Weekend Reading 9/12/09

I was in the Apple store for the first time in a while last week.  The second I walked in I felt like part of a cult, a technology religion cult.  Wait, on second thought, I felt more like an undercover cop inside the mob, I still use a Dell, I was scared someone in there was going to call me out.  Does the Apple store run some kind of technology madras where they brain wash you to be one of them?  I have an iPhone, and besides AT&T sucking to all hell, I love it.  Apple is amazing, I can’t think of another company that can keep its customers coming back for the same product, plus a few new tweaks, every year.

The US dollar is getting crushed, the market isn’t going down as long as that’s the case.  We have been seeing some really weird action in US treasuries though.  Both the TLT and IEF gave me buy signals on Friday.  I didn’t take the entries, but if we see weakness in equities on Monday I’ll revisit that trade.

Here is your weekend reading:

A must read from Tom Friedman, why China is eating our lunch when it comes to just about everything.

Even with the monster rally in emerging market equity, look at where it stands relative.

Is every renewable energy technology worth developing?

I’m sick of the rich in this country paying for the poor’s bad diet.

I feel ZERO remorse for Lehman, ZERO!

Will you switch to Sprint’s new 70$ all in plan if they pick up iPhone in ’10?

The middle America conservative’s nightnmare.

Moody’s is worth nothing, I’m with you Einhorn.

The US has no energy policy, another reason China is eating our lunch.

Did black boxes bring down Lehman Brothers?  They deserved it either way.

I’ve been saying this for a while, quit buying UNG and build a nat gas storage facility in your back yard.

China is gobbling up every raw material they can get their hands on, even this one.

I am going to keep harping on the college bubble theory, watch for a longer post on my thoughts to come (college grads are losing ground / not much difference between most undergrad classes and online universities / how much more do grads earn / best degrees by salary)

Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see the Disclaimer page for a full disclaimer.


blog comments powered by Disqus