Reggie Middleton's blog
I know why someone who is so wrong can get so much media attention. My big question is why do so many "so-called" smart people actually believe him! We need a new, new media outlet, no?
It's amazing how someone who's been so wrong can get so much airtime, isn't it? Reggie Middleton vs Gene Munster of Piper Jaffray...
It it walks like a duck, quacks like a duck and looks like a duck... Is it really a platypus? After all, this time is different... Right?
Yeah, I know... It's different this time!
Exactly as anticipated, T-Mobile is pulling the US wireless industry into a game of [margin]compressed chicken! Google's negative margin strategies exacerbate this problem - boon for consumers.
Again, The Sell Side Analysts (Even The Rock Star Analysts) Don't Seem To Understand The Mobile Computing WarsSubmitted by Reggie Middleton on 11/03/2013 11:10 -0500
Who would you trust your Apple investment capital to, me or Piper Jaffray rock star analysts?
Reggie Middleton's Apple Q4 2013 Analysis: RDF In Full Effect As Analysts & Press Go GaGa Over Garbage!Submitted by Reggie Middleton on 10/31/2013 09:49 -0500
RDF=Realith Distortion Field. I must have a NFG (Null Field Generator). How is it that when I look at numbers I see X & analysts & press sees Y?
As NSA Spreads Disinformation Wooing Hoi Polloi To Shun Innovation, Dead Beat Carriers Represent Biggest Security ThreatSubmitted by Reggie Middleton on 10/24/2013 07:21 -0500
The guys that control the pipes are most likely where the NSA gets most of its data. Proft can be had in businesses that help end users proof against such blatant snooping, spying and virtual/actual eavesdropping.
I like Professor Shiller and respect his work. Really, I do, but... Massive bubbles, the sort of the proportion of the 2008 crisis, are nigh impossible to miss if you can add single digits successfully and are able to keep your eyes open for a few minutes at a time. Yes, I truly do feel its that simple. I saw the property bubble over a year in advance, cashed out and came back in shorting - all for a very profitable round trip. Was I a genius soothsayer? Well, maybe in my own mind, but the reality of the situation is I was simply paying attention. Let's recap:
Why Bankers Don't Like Reggie: How Many "One Time" Items Do We Need To Make An Item No Longer "One Time"?Submitted by Reggie Middleton on 10/11/2013 09:37 -0500
Only in the realm of US bank earnings can a 4x occurance be credibly accepted as "one time"! I can feel the hate already...
Lies, Damn Lies and the EU Confiscation Of Greek Sovereignty Masked As The Bailout That Never HappenedSubmitted by Reggie Middleton on 10/10/2013 09:25 -0500
Two bailouts, a default and a half later, it should be obvious that Greece was stripped of its sovereignty for nothing. Should I say "I told you so"???
Ready! Set! [bank]Run!
When Risk Premium on Canadian lending oustrips real interest rates at same time Bail-in provisions are implemented, is the writing on the wall (street)?
Even if they could've hit their revenue targets (whcih they couldn't) or matched Android's tech innovations (which they didn't) they would've been eaten alive by margin compression. Ask Apple, Samsung, Nokia and HTC!