We’re Not in Kansas Anymore
Truly incredible deck embedded below. Reminded me of a few notes from a meeting on the west coast last year: The Chinese equivalent of...
June 15, 2014
Mini Tech Bubble
The Nasdaq 100 Index has gained over 21% year-to-date led by an incredible 48% surge in the shares of Apple, whose market capitalization...
April 30, 2012
Keeping up with the Gates’
With the technology sector already up 50% year to date, it is prudent for investors to re-examine the fundamental case for an investment...
November 27, 2009