The market is flying today, primarily on deal-driven enthusiasm.
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The Ghosts of Venture Manias Past
For fun and perspective, let’s take a brief glimpse back at the last time everyone caught Venture Fever…here’s something from the San Fransisco Chronicle circa November 1999, four months before The End…
Hot Links: The Mayor of Crazytown
The best morning links this side o’ the Mississip
My Japanese Small Cap Trade
Early last week I began taking advantage of the massive Japanese stock sell-off with purchases of two Japanese small cap ETFs. I talked about these buys on CNBC this past Wednesday…
Pogo's LOTR Remix
Video.
Kedrosky's Startup Bubble Top Ten List
Paul Kedrosky has the definitive Top Ten list of bubble signs in Silicon Valley.
Michael Dell's Very Big Stock Purchase
The picture is not pretty, but with Michael’s added $150 million vote of confidence purchase this week, perhaps we’re all missing something.
Is There a Market "Prime Meridian"?
Is there a market “Prime Meridian”? A grand trend line that encompasses every major pivot point for the last 30 years?
Operation: Desert Lunatic is Underway
The Pentagon says 112 Tomahawk cruise missiles have been launched from U.S. and British ships in the Mediterranean, hitting more than 20 Libyan targets along the Mediterranean coastline.
No Such Thing as a Tech Value Stock
Cisco will be a great dividend payer one day. If they can earn a reputation for cash flow reliability as they once earned their reputation for consistent growth, the shareholders will be OK in the end.
