mysaug

10 Comments

    • AIG CDS Situation Worse than Lehman [view article]
      No text ? If I show a picture of an empty football stadium, could you then conclude that no one goes to football games? Of course not, everything needs to be in context.

      Fridays fall was an attack by shorts in reaction to LEH opportunity and to attack before plan given on 26th. They knew only a small window.

      We will get a workable plan tomorrow and when these instrumnets run out we will see billions added back to bottom line on next 1-4 years.

      Sep 14 08:45 AM
    • Crunching Numbers: Why I'd Buy AIG [view article]
      Thanks for that analysis, not sure where you got the time for this but believe that over next 2 years you will be very ballpark as lower oil and lower mortgages will stabilize economy and housing. The shorts are helping to create this panic. Sep 13 02:54 PM
    • 15 Notes on the Current Market Stress [view article]
      poorly written, choppy, sentences do not flow well. Poor analysis of GE IMO, Cramer did much better recently on its total value potential. Jul 28 10:14 PM
    • Why I'm Not Buying Oil's Recent 'Correction' [view article]
      The old truism that once everyone believes it is true and ends up on TIME magazine cover is time to get out is correct. I am kicking myself for not unloading all bank stocks like I did builders when "Flip this House" became a TV series. I did not know the extent of these complex CDO and SIVs, thought all sold to 3rd parties . Anyway, oil was too low before , a little too high now, so think will end up around $100 which is good for everyone. Jul 27 10:03 AM
    • Ballmer on Newspapers: Wrong Again [view article]
      I am hardcopy subscriber to 2 papers, I am 50, see very few people under 35 buying newspapers regularly which is sad as need support for local coverage or all we will get is national news. Lets face it, many 20 somethings spend more time of Facebook than reading any news from any sources. Jun 07 11:28 AM
    • The Case for AIG - Patience Required [view article]
      I do believe the new 20 billion investment was not made on a coin flip but serious look at operations and holdings showing that with time they will be well rewarded. May 30 08:11 AM
    • Why Jerry Yang Needs To Drive a Beer Truck [view article]
      great article. MSFT is not coming back to the table unless Yang bows his head and accepts 31 and retires after merger . He would need to go to enable a new MSFT/YHOO culture at the new company. May 06 07:27 PM
    • On Yahoo/ Microsoft: Jerry Yang Should Be Fired [view article]
      This is the unfortunate outcome of when a founder can not separate out his interests from the interests of a public company. Yang did not really want to sell at all and used the high price demand to hide this fact. If he took all stock you could look at it as a win-win and not so much a buyout as a merger and YHOO would still be there , such part of a new organizationial structure. If MSFT went to 42 in a year, then YHOO shareholders received 42 if could just wait and hold converted shares. May 04 12:07 PM
    • Why China's Exporters Are Complaining Loudly [view article]
      what he is saying is that stability (jobs)is number one concern so protecting IP, commitments to WTO like opening up their markets to products AND sevices, dropping domestice content laws, etc are out the window. They joined WTO and got to live with both positives and negatives. Having a few hundred million living on $3 a day is not our country's problem, they need to deal with it but can not violate WTO agreements. Why we put up with this I do not know. Apr 30 08:49 PM
    • Cable Companies Need True Competition and Openness. Now. [view article]
      One problem, who is going to pay for the content of these programs ? Not Jeff, hell, he only got TiVo because of 3 month free subscription. Want to go back to 1967 when we only got about 4 channels but they were all free? Better yet, what something for free, turn off your TV and go to library and get a free book. Jan 16 10:58 PM
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