As low-priced as the stock is, Brandywine (BDN) still strikes me as a stock that is heading much closer to $0 in the months and years ahead.

Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
Congratulations. We are now officially in the silly phase of the Everything Bubble. The semiconductor maker Cerebras just started trading (CBRS) and about 200 times sales. Not profits (there are none). Sales.
It opened at TWICE its already elevated IPO price, and some genius paid $384 for this and is down 15% already. Anyway, anyone buying the line that “this is the next Nvidia” deserves what’s coming.


The Dow Industrials futures are blasting higher, well above the psychologically satisfying 50,000 level, as the Trump-Xi U.S./China summit continues apace, replete with a retinue of family members and business bigwigs.
