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Ricard

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bought SPY puts @ 70 exp Dec 2010

about 10 hours ago
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Great articles on state of the housing market - FHA is broke: http://seekingalpha.com/a/3pqb http://bit.ly/ZOo2i http://bit.ly/3m3QsX

Sat, Nov 14, 2009
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Initiated position in YZC.

Fri, Nov 13, 2009
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Required reading - the nuts and bolts of becoming a successful investor: http://seekingalpha.com/a/3plt

Fri, Nov 13, 2009
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Another great article by de Long - The Hidden Purpose of High Finance: http://bit.ly/WMaf8

Wed, Nov 11, 2009
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An excellent, objective analysis of Greenspan's tenure in the early 2000s: http://bit.ly/1s9jnB

Wed, Nov 11, 2009
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Initiated stake in BHI - another long term hold.

Wed, Nov 11, 2009
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Chinese October auto sales up 72% yoy on Stimulus: http://bit.ly/4iGCKb

Mon, Nov 09, 2009
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Bought initial positions in DGW and ECA, both meant to be long term holds.

Mon, Nov 09, 2009
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Richard Koo speak about 'balance sheet recessions' http://seekingalpha.com/a/3ot7

Mon, Nov 09, 2009
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Is this 1983? Not quite... http://bit.ly/2ehyRk

Mon, Nov 09, 2009
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Productivity grew at 9.5% - 4 times the 25 year average: http://bit.ly/W1HNz

Fri, Nov 06, 2009
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The spin is that retail will outperform compared to last year - the hurdle is set about 3 inches *below* ground: http://bit.ly/WPkPV

Wed, Nov 04, 2009
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Consuelo Mack interviews James Grant - 20:00 onward is excellent: http://bit.ly/25cR4k

Mon, Nov 02, 2009
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Companies hold on to cash - 9.8% of total assets: http://bit.ly/lFpBP

Mon, Nov 02, 2009
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Interesting article about dollar/equity correlation: http://bit.ly/1rEimN

Sun, Nov 01, 2009
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Unfortunately, the iPhone flops in China: http://bit.ly/1b99Gz

Sun, Nov 01, 2009
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Great article on market correlations: http://seekingalpha.com/a/3naw

Sat, Oct 31, 2009
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Perhaps INTC will acquire ARM manufacturers? http://tinyurl.com/ylqkf98

Sat, Oct 31, 2009
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Underwater CRE is a frightening number: $770bn http://bit.ly/26R1iO

Sat, Oct 31, 2009
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