Market Commentary
Private equity victimizing public markets?
Recently read an article, “Texas Pacific Group Made Money On J. Crew, Did You?,” that seems to paint a rather damning picture of private equity, particularly Texas Pacific Group and its investments. The article makes note of the fact that TPG recently sold the last of its shares in J. Crew and officially exited its [...]
read more »The Most Contrarian Idea I Have
Any reader of my blog recognizes that I generally have an affinity for consumer products and retail facing stocks. In this recession, I’ve also become quite the fan of dividends as manifested in my recent investments – GE, VLO, MO, and LINE. As such, this investment idea probably comes as no surprise – Hotel REITS. [...]
read more »Invest with Main Street
With all the recent hub-bub about “Wall Street vs. Main Street,” maybe its time investors start taking stock of what Main Street wants. After all, it’s consumer demand which ultimately drives those sales numbers that seem to have been in free fall. Warren Buffett once described his philosophy of looking for businesses with “wide moats” [...]
read more »USA Sovereign Wealth Fund
It seems that the market’s 500 point positive reaction to the US Treasury’s Public Private Invesment Program was a resounding vote of confidence. Then again, given the many headfakes the market has given us over the last year (anyone remember October’s 900 point day?), the market doesn’t seem the greatest judge of fiscal policy effectiveness. So, [...]
read more »Dell getting desperate
Dell unveiled their new ultraslim, the Adamo, a few days ago. The new laptop is a 13.4 inch “luxury” portable featuring no optical drive, a long life sealed-in battery, edge-to-edge glass screen, and a solid state hard drive comes at the very affordable starting price of $1999. Does this sound familiar? A MacBook Air, perhaps? [...]
read more »Internet content reaching critical mass
Two months after Hearst announced its intentions to divest or shut down the Seattle Post-Intelligencer, the Seattle PI is set to become the largest and (arguably) the first newspaper to convert from print to web only delivery. This comes after the Christian Science Monitor announced intentions to cancel daily print editions in favor of a [...]
read more »
