Strategies
3463 posts
The model is dependent upon management’s ability to arbitrage short- and long-term interest rates, rather than stock market trends.
It’s hard to overstate the importance of open source software to the technology industry and Red Hat continues to be the distant leader in the enterprise market.
Despite the recent policy breakthrough, I think the celebration will be short-lived. The reality is that there still too much debt.
That Bernanke & Friends continue to ply their plans means that we will probably be in this quagmire for years to come.
When it comes to Europe, the real market risk is that a strong country like Finland leaves rather than a weak economy.
I concentrate in small cap, technology stocks, but the rally will probably start with the high-quality, dividend-paying stocks.
Covestor managers mostly avoided the big IPO on day one. But as it fell, it started to pick up strong interest among three managers.
Companies so far have provided guidance that is the most negative outlook since the third quarter of 2001.
This year Netflix is releasing original programing, another sign of their flexibility and willingness to innovate.