July 2008

I've always liked Thoreau, even though I associate him with the time my college basketball coach (by title, not by mentorship), Dave Bliss turned to me in the middle of a practice one day and asked me if knew who Thoreau was. We UNM Lobos had lost a couple games in a row and dropped out of a short-lived run in the Top 25, and he was not happy about it. Sure I said and he said, "you know what ... read more

In a while will the smile on my face turn to plaster? Stick around while the clown who is sick does the trick of disaster For the race of my head and my face is moving much faster Is it strange I should change? I don't know, why don't you ask her? -- Neil Young All day Wednesday at Fox, my right eye was watering and really bothering me. I don't have allergies, but I figured the only ... read more

1. Flip It: Buy When It Hurts 2. Micheal Moore’s Dream Come True! 3. AAPL About to Break Out…Again 1. This market is horrible and the economic recession (Yes, that same one the Fed, Dems, and Repubs said they could stop by giving your money to Bear Stearns shareholders and by borrowing $160 billion from our children for their stimulus package) is getting worse. Remember that ... read more

One of the themes of this blog and of Happy Hour that we covered extensively with Mort Zuckerman on our Wall Street block party last week is that investors should often just focus on the individual stocks and not the broader market. And indeed, I still maintain that caution is king as we now clearly are seeing the down part of the economic cycle. But I still see a stock or three, especially in ... read more