jugglingbear

7 Comments

    • Is the Inflation Scare Over Yet? [view article]
      Thanks for a great article. TLT closed at almost 92 1/2 on friday, my target high, so I'm looking for a rebound in financials this week and TLT to drop back towards 88. Inflation will rule in the end, and the impetus will come from foreign investors continuing to lose confidence in the dollar. The future sentiment will be that they'll much rather hold equities than long bonds, which have almost no rational prospect of gaining value, other than "flight to Quality" bounces when stocks take more write-downs and miss earnings targets. Jun 29 06:34 PM
    • Housing Market Tracker - Commercial Real Estate Outlook [view article]
      Interesting that the cap rate on the citicorp plaza deal was 5.8%, with 2007 inflation runnung at 4.1%. Think Apollo was lucky to get out of the property at that level. Also haven't heard alot about Harry Macklowe's renegotiated loan terms on the equity office/Blackstone purchases. Wonder if he's gonna be forced to sell off any manhattan properties any time soon, and what the cap rate will be on such a sale. Feb 23 03:46 PM
    • 7 Natural Resource Stocks Bucking the Bearish Trend [view article]
      Thanks for a great piece. I keep wondering if the chinese are going to start making direct investments into the south african mining operations, perhaps even building their own power plant to supply the mines. Have you heard anything about this? Would certainly be an excellent place for the chinese to invest their dollars. Feb 11 11:37 AM
    • 6 Reasons to Short Housing Stocks [view article]
      another caveat about drops in inventory is that they should specify "finished homes". Sometimes approved projects that have not yet broken ground, and are then cancelled, are includud in the "drop in inventory" numbers. Feb 01 04:01 PM
    • Why is Ryland’s Management Dumping Shares? [view article]
      Thanks for the article, Reggie. Are you planning an update on Ryland with the earnings report today? Jan 23 10:30 PM
    • The Problem With Capital One Financial [view article]
      thanks, Chad. Thought the article was well written, and confirms my own suspicions. Jan 21 11:25 PM
    • The Problem With Capital One Financial [view article]
      I'm also looking to short COF, and I'm pissed that I didn't do it friday morning when it was up 66 cents, before turning around and ending down 1.40. I agree that the FHLB will scrutinize any collateralized capital requests, and it may come down to a board member having a personal contact inside. I predicted the collapse of Countrywide and MBIA, and I can't see any way for COF to emerge from this dark alley. Hell, they even offered ME a credit card last week! I wouldn't be surprised if COF's stock chart falls off a cliff in the next 60 days. Jan 21 11:22 PM
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