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Tag Archives: software
When to rotate into cyclicals? NOW!
I’ve been preaching for decades (and discussed in both my books ad nauseum) that the right thing to be doing at any point in time is the exact opposite of what everyone else is doing. If it’s a difficult thing to … Continue reading
Posted in Random Thoughts
Tagged 500, assets, cash, commodities, commodity, consumer, copper, credit, cyclicals, economically, economy, EFT, europe, European, exchange-traded, fund, funds, global, gold, growth, healthcare, housing, inflows, interest, investors, malvin, malvinspooner, manager, market, maverickinvestors, maverickinvestors.com, oil, portfolio, prices, rally, rates, REITS, s&p, sectors, sensitive, software, spooner, Staples, stock, stocks, U.S.$, woes, wti, yield
5 Comments
Is Linkedin (IPO) really tuned in? Is there a tech disconnect?
LinkedIn Corp’s <LNKD.N> shares more than doubled on their first day of trade last month. The hype seems to have worn off some since the IPO. There are some cynics who figure that it was just a big one-off shenanigan – nostalgia for the … Continue reading
Posted in Random Thoughts
Tagged ads, advertising, analysts, andover.net, asset, bloomberg, bubble, career, CEO, chart, Chartered, click-through, Corel, currency, daily, economics, electronic, exhuberance, facebook, financial, funds, google, groups, guidebook, hardware, Harley-Davidson, hot, in, Initial Public Offering, investor, ipo, irrational, linked, linkedin, Mad, mal, malvin, management, manager, maverick, Men, mutual, network, networking, new, news, online, Pagemaker, portal, portfolio, post, price, profile, publicly, rate, resume, reuters, software, spooner, stock, tech, technology, traded, york
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