Sun posted miserable earnings, and everybody is surprised... As a result Sun is dragging down tech which is completely wrong. This a Sun problem, not tech. I had an hunch that Sun would disappoint quite a bit. Why? Because at the beginning of March I heard whispers that Sun was loosing some major...

When an email came through entitled "Conference Call with SEC," I took notice. It's sort of like, "Police knocking on your door." Luckily, it was not that kind of conversation; it was actually something far from it. On Friday April 18, 2007, I had the chance to participate in a conference call with...

I read both books: "Traders, Guns, and Money" and "An American Hedge Fund". And I had two completely different reactions. I received an early copy of An American Hedge Fund and have not said a word on it. Why? I disliked it, it rubbed me the wrong way, and thought if you can't say anything nice...

On March 23, Mike from UglyChart.com announced that he had "Absolute proof that the Efficient Market Hypothesis is incorrect, that Technical Analysis works, and that I wasted too much time on inspectd.com". Here's a bit of a time line before and since: March 20, 2008: Inspectd.com is listed in the...

I originally posted this on the Google Finance discussion boards and then though I'd fix it up a bit before posting... but well anyway... I was bearish on Google before the last earnings call. I felt that Google would miss some numbers due to recent changes they've made in the "clickable area" of...

I guess it was about a week ago Pete Najarian on Fast Money said that he kept his Apple shares, but sold 140 April calls for 9 dollars a piece. When he said that I thought he was crazy. How did it play out? Not so good folks. First he sold the options at 9 dollars and for a very short period he was...

Today was a great day for equities, but a horrible day for commodities and gold. > Gold futures dropped more than 3% Tuesday in a broad-based commodities sell-off, as strength in the U.S. dollar exerted heavy selling pressure on the precious metal. I previously blogged why I do not like...

When I invest one of the things that I do is get feedback from the locals. If I am investing in Latin America I get a local contact that gives me the lay of the land in South America. I happen to be lucky because I have family that lives in South America, North America, Europe, and the former...

My wife and I went to apply for a mortgage as we saw a piece of property that interested us. Considering that I am always interested in knowing the state of the market I asked the mortgage broker how business was. She said, "we are really busy right now." I looked at her and asked, "how come?" She...

On March 17, I said that the world has changed. I wrote. > I will not keep you in suspense, but the world changing event is the fact that the Fed has allowed investment banks to come to the Fed bank teller for money. That has changed everything. What this single action means is that investment...