Tag Archives: GigOptix

Irrational Markets

Posted on November 5, 2011 by Tom Trimbath

Rational plans fail in irrational markets, at least in the short term. If you hadn’t noticed, our civilization is acting irrationally. Priorities are disassociated from needs. Compensation schemes are taken to extremes. Prices are uncoupled from values. In the short … Continue reading →

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Just You Wait

Posted on September 28, 2011 by Tom Trimbath

“Just you wait . . .” Throw in a wagging finger and Audrey Hepburn and you get the scene from My Fair Lady that plays through my mind. I know. Just you wait and a wagging finger is probably part … Continue reading →

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Triple Whammy

Posted on August 4, 2011 by Tom Trimbath

Triple whammies hurt, even when they are more like two whammies and a flounder. The beginning of August has been atrocious for my portfolio. Dendreon missed its numbers and the stock, DNDN, tanked. My net worth dropped about half and … Continue reading →

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Overlooked Upstart Seedlings

Posted on May 18, 2011 by Tom Trimbath

Big things start small. Acorns to oaks, snowflakes to avalanches, ideas to revolutions. Big things are in the news, whether we are interested or not; but, because they are big, editors and reporters talk about them. Big things touch many … Continue reading →

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