Mmmm… two “dot coms” doing well in 1 evening, I just had a flashback to another century. I just have to disregard the valuations in both (another flashback to the late 90s) as they keep on producing.Baidu.com (BIDU) first since we own it (we cut back going into earnings) - that name trades at a m…

New Poll up on the website - mail subscription readers please join in and reply…There will come another day when commodities will act like a strong sector again, like say (ahem) financials… how will you reply?Q: One day, Commodities will Reverse and Bounce - What Will You Do? (3-6 month instanc…

First, wow what a day. I feel like I suddenly own a fleet of financials for the past year. Very strange past 2 months - in June while the market was demolished we held up fine, and now the exact opposite is happening in July. I guess reversion to the mean still holds. I am checking the results b…

CNNMoney.com: U.S. Middle Class ‘On the Edge’ that commentary sounds vaguely familiar ;)I’m glad the ‘experts’ are catching on and telling the leadership what it is really like for those not in the upper 3rd of the country. [Dec 8: Do the Bottom 80% of Americans Stand a Chance?] For towering durat…

I have no concept what that was that wee hours, but it “felt” like a major hedge fund either being blown up or at the least being cornered and needing to puke up incorrect positions - everything financial was squeezed up, and everything commodities imploded. nearly 1 for 1. Just unbelievable actio…

I continue to believe that is an undiscovered gem, and despite the harrowing daily stock action I buy every dip, as I did yesterday. Another great distant term contract announced today; essentially 3.5 years and $300M. Considering they only are slated to do $400M in revenue for all of 2008, that’…

There is a lot of drama going on at Mechel (MTL) right now, and I don’t like drama. On top of my findings from that weekend [Mechel Profits seem to Be Coming Under Scrutiny] was yesterday’s news that (without an analyst report to read over) in my eyes looked like Mechel succumbing to the government…