Jumboloans

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6 Comments

    • 4 Things I Just Don't Get [view article]
      Economic use of Capital???? you know not what you speaketh? How can you analyze a public co the same way as non-public mutual that doesn;t have "shareholders&quo... but stakeholders with different agendas? So don't try to. Obviously they are overcapitalized, and giving out policyholder dividends kisses off funds forever. Why?? To understand the "interests of people in charge of mutual, you would have to discuss directors (you don;t), cross ownership holdings (often other local banks, insurers), likelihood of future demutualization (rationale of directors, potential beneficiaries among management and wall street I banks). Come on stop with your "5 quick ideas" every day, and back something up with analysis. Apr 28 07:48 PM
    • 12 Notes on the Manic Capital Markets [view article]
      Sir, What do you think of financials, broker dealers in particular. You didn't like them March 8th; They've only closed lower one day since then. You are a good contrarian signal for that group Apr 28 03:39 PM
    • Yale's Shiller: Housing Decline Could Be Worse Than Great Depression [view article]
      are you sure you got your numbers correct about housing price declines in Ireland, Spain??? The two largest Spanish banks (both I banks as well) are within winking distance of their highs. Unless they are hiding bigger mortgage credit losses than the US banks, you're "reading" the wrong stuff. The rises were spectacular, and they may well drop that much over time. But they are not even close as of yet Apr 23 03:32 PM
    • Why I am Selling Thornburg Mortgage [view article]
      Dear Mr. 174636,
      I assure you, management does care very much. Promise. As you may be aware, though the management team is out of money, and will probably be out of work in short order. What would you like for your loyalty? I'm stumped. To be frank, you gambled, you lost. Its that simple. The class action suits ought to get you a few pennies on the dollar,       Apr 18 05:35 AM
    • Thornburg's a Huge Bargain After Monday's Crash [view article]
      I have followed this thread for a long time, and thanks to some earlier posters did not invest. It seems like they were right, since most of you have stopped posting and sold your shares, after losing considerable amount of money for yourselves and others. Just an innocent question perhaps, but, what was all this posthumous posturing and faux-analysis about anyways, since you ended up selling at a greater loss. It seems like it is much better to admit your own intellectual inadequacies early, listen to the smart and honest people rather than follow the advice of phonies and psycophants. Just a thought. Rosie, any comments? Apr 16 08:30 AM
    • Thornburg's a Huge Bargain After Monday's Crash [view article]
      FOR THOSE THAT DOUBLED DOWN ON THIS PENNYSTOCK WITH THE HOPE OF RECOOPING LOSS. TAKE THIS GIFT. THOSE THAT BOUGHT HIGHER THAT SEE "GLIMMERS OF HOPE'", TAKE YOUR LUMPS AND SALVAGE PART OF YOUR CAPITAL. WHILE SOME SPENT THEIR WEEKEND 'LEARNING' ABOUT REPOS, MARGIN CALLS, MBS MARKS AND THE LIKE, THEY ARE STILL NOT EQUIPPED TO ESTIMATE 'FAIR VALUE' OR THE PROBABILITY (OR NOT) OF BK; DON'T BE FOOLED BY ARCANE LANGUAGE USED TO MASK TOTAL IGNORANCE. IF YOU ARE SEEKING SOUND INVESTMENT ADVICE, YOU ARE LISTENING TO THE WRONG PEOPLE. Mar 11 12:00 PM
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