30
Sep
Sep
“China thinks strategically. We think reactively,” said Stephen Roche, former chairman of Morgan Stanley Asia, and my friend and former mentor.
Author Archives: Mad Hedge Fund Trader
24
Sep
Sep
“There are seven billion people in the world. And I think phones are the first time most people will have access to a modern computing device. With Android, we want to enable that for people.” – Said CEO of Alphabet Sundar Pichai
16
Sep
Sep
“People are investing with a rearview mirror. Last year, you had people legitimately scared out of the market. Unfortunately, you are losing a generation of investors at a time when they ought to be thinking about buying high quality stocks,” said Hersh Cohen of Clearbridge Advisors.
Last weekend, I had dinner with one of the oldest and best-performing technology managers in Silicon Valley. We met at a small out-of-the-way restaurant in Oakland near Jack London Square, so no one would recognize us. It was blessed with a very wide sidewalk out front and plenty of patio tables. The service was poor […]
09
Sep
Sep
“The Fed can print dollars, but it can’t print confidence,” said David Bianco, chief equity strategist at Bank of America Merrill Lynch.
“An S&P 500 index fund never beats the index. There’s fees, there’s friction costs, and other costs involved,” said Robert Reynolds, a manager at Putnam Investment Fund.
“When you innovate, you’ve got to be prepared for everyone telling you you’re nuts.” – Said CEO of Oracle Larry Ellison
“Sitting tight is seldom recommended by Wall Street. Don’t ask the barber whether you need a haircut,” said Oracle of Omaha, Warren Buffet.
“Believe nothing that you hear, and half of what you see,” said the legendary investor, Ron Baron.
18
Aug
Aug
“It’s OK to have your eggs in one basket as long as you control what happens to that basket.” – Said Founder and CEO of Tesla Elon Musk