Articles

Today's payroll and unemployment numbers are being interpreted to mean that the economy is not going in to a recession and that the Fed will not need to cut interest rates further. The dollar is strengthening, interest rates are rising and, the stock market is going up. Yes, the stock market is going up. I'm very pleased to me making money and very pleased that our economy is strong, but something just isn't coming together here. Isn't this the same market that has rallied since the Fed's last move on the expectation that the Fed will need to reduce rates drastically to stimulate the economy and to ward off a recession? Wasn't the market moving higher on expectations for further move? Wasn't everyone saying don't fight the Fed? This is the kind of hypocritical herd behavior that makes no sense. While it works in a rising market, it will drive you mad in a falling environment.

Gold has continued to go up over the last couple of months and now sits as at close to a 10 year high. Will it continue to go up? I believe so and here is why:

Countrywide's latest campaign demonstrates the company's true colors.

Here are some simple lessons that investors in technology stocks have learned over the last 5 years. I believe that these lessons are so obvious and I am surprised that I just don't see them spelled out clearly so I am doing it here. Now, I don't know if the cycle is reaching its end, but I am sticking to these principles.

If one built a portfolio of only FXI and BRK-B, one could accumulate a fortune in a very short time. Both have risks, but the upside -- absolutely proven from their short and longer track records -- is enormous. Together, they are still more powerful and together they balance off the risk in each. It is almost too sweet an opportunity -- huge upside and very low risk when owned together.

Henry Blodget is calling for Google to go to $2000 a share.

EBay's $1.4 billion writedown suggests not that they overpaid for it, but that they have never understood the prospects for trhe business.

Alan Greenspan is a smart man, and smart men are sexy. I recently listened to a speech he gave and think it was filled with insight that can benefit everyone. Here's what he had to say:

Walgreens is being unfairly clobbered as a result of its bare miss on the market. But, what does this mean for the drug industry?

My iphone saga continues- now out of the apple store- dealing with the geniuses who work for ATT

Ranexa - CVTX's lead drug has sold poorly - hampered by a difficult label. The company just submitted an application to change that label- which will almost certainly be accepted- and the stock traded down. With the diabetes data likely to come out soon, this is a great time to start or add to a position in CVTX.