Archive for November, 2010

• The Next Ten Years…
  Posted by Howard on November 30th, 2010 at 12:53 am, Comments: 45 comments

  Few of us are thinking of the next TEN years. It’s hard not to get excited and short term distracted with Twitter, Groupon and Facebook [...]

• The United States…Poverty Machine?
  Posted by Howard on November 29th, 2010 at 8:32 am, Comments: 84 comments

  I was reading another great Gregor Macdonald post over the weekend entitled ‘Poverty Soars in California.’ I live on an island, by a navy base [...]

• Monthly Charts…The Chase is On!
  Posted by Howard on November 28th, 2010 at 8:00 am, Comments: 22 comments

  Take a look at the monthly charts of: $BIDU $NFLX $PCLN $CMG $FFIV $CRM $AAPL (long) $AMZN (long) I have been long all but $BIDU [...]

• What Hit Me? Just a Snorting Bull Market
  Posted by Howard on November 27th, 2010 at 9:05 am, Comments: 5 comments

  As we head into December, most stock markets are having another good year. If most stock markets are having a good year you can imagine [...]

• Thanks…To Everyone But the TSA
  Posted by Howard on November 25th, 2010 at 11:20 pm, Comments: 13 comments

  America has been good to me. I grew up a privileged kid so my journey has been easier than almost everyone. The only thing I [...]

• There has NEVER been a Better Time to Trade
  Posted by Howard on November 23rd, 2010 at 10:39 pm, Comments: 21 comments

  Maybe it’s because I mostly watch and do not trade unless I catch a good investment.  Maybe because it has never been cheaper, never been [...]

• Everyone in the Facebook Pool
  Posted by Howard on November 23rd, 2010 at 9:42 pm, Comments: 12 comments

  Not quite, but not quite first guy in either. The financial industry has become a saloon of leverage and silliness.  The SEC is at least [...]

• Momentum is a Drug, Value is in The Eye of the Beholder and Certainty is Death
  Posted by Howard on November 21st, 2010 at 10:15 am, Comments: 27 comments

  Based on my investing philosophy and style…I like drugs, I trust certain eyes as it pertains to value and I run from certainty. It has [...]

• $LULU $LULU $LULU
  Posted by Howard on November 20th, 2010 at 8:49 am, Comments: 6 comments

  $LULU is now one of Oprah’s new fangled thingies. Not to be mean, but if LULU can make Oprah’s behind look special…my tagline the ‘Facebook [...]

• Products and Companies…Two Different Things
  Posted by Howard on November 19th, 2010 at 7:05 am, Comments: 10 comments

  There is a lot of discussion in the VC blogosphere about whether we are in an early stage boom or headed for ‘storm clouds’ with [...]

• Dear Warren Buffett…Asshole
  Posted by Howard on November 18th, 2010 at 12:43 am, Comments: 25 comments

  Warren is rubbing our faces in HIS wealth with this op-ed in the NY Times. Why is Warren America’s nephew? Who did his mother sleep [...]

• Building a Business…Hustle and ‘Do More Faster’
  Posted by Howard on November 17th, 2010 at 7:43 am, Comments: 23 comments

  I was in Dallas yesterday because I had a chance to sit with Mark Cuban and discuss trends, stocks, and start-ups. I was actually prepared, [...]

• Building a Business…Hustle and 'Do More Faster'
  Posted by Howard on November 17th, 2010 at 7:43 am, Comments: 60 comments

  I was in Dallas yesterday because I had a chance to sit with Mark Cuban and discuss trends, stocks, and start-ups. I was actually prepared, [...]

• Managing Money is Hard…Ask Peter Thiel
  Posted by Howard on November 15th, 2010 at 7:22 am, Comments: 48 comments

  I started my hedge fund in 1998. I started it because I was coming off a hit consumer product and some great years trading stocks [...]

• Printing Money…I Mean Quantitative Easing
  Posted by Howard on November 13th, 2010 at 11:58 pm, Comments: 51 comments

  I have really missed some easy trades/investments since the bottom on March 9, 2009. I was not panicked and am glad to look back and [...]