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Graham and Dodd Investor » StockTalks

  • Basically agree with David White: China will favor domestic steel industry first. U.S. steelmakers will get what's left over, if anything.
    1 day ago
  • Dear David White: Merediith Whitney's estimate of 300 bank failures (after 1-1-2009) looks to be low.
    1 day ago
  • 4Q "linked quarter" retail growth basically represents all of the growth we'll see for the whole year. Which is to say it is anemic.
    1 day ago
  • Falling gasoline prices will hurt headline numbers for retail sales. but help non-retail sales just a bit.
    1 day ago
  • David White seems right. Lower financials probably mean a lower market.
    1 day ago
  • "Dubai" is self-contained, for now. But watch out if it ever gets "out of the box."
    1 day ago
  • Memo to Steve Lissman and his prediction of 10.5% y-o-y rise in Christmas sales: LOL.
    3 days ago
  • Greek contagion will spread to other, better, countries further north.
    3 days ago
  • Our guess is that we will be "OK" through the holidays--and see a "black hole" come December 26.
    4 days ago
  • Actually, "Austrian" (as in economics) would better define the combination of Gross and Grossbaum (the latter, "Ben Graham").
    5 days ago
  • Speaking of Bill Gross, the surname of the other BG, Ben Graham, was Grossbaum. A Germanic combination with a "Teutonic" way of thinking.
    5 days ago
  • Dear Hedged In: Bill Gross looks at stocks in much the same way he would look at bonds. As we would, as well.
    5 days ago
  • Forgot to include Greece; just before Spain.
    6 days ago
  • Spain suffered from the "Anglo-Saxon disease," a real estate bubble.
    6 days ago
  • S&P downgrades: Spain first, then the UK, and finally the US.
    6 days ago
  • Pharma used to be the catchup play. But that's getting a bit tired. Looking at telcos.
    Mon, Dec 07, 2009
  • VZ looks attractive. So do other telecoms.
    Mon, Dec 07, 2009
  • Too much insider selling to call this a bull market.
    Mon, Dec 07, 2009
  • Consumer is still "strapped." No time to upgrade credit card companies.
    Mon, Dec 07, 2009
  • Natural gas about to turn around? Let's see.
    Mon, Dec 07, 2009
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