Goldman Sachs Strikes Again (gs, lnkd)

The fact is, the stock market rarely sells off for one reason. The issues from Greece might be making all the headlines, it’s … Read more

Is LinkedIn a Bubble Stock? (lnkd)

I am nearly speechless about the LinkedIn (Nasdaq:LNKD) IPO yesterday. Nearly. The social media company opened its … Read more

Lost in the Shuffle (intc, rtn, msft, tlt, aapl)

It was somewhat lost in the shuffle in Wednesday. Investors were so stunned at Fed Chief Ben… Read more

The End of QE2 (intc, f, mmm, ups)

The end of QE2 is perhaps the biggest question mark right now. It might be the perfect ironic outcome if Treasury bonds rally … Read more

The Truth Behind Bank Earnings

If you look at “pretax, pre-provision profits”, which excludes taxes, loan loss reserves and one-time items, profits fell 40% year over year. Read more

Amazon and the Virtuous Tech Cycle (amzn, akam, svvs, llnw, nflx, ibm, intc)

Corporate America kicked it up a notch last week. And the S&P 500 appears to be… Read more

The Virtuous Tech Cycle (aapl, intc, ge, ibm)

Only 20 companies from the S&P 500 have reported earnings so far. 15 of them beaten expectations… Read more

Google’s Earnings: Time to Sell Apple?

Apple and Google battle it out for consumer smart-phone market shareInternet heavyweight Google (Nasdaq:GOOG) is having another banner quarter. The … Read more

The End of QE2 (xom, csco, cat, tsl, aapl)

Investors have done an impressive job of shaking off a litany of negative storylines and jumping back… Read more

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