Monthly Archives: October 2013

Google’s Brain-Dead Move On The Duck Dynasty Demographic

Google just amended its terms of service for Google + to allow them to use your name and photo for product endorsement.  I’m going to ignore the whole associated privacy nightmare and focus on the bone-headed, bumbling, brain-dead business judgement. Google + … Continue reading

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OOOH! Hardball! A Glimmer of Hope. Boehner Sings Sakura Softly as His Zero Banks Toward The Battleship…

So Obama decides to play hardball – refusing to accept a debt ceiling raise without an end to the shutdown.  It was the obvious position to take, but not a given based on Obama’s record of compromising with himself.  Why … Continue reading

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S&P500 143% Upside? Maybe 300%? Probably Not But… Fun With Numbers

According to my latest calculations, the S&P 500 has at least 143% upside to 4,000 in order to reach the historical average ratio of earnings yields vs the 10 year treasury.  It could go up closer to 300% to 6,700. … Continue reading

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S&P500 to 1640 or 1600? Best guess is 1640…

So looks like the market is having its debt ceiling freakout.  The main question is whether it goes to the 150 day (1640 on the S&P500) or its 200 day (1600).  My best guess is that we hold around 1640 … Continue reading

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Off to Yosemite & Denver! Shutdown’s (Very Thin) Silver Lining…

Yosemite Park is closed by the shutdown, but I just figured out the main highway through (Hwy 120) is still open.  Although you can’t stop over.  All that means very little traffic, GREAT driving & awesome scenery. And then I … Continue reading

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Cisco Upside as CEO Swan Song Starts? Chambers’ 200% Pay Raise Suggests Yes.

It could be a good year for positive “surprises” from Cisco.  This quarter (ends October, reported early November) marks the start of their Fiscal Year 2014.  Chambers is age 64 going on 65.  And Cisco plainly needs new leadership. I … Continue reading

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