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  • Lowe's misses by $0.04, misses on revenue [View news story]
    May 20, 2015. 11:20 AM | Likes Like |Link to Comment
  • Why Cash Is King [View article]
    I am 12% cash currently and see no reason to run out and buy anything. We are entering the Summer doldrums. Low volume with averages at their highs. We might even have a nasty hurricane season in September and October if the fed actually raises rates. I might sell a few puts to earn a return on my cash but other than that steady as she goes.

    Having been through many market cycles over the years I can tell you that there were many times when I had more investment opportunities than cash. This however is not one of those times.
    May 18, 2015. 12:42 AM | 18 Likes Like |Link to Comment
  • Why Big Beer Is Struggling In The Age Of The Hipster Craft Beer [View article]
    The hipsters don't seem to like beer at all. They like flavored vodkas and concoctions mixed with energy drinks. Liquor sells well with the hipsters.
    May 14, 2015. 01:29 AM | Likes Like |Link to Comment
  • Dividends At A Reasonable Price - Part 2 [View article]
    What about preferred stocks? They tend to have a higher current yield and other equity kickers. Although they maybe hard to understand at first with specific term like cumulative or non-cumulative. Par values and conversion ratios and privileges. They can juice the yield of your portfolio and provide upside as well.
    May 14, 2015. 01:20 AM | Likes Like |Link to Comment
  • Defining News As Bad Or Good Gets Complicated [View article]
    Boring day. When the market has an interesting day everyone wishes for more boring days like this.
    May 14, 2015. 12:57 AM | 1 Like Like |Link to Comment
  • DuPont proxy win may encourage other CEOs to resist activists [View news story]
    Proxy fights waste company resources. Management -- do the right thing and avoid these.
    May 13, 2015. 10:45 PM | 1 Like Like |Link to Comment
  • MBA Mortgage Applications [View news story]
    Gee you paid way too much for your house but look at the great rate you have.
    May 13, 2015. 11:21 AM | 3 Likes Like |Link to Comment
  • Bond Investors Are Disoriented [View article]

    Good to have you back.
    May 13, 2015. 02:17 AM | 4 Likes Like |Link to Comment
  • Tricky Tuesday: Treasury Yields Take Off [View article]
    I know how to fix the bond market. Create a crisis. A big scary crisis.
    May 12, 2015. 01:52 PM | 1 Like Like |Link to Comment
  • Wall Street Is One Sick Puppy [View article]
    "But here is the real thing. In a world saturated with excess automotive capacity and dominated by some of the most formidable engineering, manufacturing and marketing organizations on the planet- Toyota, BMW and Ford, to name just three- there is no way that an amateurish circus barker like Elon Musk will ever make a profit selling electric vanity cars to the 1%."

    That quote says it all.
    May 12, 2015. 01:56 AM | 6 Likes Like |Link to Comment
  • Iron ore rally is only temporary, Goldman says [View news story]
    Interesting. The futures market says otherwise.
    May 12, 2015. 01:25 AM | Likes Like |Link to Comment
  • Shell's Arctic drilling plan wins U.S. government's conditional approval [View news story]
    May 11, 2015. 05:38 PM | Likes Like |Link to Comment
  • The War On Cash And How To Play It [View article]
    I am old school meaning I make 99% purchases in cash and will continue to do so.
    May 11, 2015. 12:21 PM | 5 Likes Like |Link to Comment
  • Schäuble Warns Of 'Sudden' Greek Default [View article]
    The solution is simple. Sell Greece to the Russians. They operate the same way. I see a good fit.
    May 10, 2015. 11:26 AM | 5 Likes Like |Link to Comment
  • Uber eyes $50B valuation with new funding [View news story]
    Financial engineering at its best. Hype then offer a small float.
    May 10, 2015. 11:19 AM | 1 Like Like |Link to Comment