BlackRock's Financial Advisor 2014 Investment Ideas

This is the time you get 2014 predictions.  For the most part this is a completely worthless endeavor and a waste of your time unless you are a contrarian.   For me, it's interesting reading and I am…


Tepper, Tudor and Paulson Were Among 2013's Big Winners - WSJ.com

By GREGORY ZUCKERMAN, ROB COPELAND and NICOLE HONG CONNECT Updated Jan. 1, 2014 8:26 p.m. ET A trader who made more than $100 million from a $10 million bet against gold. A hedge fund that gained 42%…


Worlds first legal recreational marijuana sales begin in Colorado - The Denver Post

If you haven't heard the cash registers churning away yet, it's because you have no imagination.  Estimated sales today, the first day I read were $395 million already with long lines forming.…


Happy New Year and Thank You Mr. Market. Winners of 2013: Boring Investors - WSJ.com

Thank you to all of our followers this year.  We are lucky as the market has been very forgiving and generous to long investors.  This article from the Journal talks about just how successful "boring…


Watch this video lecture from bad boy hacker Jacob Applebuam

This is one heck of an interesting speech delivered by self-exiled American hacker/bad boy Jacob Applebaum.  I listened to half of it and came away with the conclusion if he died suddenly it would…


Insider Buying: These Stocks Are CEO Favorites - Barrons.com

Interesting article for me as we have a similar investment style.  They have a long short insider fund as well which we have significantly outperformed.  Their long only fund is smoking it this year…


I Won't Be Surprised If Stocks Crash Next Year (And You Shouldn't Be, Either!) | Business Insider

Henry Blodget calls for stock market crash again.  Good work Henry. I really love the charts  but we all know a broken clock is right twice a day. As for market crashing, I think the warm up signs…


Deal with China Mobile Should Boost Apple Stock - Barrons.com

A Holiday Gift for Apple Shareholders By TERESA RIVAS | MORE ARTICLES BY AUTHOR A deal that will open up the vast China market to iPhones should help the stock for years to come. Apple investors got…


China Cash Crunch Pushes Up Short-Term Rates - WSJ.com

Where's the next Black Swan event coming from?  My guess China or Iran/MidEast.  The banking sector in China has been discussed as train wreck waiting to happen. By SHEN HONG And DINNY MCMAHON…


Saudi Arabia Will Go It Alone - NYTimes.com

This remarkable editorial from the Saudi Ambassador to the UK is tantamount to a call to arms.  We have been buying some of the oil companies (APA, APC, OXY, CLR as they have sold off nicely on the…