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Linus Wilson

 
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  • Will Tepper Tantrum Sink The Bond Bubble?
    Fri, Sep. 5 DTYS, SPY, TBF 6 Comments

    Summary

    • Billionaire announces short on bonds.
    • Euro-dollar carry trade supports U.S. bonds.
    • Short bonds and long stocks exposes Appaloosa to risks if economy stumbles.
  • Nobel Prize Winner Shiller Is Damaging His Reputation With CAPE Ratio Talk
    Fri, Aug. 22 DIA, VOO, SPY 181 Comments

    Summary

    • Dr. Shiller deserved the Nobel Prize.
    • Shiller's CAPE ratio appears to have little predictive power and is usually bearish.
    • CAPE ratio and other "predictive" measures of stock prices will be victims of their own success.
  • Mid-Year Target For The S&P 500 Of 1950
    Tue, Apr. 1 SPY 25 Comments

    Summary

    • There is a very low chance of a correction in Q2.
    • There is a one in three chance that the market closes above 2000.
    • The problems with Russian aggression are not new and are unlikely to affect the stock market.
  • If This Is A Replay Of The Asian Crisis Of 1997-1999, It Could Be Good For Stocks
    Thu, Jan. 30 DIA, IVV, VOO 4 Comments
  • S&P 500 More Likely To Break 2000 Than Experience A Correction By Mid-2014
    Dec. 31, 2013 SPY 12 Comments
  • Bernanke And Fed Rewrite History One Lecture And One Editor At A Time
    Mar. 26, 2012 C, DB, GS 4 Comments
  • FDIC Nominee Needs To Prove Himself As An Opponent Of Too Big To Fail
    Nov. 17, 2011 KBE, BAC, C 11 Comments
  • 14 Banks That Have Bigger Federal Debt Guarantees Than Solyndra
    Oct. 3, 2011 C, JPM, BAC 1 Comment
  • Fed Bailout Of Wall Street And Foreign Banks Dwarfed TARP
    Aug. 25, 2011 UBS, BAC, MS 1 Comment
  • JPMorgan Should Still Be on the Hook for Madoff/Levy Scheme
    Mar. 1, 2011 JPM Comment!
  • Lessons From Treasury's Citigroup Share Dump
    Dec. 28, 2010 C, AIG 4 Comments
  • Declining Volumes Slow U.S. Treasury's Exit of Citigroup
    Sep. 27, 2010 XLF, C, BAC 6 Comments
  • TARP Deadbeat Bank List Tops 120 in August
    Sep. 15, 2010 XLF, ABCW, AIG 4 Comments
  • Government Is the Market for Preferred Stock
    Aug. 8, 2010 XLF, GMA, GJM 7 Comments
  • Treasury Unlikely to Complete Citigroup Share Sale on Time
    Jul. 25, 2010 XLF, MS, C 37 Comments
  • Can TARP Jr. Get 60 Votes in the Senate?
    Jul. 23, 2010 XLF, SPY, KBE 3 Comments
  • Goldman Sachs Settlement Proves the SEC Cares More about Politics Than Protecting Investors
    Jul. 19, 2010 GS, RBS, C 7 Comments
  • Is Geithner to Blame for Citi's Decline and Rally?
    Jul. 14, 2010 C, SPY, BAC 11 Comments
  • The Credit Card Bailout
    Jul. 4, 2010 C, AXP, BAC 16 Comments
  • Summer Doldrums and Earnings Slow the U.S. Treasury's Citigroup Share Sales
    Jul. 2, 2010 C, XLF, SPY 2 Comments
  • U.S. Treasury Halts Citigroup Share Sale Ahead of Earnings
    Jul. 1, 2010 C, GS, WFC 12 Comments
  • TARP Deadbeats List Climbs as Congress Votes on Expansion Bill
    Jun. 16, 2010 XLF, KBE, SPY 6 Comments
  • Predicting the Next Big Banks to Exit TARP
    Jun. 6, 2010 BAC, C, JPM 9 Comments
  • Blackout Periods Slow Citigroup Share Sale
    Jun. 2, 2010 MS, C, XLF 4 Comments
  • The Black Swan Hits the Citigroup Share Sale
    May. 24, 2010 C, BAC, MS 36 Comments
  • TARP Jr. Endorsed by House Committee
    May. 20, 2010 XLF, KBE, BOCH 3 Comments
  • Another 'Healthy' TARP Bank Seized
    May. 16, 2010 FMER, MBHI, CIT 8 Comments
  • Did the TARP Chief Tell Morgan Stanley What to Bid on the Warrants?
    May. 12, 2010 MS, AXP, XLF 12 Comments
  • Does Treasury Stand to Lose on Citibank Shares if It Delays Selling?
    May. 6, 2010 C, GS 7 Comments
  • Grading the Financial Regulatory Reform Bill
    Apr. 25, 2010 XLF, KBE, AIG 16 Comments
  • Don't Blame Goldman Sachs, Blame the Synthetic CDOs
    Apr. 20, 2010 GS, BAC, JPM 14 Comments
  • It's Official: Goldman Sachs, AIG Played Taxpayers for Fools
    Apr. 4, 2010 GS, AIG, UBS 2 Comments