I think Yahoo (YHOO) made a very intelligent move protecting their patent and going after Facebook at this juncture.  They made a similar move when Google (GOOG) was going public and they ended up settling which I think is likely in this case as well.  Facebook doesn’t want litigation like this lingering around during the...Read More

One of the biggest problems that has hurt the economy and the markets was the precipitous drop in consumer confidence which hit record lows during the “Great Recession.”  While consumer confidence is a lagging indicator I feel that we are still fairly early into the economic recovery, and I believe numbers will improve as jobs...Read More

More positive data pertaining to the residential real estate market.  I’m much more interested in the progress being made in the existing home market than I am in the new home market, as it is in the existing home market where the supply/demand balance has been most out of whack. http://www.bloomberg.com/news/2012-03-26/pending-sales-of-u-s-existing-homes-hold-near-two-year-high.html INVESTING IN THE FINANCIAL...Read More

While at T&T Capital Management we are of the mindset that China is likely to experience a considerably rougher landing than the consensus opinion, this article nicely articulates some of the problems that particular commodity exporters might endure.  Companies like BHP, RIO, and RTP, are not going to have same seemingly inexhaustible demand that has...Read More

If this article is true and Corzine lied so blatantly in front of Congress than he is truly delusional.  It’s just another case of an individual acting as though the clients money that his firm is entrusted with is actually just his playpen. The CFTC needs to adopt SIPC insurance after this incident has exposed...Read More

http://www.bloomberg.com/news/2012-03-22/wall-street-profit-estimates-raised-by-analysts-after-jefferies.html INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

The consensus has been that China was likely to endure a soft landing.  I think this is extremely optimistic thinking when you look at their unbelievable growth and expansion over the last decade, particularly in the housing market.  Their real estate bubble is very different than that that was endured in the U.S. because many...Read More

This was a bet made a few years back that the S&P 500 index would outperform a fund of funds.  Buffett’s premise of course was that due to the excessive fees charged by the fund of funds, over time it is very likely the S&P 500 which is very low in cost would outperform.  It...Read More

In what seems like a pretty horrendous investment to me, HSBC is offering a structured note that pays 7% a year as long as AAPL doesn’t fall by more than 7.6%.  After the huge run-up in the stock a 7.6% drop in price would be nothing, and to give up the potential upside on this...Read More

This article was pretty interesting not that I think you should really make any investment decisions based on it.  We are taking advantage of the reduction in volatility by buying back some of our sold options which we have already made most of the profits on.  The hope would be that any increase in volatility...Read More