Archive for the Bullish Category


Target Date Funds are Stupid and Evil

Quick, what is the best investment today if you want to preserve capital from risk? Bonds? What about tomorrow? Bonds? What about in 10 years? Still bonds? Always bonds? This is lunacy. Right now your credit risk on bonds (the risk the issuer will go belly up) is tiny. However your interest rate risk (the […]

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Stupid Sector ETFs killed the Efficient Market Theory

The Efficient Market Theory says that, through the wisdom of the crowd, it is impossible to “beat the market” because stock market efficiency causes existing share prices to always incorporate and reflect all relevant information. There is something to be said for that, and perhaps it might have been right, but it isn’t today, and […]

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Will Amazon buy eBay?

Last Friday unconfirmed reports surfaced of Google chatting with eBay about buying up to 40% of the company. This is apparently not true, it was denied, and why would it have been true? Why would Google buy eBay? There aren’t many synergies there, at most its Paypal and Google Wallet, but why would Google want […]

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Investing for the US Natural Gas Boom

As an investor you need to be savvy, you need to be smart, and most importantly, you need to pay attention. What year did you first hear about fracking? Shale gas? Or Williston North Dakota? If Bush was the president, congratulations, if not, you need to do better. Way back when most people had not […]

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A Bull Thesis for Facebook Stock

I am big time bullish on Facebook, but not for any reason you might expect. Sure, their ad platform is great, much like Google’s is great, but they’re great in different ways. ¬†Google is a great way to advertise when you’re wanting to find customers who know they want something. A customer searches for “luxury […]

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