jagorev

VMware - A Wall Street Chainsaw Massacre

This author recommended a short position within a week of the top:
seekingalpha.com/artic...

The Short Case on VMWare

Don't let me say I told you so.

U.S. Mortgaging Its Future for Sovereign Fund Investments

What a pile of xenophobic BS

Gold Is Just a Brick ('Active Value Investing' Book Excerpt)

The flood of comments in this article, and the zealous certainty of their tone, convinces me that this would be a good time to sell or short gold. We have seen such speculative manias before, and this will not end well for the true believers.

“Chindia”: A Misleading Portfolio Concept

It should be obvious, of course, that the world's two largest countries are hardly interchangeable, but thanks for posting - might help to clear up some of the Chindia BS. To me, it seems that India is a safer and more sustainable long-term bet at this point.