As long time readers know, I am a big fan of Greg Weldon. This week he has very graciously allowed me to reproduce his client letter from last Thursday on some of the issues of Bernanke and Quantitative Easing 2. It prints a little longer than usual because of his format and all the charts, but this is one letter you should take the time to read.
You can get a free trial (his service is not cheap but if you are a global macro fund or trader, you really should have it!) by going to www.weldononline.com.
Sadly, this weekend was not a good time for Dallas. The Rangers dropped two and now have to win in Tampa Bay and the Cowboys were simply awful. The first time in 50 years that I get season tickets and they are just not fun. I was thinking they get to the Super Bowl and it is in Dallas this year and the tickets get me in. Clearly, I need to keep my day job.
Oh, well, the Mavericks are in town and the NBA will soon crank up. Oh, wait a minute. Everyone we wanted went to Miami. We are not that much better than last year. Sigh. Oh, well. It could be worse. I could be in Cleveland. (Sorry, Mike!)
Your hoping Cliff Lee pitches a shut-out analyst,
Those who know me well know that I am in incurable optimist. I think the world is going to be better in ten years than it is today. I thought that 20 years ago and 10 years ago and expect to think that 10 years from now. Part of that reasoning comes from the accelerating pace of change in the technology world. The next 10 years will see more change than the last 20-30 years combined!
And that means opportunity. Yes, with ups and downs and twists, but opportunity nonetheless.
This week’s Outside the Box is a short essay from my friend Alex Daley who writes the letter Casey’s Extraordinary Technology. I have had the pleasure of spending time and corresponding with Alex, and he is one of the smartest guys I have ever met. Alex had a VERY senior position at Microsoft and has a serious range of experience. In his varied career, he has worked as a senior research executive, a software developer, project manager, senior IT executive, and technology marketer. Aside from his technological prowess, Alex has been involved in numerous startups as an advisor to venture capital companies and a successful angel investor in his own right, with a long history of spectacular investment successes. Every month, he analyzes and recommends the best tech stocks to get in now – from biotech firms to cyber-security providers with innovative solutions.
You can get a free trial subscription to his letter, which I find very valuable in keeping me up to date on what is going on as well as providing some direction (his portfolio has done well!). Click on the link if you are interested. Read more here.
Your paying attention to tech analyst,