Arohan

Predicting the Financial Sector Rebound

Well written. I would be wary of shorting any financials right now. Some sense is coming back to the credit markets and it will not be long before some of the companies start writing up their assets that were written down too far

In any case, all this is relevant only if you are looking for the short term. Longer term, financials are terrific values right now. I can't see a world where financial sector is not relevant, neither can I see some of the premier names today disappearing.

It's Raining Petro Dollars - One Deal at the Time

It is just investment as you pointed out. US companies have been taking stakes overseas for a long time now and there is no reason why companies outside US cannot do it. We will see more of these kind of deals as other economies grow

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