Randy Fay

Bernanke Gives Up on Reverse Auction Idea

There's SO much misinformation about this everywhere. Bailout of Wall Street? Give me a break! It's trying to unfreeze the credit system. The stock market carnage is COLLATERAL DAMAGE, and is a harbinger of things to come to Main Street if the financial system collapses. The stock market is the canary in the coal mine for the whole economy. It's a bailout for rich wall streeters. jeez o peet.

If You Think the Dow Did Well Today, You're Wrong

You should include the Dow's performance on Thurs too. Those other markets had only 1 day to deal with the RTC and the Dow spread it out over 2 days.

Looming Financial Catastrophe: A Real Inconvenient Truth

I find the comments both hilarious and disturbing at the same time. On the bright side: My Alpha doesn't seem so elusive now.

Apple & Google: A Detailed Comparison

I am always puzzled why AAPL is compared to GOOG, they are VERY different companies. GOOG is essentially and advertising company. Thorough analysis though. Thanks

Potash Sell-Off Overdone - Citi

Certainly nothing new here, though I agree with the conclusion.

Crude Oil: What Goes Up Must Come Down?

Your guessing that Warren Buffett is accumulating shares in COP? That sounds like yahoo message board material. Other than that your article is fairly reasoned.

The Great Consumer Crash of 2009

Lots of facts and charts, but really no MEAT here people. Yes, we are in a credit induced hangover. In some places house prices doubled over 5 years, certainly not everywhere. Right now, for the first time in many years, it is now cheaper to own a home than rent. With the reduction in consumer spending comes what....you guessed it, lower inflation.

Linear Technology, Maxim Integrated: The Other Lucrative Niche in Semiconductors

Thank you for the cogent analysis. I had forgotton about MXIM and LLTC.

Nvidia: Why I Refuse to Believe the Worst Is Over

Your post indicates your opinion is based on nothing more than a hunch. Please examine the fundamentals of NVDA. You would find them actually pretty solid.

Energy Stocks Are Too Cheap to Ignore - Barron's

Just remember a couple years ago the home builders were trading at a PE of 6, then still fell 80%. Commodity prices have been moving down, and will likely tend to overshoot - it happens both on the upside AND the downside.

The Nasdaq's Stealth Rally

Good charts and good reasoning, though I am married to the SPY. Always had an affection for the younger cube. Perhaps a 50/50 mix of QQQQ and SPY might be in order.

Bullish on Nvidia: No Debt and Low Expectations

I can't imagine investing in AMD over NVDA. Fundamentals actually look pretty decent for NVDA. BUY.

Applied Materials 2009 Estimates Way Too High - RBC

AMAT is a BUY at this level, IMO

Gold (and Gartman) Haunting Some Investors

GLD? I got one word for ya' "it's over"

Kulicke and Soffa: It Ain't Over 'Till It's Over

I have followed KLIC and KLAC for years, and you make a cogent argument.