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    • Sun Jul 27th 18:18 PM | Rating: 0 0
      Commented on:
      Bear Bottom Yet to Be Seen - Barron's
      Holly COW. Barron's is going back to it's core principles. This is the first SA Barron's article that I can remember (last couple of months) that doesn't put a positive spin on the MARKET.
      Airlines, Housing, Financials and Real Estate are well into bear territory. With few exceptions there are no places to hide. This is a traders market not an investors market yet. Real bargains will emerge. We'll all know what there are (were) in about 2-5 years.
      View article »
    • Fri Jul 25th 05:20 AM | Rating: 0 0
      Commented on:
      The Housing Bill and the House Hank Helped Build

      Sometimes you just need to push the person off the ledge. It's faster cheaper and frees up your time for more productive activities.
      View article »
    • Wed Jul 16th 13:30 PM | Rating: 0 0
      Commented on:
      Is the SEC 'Rumorgate' Push a Waste of Time?
      SEC TO HIRE LUCENT RETIREES FOR RUMOR POLICE

      I heard a vicious rumor that the SEC is planning to significantly increase the size of their organization by hiring Lucent retirees as rumor police. No Nortel folks can apply as they are Canadian (US citizen who works for a Canadian Co is per se illegal) and are considered illegal aliens. “A person said “ (anonymous source) that a budget of $50.0 B per year (off balance sheet) is being proposed. Funding for the organization will be on balance sheet by charging a $10.00 fee to each blogger who posts a “rumor” without substantiated facts. Google will receive $1.00 for each blog deemed a “rumor” that is forwarded to the SEC. The FTC will study whether or not a single source contract with Google violates any anti trust laws. An opinion is expected by 2050 as this is a complex issue and requires “scientific data “ to prove or disprove any allegations of potential violations of the law. Of course the President can issue an executive order providing blanket immunity. Google does not have to substantiate the blog as a rumor too much as their legal department will define rumor based on a Henry Paulson explanation (what did he say?) Estimated revenues are more than $500 B per year. However Congress has already lined up to spend this new source of revenue on “bookmarks” as earmarks are out of favor and not politically correct.

      In another news flash the SEC is alleged to be cracking down on naked shorts but only as they relate to Fannie and Freddie. After all who wants to piss off the Politically connected Wall Street friends as the fee structure for naked short transactions are a high profit “financial instrument”.

      I hope all of this is true as our Government will demonstrate substantial creative thinking: THINK OUT OF THE BOX

      Also it is claimed that a web site will be established where a blogger can pre pay $10.00 for each rumor. No disclosure would be required except a notation PPR ( PrePaid Rumor)
      View article »
    • Wed Jul 16th 13:25 PM | Rating: 0 0
      Commented on:
      Starbucks: Too Expensive
      Anyone for a krispy kreme donut with their Starbucks coffee?
      View article »
    • Tue Jul 15th 13:04 PM | Rating: 0 0
      Commented on:
      Two Out of Three Consumers Find Home Loans Harder To Get
      Larry Kudlow has experts on all of the time that tell us obtaining credit is no problem. Every now and then he has a dissenter to this line of talk. But I never can hear what they say due to eruptive arguing from the "goldilocks" crew.
      View article »
    • Tue Jul 15th 04:35 AM | Rating: 0 0
      Commented on:
      Homebuilders Buying Land Again [Housing Tracker]
      Judy: I am compelled to comment on the San Antonio Builders Association article with the link to the article. I would like to see the ASSumptions used to make the analysis. They must be using REAL ESTATE SALES math. Try for yourself using $750 per month rent and a 100K home fixed 30 yr at 5.75% zero down zero closing and add taxes and insurance. Just about a wash in an optimistic scenario. Ignore the delta cost for water sewerage trash and maintenance costs of apartment compared to home ownership. The number can be significant in this comparison. The problem is most renters struggle with the moving cost and one month rent as a security deposit. Let's say that's $1000.00-$1600.00. That doesn't go a long way at closing.
      Does anyone think a $100K home will be $190K in four years? except the San Antonio Builders Association. Check the reader (local) comments.
      View article »
    • Tue Jul 15th 03:54 AM | Rating: 0 0
      Commented on:
      The 'Canary in the Coalmine' for Fannie, Freddie
      The canary has been dead for some time and is on life support. Due to privacy laws the doctors can only report "the patient is fine and we are optimistic that a recovery is possible"
      View article »
    • Mon Jul 14th 05:50 AM | Rating: 0 0
      Commented on:
      Love Notes from Fannie Mae to the Fed, Etc.
      Paul: You're clairvoyant.
      You should also know there is a vicious rumor going around that on Monday the Treasury Dept will introduce a new one dollar bill. On the reverse will be printed:
      "IN HENRY WE TRUST" followed in fine print : "When Henry speaks people listen" followed by "I know you believe what I said is true, but I'm not sure you understand that what I said it not what I meant"

      One final thought. The history detectives have found evidence that there were insufficient "bailing buckets" on the Titanic.
      View article »
    • Sat Jul 12th 08:53 AM | Rating: 0 0
      Commented on:
      Paulson's Fannie / Freddie Dance
      Enter your comment hereto the investing speculation. I should have added:
      "I'm Henry Paulson from the US Government and I'm here to help you."
      View article »
    • Sat Jul 12th 08:49 AM | Rating: 0 0
      Commented on:
      The ABCs of the Fannie Mae / Freddie Mac Problems
      It takes the whole alphabet to describe the problems with Freddie and Fannie. ABC is the condensed version.
      View article »
    • Sat Jul 12th 08:41 AM | Rating: 0 0
      Commented on:
      Putting $1T Subprime Mortgage Losses in Perspective
      Everyone tries to use logic to make an argument with Mark Perry. He's a Politician of Hypocritical Dimension (PHD). Politicians never use facts to change their mind. He's a Kudlow buddy. What do you expect?
      I'll bet if "us" bloggers could rate the quality of his work the results would be less than Congresses approval rating. Now that's a resume item.
      I feel sorry for the poor kids who take his classes and confuse economics with political philosophy.
      View article »
    • Fri Jul 11th 12:22 PM | Rating: 0 0
      Commented on:
      5 Steps For Saving Fannie
      Freddie and Fannie are tied to the railroad track watching the train coming.
      View article »
    • Fri Jul 11th 11:21 AM | Rating: 0 0
      Commented on:
      Paulson's Fannie / Freddie Dance
      Oh, if they could only leverage "hot air", Paulson would be worth a trillion.
      View article »
    • Mon Jul 7th 12:56 PM | Rating: 0 0
      Commented on:
      How Models Caused the Credit Crisis
      Greed + stupidity make a dangerous potion.
      View article »
    • Fri Jul 4th 03:26 AM | Rating: 0 0
      Commented on:
      The Dow In Euros
      Go to Europe. Room food car rental etc. No DOW required. Make sure you have enough US $'s to return.
      Sure would like to see DOW value in "cornflakes"... Maybe just the price of "corn" would do.
      View article »
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