Wednesday, December 30, 2009

musings; a recent purchase

the more gs stays down here, the more likely i believe it could really blow out to the upside, as the yield curve is made in heaven as far as it's concerned and the cost of employees has come down. it is amazing that just one analyst, meredith whitney, really controls this one. gs can report anything it wants in this environment, but she has it down to the pennies......hmnnnnn........i bought some april calls to ride this one back up. .....perhaps the most underrated tech story is nvda, upgraded today. graphic chips are a two-man race, amd and nvda, and i don't understand why intc, with all its cash, doesn't just buy the darned nvda - analysts hate it right now......

long gs

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