China markets makes low for the year while U.S. marks high
There is something of significance to the fact that U.S market made a new high for the year while the Chinese market marked a new low. I'm not sure what to make of it. Is the Chinese market, or…
Non-correlated returns
As the market creeps higher and higher, the chances of sharp pullbacks increase. At this time, I'm looking for non-correlated returns. Risk arbitrage is one place where you may find them. Take…
Maybe without Jobs, Apple managment just doesn't get it.
Take this curiois statement from Phil Schiller, Apple head of marketing, on the eve of the widely promoted and talked about new Samsung smartphone. In the Walls Street Journal today, Mr. Schiller…
Dresser Rand- the play on the decade long boom in global LNG and natural gas
Everyone by now knows that the U.S. has become the Saudi Arabia of natural gas and may someday be far less reliant on imported oil to recent technological advances in drilling that have unlocked vast…
Analysis: Next Intel CEO to guide new business, maybe Apple deal | Reuters
I've been talking about this so long as to be amazed that it hasn't happened yet. At the depressed levels INTC is trading at, this would be bullish although an admission that they aren't the…
Investors Embrace Climate Change, Chase Hotter Profits - Bloomberg
We blogged about our interest in the out of favor agricultural play. We added more October 28 call options on the DBA today. We now have both October and January 25 2014 call options It's a cheap…
The odd genius of Michael Dell
Dell is going down the tubes. Everyone knows that. Just look at the stock. It's empirical, blunt, and definitive. Michael Dell has billions invested in the Company he founded. In order to save…
The Worst Investment Strategy Of 2013
Courtesy of Business Insider
The Worst Investment Strategy Of 2013.
Follow up on Vocus (VOCS)
I have to give Vocus management credit for being responsive to shareholders. I know firsthand that the management of a public company can become beleaguered by shareholders when their stock gets…
What to make of Director's $400k buy of Giliad Sciences, INC (GILD)?
As everyone knows, I'm a great fan of watching what insiders buy. The most telling buy though is one done near the stock's highs. The reason this is interesting is that most buying is done near…