Investing and Trading News, with a Contrarian, Sarcastic Twist!
Software, as you probably know, is a great business. Zero marginal cost, no inventory to monitor, and no goods to physically ship. The key to selling business software is finding an easy act to follow. Microsoft (MSFT) Excel was successful because there were no personal spreadsheet applications at the time. QuickBooks gained massive market share […]
Jim Rogers joined the original money honey Maria Bartiromo today on CNBC’s closing bell for a solid ten-minute interview (link and embed below). He views the current decline as a normal correction (said it could go all the way to $1200 and still be within the confines of a normal correction). Has recently hedged his […]
When investors are running for the pound, you know things are getting wacky in Europe! Our currency guy Chris Gaffney checks in on the latest from Europe in today’s Daily Pfennig… Pound Sterling as a Safe Haven? by Chris Gaffney, EverBank Good day. And welcome to another week. Chuck is headed out to Las Vegas […]
Fantastic job by Mark Cuban in his latest blog post, as he takes college education out to the woodshed. He predicts a meltdown in college education, along with the financing of it, drawing interesting parallels with the housing bubble. It’s just a matter o time until we see the same meltdown in traditional college education. […]
The bloodbath in natural gas is about to carry over to the stock prices of producers, writes our energy expert Marin Katusa. While the price of “the natty” as already been hammered, the reserves of natural gas companies have not yet been sufficiently written down to reflect the new bargain basement price levels. When that […]
It’s been a little while since Marc Faber dropped an outrageous prediction to the mainstream media – nice to see the streak busted in a big way! Faber spoke with Bloomberg and, in a beauty of an interview, he: Said the Eurozone should eventually kick out every country except Germany (but allow the other countries […]
Sovereign Man Simon Black gave a nice breakdown of seven bullish fundamentals for agriculture in the years (and even decades) ahead: On the demand side: 1) World population isn’t getting any smaller for now. Even some of the most Malthusian models show a continued rise in global population for the next few decades until peak resources and […]
Here’s another interview with Rick Rule (also see his recent interview with Jim Puplava) – the subject of this one is heavily focused on junior resource miners, as he sits down with Louis James at the recent Casey Research Summit. I always love his catchphrase that you’re either a contrarian or a victim. Rule likes […]
Remember those crappy jobs numbers reported on Friday? Well, they were even worse than reported when you peel the onion back. Currency analysts Chris Gaffney and Chuck Butler take a look at the report from Friday… Jobs Data Push Speculators Out of the Market by Chris Gaffney, EverBank Good day, and welcome to another week. […]
This morning on Bloomberg I caught an interesting Jim Chanos interview – here it is below, along with my notes – in summary, Chanos: Views Petrobras and other national energy companies as “giant ATM machines” for their national governments, as well as patronage job locaters. Thinks the natural gas revolution in the US is for […]
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