From: November 2007

The Bears Overstay Their Welcome…As Usual

The shorts are such amateurs. They are too smart for their own good. While they brag at ‘cocktail parties’, their profits disappear. Sure – we throw them bones …GM, Dell, Ford, Homebuilders, semiconductors and even some big financials this year, but the rest still belongs to the bulls. They bears focus too much on charts …

Did Facebook Peak?

Likely in many ways. Not traffic for sure, not in consuming the blogosphere discussion. UPDATE – I did not have the right words, but Fred does as to why it’s not from Privacy backlash alone . If you think it’s just this you should check out our Wallstrip shows on Equifax and Fair Isaac. They …

Google goes GPS

Based on the amount of people writing about it, it must be important. I wish I understood all this shit at a time like this, but Fred helps clear it up a little with this post . Looks like Google has recognized this pie as a monster outside search that it must compete aggressively. I …