VSD

Q1 S&P 500 Group EPS Growth

Why then were people saying tell tech and buy financials? Tech reported better YOY

The Brazilian Economic Miracle

Yes, but none of this is new. We heard this last year and ran up the Latam funds over 50%.

Now inflation is the new risk to growth (according to fed), Brazil needs inflation in the world to grow.

Will LDK's New Company Create Competition for First Solar?

Thin film cannot be used to make solar farms like silicon based cells can. Think of thin films as shingles on the house while silicon as concrete on the terrace of a building.

Commodities: Bubble or Not?

If all economist agreed it was a bubble, it would not be a bubble. Bubble is when everybody thinks there is some economic factor driving the prices higher and in reality it is just a speculative frenzy.

How Much are You Willing to Pay for First Solar's Growth?

It rose from 200 to 300 on pure expectations. It will need to revisit 200 to pick up new investors.

3 Reasons Why the U.S. Will Avoid a Recession: I'm Skeptical

We won't have a recession simply because we talk about it so much. Once the rest of the world is convinced that dollar drop days are over, they will snap up US housing.

Apple's Move: Institutional Run-Up or Rebound?

There was a feasting on the apple stock for last 2mos. Now those folks want a return. The stock can only go higher.

Consumers Will Continue to Buy Apple's Fashionable Gadgets

If only 10% of the enterprises start supporting iMac like they do windows laptop; apple's share of the pc market will double. The biggest growth story for apple is the imac. imac is the forest, ipods and iphones are the trees.

Apple and RIM Battle for the Corporate Mobile Market

iphone's lack of hard keyboard is a problem that it needs to overcome for enterprise. You can type an email lot faster on BB than iPHone. iPhone is great for browsing and executing corporate processes that have migrated to the web.

Why I'm Buying Foster Wheeler on Its Earnings Miss

Looking at bookings may not be the best way to gauge the earnings. E&C is filled with litigation and fines and it like revenue comes in lumps. I would wait for a few more quarters before acting on this one.

Bulls Twist Inflation into Being a Good Thing

The inflation is because of global growth. Americans are not the only ones who are living beyond their means (thanks to credit). Now we have 3Billion others who have access to credit and living beyond their means or in other words their demand is rising faster than their income. That is the cause of inflation. The only way to avoid this inflation is to cut ourselves from the world or live with it until supply catches up.

Google's Paid Click Business Slipping - ComScore

Check the Feb 2007 numbers. They were the same, also from comScore qsearch. The sell off has nothing to do with the data.

Google's AdSense For Video Comes Out of Private Beta

you may also want to point out that existing AdSense users can overlay their ads on videos. The capability exists.

Apple's AT&T Deal Is Costly

iPhone is a mobile platform. It comes with an SDK which you can use to develop an application and sell on that platform. RIMM is a email device and the rest are just phones. The industry has not matured enough to figure out the difference between the three, but apple knows what it owns and is protecting its turf.

Baidu: Good Short Candidate

Japan spending cost 10c/sh for all of 2007. In return you get to participate in the Japan market which is approx. $4B in 2007 growing to $7B in 2010. I think that is a very good risk/reward scenario. Also don't forget the underlying technology is the same.

The reinvestment credit is chinese govt. equivalent of a subsidy. If one is getting it, why not? Also, to get that one has to invest in infrastructure. Had this credit not existed, they would not have invested.

Guidance has to be conservative, they don't have a CFO. The new CFO will come and give proper guidance. The guidance was up 93-99% YOY.

Feel free to short, just don't complain if you get burned.