Desperate.'s Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/129197/comments http://seekingalpha.com/article/72056-how-much-are-goldman-s-level-3-assets-worth?source=feed#comment-149776 149776
Good job, well written.]]> Sun, 13 Apr 2008 11:07:41 -0400
Good job, well written.]]> http://seekingalpha.com/article/71981-a-debate-over-citi?source=feed#comment-149506 149506 Sat, 12 Apr 2008 13:58:16 -0400 http://seekingalpha.com/article/71757-could-citi-s-deal-signal-a-turnaround?source=feed#comment-147994 147994

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]]> http://seekingalpha.com/article/71113-explaining-the-bear-stearns-rescue?source=feed#comment-136123 136123 Thu, 03 Apr 2008 14:51:43 -0400 http://seekingalpha.com/article/70106-was-last-week-the-bottom?source=feed#comment-133816 133816 Sun, 30 Mar 2008 19:49:42 -0400 http://seekingalpha.com/article/70442-time-to-nibble-on-tech-barron-s?source=feed#comment-133814 133814 Sun, 30 Mar 2008 19:49:04 -0400 http://seekingalpha.com/article/70425-lehman-man-bites-dog-latest?source=feed#comment-133706 133706
If you don't want to short, don't. But with all the "fantasy-based" products that generated profits gone, not sure why anyone thinks this group won't just trade sideways for years once a bottom is found.]]> Sun, 30 Mar 2008 13:31:50 -0400
If you don't want to short, don't. But with all the "fantasy-based" products that generated profits gone, not sure why anyone thinks this group won't just trade sideways for years once a bottom is found.]]> http://seekingalpha.com/article/63980-is-inflation-still-really-a-major-fed-concern?source=feed#comment-115574 115574 Sun, 10 Feb 2008 17:57:47 -0500 http://seekingalpha.com/article/61655-the-long-case-for-akeena-solar?source=feed#comment-112968 112968 Sat, 26 Jan 2008 16:31:30 -0500 http://seekingalpha.com/article/61554-end-of-crisis-or-dead-cat-bounce-looking-at-ultrashort-etfs?source=feed#comment-112754 112754
There are many "poor" renters who've never been in better shape today because they have avoided the panic to "invest in a home at any cost" and ultimately caused this mess. ]]> Fri, 25 Jan 2008 07:23:56 -0500
There are many "poor" renters who've never been in better shape today because they have avoided the panic to "invest in a home at any cost" and ultimately caused this mess. ]]> http://seekingalpha.com/article/60818-6-key-earnings-previews-aapl-msft-ebay-pot-wfr-spwr?source=feed#comment-111873 111873
Keep in mind that Germany has been one of the best friends to the solar stocks and have recently passed legislation to start slashing subsidies starting in 2009. Which means they will have to sell even more product to offset the declining subsidies that start in 2009 and continue to get slashed in the following years (5% a year if i remember right)

Disclosure: Short SPWR & FSLR.]]> Mon, 21 Jan 2008 10:26:13 -0500
Keep in mind that Germany has been one of the best friends to the solar stocks and have recently passed legislation to start slashing subsidies starting in 2009. Which means they will have to sell even more product to offset the declining subsidies that start in 2009 and continue to get slashed in the following years (5% a year if i remember right)

Disclosure: Short SPWR & FSLR.]]> http://seekingalpha.com/article/60754-short-demand-for-cree-is-high-and-rising?source=feed#comment-111634 111634 Sun, 20 Jan 2008 08:43:07 -0500 http://seekingalpha.com/article/59989-a-rare-opportunity-to-buy-amex-on-the-cheap?source=feed#comment-110042 110042
What we're beginning to see is that the "subprime bubble" might actually be a "consumer bubble" with people living well beyond their means for too long. Subprime is sure a big part of it, but you don't hear much (yet) about the credit card debt and loan debt people made in the same timeframe.

For every subprime loan that was made on overinflated home, how many HELOCs were taken out to their max values in the same timeframe?

Cracks are starting to appear and they could spread a lot quicker now that the dam is bursting.

I don't doubt that Amex will be a good company to own in the future, i'm just not sure you won't be better off waiting on the financials. I do not believe this is a "rare opportunity" at all.

]]> Sun, 13 Jan 2008 18:57:23 -0500
What we're beginning to see is that the "subprime bubble" might actually be a "consumer bubble" with people living well beyond their means for too long. Subprime is sure a big part of it, but you don't hear much (yet) about the credit card debt and loan debt people made in the same timeframe.

For every subprime loan that was made on overinflated home, how many HELOCs were taken out to their max values in the same timeframe?

Cracks are starting to appear and they could spread a lot quicker now that the dam is bursting.

I don't doubt that Amex will be a good company to own in the future, i'm just not sure you won't be better off waiting on the financials. I do not believe this is a "rare opportunity" at all.

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