Folks, the fad for (highly-levereged, and oft-equity-diluting) mortgage REITs, which has been driven by yield-starvation elsewhere, will not end positively. Something is hinky here. Maybe it ends a year or three or five years from now. But whenever it ends, it will not end well I think.
Microsoft at a 4-year high right now, major parabolic breakout on my largest position, which feels nice. I attribute it to: [more]
On February 3rd I blogged about a great take-down of Zerohedge and Drudge for their idiotic "headline" critiques of the BLS numbers. [more]
If Sodastream closes above about $42.82 in the next couple of days, that would take out the 9/14/2011 high after this summer's collapse. Technical people may drive it higher at that point, possibly well over $50/share. There also appears to have been some serious buying going on in this company, possibly in ancticipation of holiday numbers, or else it is just as a yearly reallocation by people into 2011 underperformers such as microcaps. Stock is up 30%ish YTD. Recent volume is not high though, which is bearish. [more]
I posted this on my blog, because I can link that to my Twitter account: [more]