From: July 2007

Leverage Unplugged…Fast and Ugly

The bears are loving life. Good for them. They have much to be excited about if they are in the financials. The key questions is….Will it Spread? ( I would love to BLEND a few bankers :) ) China, India, Mexico, Malaysia and even Russia are hanging in quite well thank-you. You would think those …

Financials – NO! OY! YUCK! ZOINK!

Wow – what a mess. It’s like an airplane urinal after a coast to coast flight. Today, we got the first ‘give up’ an admission that a lender just can’t make it. I love their name – American Home Lenders (AHM). They sure lent. Like I always quote from Seinfeld – ‘You know how to …

Chipotles and GPS – Yessssss

I am plotting out all the Chipotles on my new Garmin wrist device so that I can eat at each one around the United States. Some people want to go to different ballparks….not ME. Chipotles will eventually be in every ballpark and airport, bit first they need a few thousand more stores around the country. …

I Sold Some More Apple

I love my iPhone. I still sold some stock. For me and clients. WHY? The battery bites. Period. I am lazy and not cheap. I am not going to whine about it for now. The rest of the world I consider cheap. They have lawyered up and the sickness has set in. The battery is …

Apple iPhone – What's Inside

I have been searching for some details on the guts of the iPhone to see what trends may emerge in the component sector. With the iPod, Synaptics and Marvell came back from the dead. Here is a good link on the guts . She goes further here . I would think the right battery supplier …

It's good to be Home

Since launching Wallstrip on October 15th of last year, I have not been home much. This summer was my longest time away and tonight we got home after 5 weeks away. All is good at the homestead and we were quickly back on routine. Rachel and I hit Chipotle’s. That’s pretty much all we do …