See an article I recently wrote here. In this piece, I am arguing that yesterday’s selloff is not a watershed event and basically a non event. Jeff Macke called the article a very Russian one, when I inquired why he explained “My ancestors ate frozen wood while staving off Napoleon. 300 points doesn’t scare me.” [...]
After Motorola (MOT) threw in the towel on making money in cell phones this year, is it a good buy? It was not three years ago. This analysis is still valid today. In fact, Motorola’s failure is a big positive for Nokia (NOK) on many fronts: it shows that Nokia’s management can execute despite not [...]
This is an excerpt from a comment I read on Daily Speculation. It is such a common misperception that I had to write a response: “Great stocks [Google, Apple] are to be owned. Companies who dominate their space are to be kept and allowed to grow. Those who have built fantastic franchise names should be [...]
Who ever said, “vino veritas” (in wine, there is truth), hasn’t written enough. I say, “in writing veritas.” MarketWatch asked me to write an article about one’s investment strategy in the interest rate environment on the horizon. When I first sat down to write, I thought that I was a bit neutral on the direction of [...]