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May 2013



Yield spikes

May 29, 2013 – Comments (13)

Foolâ„¢ named "inthemoneystock" noted that 10 year T-note yields spiked 5% over where they've been trading, and concluded from this that the Fed is "screwed."  [more]




May 21, 2013 – Comments (8)

I like to do a little investment review from time to time.  This takes the form of a few folders in my computer, filled with little text file scribbles - one of my file names is 'investment scribble' - and maybe a few Excel files, often .csv files exported from Fidelity, where I maintain my investment accounts.  [more]



SIRI's metrics

May 12, 2013 – Comments (3) | RELATED TICKERS: SIRI

Originally posted as a comment to this blog, in which it was proposed that Assets to Liabilities was a reasonable way of valuing SIRI, the Sirius XM Corporation.  [more]



Yet another note on AAPL and the market in general

May 08, 2013 – Comments (4)

I put my money where my mouth is last month; when I posted about AAPL's insanely low valuation, I doubled my stake.  I was already overweight AAPL to begin with, even though I was playing with 'house money' - I had had my starting capital back years ago; doubling my stake resulted in a 20% allocation to AAPL.  [more]



Apple's buyback and bond issue

May 01, 2013 – Comments (15) | RELATED TICKERS: AAPL


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