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Howard Lindzon

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    Pebble Beach Kicked My Ass…Big Woop! started by howardlindzon
    Here is what really happened at Pebble Beach a few weeks ago…
    Getting you ass kicked once in a while is part of life, both in your career and your portfolio. If you have a good attitude on life and are in control with just a hint of self awareness, the […]
    Hope…Won’t Work in the Stock Market, but Politics? started by howardlindzon
    If you own stocks and are deep underwater, you are screwed right now and hoping won’t help. You will need luck and too many things are out of your control.

    In politics, I think hope is key. I believe in the overall good of civilization, so I am a believer.

    I never have […]
    If You Could Punch Someone RIGHT NOW… started by howardlindzon
    Trying out PollDaddy.com and it’s fun. Please take a moment to answer or fill on one yourself.

    If You Could Punch One Person in The Face Right Now ( polls)
    CNBC and Linked-In Hook Up…To Send Financial Spam started by howardlindzon
    When you get a big name board and ton’s of money, all creation goes out the door and is replaced by high level meetings.

    This CNBC and Linked- In Deal is what you get from those meetings.

    You wont get any useful integration, you will get useless CNBC.com articles making their way around sites with stock […]
    F@#k Transparency…Just Stop Chasing Returns started by howardlindzon
    Greed and Fear rule the markets.

    There is no ‘FIVE Minute ABS’ and there is no ‘RED Light/Green Light’ way to trading to riches’.

    My last two posts were focused on transparency, but in the end, all the transparency in the world does not stop the greed and fear cycles that rule our markets. […]
    My long-term stupidity trend continues… started by howardlindzon
    I just love doing stupid things. The latest:

    Switching phone services from Verizon to Cingular chasing a blackberry hardware upgrade. What the f@#ckkk was I thinking.

    I am such an ass. How can this company be relevant when it costs $.59/minute to call Canada. Have they looked at a map. Stupid question.

    I […]
    Making Contact…Staying in The Game…Keeping it Simple started by howardlindzon
    If a broker with a Russian Accent , calls you from a Swiss Bank, In Manhattan….don’t buy auction rate securities disguised as AAA securities . At what point in that pitch would you NOT become alarmed. Sure these brokers are liars and thieves, but the Yutz’s that are managing corporate cash just can’t […]
    Transparency… Is It Better for Money Managers? started by howardlindzon
    Not to be overly cynical or negative on the industry I love, I think transparency only matters if you care about YOUR reputation. Other than at the fringe, it won’t help you raise more money or get better returns.

    RETURNS and Pedigree matter.

    I received this question and comment from Stephen one of my […]
    Agua Caliente started by howardlindzon
    I need to start adding up what I am spending on water each week. It’s expensive here in the desert to dilute all the eating I do late at night after taking an Ambien:)

    I own the water stock ETF - symbol PHO. It has done well. Seems like a […]
    Why Video Blogs Fail? started by howardlindzon
    I need to read this . Catch you later.

    UPDATE - Paul Colligan has more on the subject.
    The Fed’s Dilemma - Gold or Housing started by howardlindzon
    I read a piece of research today from one of MY most trusted sources of commentary - Lehman’s DeGraaf.

    In a nutshell - here are his thoughts on the current situation:

    The fed has a dilemma and two charts explain it - Gold and Homebuilding. One (gold) is too hot, the other (housing) cold (could get […]
    Blogging Bubble - NOT! started by howardlindzon
    Great piece by Dave Sifry to back up my recent post on the state of Blogging.

    The money to be made here is staggering. As Gordon Gekko says: “This is your wake up call.”
    The Stock Market DOES NOT have to be hard - Lesson 2 - Guns, Gambling, OIL, Drugs and Sex started by howardlindzon
    If you want to make money in the stock market over time, regardless of the economy and market - limit your portfolio to GUNS (war and bombs and tanks included), OIL, Gambling, Drugs and Sex.

    Talk about an easy lesson.

    Now, for all you liberals who just can’t seem to own tobacco, oil or […]
    Yahoo moving quick with MyBlogLog started by howardlindzon
    Surprise, surprise…Yahoo is moving quickly in the social blog space by integrating Flickr.com into MyBlogLog. It must be true, Pete Cashmore is reporting it. Nice.

    Now there are more reasons for individuals to join and network without having the inferiority complex of not having a blog.

    There is no doubt that Yahoo is […]
    What’s up with Adobe? started by howardlindzon
    I think Adobe is ready to start climbing again and own a little.

    This is probably bigger news for Google, but good news nonetheless .

    Personal video and it’s cost to make and distribute put Adobe right in the sweetspot.
    Muskoka - The more things change, the more they remain the same. started by howardlindzon
    I love the fact that time has stood still here since I last spent any quality time in Muskoka some 18 years ago.

    Here are the differences and all but one are for the better:

    Traffic - The traffic heading to cottage country is awful.

    Wireless - never bad.

    Satellite and HDTV - fun to watch the World Cup […]
    The Bank of Apple…Should They Buy a Bank..and Starbucks? started by howardlindzon
    The stock market is saying that we have more confidence in Apple than Citibank, Merrill Lynch and the rest of the Scumbags running our financial system. That’s not wrong…it’s right.

    In 2006 and 2007 I wrote MANY posts about who should buy Apple. That was about $100 billion ago. Now the tables are […]
    The NERDS Call it ‘LifeStreaming’, I call it Transparency started by howardlindzon
    I have been on the road now for the better part of three weeks and am excited to get home.

    If you are a client of mine or partner of mine and actually ‘CARE’ what I am up to, you know where to find me. I call it transparency. I don’t force it upon […]
    Nikkei mini crash started by howardlindzon
    It does not matter what the news really is - panic is panic. i have neen talking about taking profits in tech and the japan index for a few weeks.

    If you didn’t, the last few days in japan have seen months of gains taken away and the Nasdaq will be the same […]
    Pole Dancing getting a Little Respect started by howardlindzon
    It’s about time.

    The venture guys are all starting to consider investmentsd in porn. It’s inevitable. They will have ‘THE’ bext excuses, but we know the real reason….cash flow.

    RICK’s looks to be in the best position if they can execute .
    What’s Happening in my little world started by howardlindzon
    Despite another big rally Monday, leaders continue to fall by the wayside. This morning it is UPS. Despite $70 oil and rising rates, this stock held strong, UNTIL this morning. They missed. I have been short for a week and it is being hammered this morning - losing $9 billion […]
    Choices, Choices! started by howardlindzon
    State of the Union or Real Sports

    Democratic response or Dennis Miller

    You guessed it both times! I don’t even like Real Sports (spend an hour with has been freaky looking reporters), and Dennis Miller seems rather angry after about 10 minutes. Tonight, I don’t know if it was faced with the alternative, but they […]
    Akamai - Their CACHE is also green started by howardlindzon
    This has been one of my most written about trend stocks in my blog. Here is an excerpt from a post I wrote on March 26:

    Cache is king - and the Motley Fools

    In the real world, cash is king. In the internet world, CACHE as in CACHEING is king.

    Inktomi was probably a great deal […]
    Could Yahoo be a BUY? started by howardlindzon
    Would it not be sweet to see the bear market contained to homebuilder, mortgage and housing stocks. It would be nice to see the idiotic private equity guys leave the rest of the world alone while they figure out what to by there. I just want a few months of peace from them, […]
    Forget next week -this week was pretty interesting started by howardlindzon
    I don’t read much news anymore, just blogs.

    It seems that if it is important enough I will get the real news filtered by the people I trust day in day out. They are smarter and more motivated than me so I can at least have some insight to a story.

    Stock news, especially […]
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