Semper Gumby

Pfizer: Low Expectations Make Great Investments

I read an article with the same logic last year at $25. This stock has been on my list for quite a while. However, there has been no catalyst that will get this stock moving. They might as well call themselves what they are. A poor performing hedge fund.

Will the Saudis Increase Oil Production?

Can the Kingdom increase production?

Speculation and the Price of Oil

Crude will continue to climb in price. Strong demand, flat to shrinking supply, increased global money supply, geopolitical tensions, pension funds, Morgan Stanley and Goldman Sachs, etc... The best week for the dollar in three years yielded a mere $3 dollar pullback for crude oil. The West doesn't live an hour without touching something that is petroleum based. If oil is full of speculation then the NYSE or NASDAQ is as well. Equity holders speculate that earnings for XYZ company will be greater than last quarter. I have spent the last twelve years of my life serving as a Marine running off to every corner of world that has oil or gas deposits. Briefings usually focus on countries with Oil and Gas interest. I have done the math and doubters will still be there when oil is $500 / barrel.

Investor Sentiment and Market Returns: Now's the Time to Be Bold

Bold may turn into early. This recession will be like a saucer but may be a fruit bowl if the housing market doesn't pick up until 2010. Either way consumer resources are diminished without home equity.