Cheer the bull, or cheer the bear; cheer both, and you will be trampled and eaten.
Remember, I am neither a bear nor a bull, I am an agnostic opportunist. I want to make money short- and long-term. I want to find good situations and exploit them.
There's something we calculate called an alpha, and that's the stock's return that's independent, uncorrelated to the market. And the only way you really get a high alpha is for something to zig when the market zags.
Enterprises of different ownerships should all enjoy fair opportunities and conditions to compete in the market.
I was utterly free of speculative prejudices. The bear side doesn't appeal to me any more than the bull side, or vice versa. My one steadfast prejudice is against being wrong.
Commodities such as gold and silver have a world market that transcends national borders, politics, religions, and race. A person may not like someone else's religion, but he'll accept his gold.
I've felt strongly that the advantage of Linux is that it doesn't have a niche or any special market, but that different individuals and companies end up pushing it in the direction they want, and as such you end up with something that is pretty balanced across the board.
Our clients value our independence as the leading partner of both the established providers and emerging players.
Now quantitatively we rank things on something called alpha over standard deviation, which is the return independent of the market divided by volatility. Usually, to get a high ranking, you need some buying pressure.
I made very sure that I did not get involved with any of the commercial Linux companies, exactly so that I would be neutral and not ever seen as "working for the competition".
