vodka_tonic

Financials and Retail: Not as Dire as They Seem

yes, i agree with waseem, a good analysis of the financial stocks. Personally, i think C, washmutual and BSC are dogs. I like MER (mostly because of the CEO) and BAC, although the CFC deal was shear madness on their part. CFC is a complete dog.
i might enter MER next week.

The Real Risk: Ambac Loses its AAA Rating

that's why god invented beer and (loose) women :)

Financials Not Responsible for Friday's Selloff

i thought friday's selloff WAS due to MER's massive writedown. at least that's why i sold.
i shorted BSC as soon as it went up. made a nice little bit of change :)

Can The Fed Inflate Its Way Out of Housing, Credit Mess?

too pessimistic. there is a credit bubble and certainly inflation on the horizon, but it's not the end all. that's why the stock market is still near it's all time high's. the subprime mess is simply too many risky loans (a small % of the total though). credit / loans based derivatives as a % of total financial instruments are small also.
inflation is a real problem, but global growth also has a lot to do with it.

13 Predictions for 2008

colts beating the patriots....geez what were you smoking ;)