On 08.30.10, In Business and Entrepreneurship, Economics, Investing, Long positions, by David Pinsen
The Alloy Steel International conference call
Alloy Steel CEO Gene Kostecki and CFO Barry Woodhouse were kind enough to spend the better part of an hour on the phone with me this evening. I transcribed their answers to the shareholder questions they addressed on the call, and agreed to send those questions and answers to them [...]
On 08.09.10, In Economics, History, Investing, Musings memories and observations, Secular Market Trends, Technology, U.S. economy, by David Pinsen
Fred Wilson, who I think has taken more vacations in the last year than Michelle Obama (off the top of my head, for Fred: Buenos Aires, Vail, Paris, someplace in Italy), hopes the Skype IPO will be the one to “get things going again.” Maybe. But when early investors (the smart/lucky money) are selling, someone [...]
Apologies for a series of uncreative post titles, but they seem to expedite my blogging a little. First, if you haven’t had a chance to vote for the Portfolio Armor iPhone app in the Thomson Reuters StreetApps Challenge, please take a few seconds to do so here. Please note that you do not need to [...]
On 07.30.10, In Business and Entrepreneurship, Economics, Investing, Politics, Short Selling, U.S. economy, by David Pinsen
A few more thoughts and links, but first, if you haven’t had a chance to vote for the Portfolio Armor iPhone app in the Thomson Reuters StreetApps Challenge, please take a few seconds to do so here. I know some of you reading this haven’t voted yet, so get to it. Thanks a lot.
– [...]
On 07.29.10, In Business and Entrepreneurship, Economics, Investing, Pairs trades, Short positions, by David Pinsen
A few thoughts and links, but first, if you haven’t had a chance to vote for the Portfolio Armor iPhone app in the Thomson Reuters StreetApps Challenge, please take a few seconds to do so here. Thanks a lot.
– Batesian Mimicry Explanation of Business Cycles. Fascinating post by Eric Falkenstein. Worth reading in [...]
On 07.24.10, In Economics, History, Musings memories and observations, U.S. economy, by David Pinsen
That title overstates the case a little, but I doubt I made a friend of Matt Miller after quickly dashing off to him the e-mail below, in response to his Washington Post op/ed earlier this week (“How to Preserve Our Standard of Living”):
Dear Mr. Miller:
How can you write a whole column on our educational and [...]
On 07.22.10, In Culture, Economics, Investing, Long positions, Musings memories and observations, Politics, Speculations, U.S. economy, by David Pinsen
– The Financial Times has been running a debate all week on whether the U.S. and E.U. ought to implement more fiscal stimulus or start reining in their fiscal deficits and reducing their debts: http://www.ft.com/austeritydebate (registration required). A couple of thoughts on this, from a layman’s perspective follow. First, it seems that if you [...]
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