Reggie Middleton's blog
Frontrunning the Myopic Muppets - Bank Bailout Edition!
Submitted by Reggie Middleton on 02/21/2013 11:00 -0500Read on as the MSM pick up on what I've been ranting about for 2 years. Virtually every penny of the big banks' profits consists of taxpayer bailout money. This doesn't include the ~60% of revenue paid out as bonuses, of course!
The NY Times Debate On Fixing The Rating Agencies: First Realize They're Not Broken!!!
Submitted by Reggie Middleton on 02/20/2013 09:51 -0500If it ain't broke, how do you fix it? Here are a variety of solutions from practictioners, academics and investors.
A Forensic Valuation Of Social Media Company That Actually Has A Business Model, From The Top 1%
Submitted by Reggie Middleton on 02/19/2013 14:31 -0500LinkedIn appears to be social media, done correctly. It's share price reacted accordingly... This is not Facebo... Uh, I mean AOL!
Rating Agencies DID NOT Fail During The Credit Bubble & Subsequent Bust Of 2008-2009, Here's What They Did Do
Submitted by Reggie Middleton on 02/15/2013 10:08 -0500
In the video clip below, I explain that the rating agencies DID NOT fail to do their jobs during the credit bubble and subsequent bust of 2008-2009, nor did they fail in the ongoing pan-European sovereign debt crisis. They succeeded wildly because they served their actual constituency --- the banks!
In Case The Mainstream Media Didn't Get The Memo, I Crush The Apple Reality Distortion Field On CNBC
Submitted by Reggie Middleton on 02/13/2013 10:19 -0500Oh, this 35% Apple correction, drop in margins, increase in competition and decrease in competitiveness of products is a temporary thing. Seriously!!! That Reggie guy shouldn't even be allowed on TV. Really!!!
Apple, Big Hedge Fund Stars & The Sell Side/Vaudeville Act To Burn Your Hard Earned Money As A Punchline That's Just Not Funny
Submitted by Reggie Middleton on 02/07/2013 12:08 -0500I see many pundits on CNBC commenting on Apple. I believe they are ALL wrong! To begin with, nearly all of them are coming up with revaluations after the fact - which is simply too late and lacks credibility. Second, Apple has someserious steps to take if it is to get back into the mobile computing race.
I Storm CNBC With The Literal Antithesis Of Sell Side Research And I Win Their First Investment Contest By A WIDE MARGIN!
Submitted by Reggie Middleton on 02/06/2013 09:16 -0500Buy Apple till $1,000! Hurry & get this Facebook IPO while its hot! Short Google to go long Apple! I short the sell side & storm CNBC! Guess how it turned out....
I Empirically Show Facebook Getting "My Space[d]" As They Actually Lose Users With Not A Single Analyst Noticing!!!!
Submitted by Reggie Middleton on 02/02/2013 09:20 -0500
The Truth About Facebook That No Media Outlet Or Analyst Has Bothered To Notice
Anecdotal Quips Regarding The Inevitable Failure Of Blackberry (ex-Research In Motion)
Submitted by Reggie Middleton on 01/31/2013 07:08 -0500Nice try, but they still haven't addressed margin compression. They need a new business model to counter Android's "less than free" approach. Watch their chart imitate the cliff dive, once again!
I Don't Think Facebook Investors Will "Like" This!!! Google Has Already Caught Up In Terms Of Active Users
Submitted by Reggie Middleton on 01/28/2013 09:28 -0500That didn't take long, did it? I guess it's bullish when your most dangerous competitor catches up to you in customers BEFORE you've fully developed your business model or method of monetization, right???!!!
As I Said, iBubble! AAPL Drops 10.7%, Subtracting 32 pts From NASD Comp As Predicted Months Ago
Submitted by Reggie Middleton on 01/24/2013 11:31 -0500iBubble goes iPop bringing the iNaz down for the iFall. You know I just can't help myself...
A Quick Listing of My Tweets After Apple's Predicted (4th) Miss & Indisputable Signs of #MarginCompression
Submitted by Reggie Middleton on 01/23/2013 18:10 -0500I'll let the numbers and facts speak for themselves as the #FanBois grope for something to retort... It's "knowledge how", not "knowledge that"!!!
Google's Q4, 2012: This Looks To Be The Leader Of The New Distributed Information Paradigm, As I called It In 2010
Submitted by Reggie Middleton on 01/23/2013 11:32 -0500As the video denotes below, here we have big brother traded on an exchange
The Bursting Of The (Mis)Education Bubble, pt 3: As Bad As Harvard Endowment Funds -0.05% ROI? The Levered Harvard Diploma!
Submitted by Reggie Middleton on 01/22/2013 12:59 -0500I actually post a model that allows you to value your college education, ROI, NPV. In Twitter parlance, #FeelingsHURT! Then that VIRAL VIDEO detailing what??? Let's dig thought some facts...
A New Sheriff (Make That Business Model) Is Coming to Town For US Wireless Carriers, And He Won't Look Pretty!
Submitted by Reggie Middleton on 01/11/2013 13:06 -0500After reading it you say "Damn, why didn't I think of that!". By illustrating the transforming telecomm landscape, I may save up to $5,700 for at least 1/4 of the readers perusing this diatribe. Yes, it's for real, and its a benefit of the "knowlege how" mentality that I described in my previous pieces on education. You'll see where I'm coming from once you get to the long graphic below...
