Stay in the game (And don’t forget today’s chat at 2pm EST)

Well, another near panicky open has again subsided into something more gentle and we’ve likely washed out yet more of the weaker-handed longs with these repeated 1-2% intraday down swoons. I’m still waiting for something a little scarier/harder to buy before I get agressive again. And if I miss the bottom without having loaded up [...]

Get your investing lessons from Sun-Tzu, George Soros, Jim Cramer, James Altucher and others

It is said that if you know your enemies and know yourself, you will not be imperiled in a hundred battles; if you do not know your enemies but do know yourself, you will win one and lose one; if you do not know your enemies nor yourself, you will be imperiled in every single [...]

Poll Results: Bulls are terrified

Nearly a hundred responses in so far and we’re at, I’m not joking 95% saying that the bulls are more scared right now. Let’s summarize what this analysis means. A “bull” is someone who thinks the market is going to go up. A “bear” is somebody who thinks the market is headed lower. When the [...]

Poll Time: Who’s more scared right now, the bulls or the bears?

It’s time for me to officially pull out the poll: Who’s more scared right now, the bulls or the bears? I hinted towards what I think is the answer yesterday and I think we have an even clearer answer to that question with this morning’s sell off. Your answer? Hit reply to this email or [...]

My entire speech from the Apple Investor Summit (with sound too!)

Let’s try this again. Apparently, when they uploaded the video the first time, it didn’t upload all the audio. Sorry about that. Here’s the full speech I gave at the 2012 Apple Investor Summit where I was sandwiched in between keynote speakers, Steve Wozniak (the co-founder of Apple) and Walter Isaacson (Steve Jobs’ biographer). I [...]

Trade Alert: Time to buy?

Time to “buy”?. As always, there’s no set answer to that question, but the the shortest answer to that question is yes, we’re getting to the point where it’s probably time to start scaling into some more long side exposure as the markets have really started to get a panicky. I used the word “start” [...]

Trades for the week of April 30th through May 4th

One quick note before we get into this week’s list of trades. I typed that I had “fought for my country” at Occupy Wall Street and didn’t see that until I’d already sent it out and published it. Point is, I didn’t “fight for my country” — the guys in Iraq and Afganistan are fighting [...]

Investor must-reads into the weekend

The markets are down across the board. I’m not looking to do much trading and buying yet. As you guys know, I’ve been letting this turmoil play out a bit before getting aggressive. Still am. Let’s run through some headlines this morning that every investor should be reading: U.S. nonfarm payrolls: Just 115,000 jobs added [...]

Web Bubble 1.0 Stocks: Bluefly

bfly

Last week I named some Web Bubble 1.0 stocks and why I’m watching them.  Today I want to talk about Bluefly and why I think it could catch a Bubble Bid. Let’s me be clear again: I’m not advocating you get long this or any other of the Web Bubble 1.0 names.  I’m using them as [...]

Trade Alert: Time to trade one of those Web 2.0 stocks

Good morning and welcome back to the playground, where the monkey bars never close. In the early going, stocks are down slightly. Take a look at this 5-day chart of the Nasdaq. Lots of volatility but we’re back where we started after all that noise. http://finance.yahoo.com/q/bc?s=%5EIXIC+Basic+Chart&t=5d Also, take a look at this article bulling on [...]