gebby

Hedge Fund Tracking: Tiger Global (Chase Coleman), Q3 2008

there will be a V shaped recovery, not an L shaped recovery. everyone is looking for the L yet certain groups, solar alternative energy despite temporary slowdown see 60% growth in 2009 vs 2008. i like his LDK choice, Appl and V still interesting Amt seems very good.

Even with lower oil prices Obama has signaled he will invest in solar and broadband.

Trading Obama: Solar Stocks, GM Debt, Ambac Calls, Lorillard and Goldman Puts

global warming economics trumps all and this concern is often ignored when assessing alternative energy plays. the government must be involved, and by the way, we are the government.

Ambac, MBIA: The Shorting Game is Over

captain gary is out to lunch. democrats would never have lifted the regulatory burden that the republicans have. the republicans put fnm and fre out of business and this is when the subprime fiasco started in 2004. really. we need regulatory oversight in financial markets to avoid this kind of debacle in the future. i am long abk at 8 and a bit worried.