Trends Continue

Despite my last post, I still believe in the following trends:

Internet – especially yield management

GPS GPS GPS – Garmin and Trimble hitting all time highs again

Gold and Oil – looking for selloffs and than tune out the noise

Fiscal Policy remains extremely wreckless and inflation is “everywhere I WANT to be”.

The problem with the fourth trend is that my favorite ideas – Internet and GPS – become even more volatile as this policy of inflation continues. It’s never perfect.