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James Cullen

 
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  • James Cullen
    Following up on Spanish banks: (SAN),(BBVA) have been hit hard -- but mgmt and the Spanish people still optimistic? http://bit.ly/bhjd9d
    2/9/10
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      • James Cullen
        Sovereign debt has parallels to early stages of RRE/CRE (VNQ) blowup in US. http://bit.ly/6BL6Ma (EEM) (VWO) (EMB)
        1/12/10
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          • James Cullen
            (GS) favors USD-denominated (UUP) Russia (RSX) index as top macro trades of 2010 on energy price bullishness(XLE). http://bit.ly/4BiZ7a
            12/9/09
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              • James Cullen
                I'm sitting in cash, because markets can go down too. http://bit.ly/WkRrY
                9/2/09
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                  • James Cullen
                    40%+ of trading volume on (NYX) has been in (FRE), (FNM), (C) & (BAC). Is this the return of bullish speculation? http://bit.ly/3XGH44
                    8/26/09
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                      • James Cullen
                        Spanish banks (BBV) hiding big losses at home by growing abroad? http://bit.ly/2h3DqU (SAN) levered up with lower equity quality in last yr.
                        8/26/09
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                          • James Cullen
                            Why is (VG) up 500% in one week? There's a really simple answer, actually. http://bit.ly/tSGFk
                            8/26/09
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                              • James Cullen
                                Why does (GS) give some clients more info sooner than others? Because clients know buy/hold/sell is irrelevant. http://bit.ly/OIwC4
                                8/25/09
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                                  • James Cullen
                                    What are the externalities of the stimulus program? Try >$12,000/hr. for one highway construction project. http://bit.ly/13JfTw (CAT)
                                    8/25/09
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                                      • James Cullen
                                        Rail traffic still down close to 20% YoY - http://bit.ly/8nqnp - but I'm looking around the stocks. Value in (NSC), (CP), (BNI) or others?
                                        8/21/09
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                                          • James Cullen
                                            (C) loan loss/fair value disclosures: over-provisioned by billions, or fudging fair value vs. (WFC), (JPM), & (BAC)? http://bit.ly/10ahfd
                                            8/21/09
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                                              • James Cullen
                                                KKR, (GS), (C), seek $750mm Dollar Gen IPO http://bit.ly/jeAxL - say hello to the frugality bubble http://bit.ly/yk07E
                                                8/21/09
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                                                  • James Cullen
                                                    Of 20 biggest (XLF) components, CDS market thinks (MET)(C)(MS)(USB)(BBT) & (GS) are riskiest relative to (MCO) ratings. http://bit.ly/K21AF
                                                    8/20/09
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                                                      • James Cullen
                                                        Several critical problems with (BA)'s 787, incl. work by (UTX), could take 2 years to fix, sources tell Peter Cohan. http://bit.ly/4ymYE4
                                                        8/20/09
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                                                          • James Cullen
                                                            Bear/Lehman mixed illiquid overvalued assets & short-term debt. Is CRE a test to see what we've learned? http://bit.ly/9XSvA (IYR)(SPG)(VNO)
                                                            8/20/09
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                                                              • James Cullen
                                                                What's causing the slow-motion commercial real estate crash? http://bit.ly/KGNP3 Bearish for (IAT) (RKH) (KRE)?
                                                                8/20/09
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                                                                  • James Cullen
                                                                    Buffett's (BRK.A) (BRK.B) op-ed in (NYT): the definition of trying to have your cake and eat it too. http://bit.ly/rwNCv
                                                                    8/20/09
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