Earlier in my opening post (MorningWord 9/28/15: The Investment Landscape Is Moving Beneath Our Feet) I pointed out that if the S&P 500 (SPX) were to retest the October 2014 lows near 1820 (down about 4.25% from current …
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In 2012, I had a very bad trade in Apple (AAPL). On a few occasions I tried to short the stock for a whole host of reasons that ultimately could be explained as an unusual sentiment …
Continue readingThe best offense is a good defense, right? Reading through the initial postmortems on why Facebook made such an aggressive bid for messaging service WhatsApp, the obvious conclusion for the price tag was to make …
Continue readingFacebook pays $19 billion for WhatsApp. My first thought when I saw that headline was Dan’s Morning Word Post from December 26th, in which he laid out the possibility of monster M&A marking a long-term …
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