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While we wait for the dithering idiots…a couple of theme updates

Posted by nexvucapital on October 11, 2013

Well, our friends in Washington seem to be on the very cusp of a radical solution to the impasse – a 30 day extension – sorry but that’s about as monumental as a one-yard run inside your own 20. Rumour is Netflixs may bid for the rights to this monthly version of “Arrested Development: Washington Style”.

In the interim, we thought we would highlight a couple of our Long-Term themes from the past year.

Monetizing the Mobile – Facebook:

We brought this theme and Facebook to your attention at the end of November 2012.


The consensus of the gifted pundits at that time was that Facebook had failed to “Monetize the Mobile” and we said give it some time…today’s chart:


Mid-Tier Copper Producers – Capstone:

We brought this theme and Capstone to your attention in August 2013.


The consensus of the gifted pundits was and still is China is cooked, Europe is cooked and the US is failing…and today’s chart:


Now, back to Washington…and for our Canadian friends Happy Thanksgiving!!!!!


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