Tag Archives: tech

TESLA will bring us World Peace? At this price it better!

Based on the stock price performance, we should expect Tesla to bring about world peace.  Exciting growth situations, and I’ve seen many of them in various industries over my long career, seem to defy gravity for extended periods of time. … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Earnings surprises impotent; Earnings shocks potent!

Evidence supports the notion that strategies targeting ‘earnings surprises’ are relatively impotent these days. I remember twenty years ago (long before these stats were tracked with near precision using quantitative techniques) it became abundantly clear to me that accurately predicting … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Don’t be fooled – it “is” a bond BUBBLE!

Are these folks shopping for US Treasuries? Thirty years ago, when I got my first job as an investment analyst (Canadian Pacific Pension Fund) the bond managers were a sad bunch. Rates had gradually climbed (i.e. bond portfolios kept losing … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 3 Comments

Is Linkedin (IPO) really tuned in? Is there a tech disconnect?

LinkedIn Corp’s <LNKD.N> shares more than doubled on their first day of trade last month. The hype seems to have worn off some since the IPO.  There are some cynics who figure that it was just a big one-off shenanigan – nostalgia for the … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

MARKET CORRECTION — The day after you buy stocks!

FORECAST – Sunny with Chance of Showers I was asked to speak at the Alternative Investment Conference in Calgary over the weekend. As you know, I don’t believe in predictions (for reasons covered at length in my new book); I … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Robust earnings, slower economic growth, FED benign…what to do?

  Biker signal for “Slow Down” “WASHINGTON, April 28 (Reuters) – U.S. economic growth likely braked sharply in the first quarter as higher food and gasoline prices crimped consumer spending, but the setback will probably be fleeting given a firming … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Global meltdown or “a pause for the cause?”

The good news, is that I continue to see regular (less frequent that 2 years ago for sure) predictions that the financial world is about to go into a meltdown along with Japanese nuclear reactors.  Good news because if everyone were seeing the … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment