Reggie Middleton's blog
Does Pessimism Now Sell As Well As Sex, or Are Investors Just So Starved for the Unconflicted Truth?
Submitted by Reggie Middleton on 08/10/2010 08:56 -0500You say PermaBear, I say Realist...
What Do Goldman Sachs and B.B. King Have in Common?
Submitted by Reggie Middleton on 08/09/2010 09:13 -0500The Thrill is Gone, Baby!!!
Lodging Management Spins Crafty Tales as Consumer Macro Data Continues to Verify What I Susptected All Along – We Never Left the Recession!
Submitted by Reggie Middleton on 08/06/2010 08:00 -0500A fundamental investor's look at the macro picture and lodging earnings sees pretty much nothing but bad news. Apparently, the mainstream media doesn't take a fundamental investor's view. Retractions, anyone???
Android Now Outselling iOS? Explaining the Game of Chess That Google Plays in the Smart Phone Space
Submitted by Reggie Middleton on 08/05/2010 09:57 -0500For those who don't see the forest due to all of that tree bark getting in the way, allow me to outline the synergistic advantages Google is building through the prolific growth of the Android platform...
RIM.... Hmmm... Maybe RIP: Crackberries in the Smart Phone Wars...
Submitted by Reggie Middleton on 08/04/2010 09:20 -0500Yeah, I said RIM was looking more and more like a short right before they released their new flagship product! So, after the release, should I change my mind?
Have we entered into a double-dip recession? I’ll answer my own question here, No!
Submitted by Reggie Middleton on 08/03/2010 10:31 -0500I query, have we entered into a double-dip recession? I’ll answer my own question here, No! The positive GDP prints and “green shoots” were the direct result of government bubble (re)blowing through fiscal and monetary stimulus, culminating in QE v1.5. As the effects wear off, we start to see were the economy really stands - and which economically and consumer sensitive sectors are flying on borrowed time.
Apple at the Margin
Submitted by Reggie Middleton on 08/03/2010 10:16 -0500If One Product Which Was Responsible for 70% of Your Earnings Was Under Assault by the Biggest Tech Companies In the World Through Potentially Better Products Entering Into an Economic Downturn, Would You Bet the Farm on That Stock at a rich PE?
Math and the Pace of Smart Phone Innovation May Take a Byte Out of Apple's (Short-lived?) Dominance
Submitted by Reggie Middleton on 08/02/2010 12:32 -0500It appears to be official. Apple’s iPhone is no longer the fastest growing smart phone in the world’s largest and most important smart phone market – the US! Considering the iPhone is 45% of revenues and nearly 70% of profits, Appolytes, should take notice. The Android Now Cometh!
Spain Reports 20%+ Unemployment, a Structural Problem That May Persist For Some Time
Submitted by Reggie Middleton on 07/30/2010 07:19 -0500The Spanish banks rallied after the (faux) stress tests, just to have reality spank them the following week. This time around, will the revolution be televised, or covered through a blog?
JP Morgan Aids in the (Fraudulent???) Sale of Restricted Stock and Insider Stock Sales
Submitted by Reggie Middleton on 07/29/2010 12:03 -0500Could it be??? I don't know, so I'll let you decide...
After Getting a Glimpse of the New Windows Phone 7 Functionality, RIMM is Looking More Like a Short Play
Submitted by Reggie Middleton on 07/29/2010 08:25 -0500Don't be so quick to dismiss the behemoth known as Microsoft!
A New Spin on Bank Fraud: Banks Defrauding Their Invesors, Auditors and Regulators, Which Also Helps Delinquent Mortgagees
Submitted by Reggie Middleton on 07/28/2010 05:52 -0500Now we know how those banks were able to post improving credit metrics last quarter!
Here’s More Proof of the Sheer Lunacy of the European Bank Stress Tests: Passed Banks are Already Trying to Collect on Defaulted Claims of European Nations
Submitted by Reggie Middleton on 07/27/2010 12:32 -0500European banks are already struggling to collect from fellow defaulted, sovereign (allegedly) backed banks yet we are hearing that there is no need to model in default or restructuring in the European bank stress tests. Of Iceland, Greece, Portugal, Ireland and soon Hungary are all just one-off occurrences.
All Throughout Last Year and During the Inflation/Deflation Camp Debates, I Warned of the Risks of Stagflation. Did I Have a Point?
Submitted by Reggie Middleton on 07/26/2010 12:42 -0500Well, let's take a not so anecdotal peek at the numbers behind the numbers...
Anecdotal Evidence That Banks Are Hiding Depressed High End Real Estate
Submitted by Reggie Middleton on 07/25/2010 05:35 -0500Where has my mid-tier non-performing real estate gone???
