If I were Sarkozy and wanted to get rid of Dominique Strauss-Kahn this would be a great way to do it, a good setup. DSK is a well known horndog, all it would take is a phone call telling him he is getting special room service from a visitor dressed up as a maid and then a phone call to sofitel to have the maid service come to his room.
Not saying something didn't transpire in terms of the allegation, that quite possibly did all happen, but I wonder what he was doing waiting naked in his room. Something doesn't smell right...
Saturday, May 14, 2011
Sunday, May 8, 2011
Close Chinese Internet Longs and AOL short, keep NVO long
Chinese markets seem to be bubbling over and aol has flattened out. Better opportunities await in commodities short position.
Saturday, May 7, 2011
Silver-Mad Small Investors Fueled an Epic Rise and Fall
Silver-Mad Small Investors Fueled an Epic Rise and Fall: http://online.wsj.com/article/SB10001424052748703859304576307380172271272.html
Surprise, surprise, silver has fallen 30% in a brutal collapse since peaking on April 25th at ~$50. http://www.contangocorner.com/2011/04/time-to-short-silver.html
History doesn't repeat itself, but it definitely rhymes: when Joe Schmoe is buying ABCD commodity like mad, and people are doing incredibly stupid things like buying ABCD in hopes of earning enough money to buy a home, it's usually time to sell and sell short: if retail is heavily invested there is no one left to buy.
Surprise, surprise, silver has fallen 30% in a brutal collapse since peaking on April 25th at ~$50. http://www.contangocorner.com/2011/04/time-to-short-silver.html
History doesn't repeat itself, but it definitely rhymes: when Joe Schmoe is buying ABCD commodity like mad, and people are doing incredibly stupid things like buying ABCD in hopes of earning enough money to buy a home, it's usually time to sell and sell short: if retail is heavily invested there is no one left to buy.
Tuesday, May 3, 2011
Research in Motion: Another has-been
Research in Motion has long been a cutting edge innovator, heck I used their mobitex PC card modem line with an HP Jornada way before the blackberry was around.
Times are a-changing.
RIM's devices, even in its latest iterations, are good for little more than email.
It is a major PITA to surf the web with a blackberry.
BBM reminds me of two-way beepers, yeah they were cool and useful for a period of time, but then everyone got SMS.
Still, they have a hold on corporate customers much like how AOL still has a hold on senior citizens. In the end I expect them to be bought out by another cellular player (motorola perhaps), but only after a slow and painful death spiral that will see their market capitalization drop substantially.
Times are a-changing.
RIM's devices, even in its latest iterations, are good for little more than email.
It is a major PITA to surf the web with a blackberry.
BBM reminds me of two-way beepers, yeah they were cool and useful for a period of time, but then everyone got SMS.
Still, they have a hold on corporate customers much like how AOL still has a hold on senior citizens. In the end I expect them to be bought out by another cellular player (motorola perhaps), but only after a slow and painful death spiral that will see their market capitalization drop substantially.
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