Gary Dvorchak's Look at 2010's Smartphone Wars

Gary Dvorchak did an excellent 2010 Year in Review piece on TheStreet.com this morning. That’s not a typo, he’s got the same type of imagination that I have and has put it to use in order to formulate a list of events that could take place in the coming year…

More Evidence That High CEO Pay Is Detrimental To Shareholders

I’m gonna keep harping on this issue until Say On Pay gets done for shareholders and apparently, so will Jason Zweig. If you’re not familiar with Zweig, he’s the Wall Street Journal‘s Intelligent Investor columnist and he’s doing phenomenal work in exposing the failure of corporate boards, directors and executives and said failure’s effects on…

The Myth of the Moat

It’s not that The Moat doesn’t matter in stock selection, it’s that, like most analytic concepts, it doesn’t always matter.

"You Underestimate My Sneakiness"

Christmas F Words: Family, Friends, Fezziwig, Fireplace, Fa La La, Frosty the Snowman, etc. This year, we got two more: Fannie and Freddie, the GSE’s that caught an unlimited bailout surprise this Christmas while no one was looking (or approving).  Geithner has authorized the removal of the $400 billion cap in terms of Treasury support…

Punishing the Ant, Rewarding the Grasshopper

One of the more perverse features of the bailout/ rescue/ stimulus plan is the fact that ultra-low rates are doing a great deal of damage to senior citizens and those who have been saving responsibly and coninue to attempt to do so.