Today on Fast Money I heard the following: > I don’t care what the price of Microsoft is right now I want to buy in. This is a clear sign of a bubble. I was talking to a friend and he said, “you know this feels very similar to the dot com bubble.” I completely agreed. He said the higher we go the...

So I watched the new announcements of the Microsoft Slate and how “everybody” seems to be underwhelmed. Wow, really? Granted it is not that exciting of a topic, but I am not underwhelmed at all. Actually I am glad Microsoft did what they did. They showed a product that actually looks usable and is...

The tablet form factor is about to get very very interesting. Lenovo just made a bunch of announcements on new devices including a tablet. I looked at the specs of the tablet and have to say I am impressed. But what impresses me even further is the price: > Like the Skylight, Lenovo’s asking for...

Patrick in my blog entry on the bubble asked: > At times like this would you consider writing puts on stocks you might want to pick up should they retrace 25-50% of the rally? Quick answer: No… Why? Because it costs too much. In addition to my contrarian investment strategy I sell premium. And what...

I have been way, way to long from writing this. But the reality is that I really did not know what to say because I was confused and perplexed about the market. Today when I watched Cramer I finally decided to take the bull by the horns and release all of my predictions that I have been writing...

I think 2010 is the year where we might see a dramatic change in how the world sees the US. And this year it all depends on the voters and the Fed. I actually can’t say whether America will go up, or go down. What I am predicting is that this is the year when America changes. My thinking is that...

Asia will continue to dominate. As I was talking to some people working in the industrial sector, they told me, “Asia is the only place we are making money.” Though this domination of Asia has an interesting side effect and a new set of “borders” are being created. I suggest that you watch the...

Everyone talks about how problematic Greece or Dubai is. But this downgrade of Greece does not smell right! Yes, yes Greece has problems, but why pick on Greece? Why focus on Greece? What did Greece do? Again not to say Greece does not deserve it, but why only Greece? Consider the following two...

Yesterday a business colleague asked me what we here on this side of the pond think of the global warming scandal. You know the one where they over dramatized global warming. I replied, “we are basically not ignoring it because we are experiencing climate change first hand.” Yesterday it started...

I am right now about 72% cash or cash like instruments. When I hear about all of these upgrades and how things are going to get better, and better, and better I just shake my head and say, “folks we are in a bubble.” Yes, yes the market keeps melting up. But I recently did a scan of contrarian...