shows getting long the SP at 11/12/07 might not have proved profitable. The trade would have required oracle like timing.

      I really like playing the VIX right now, just not in this way.

      Mar 12 01:28 PM
    • Will the iPhone Become the First True Mobile Internet Device? [view article]
      So I am confused as to what your point is:
      "but for now, I don't see the cost-benefits in writing native iPhone apps or porting existing enterprise apps to iPhone. Maybe never."

      &

      "The iPhone can become the MID for business, and start to replace the PC outright for a significant portion of workers. "

      I thiiinnnkkk I agree with your general point...

      and in answer to your headline question:
      "Will the iPhone Become the First True Mobile Internet Device?"

      I say, 99% sure... YES.

      and it's not really that I know what a "true mobile internet device" is really, but I know that the iPhone is already much more capable than any other smartphone and will only continue to accelerate it's lead with the SDK/iFund etc.
      My point is: I simply expect the tech on this thing to grow so fast we shouldn't expect to be able to imagine what we will see even 0.5 -1 year out.

      IMHO Jobs is doing just about everything right with the iPhone, the only major whole I can find is lack of Flash...

      ( I vaguely understand it's a processor/power issue at heart, but jesus...Steve.... no Flash!?!?... ).
      OF course this can worked around in most cases...( see: google and youtube ) but why give the developers this headache when so many internet ( ergo mobile ) apps/games/etc have already been built with flash... ( check out finance.google.com and play with their charts w/ news flags for an example of a how mindboggling fast a flash app can be whilst delivering a nearly inconcievable amount of information... think about it... you can freely pinch and squeeze the time scale of these charts...and hey free google NEWS integration ( information overload...just think about all the info you are gettting and how fast it is... ) ) ....

      Ok... I am nesting parenthesis...time to lay off the ritalin / venti macchiatos...

      sorry for the blabbering... but this is a blag-o-bloob on the intertubes afterall...

      o and besides the flash the only thing I "worry" about with the iPhone... how will Android compete with this ? I mean we know schmidt is on both boards ( obviously more vested interest in AAPL > GOOG ) but, have they agreed to "stay of each other's lawns ? " I cannot completely imagine how this deal might work, GOOG has the servers and software... and AAPL has the hardware/software ...

      I can't help but think that ANDROID could easily begin eating into the iphone market share ( im thinking 2 years outish.. in an iphone dominated world ) with very cheap and rich hardware. I don't doubt that the iPhone will be able to continue to lead in "richness/feature... , but I simply can't imagine a very cheap open-source "android" based phone that woulnd't seem more attractive to someone who can shell out $500/$400 for a phone.

      .... now I am thinking that they are both ultimately UNIX devices so it may not really matter in the end...idk... unfortunately for all but the VERY MOST savvy of us; GOOG & AAPL know ALOT more than we do..

      disclosure...I am long a bum's amount of AAPL and GOOG and in general more biased from being a "fan" in both of their favors than a being a "shareholder"... ( though... I need to use all this dopamine to geek out on currencies because I'm sure 1 share of GOOG = .75 euros by now and I recently sold off alot of $$$ to travel... time to buy the EURO ? .... or is at a topish ...idk ....idk..... )


       Mar 10 10:30 AM
    • Apple and RIM Battle for the Corporate Mobile Market [view article]
      "The bottom line is that the richer the portable device the better."

      Exactly. I mean what's stopping apple from putting an iSight camera on this thing in 2 years time ? This is just one 2-sec example. The iPhone is clearly the "richest" AND easiest to develop for.       Mar 09 06:27 PM
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