Browsing Category Markets

RadioShack Funeral Oration

Something has gone terribly wrong with RadioShack Nostalgia has a more exquisite value to those at the waning, and so, with RadioShack it is thoughtful that we begin to remove the coins from its fountain. Where to start the narrative of its decline is imprecise. We have no Thucydides to inform us of the characters and intrigues. But, we do possess the benefit of a...

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The Facebook portfolio: Updated and rethunk: the Market and tech indigestion (pt 2)

The Facebook and Tesla portfolio Recently I went thru an exhaustive and almost complete review of my investments. Without sharing the arithmetic particulars the net is described (somewhat) below and it’s the same consult I have given whenever I am asked… Facebook and Tesla. I perceive of these in the same way that the 70’s and 80’s encouraged the financial consumer to construct a portfolio...

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The Market and Tech Indigestion

I have been deep into an irregular review of my investments over the past few days. It is my response to stock market volatility in tech and SaaS. “There are known knowns. These are things we know that we know. There are known unknowns. That is to say, there are things that we know we don't know. But there are also unknown unknowns. There are things...

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