The Market Is In a Bubble

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...

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Why I Will Not be Buying an Apple iTablet

I just read the news from WSJ on the iTablet. My wife wants to buy an AirMac, and I have an iPod Touch and am about to buy and iPhone. Recently I had a Powerbook. But I will not be buying an iTablet. Why? Cost! At a 1,000 USD it is simply to expensive as a secondary device. My wife has a netbook...

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Best December for NASDAQ Since Bubble…

It seems that this December will be the best December for the NASDAQ since the bubble years… Hmm… No problem here… Amazon PE = 82.98 Google PE = 40 Apple PE = 33.73 RIM  PE = 20.36 Outside of RIM the valuations are just as bubbly! 83 PE for Amazon! Yeah yeah Cramer said this was a bargain, but...

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How My 2009 Predictions Fared.

Let’s go through my 2009 predictions and see how they did. Land of Perception: Ok this is dead easy, yes I was right. The bears could not believe what was happening and if there ever was a rally that had so much negativity this year was it. You only need to read the bloggers; Peter Schiff, Mish,...

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About Switzerland And Its Vote…

I have heard from friends and colleagues about our vote. You know the vote against Minarets. What is interesting in this vote is that right parties in Europe congratulated Switzerland. Muslims are angry, and the debate goes on. But what I wondered is how come? Why did the vote go through? It seems...

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Do I Retract the Commentary if Gold Is Up Monday?

Ray made the following comment: > This type of commentary cracks me up, do you retract it if gold is up on Monday? I personally believe it’s crazy to be putting money in stocks or thinking the dollar will rebound but I don’t jump off a cliff based on each single days activities or call people...

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