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Microsoft or Apple should now buy Yahoo

May 28, 2014 – Comments (1) | RELATED TICKERS: YHOO , MSFT , AAPL

The Yahoo assumptions are all wrong. Now is the time for MSFT or AAPL to make a move.   [more]



KCG and the false Black Swan event

April 15, 2014 – Comments (0) | RELATED TICKERS: KCG , VALE , GS

What happens when Michael Lewis begins a book tour by stopping off at 60 minutes and claiming markets are rigged?  [more]



VALE and CLF way undervalued

March 07, 2014 – Comments (0) | RELATED TICKERS: VALE , CLF , BHP

This is an iron ore story so it will be filled with excitement and intrigue. We have two companies here that are in stiking distance of four year lows. Both are profitable. Both pay dividends. Both have not benefited from a fourth quarter rise in the spot price of iorn ore... which is the cover story for why these two stocks are in the tank. So the cover story is false.   [more]



Shock data: "Hey Joe, how's your wife and my kids?"

January 30, 2014 – Comments (10)

Extreme caution is warranted mathematically when data prognostication no longer conforms to the reported data.   [more]



Perfect timing to buy POT and VALE

January 22, 2014 – Comments (5) | RELATED TICKERS: POT , MOS , VALE

There is nobody that trades in the fertilizer commodities that hasn't heard about the so-called cartel breakdown due to a rogue Russian producer. There is nothing new in the Russian approach to commodity markets. They have been doing the same thing in oil for years on the spot markets. The trend is that they push the markets down and end up causing a market inflection up.   [more]

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