NARSpin

27 Comments

    • ON: Wed Jul 23rd 19:50 PM
      Commented on:
      Financial Focus - Fast Money Recap (7/22/08)
      Great wrap. Thanks.
      View article »
    • ON: Mon Jul 21st 10:46 AM
      Commented on:
      Benefiting from the Oil Correction
      DTO is a better pure short crude play.
      View article »
    • ON: Mon Jul 14th 08:59 AM
      Commented on:
      Positive Analyst Call Should Give AIG a Lift
      Go AIG. Unprecedented value opportunity here.
      View article »
    • ON: Thu Apr 10th 19:51 PM
      Commented on:
      Another Gift from the FASB
      >Many of the Level 2 assets are marked to
      > unrealistic prices from indices with no good arbitrage, like the ABX.]

      This is a poorly researched article. That is completely inaccurate. Banks are not marking to the ABX. They may use the ABX as a guide, but do not mark to it.

      Proof is in the pudding - UBS, Citi and Goldman all dumped assets in a firesale that they had carried on the books at *SIGNIFICANT* difference to what they were ultimately sold for. In UBS case, they were carrying toxic alt-a paper at .96, and sold to Billy Gross for somewhere around .80.

      View article »
    • ON: Wed Apr 2nd 19:36 PM
      Commented on:
      Stock Valuations On the Rise
      And that's *WITH* cooking the books and "earnings" (cough) like LEH had.
      =============

      Generally, "forward earnings are based on optimistic assumptions aböut earnings growth." (WSJ, today) "...If earnings fall 17.5%-as they have, on average, during the past three years that included recessions, then the forward P/E ratio rises to 20, undermining the idea that stocks are cheap. ...the market does not even seem to have priced in much of an earnings slowdown yet."


      www.marketwatch.com/ne...
      View article »
    • ON: Tue Apr 1st 21:45 PM
      Commented on:
      Act Now, It's the Psychological Rally
      You forgot to mention the historical short interest . Just look at UBS - short interest more than DOUBLED in a two week period from 4,397,821 to 9,728,767 . That's a HUGE move on the short side.

      The S&P had the highest short interest EVER. With no uptick rule, and a bunch of noobs shorting for the first time, this isn't unexpected.

      www.nasdaq.com/aspxcon...

      View article »
    • ON: Tue Apr 1st 16:29 PM
      Commented on:
      Internet Hoax Gooses Stock Market
      LOL. Kass must be pissing in his pants. The worse thing about it is he probably sat on the sidelines drooling at all the easy short money he could make due to concerns about the SEC.

      This will go down as the April fools rally.
      View article »
    • ON: Sat Mar 29th 21:38 PM
      Commented on:
      Get Out of Commodities - Barron's
      Isn't Baron's the rag that ran the front page headline to buy the banks, right after the pop? Looks like they are on the losing side of that call. LOL
      View article »
    • ON: Sun Mar 16th 11:18 AM
      Commented on:
      How to Trade This 'Bear' Market - Barron's
      This is once again one of Douggie Kass's classic "too early" moments. If he covered MER,MS,LEH before Friday - he missed a ton of easy money. Expect Monday to be no different.
      View article »
    • ON: Tue Mar 4th 18:39 PM
      Commented on:
      Citigroup Bottoming - Plus Some Free Advice for Meredith Whitney
      How can you call a "bottom" without doing any kind of analysis on their portfolio?
      View article »
    • ON: Fri Feb 29th 21:48 PM
      Commented on:
      Vornado's in Trouble if Penn Station Deal Fails
      great article. keep up the great work!
      View article »
    • ON: Mon Feb 25th 21:17 PM
      Commented on:
      Monoline Duoline Rescue Plan: 5th Time the Charm?
      This is just another suckers rally drawing in some more "bottom fishers" trying to time the bottom. I almost feel sorry for them. It's actually good to shake out these players - as it will eventually allow a real bottom to form.
      View article »
    • ON: Fri Feb 22nd 21:42 PM
      Commented on:
      Could Citigroup Be Any More Dysfunctional?
      what a dog
      View article »
    • ON: Fri Feb 22nd 21:28 PM
      Commented on:
      Financials Offer Patient Bulls Many Opportunities
      uber spin at it's finest.
      View article »
    • ON: Fri Feb 22nd 21:24 PM
      Commented on:
      Housing Market Tracker - Commercial Real Estate Outlook
      Lawrence Yun should try out at the comedy club amateur night. LOL
      View article »
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