Chemist29

Two Prominent Economists Admit Leverage Kills

Yeah, not sure how this is going to help the markets or the economy...and yes lets listen to the people who caused a huge mess 10 years ago. Where were they then?

How to Invest in Private Equity Through Public Markets

AINV and ARCC are best of breed for sure, as evidence by being able to raise funds near NAV, however ACAS and ALD are in much worse straights (still in technical default). Whether or not they survive is speculation, although might be speculative plays.

Goldman Sachs: Still Arrogant and Unrepentant

if you think goldman makes too much money for its shareholders, buy the stock.

Japan Provides Proof That Bank Bailouts Work

Last I checked TARP was started under bush. but attribute everything to obama....

Why This Rally Is Unsustainable

awww shorty got burned...

Betting on the Big Banks

bought merrill for pennies on the dollar? are you nuts? the whole argument is that they OVERPAID, and I dont see anyone else stepping in to buy merrill or countrywide...Great example of revisionist history. besides, they hardly concealed the fact they sold 1.6 billion from CCB.

Citigroup: The Beginning and End of the Current Rally?

Citi common stock should not really move much until the conversion from the preferred happens.

Expecting the 'Better than Expected' from GE, Google and JPMorgan

haha, die shorties!

Deep Value in American Capital Strategies

With regards to MLPTourguide, on the latest CC one of the analysts asked about buying back to debt, and the answer was a "we have no comment on that" which to me seems like a wink and a nod, so hopefully they are doing just that, buying the debt back and booking the profit. They haven't distributed the considerable NOI gains from q4 and q1 either, they have good cash flow. Also, the 2% non performing loans is 2% at fair value, its more like 15% at face original value. Anyways, if they can start writing up the portfolio maybe by q4 or so and reinstate dividends this stock will pop, but for the next couple months I believe it will be trading at options value (~5$/share) for now.

Teva: What's Next for the 'Generic Giant'?

Great company, bought it last year, stock is breakeven and the s&p fell off a cliff, huge outperform.

Waiting for the Government to Act on Banks

So a doctor who graduates med school who makes lets say 200k a year, and who has debts from undergrad and med school that total 250k, right when he graduates is insolvent right? Because his liabilities exceed his assets...makes sense. must declare bankruptcy right away huh? Yeah, I agree the banks common equity is probably negative but cash flow is there and liabilities are being paid. time is all that is needed, not government making more irresponsible lending decision (fannie and freddie anyone?)

Three Stocks with a Margin of Safety

As someone with knowledge of the science side of business, Pfizer hasn't been top notch in years...they've bought their pipeline, not developed it in house...

Sorkin's Questions to Bank CEOs, Answered

13-Nov-08 PANDIT VIKRAM S
Officer 850,000 Direct Purchase at $8.92 - $15.15 per share.

Some Smart Grid Straight Talk

Another problem...in basic physics you learn that V=IR (ohm's law), until we get better conductors...we're losing a lot of energy to resistance (heat).

Home Prices May Be Nearing Bottom, Bank Equities to Follow?

omg an optimist! stop publishing! doom and gloom! 50% more to go from drop! Anyways, I hope you are right, but I might pick up a little BBT if this downturn keeps up, valuation is too compelling