September surge postponed to middle of the month- Republican convention next week very negative for markets

The Republican platform is very negative short term for the market.  This talk of hard money, getting rid of Bernanke, tough talk on China is all very negative for the market.  Contrary to popular…


Microsoft Stock Poised for 30% Upside - Barrons.com

I agree with this article yet the short term trend is down.  Look to buy Mr. Softie at the 200 day MA at $29.52.  Patient investors can own now but you may be able to average in a little lower.…


Why rates will stay low and the market will make new highs

I've written before about my belief that based on the dual mandate of the Fed to maintain both high employment and inflation protection, rates will stay low for far longer than anyone imagines.  We…


Don't write Intel off

Intel and Microsoft have a big product cycle coming up.  Also Intel powers all the computers in Apple's lineup.  Too much talk of cannibilization of notebook computers by tablets.  The tablet is no…