farkus

Jeff Matthews says Doug Kass's 20 surprises for 2009 are a must read: "If anybody came closer than Doug Kass to getting the guts of the 2008 financial crisis - and much of its ramifications - right, ahead of time, we’d like to know."

The "Kass has the hottest hand in the investment world" party line at The Street.com has been used to pimp for subscriptions--and it is basically a joke. Dougie was uber bullish on Citicorp in the $20's. He announced back in July--for most of the month--that the worst was over, and for the rest of the year the market was heading up. He is just another media hack who changes his mind every ten minutes so he can always claim he's right.

Albert Edwards predicted an imminent stock market meltdown three weeks before it happened. Now that's a guy who got it right! Oh, and he remains bearish.

Amazon: What's Behind the Kindle Shortage?

The headline grabbed my attention---"What's behind the Kindle Shortage" The author could have shortened the article up to the following:

"Here's a few obvious possibilities, but I really have no idea".

10 Predictions for the Global Economy

Those are insightful, bold predictions....for April of 2008.

UltraShort ETFs: At a Tipping Point?

Hmm, The market may go up. On the other hand, it could go down.

Wow the wonders of Technical Analysis!

Some Muni Bonds Appear Screaming Buys Here

I imagine the typical reader of seekingalpha has some idea of why muni's are spread positive to Treasuries, but it does beg the question of whether spreads can and will continue to widen. For an actual explanation of what is going on in the muni market, and why munis might be a good investment here, google Bill Gross's 2/29 interview on the Fox Business Channel.

Simon Property Group: My Kind of Dividend Growth

Do you have any idea what is taking place in the commercial real estate market? Have you bothered to look at the historic spread between the Treasury curve and Simon's dividend yield? You need to do a little homework in this sector.

Two Reasons To Buy Sallie Mae Before Everybody Else Does

Wow, that's some cogent analysis! Buy Sallie because it's been down a long time, they may get bought out, and it is probably due to go up along with the other financials. Man, you're good!

Things Have Normalized... Or Have They?

Yea, I agree, what was the point of this post--aside from stating the obvious? Kind of like his website, frankly.