Search for inconceivable rally 23 results found

Solving the Investment Puzzle

Morgan is out with a fantastic investing piece titled ‘The Unsolvable Puzzle‘. This part really captures what gets me so excited about do-it-yourself investing: Think about the investment factors that have changed in just the last 20 years. Private equity assets have gone from $600 billion to more than $5 trillion. The number of public …

The Airline Index and 9/11

Michael Batnick has this great investing post up called the ‘Satisfaction Yield‘. It would take twenty-five years before the Dow reclaimed its 1929 peak. Over that time the United States had four different Presidents and we built the Hoover Dam, the Empire State Building and the Golden Gate Bridge. The Hindenburg exploded, the F.B.I was …

My Kingdom for a Hedge!

Hedging is hard. It might even be financially dumb. The last few weeks I have put on some hedges using $SPY Puts. Considering I wrote a post on January 5th called ‘Dow 50,000, VIX 1‘, I must be insane. I can point exactly to the posts that got me thinking about hedges (here and here), …

StockTwits…The Month of January in Tickers

It was the best month for the markets since 1987.  Yahoo! In 2009 and 2010 I wrote a lot about the ‘Inconceivable Rally‘ and I was investing in web startups in a relentless fashion.  The year 2011 was a great one for startup valuations and 2012 is now what I call the ‘The Relentless Rally’ …

Selling, Selling, Selling…But

This morning I sold down my gold and silver $dgp $gld and $slw to NO POISTION. That’s pretty much the first time I have had no metals in 5-6 years. I sense I will own them again by November higher or lower. The last 5-7 days I have been trickling out some stocks like $rovi, …

A Tribute to Some Bulls…and StockTwits TV

At the Twitter conference a few weeks ago we ran into the CNBC west coast team.  They were lounging on the couch out front, likely on Facebook.  I walked up to say hello with Soren and introduce ourselves.  In return, we got ‘you are the guys who are trying/going to kill CNBC’. We love hearing …

When I was a Kid…

Our Grandparents had TWO World Wars and a depression. You had to walk 7 miles through snowstorms to buy a BOOK. My generation has Alan Greenspan, Tim Geithner, Goldman Sachs and Capital One. Luckily we have Twitter, wicked Weapons, and Prisons. I know I am lucky and try not to complain. If I do, I …