Here are few thoughts on the top of my mind as I saddle up for another Tuesday struggl:.1. I keep reading commentary dismissing the importance of the ongoing drop in the dollar. The general argument is “the dollar has been dropping for 40 years why should we worry now?” The reason we should freak now not just worry is because for the last 40 30 20 and even 10 years our public debt -- using whatever ratio you please -- was basically manageable. Now using whatever ratio you please our deficit/debt is totally out of hand. Professor Mauldin’s latest ...

Advisers who pay attention to share repurchases are the Rodney Dangerfield of Wall Street right now -- they just can’t get any respect.

Without much ado here are some thoughts to ponder over the weekend:  Tech Data Corp. (TECD): Yesterday the stock completed a sell countdown and on a traditional chart it did so on a huge spike in volume. The stock then reversed. This has all the makings of a blow-off high. Today Raymond James downgraded it on valuation. I've moved on the Research In Motion (RIMM) short I alluded to yesterday. Using options I shorted the 80 calls and bought the 65 puts. This gives me some breathing room in case I'm wrong. Hewlett Packard (HPQ): Decent earnings did little for the stock price and the ...

Many stocks are trading below their NCAV per share, but that doesn't always mean it's a wise investment.

Extreme Networks and Tech Data's Advanced Infrastructure Solutions (AIS) Division Implement 'Fast Track' Initiative to Targeted VARs