From: February 2008

The Boeing Company (BA) on Wallstrip

While I fart around on the web, Boeing is making shit happen in the air. I mean the 787 Dreamliner is freaking serious . Unfortunately, the planes are to be bought by bankrupt, unionized airlines so the beauty of the product will be lost in a sea of complaints about cancelled flights and rotten peanuts. …

Gold is Parabolic…WTF?

I am long PAAS, GOLD, SLW, GLD and Canada so happy, but really… This is not going to end well for so many people. I don’t read enough or know enough about gold to truly understand the move. New wealth loves shiny things. Gold has generally risen during periods of inflation, global instability and a …

LindzonPalooza Is On!

LindzonPalooza is off to a smooth start. No casualties yet. It’s really a get together for clients, friends and the launch of our new Knightsbridge Fund and a place for the management of our portfolio companies to meet each other. Andy Swan has decided it’s LindzonPalooza and he’s 6’10 so you just go with it. …

FREEconomics…Good and Bad

Alex has a real thoughtful post on the problems with FREEconomics . Read it. I am both bullish and bearish on freeconomics. I am bullish as a user, but leaning to bearish as an investor. I will still make freeconomic investments, but valuation is key. The rewards need to be high.

Google, Gold and Oil…Related After All

So while the nerds and mainstream media argue whether Google has peaked, my gold and oil stocks are riiipppppping and the underlying commodities continue at all-time highs. We have WINflation going on for those just long the basic materials, oil, agriculture and metals, but LoseFlation in last year’s winners like CROX, Google, Apple and just …

Rachel is BUYING Google

Rachel asked me to buy her some more Google this morning in the $440’s. Actually, she texted me and I twitterd it. She does not know yet that her stupid day paid $490 something for her a few weeks ago and did not sell at $530. She must be watching CNBC while getting dressed for …