by Jason Apollo Voss | 20 05 2011 | Blog
Normally I am loathe to write about a specific stock. My usual focus is on equity investments for what they really are: partial ownership of a business. But LinkedIn (ticker: LNKD) shares soared in their first day of trading yesterday 104.4% (= $94.24 close ÷ $45 IPO...
by Jason Apollo Voss | 19 05 2011 | Blog
As part of the implementation of the Dodd-Frank financial industry overhaul, the U.S. Securities and Exchange Commission (SEC) yesterday proposed new rules for credit ratings agencies. These are not the agencies that rate consumer credit. No, these are the folks who...
by Jason Apollo Voss | 18 05 2011 | Blog
News today from several major sources, The Wall Street Journal and Bloomberg Business Week, are both reporting that manufacturers in the United States and abroad are approaching capacity. Importantly, the news is not simply reporting the content of a press release...
by Jason Apollo Voss | 17 05 2011 | Blog, Intuitive Assessment
One of the primary lessons of The Intuitive Investor is how to use your intuition to assess the investment landscape. On occasion I have provided intuitive assessments of major events, especially when facts have been obscure, or worse, very scarce. For example, just...
by Jason Apollo Voss | 14 05 2011 | Blog
Yesterday morning the Financial Times ran a story about Chinese retail investors being the source of the rocketing prices for silver worldwide. I have been saying nationally that commodities are in a bubble. Want proof of the froth? On the Shanghai Gold Exchange,...
by Jason Apollo Voss | 13 05 2011 | Blog
Today gross domestic product (GDP) figures for the Eurozone’s first quarter were announced. Data show that compared with the same period last year the Eurozone economy grew 2.5%, and compared to the fourth quarter 2010, grew 0.8%. These results compare to...
