Being a long time investor in F5 Networks (FFIV) and Riverbed Technology (RVBD) I am now awed that they are being treated as golden children due to their label as 'cloud computing' plays.   Feb 11, 2010: WSJ - What the Heck is this Cloud Computing...

For us data hogs, Bespoke Investment blog is always a fun place to drive by.  Below is their list of all Russell 3000 stocks which have returned in excess of 100% year to date in 2010, the six at the top have gained at last 200%.   I only...

The immense correlation between the market, and almost all risk assets on Earth is not a new subject to FMMF readers.   Jun 30, 2009: Bloomberg - Correlation Among Asset Classes Highest Ever ]    I beat this dead horse monthly, mostly...

Almost every Monday morning of the past year and a half we open strongly to start the week; just my luck the one time I want to play the nonsense trade it does not work.  Darn Europeans and their bank issues. Last week's euphoria stopped me...

Year 4, Week 5 Major Position Changes To see historic weekly fund changes click here OR the label at the bottom of this entry entitled ' fund positions'. Cash: 71.4% (v 71.0% last week) 24 long bias : 28.3% (v 20.7% last week)...

This  piece from the Financial Times is about a month old; just have not had time to get around to writing the entry it deserves.  It is a pretty comprehensive piece, and I always find it interesting to see views looking in on the U.S. from...

Interestingly with so many stocks going from oversold to overbought in the span of 72 hours, F5 Networks (FFIV) is not among them.  While it barely suffered a scratch during the selloff the past few weeks, it has not really advanced much either....

Here are some replacement names for some of the long exposure I cut. First, a name we've held many times the past 3 years Brazilian homebuilder Gafisa (GFA) thanks to the reader who reminded me of it this morning].  Gafisa has been under...

This morning's gap up triggered my stop loss in Symantec (SYMC) .  This name actually remained quite weak considering the huge move Wednesday and follow through day yesterday but finally it triggered a 3% threshold and I was out at $14.12. ...

It has been a very telling day as I said this morning it would be.  ISM Services just came in at 51.5 versus expectation of 53 and previous month's 54.3.  Again, ISM Manufacturing gets all the press as if we still live in the economy of...