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"Sorry, something went wrong..." should be the
SA motto. Another instablog post was eaten. Who does the web development so I can short them?
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1.5M foreclosed 1H09, Est 3.5M CY09, sales rate is 4.9M CY09, meaning 7 foreclosures for every 10 homes sold. No ResRE recovery in 09.
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AMZN operating profit margins are dismal at $120M-200M on ~$5B revenue. FCF/EV suggests overvalued.
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Time to test S&P at 1000 - I see failure to break through, so some covered calls would yield some nice premiums.
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Stop with the hyperinflation-social Armageddon BS. Guns and ammo are not an asset class, and gold was a good buy a decade ago. Reality FAIL.
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banks that are deemed too small to be rescued will find credit hard to come by and expensive, which will incent them to grow and lever (CIT?
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Not buying the inflation pitch. LQD is the deflation defense portfolio stalwart, maybe some intermediate government debt like WIP, no CMBS!
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BofA takes piles of taxpayer cash; faces scurtiny when plane is used for exec fun. Trade the outrage.
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DJIA - worst and least valuable index ever. Why would anyone still calculate it, much less make investing decisions based on it.
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Sorry everyone about the technical difficulties of late. Posts eaten, comments lost, can't vote trolls down. You can do it SA.
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Not everyone in the gov't is in GS's pocket - some are in Citi's. Geithner has a personal relationship with Rubin and was considered for CEO
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State of the economy: Poor. Change in state: Getting worse. Change in change in state: Positive. OK, recession over, all is well.
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Why is 4% TCE "good enough"? 24:1 leverage is the goal capitalization that the government wants? We can't imagine a greater than 4% loss?
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ORCL/JAVA - stop right now pundits speculating about HP buying the HW piece of Sun. Itanium>>SPARC, and no company needs two RISC chips
