Catchup Time!

Greetings!  I hope you are having a great holiday season as I am.  My son Nicolas Maximilian Gonzalez was born.  You can see his website here:  www.nicolasmgonzalez.com .  On the business front I am ready to begin a new year.  Later this week we will be discussing Goldman Sachs Earnings, my predictions for 2007, and my year-end thoughts for 2006. 

As many of my loyal investors know, I am an advocate of following and learning from the big investors/traders: Edward Lampert, Steven Cohn, Peter Thiel (bio-peter_thiel.pdf), Ken Griffin (bio-ken_griffin.pdf), Victor Niederhoffer and Daniel Loeb (bio-daniel_loeb.pdf).  With that said, I have added a new section to the left hand column of this site called Smart Money.  Over the course of 2007, I will spend time investigating their current portfolio, updating their buys/sells by reviewing SEC filings, and attempting to identify their "competitive advantage".  Stay tuned for more.