May 2008

On tap from wonderful NOLA... Michael Fries, Liberty Global President &; CEO Kyle McSlarrow, NCTA President David Chauvin, Mariah Jade Shrimp Company Owner and Fisherman Rick Bachmann, Energy Partners Limited CEO Nicolas Perkin, New Orleans Receivables Exchange Co-Founder & President Kermit Ruffins, Jazz ... read more

Here's what I holding back when I wasn't holding back the Gulf of Mexico, or the Mississippi River or even my microphone today: 1. The Return of $50 Oil 2. Tip for Oil? 3. Desperate Financials 1. I remember vividly firestorm of controversy that Jeff Matthews created when he wrote in 2002 that he thought we would see $50 a barrel oil in another couple of years. Nobody thought it ... read more

Here's what I double stuffing when I wasn't munching on 14 tons of Oreos and a giant glass of milk today . 1. Credit Crisis Worsening Again Right Now! 2. GOOG: Fundamental Stockpicker's Delight 3. Point 1 + Point 2 = Sell This Market 1. Read an interesting article on Bloomberg today about how there are tens of billions of dollars of additional credit ... read more

Here is the guest list for Happy Hour: Austin Branson, Smathers & Branson Founder/Owner Peter Smathers, Smathers & Branson Founder/Owner Kevin Depew, Minyanville Lisa Witter, COO of Fenton Communications/Democratic Strategist David Weidner, Marketwatch Murray Sabray, Republican Senate Candidate for New Jersey Dr Yvonne Fulbright, Sexologist and ... read more

Loose hearted lady, sleepy was she, Love for the devil brought her to me, Seeds of a thousand drawn to her sin, Seasons of whither holdin me in. Oh woe is me I feel so badly for you Oh woe is me I feel so sadly for you in time Bound to lose your mind Live on borrowed time Take the wind right out of your sails -- Seasons of Wither, Aerosmith 1974 My recent Big 3 rant about my hatred ... read more

Here's what I was playing with in my mind when I wasn't playing with my dog Lobo: 1. Oil Spiking, Housing Collapsing 2. NVIDIA and Microsoft are Stickers 3. Adopt a Dog 1. Oil spiking, housing collapsing. You can hear a lot about economic doomsday all of your life, but at this very moment there is a real credit crisis out there and we've got some serious ... read more

Rapid fire stream of conscientious consciousness this morning: 1. Stick with Nvidia calls and common. Not quite to $25 yet, where I'd said I'd look to sell the other half of the calls. A little patience does a trade good sometimes. 2. Stick Softee too. It's back above $30 and those call options are rockin'. But I think there's more upside to come and I don't think they're gonna come ... read more

Here are the triplet thoughts I was having when I wasn't being barraged by Brangelina news today: 1. Government Lies?! Nah, Really? 2. Today's Ugly Market Reversal 3. More Writing Down Still to Come 1. Just a quick reminder that any and all data from the politicized bureaucrats who report it to us for that US government of ours: all that data is gathered through convoluted and ... read more

Here's what I was spying on when I wasn't legally spying on the other teams today: 1. Big Valuations for Big Oil 2. Illuminating the Illuminati 3. I Truly Hate "Sex and the City" 1. My friend and superstar investor Bob Marson (with whom we'll have an exclusive interview here next week) he wrote today about how the top three oil companies in the US are worth more than every retailer, ... read more

I still remember the first time I got published. I wrote an article for TheStreet.com about how the sudden constriction of capital in the telecom industry was likely to spell doom for most of the industry. I was wrong about a lot in that article (I'm pretty sure I've been wrong about a lot in EVERY article I've ever written though -- that's because I make a lot of predictions and offer a lot of ... read more