Investment Capitalist

The following letter is a contributing factor behind NFLX’s 75% decline from recent highs that touched $300; although simultaneous announcements of spinning off the DVD division into a stand alone company called “Quikster” and the company’s decision to raise prices by 60% (although they back tracked from this) have created uncertainty in a stock that [...]

I was recently asked about the role of Angel Investors in this brave new world of capital markets post “D-Day”, which I refer to when talking about the collapse of 2008 in capital markets and the ongoing rewriting of the new rules. We can call it BD for before death, and AR for attempting rebuild. [...]

Let’s look at Skype’s acquisition by Microsoft 10, 20, even 50 years from now. The first thing I noticed was the cancellation of: “Skype Me Now” Moreover, Skype remains downloadable for Android regardless of the acquisition and iPhone is still on the boards as well. No proprietary moves thus far but it’s the top of [...]

I can only say an unnamed but deeply connected source that is not a conspiracy nut but a major hedge fund manager that owns a $14 Billion hedge fund, who once mentored me, and we still keep in touch, told me the following. He even said he was one of the first approached for the [...]

If you look at a chart of CME from late ’08 to the present, you’ll notice it’s gone into a flat-line, just like much of the US equity market. GOOG ended the year right where it started. BIDU (amazing split on the year) and APPL kicked ass because GOOG would do no evil and APPL [...]

It’s not free running a free blog, much less something like a Proprietary Trading site based on Global Macro financial research. Every reader knows that they get something out of the site and for each reader it’s unique. Some like the geo-political twists, some purview based on Quantitative Global financial research. While most of you [...]

I have been quite the avid user of PayPal for a long, long, time. Well before it went public, before the war with eBay, when Peter Thiel thought he was changing the way the masses escaped national currency devaluations and thought he was on his way to a $100 Billion market cap in the process, [...]