Disclosure: I hold positions in Credit Suisse, and am extremely bullish. I like Credit Suisse because unlike its competitors they have stayed away from much of the sub-prime crisis. Though I am worried about what Credit Suisse has just announced. > Credit Suisse has written $2.85 billion off the...

Tim Sykes has this habit of making fun of value investors (2). > So, value investors, listen up; you’re all a bunch of little sissy girls! You’ve become spoiled with the assets you manage, your mainstream credibility and the money you earn. I respect your strategy, but understand this: > > I’m...

This train wreck is going to be interesting. Jerry just sent out the following email. Here is part of what he says. > we believe microsoft's proposal substantially undervalues yahoo!—including our highly recognizable global brand, large worldwide audience, significant recent investments in...

Well it looks like Yahoo is talking to AOL. > It is understood that Yahoo! and its team of advisers from Goldman Sachs and Lehman Brothers, the US investment banks, have spent the past week evaluating possible tie-ups with media and technology firms that would save it from being swallowed by...

Jason brought up a good point: > BTW, those Fast Money guys don't seem as concerned about disclosing their positions or trading under altered rules like Jim Cramer is. > > I wonder why that is. > > It's tough though. If you disclose, your trying to pump/dump stocks. If you don't, you're hiding...

Well it looks like Yahoo rejected the deal. Here is what the board said. > Quoting sources familiar with the situation, the Journal reports that Yahoo’s board feels the offer of $31 per share “massively undervalues” the company. A letter spelling out the position is expected to be sent Monday....

The indices in Europe, and America are down around 4 to 5%, and the question is if we hit bottom. First let's look at the overall picture for the past year. | | | --- | | 20080208Market01 | It looks like the market is about to hit another low. I think it will. I have an indicator and it is telling...

Throughout the years I have invested and worked for financial institutions. On the weekend I had a long talk with my wife on my future direction. The future is as follows: - Long Term Goal: Become a fund manager of my own fund. This goal is a long term goal because I need to become fully licensed...

I don't like this merger one bit because it is a waste of money and resources. I am probably the only one saying this. Here is why I think its a dud. - Yahoo is a dud. Plain and simple Yahoo is a dud! They can't seem to turn the company around. Microsoft is having a hard enough time trying to...

Google will miss expected earnings numbers tomorrow (IMO). There are two recent "shoot your own foot" actions from Google that may affect their short term performance. Overall, I agree with the changes, but I wouldn't be swinging into earnings tomorrow. (1) Google changed the "hit area" of their...