vaduz

Ambac, MBIA: Thinking About Book Value; Looking Forward to Earnings

glassbox should read owen

The U.S. Dollar: A New Accord

it sounds at first sight somehow compelling. but life and economics especially is not so easy. higher rates in the us would be the end for the fragile us economy - not only suvs wouldnt be bought anymore but all cars and and and...........
economics also shows that more of a good leads to lower prices. how will the fed bring it about that rates will increase?? and all the economies which suffer from inflation will not want to lower rates but to increase them. we are witnessing second round effects - just look at lufthansa. and dont forget the price increases of companies like dow chemical and the like.

Some Real Talk on Housing

housing is not a fast market. it will take time to correct the bubble

2 Schools of Thought on Buying Bank Stocks

it seems to me that any further strength in bank and investment bank stocks is a good opp. to sell

The International Gold Rush: Bulls May Soon Be Rewarded

kinross is another good bet and maybe newmont mining

A Primer in Mining Equity Investment

i think the fate and performance of the stocks of big and middle gold/silver mining co could be much better, if these co would look at the investors as partners and not only as cash cows. it is for me never explained well, why there are not dividends of some magnitude paid in times of good earnings

Is a Ban on Short Financial ETFs on the Horizon?

excellent article, partly funny to read. thks.

Banks: Is This the Biggest Bear Squeeze in History?

it is a historic fact that over the long term - a few years - intervention by goverment brings worse results than letting the subjects, the people, decide on their own. of course criminal behavour doesnt belong to the free market and it is necessary that transperancy and free flow of information is secured.

The Facts Behind the Coming Congressional Mortgage Bailout Bill

the 2 gse are just to big to let competion in the mortgage business work. thus, make 12 units of them and deprive them of the state help, so they are not privileged banks compared to all others.
i dont think interest rates would rise - maybe in the beginning, but then competion will work its way through the system and interests should decline.

Historic Financial Collapse Underway?

quite a good story

How High Leverage Has Brought Down the Whole Banking Industry

usd will go down, inflation up , s&p down and gold up.
the risks are high and i wouldnt like to be on a decision making desk either at the fed or in a private bank having to decide which bank to let fail resp. which bank to give my free money.

Earnings Preview: Bank of America

lets see mondaymorning. a bad figure will put enormous pressure on all bank stocks, not only bac

Massive Freddie Dilution, Coming Right Up

i see a devastating influence of all this on the usd

GE: Too Tired For Growth, But Yield's Attractive

20 would be certainly a good buy for the next 24 months or so

Even the Legends Are Losing in Today's Markets

maybe this is a crisis not known so far. cash is still the king.