Friday, May 13, 2011


I don't even know what to say about the Yahoo situation.

All I can write is that it reminds me of a line in Roman Polanski's film, when Walsh tells Jake: "Forget it, Jake. It's Chinatown."

It's Time To Buy GS

At $140, the shares are trading at my projection of year-end 2011 book.

The better-than-expected GDP almost guarantees tightening by the ECB over the next few months.

No comments: