Archive for December, 2010

  • Closing out 2010…What a Year
    Posted by on December 30th, 2010 at 5:03 am, Comments: 0

    To start, I want to thank you all for joining me in 2010 on this blog, the StockTwits/Chart.ly/Twitter streams, my TV programs on StockTwitsTV, and wherever else I may have interacted with you on the interwebs.  I continue to marvel at the revolution taking place which not only connects people of like interest all over [...]

  • Blizzard/Inside Job Movie Review
    Posted by on December 28th, 2010 at 6:56 am, Comments: 0

    I did something really mean last night, I ordered pizza delivery at 9PM, right in the middle of the blizzard here in New York.  I didn’t quite realize what I was doing at the time, I was just hungry.  So I gave the delivery guy who had treked five blocks in what was literally a [...]

  • The Hedge Fund Trading On Twitter Data
    Posted by on December 22nd, 2010 at 6:07 pm, Comments: 0

    A firm in London, Derwent Capital Markets, is starting a hedge fund set to begin trading this February with 40 million dollars under management with a strategy based on signals derived from Twitter.  Interesting… This news is about a week old, but Bloomberg got around to the story today. Just take a moment to appreciate [...]

  • FCC Passes Net Neutrality Rules (kind of)
    Posted by on December 21st, 2010 at 3:58 pm, Comments: 0

    The FCC voted 3-2 to pass a set of net neutrality rules yesterday.  But when we look a bit deeper, are the rules they passed really net neutral?  Did the FCC really do anything significant here?  Let’s take a quick look. Without quoting directly from the text, here are the main points.  Broadband providers will [...]

  • Review of 2010 Predictions
    Posted by on December 17th, 2010 at 3:40 pm, Comments: 0

    I thought I would take a few moments today to review my 2010 predictions post, you can find it here. The Market My call that the market would not trade wider than a 30% range was correct.  That might sound like a no brainer, but relative to the previous two years it was very calm. [...]

  • Weekend Reading
    Posted by on December 16th, 2010 at 8:30 pm, Comments: 0

    It’s been a while since I did a weekend reading post, I have a lot of great links in the folder from the past few weeks.  Peruse at your own speed, there’s a lot here, but it’s all pretty cool. Our kids in the United States are spoiled and lazy, especially when it comes to [...]

  • They Just Don’t Get Twitter
    Posted by on December 15th, 2010 at 11:34 pm, Comments: 0

    Twitter raised another 200 million dollars this week at a valuation of 3.7 billion.  Yes thats billion with a B.  Read the full story here. Most of you who read this blog, or did read this blog when I was trading, probably did for the market commentary, not my view on tech or society.  I’m [...]

  • You Don’t Make A Deal Until…
    Posted by on December 15th, 2010 at 12:33 am, Comments: 0

    You don’t make a deal until it’s in your interest to do so.  Most people naturally understand this concept when it comes to business.  We don’t go around cutting deals with each other for the heck of it, to make friends, or just doing deals to do deals.  No, we make deals when it’s in [...]

  • The Real Value of Group Buying Sites
    Posted by on December 9th, 2010 at 7:42 pm, Comments: 0

    It’s amazing to think that Groupon got a 5+ billion dollar offer from Google a few days ago.  Many people out there think they are idiots for not taking it.  I’m not one of them, for two reasons.  I think Phil Pearlman is right, the marginal utility of cashing out for the Groupon founders is [...]

  • It’s Not About The Stock, It’s About The Story
    Posted by on December 8th, 2010 at 5:32 pm, Comments: 0

    I love listening to banter on StockTwits regarding high momentum names, and not only because that is the niche that I trade in.  There’s a reason that some assets exhibit high momentum relative to their universe, simply put, it’s because the market’s perception of their value is changing rapidly.  What usually drives a change in [...]