March 02, 2006
Internet - especially yield management
GPS GPS GPS - Garmin and Trimble hitting all time highs again
Gold and Oil - looking for selloffs and than tune out the noise
Fiscal Policy remains extremely wreckless and inflation is "everywhere I WANT to be".
The problem with the fourth trend is that my favorite ideas - Internet and GPS - become even more volatile as this policy of inflation continues. It's never perfect.