Archive for May 2010

Top Gun FP Client Note: The Market Is Technically Broken

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
Posted by Greg Feirman  ·  No Comments »

Jon David’s American Heart

May 19, 2010  ·  Category: Culture and Current Events
 
Posted by Greg Feirman  ·  No Comments »

HP’s Hurd: “Exceptional Quarter”

May 19, 2010  ·  Category: Macro Economics, Market Commentary, Stocks
Outstanding quarter from Hewlett Packard (HPQ): Revenues up 13% from the year ago period which is a big increase for a company of this size.  All goods categories (servers, computers, printers, supplies) were strong.  Net income ...
Posted by Greg Feirman  ·  No Comments »

Economics Professor James Galbraith: The Danger Posed By The Deficit Is “Zero”

May 13, 2010  ·  Category: Economics, Macro Economics
Also see "Galbraith: The Danger Posed By The Deficit Is "Zero"", Ezra Klein, The Washington Post Online, May 12 It is incredible how stupid some economics professors are.  On this subject also see: "Dumbass Ideas From Economists", ...
Posted by Greg Feirman  ·  No Comments »

Cisco’s Chambers: “It Doesn’t Get Any Better Than This”

May 13, 2010  ·  Category: Macro Economics, Market Commentary, Stocks
It doesn't get any better than this. - John Chambers, CEO, Cisco Systems Blowout quarter from Cisco: Revenues up 27% year over year to peak levels seen in the May-July and August-October 2008 quarters.  Non-GAAP Net Income ...
Posted by Greg Feirman  ·  No Comments »

Computerized Trading Likely Catalyst For Yesterday’s Market Collapse

May 7, 2010  ·  Category: Market Commentary
I have been trying to piece together what the heck happened yesterday afternoon when the Dow at one point plunged 1000 points.  The selloff was short lived and low volume and the increasing prevalence of computer ...
Posted by Greg Feirman  ·  No Comments »

Buffett Biographer Schroeder Rips Buffett, Annual Meeting

Alice Schroeder, author of the recent biography The Snowball: Warren Buffett And The Business of Life (2008), harshly criticized Buffett and the annual meeting on two counts in a piece yesterday for Bloomberg: "Buffett Turns Into ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Pilgrimage To Omaha

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
Posted by Greg Feirman  ·  No Comments »

April ISM Manufacturing Index At Highest Level Since June 2004

May 3, 2010  ·  Category: Macro Economics, Market Commentary
Blowout April ISM Manufacturing Report coming in at 60.4 - the highest level since June 2004.  New orders were particularly strong at 65.7.  This is in line with a bunch of other data points showing a ...
Posted by Greg Feirman  ·  No Comments »