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In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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Recent Posts
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Tag Archives: Microsoft
TOTD: Valuations Matter
TOTD – Treat of the Day Microsoft was a great company in 1999. $MSFT was still a great company in 2017 – it would take you 18 years for you to break even if you bought it in 1999. Valuation, … Continue reading
Microsoft’s New Market Narrative
Why Microsoft Should Be a Cornerstone In All Portfolios By Carol K. First, let me state unequivocally I am NOT a Microsoft (MSFT) product fangirl. Since 2005, I have only purchased Apple (AAPL) products for myself and my children. Nevertheless, … Continue reading
It’s déjà vu all over again
But with real earnings. Classic momentum thrust feedback loop: “Gotta buy ’em cuz they’re going higher.” Otherwise, no year-end bone and career risk Hat Tip: @carlquintanilla
Posted in Equities, Uncategorized
Tagged Amazon, Apple, Facebook, Google, Microsoft, Netflix
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Stock Picking Matters: Apple v Microsoft
Stock picking is true for even us Global Macro types. Past may not be prologue as the WSJ article from where the chart is sourced argues, but this is one incredible 10-year outperformance. Microsoft for the past decade also has … Continue reading
Even at $700, Apple is not a bubble — Felix TV
Good job, Felix! He gets it and provides a really cool graphic to prove it. …This is the way sensible markets work. You start with high [PE] ratios with a low valuation and you move up to low ratios with … Continue reading
What’s Up at the CES
(click here if video is not observable)
