Dick Brass: Microsoft’s Creative Destruction

Many of you know that while I use Microsoft’s products I am very critical of the management. Especially when news on Windows Mobile 7 come out that makes the Microsoft mobile OS seem like an iPhone. Later this month, Microsoft will most likely unveil Windows Mobile 7 Windows Phone 7 at the Mobile World Congress. (more…)

Patrick Makes An Excellent Point

I am going to post Patrick’s comment in its entirety, because it is very insightful: What’s your long-term on gold? As the half-life between bubbles gets smaller, we approach a 1987 moment most likely where not just extreme volume ratios but infrastructure drop the market. Remember in 2008 it was metals in Feb/March, Grains in (more…)

Hedge Funds are Doing REAL Damage!

I read the story on how everybody is nervous on the Euro. What I find completely hilarious about all of this is that for every cent the Euro looses strength it is about 0.50 to 2 cents earnings from many of the big global corporations in the US. Here is my list, Starbucks, Visa, Mc (more…)

Thank-you Apple For NOT Supporting Flash!

Adobe is crying that Apple is not supporting Flash on the iPad. Apple, I want to thank you that you are not supporting it. Sure I miss on certain applications, but thus far it has not hampered my browsing experience. By Rochelle Garner      Jan. 28 (Bloomberg) — Adobe Systems Inc., maker of the Flash (more…)

Off Topic: Barefoot Running…

I just saw a report that said barefoot runners do less damage to their body, at least according to the study. Runners who eschew shoes may be less likely to do serious injury to their feet, because they hold their feet differently, Daniel Lieberman of Harvard University in Cambridge, Massachusetts and colleagues found. Writing in (more…)

Alert: I Take Everything Back About Apple

Wow, all I can say is wow! The iPad is quite impressive, and they nailed the prices. Good going Apple. Will I buy Apple shares? Nope, but I will probably buy an Apple iPad…

Pullback is Due To Obama, and Politics! [Sarcasm]

Oh yes, the pullback is due to the “politics” of the situation. Yes, yes let’s all delude ourselves on that issue. After all was the election of Scott Brown not supposed to cause a market rally? John Stewart himself talks about it. (Fast forward to 7:30 minutes into the show). The Daily Show With Jon (more…)

Starbucks Red Flags…

So I saw the earnings of Starbucks and thought, “really? That well? Really?” And I dug into the earnings transcript and found something that made me think otherwise. Favorable commodity costs and sales leverage in relation to our occupancy costs have also contributed to the improvement. … Moving now to results in our international segment. (more…)

I agree with Warren on Kraft-Cadbury’s Deal

When I saw how Kraft is buying Cadbury’s I thought it was a bad deal. Not because of the financials but because of what Kraft is doing. I decided to take a good look at their product portfolio and I gasped. Kraft is a company that is going to get walloped by the governments. Kraft (more…)