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  • Seeking Value in Japan
    on May 13, 2009 ALPMF.PK, CAJ, DCM    
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  1. vvvvviking on Does a ‘New Normal’ Include Millions of Homes Forever in Foreclosure?: Gee, this guy is long PMI, possibly the single most leverage name... more »
  2. LKofEnglish on Looking Beyond U.S. Employment for Signs of Recovery : the great "push cart wars" are now upon us. more »
  3. chris coonan on Looking Beyond U.S. Employment for Signs of Recovery : I would say, we shouldn't look beyond JOBS....that is going to be... more »
  4. bdp1ConsultingLtd on Chinese Iron Ore Purchases No Longer the Only Driver to the Baltic Dry Index: Good article. The BDI reflects positional supply / demand... more »
  5. hardmanb on Does a ‘New Normal’ Include Millions of Homes Forever in Foreclosure?: I don't think this article accounts for the huge "shadow... more »
  6. MortgageInsider on Does a ‘New Normal’ Include Millions of Homes Forever in Foreclosure?: Interesting but you missed something important. Anout half of the... more »
  7. mderenthal on Does a ‘New Normal’ Include Millions of Homes Forever in Foreclosure?: Interesting, original article IGI. more »
  8. woollyB on Does a ‘New Normal’ Include Millions of Homes Forever in Foreclosure?: Well, prices still have not returned to levels that traditionally... more »
  9. parkwood on Chinese Iron Ore Purchases No Longer the Only Driver to the Baltic Dry Index: It is because of the bubbles in the BDI. Not like the stock market... more »
  10. Djvu on Chinese Iron Ore Purchases No Longer the Only Driver to the Baltic Dry Index: good post. I am looking for SEASONALITY affect in BDI ? how much... more »
  11. Djvu on Chinese Iron Ore Purchases No Longer the Only Driver to the Baltic Dry Index: good post but what about the recent decline past 1 week - a 15%... more »
  12. tripleblack on Chinese Iron Ore Purchases No Longer the Only Driver to the Baltic Dry Index: I agree. I am one of the BDI skeptics. The aerial photos of the... more »
  13. bottoms-up on Chinese Iron Ore Purchases No Longer the Only Driver to the Baltic Dry Index: First off...Great article and analysis of the BDI. I'm a big fan... more »
  14. User 419752 on Chinese Iron Ore Purchases No Longer the Only Driver to the Baltic Dry Index: Good counter comments...I would just add one more comment:- Part... more »
  15. parkwood on Chinese Iron Ore Purchases No Longer the Only Driver to the Baltic Dry Index: Your three factors didn't give out enough supports to your article... more »