Market Commentary
SP500 to Gold
Once again, thanks to Zero Hedge, saw this very interesting chart in an article promoting a return to the gold standard. To be honest, I have no idea what it means to return to the gold standard or what merit it’s perceived to bring. The comments on the Zero Hedge post are just a mess, [...]
read more »Effect of Oil Prices on the US Consumer
Great chart courtesy of Zero Hedge. This is part of the reason that from a portfolio perspective, I always like to keep some oil exposure for diversification. Full Disclosure: Author long shares of TOT and LINE at the time of writing
read more »Are Apple bulls exhausted?
I’ve written extensively about Apple this past year. And, not without reason. Investing in the stock has been a very fun ride ($89 – $200 in a little over 6 months). The Company whether it be delighting users with new products or frustrating users with its mismanagement of the iPhone app approval process has managed [...]
read more »ALD from value trap to deep value
For those that follow this blog, I once wrote about an asset class known as business development companies, particularly middle-market lending BDCs. These businesses typically concentrate on investing through the financing of middle-market private equity transactions. Over the last year, some have come under pressure as a result of government regulations over BDCs which require [...]
read more »The right approach to UMPC market
I wrote a little while back about the rumored Apple Tablet. At the time I talked about my desire for a product which would truly legitimize the netbook/UMPC category. Apple has done a terrific job differentiating its computing offerings. The majority of computer users start with a laptop for general everyday use and occasional mobility. Power [...]
read more »TCI Economic Forecast 2010
As some members may know, The Curious Investor is a member of the Forbes.com blog network. This week, they’ve organized the bloggers to answer the prompt: What is your economic forecast for 2010? Are there specific economic markers that you find particularly useful and upon which you rely on in making your prediction? From my [...]
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