$59 Billion Dubai Debt Default Could Have Much Wider Implications [View article]
interesting that dubai is such an issue but California's budget crisis was a non event. considering their relative GDP's and Debt outstanding, I'd hate to see what happens if Ca. defaults...UAE economy about 1/10th the size of California
Five Reasons the Market Could Crash This Fall [View article]
what an angry guy....basically his thesis is the mkt needs to go down because it's gone up a lot from the bottom. If you used that logic last year you would have been long at 1100, 1000, 900 etc. the SPX is only up about 10% on the year and still down a ton over the last 2 years.
Why China Can't Dump U.S. Treasuries [View article]
what if china decides that they don't care if their currency strengthens against the dollar? their economy may be far less export dependent than you may think. the internal demand in the country could be enough to mitigate any negative impact of lower exports. sure they take a hit on their dollar investments but that's going to happen anyway as our government spends itself into "bolivia" (apologies mike tyson).
Reverse Convertibles: More Financial 'Innovation' [View article]
actually RCB's, or REX's, do help Apple in that they dampen volatility in the stock as these are akin to investors buying a zero cpn bond and simultaneously selling a put on the stock. a less volatile stock makes raising capital for any company easier as long term investors are more likely to buy into secondaries as opposed to fast money flippers.
Why China Can't Dump U.S. Treasuries [View article]
bosun, all your rhetoric may prove to be correct but I think the chinese should first figure out how to build schools that don't collapse on little kids when the earth moves a bit before they start thinking about taking over the world. baby steps.
Buffett's S&P 500 Puts: Big Blunder? [View article]
he already lost on these positions. like you said, he sold insurance on the s&p and the s&p went down, he lost, period, and of course he has to post more collateral, which in his business is a disaster. yes, in 20 yrs. the mkt may go up, but what's the opportunity cost of the increase in collateral he needs to post? especially now when no one can borrow at low rates including berkshire.
The Trouble with Latvia: What It Is and Why It Matters [View article]
latvia's gdp is 1/10 that of new jersey...really, is this situation worth this much ink or discussion? latvia isn't even a country by any standard. they'll soon be reabsorbed by USSR 2.0.
Google, Apple on 9-Day Winning Streaks [View article]
sell the news seems to cute IMO. I think any selloff is a gift to rebuy or buy more depending on your position and risk preferences. shares don't rise 20 percent on anticipated news. this is a real move based on fundamentals
The Bull Case for Simon Property Group [View article]
hmmmm. you forgot to mention how bullish it is that SPG will now pay at least 90 percent of their dividends in stock. so holders of equity in a business that is slowing down get to own a larger piece of the business and be diluted in the process. real bullish...
Sort by:
Latest comments | Highest rated$59 Billion Dubai Debt Default Could Have Much Wider Implications [View article]
$59 Billion Dubai Debt Default Could Have Much Wider Implications [View article]
Why Interest Rates Will Almost Certainly Rise in 2010 [View article]
Sobering Stat: ARMS Index Indicates Market Is at Peak, Not Bottom [View article]
Five Reasons the Market Could Crash This Fall [View article]
Why China Can't Dump U.S. Treasuries [View article]
Reverse Convertibles: More Financial 'Innovation' [View article]
Why China Can't Dump U.S. Treasuries [View article]
Buffett's S&P 500 Puts: Big Blunder? [View article]
Ten Reasons for an Imminent Stock Market Crash [View article]
What Stories Aren't Being Told? [View article]
Pandemic: The Return of H1N1 [View article]
The Trouble with Latvia: What It Is and Why It Matters [View article]
Google, Apple on 9-Day Winning Streaks [View article]
The Bull Case for Simon Property Group [View article]