All Things Tech

One of the most important lessons (I think) I’ve learned as a trader over the years is to set up a rough playbook based on your expectations of the fundamentals of the economy or company. My playbook’s been all about tough, range-bound bear markets ever since I grew ever more bearish about the economy as the Republicans and Democrats in power voted through a new paradigm of ... read more

They'll be preemptive so be pre-preemptive and strike with common sense for instance freedom of thought is the only chance fools can't control the force, Jedi's don't dance Speculate on armaggedon/ I'ma pull out my weapons a big book full of crooks and a history lesson on a rain slick precipice overlooking a deficit to fall for the traps is effortless Not paranoid 'bout paranoia ... read more

The "Illuminati" isn't some sort of secret organization running around in pyramid-emblazoned robes -- but it does exist and what I mean by that is that there are people running big business and government who are all in cohoots together (often without even meaning to be, I hope) to use the government and its laws and policies and monopoly on the use of legal violence to redistribute wealth from ... read more

As I've been so vocal and adamant against all the forms of corporate welfare (you can call it "bailouts" if you want), I've gotten one question over and over as these two real quotes from my blog comments asked: "What should we do about it?" "What are you, we, going to do about all this?" So many people write to me saying they feel that, now more than ever, they don't have a voice as ... read more

Some thoughts that are kicking off the playoffs in my own head this weekend: * I'll introduce this more formally in an upcoming post this weekend, but I want to let readers know now that after two years of blood, sweat and tears, we're proud to beta-launch SpokeUp.com - The social network for individuals who speak up. You can visit my profile page at http://spokeup.com/pg/profile/cody and ... read more

1. Work Your Butt Off RIGHT NOW! 2. Your New Treasury Secretary Is Incompetent 3. Save Lobo’s Brother at AnimalLeague.org 1. Another huge spike coming on top of another huge sell off.  I’m still thinking we are likely rangebound around these current levels for at least a couple years, but I do think we’ve started to see some incredible values and I launched RevolutioNewsletter.com to ... read more

You realize that Bill Gross finished his September Outlook newsletter with the following paragraph? The bill for our collective speculative profligacy, obvious in the deflating asset markets, can be paid now or it can be paid later. Those aspiring for a perfect 800 on the Wall Street policy exam would conclude that the tab will be less if paid up front, than if swept under a rug of moral ... read more

"Those who empower, win. Those who protect, lose." Yes, as I've explained before, that simple principle is all you need to know when it comes to investing in the trend to distribute the world’s information and entertainment content on the internet.  It was that very logic that propelled me to buy Google for me and my partners the day it came public and to sometimes short Yahoo and Time ... read more

I've been a bit of a Steve Ballmer apologist since I first turned bullish on Softee back in May of 2006. I mean, I've called the guy out for the Zune disaster from the start and what not...but I figure anybody who's built the most powerful and valuable company on the planet probably knows what the hell he's doing at the end of the day. But then today I see the quote from Mr. Ballmer in the FT, ... read more

Sitting in an English garden waiting for the sun. If the sun don't come, you get a tan from Standing in the English rain. I am the eggman, they are the eggmen, I am the walrus, Coo coo kachoo ka coo coo kachoo.  -- The Beatles The biggest winner of the Micro-hoo-goo fall out? The evil empire itself! It's almost self-fulfilling analysis, since such a conclusion begs the question of ... read more