gonzo's Comments gonzo's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/176528/comments Is Citi's Vikram Pandit a Robot? http://seekingalpha.com/article/83179-is-citi-s-vikram-pandit-a-robot?source=feed#comment-195949 195949 Mon, 30 Jun 2008 11:55:43 -0400 GM's Last Fatal Mistake http://seekingalpha.com/article/81885-gm-s-last-fatal-mistake?source=feed#comment-189572 189572
It is a typical sell-off at the height of a recession, fuelled by oil. It is not prudent to compare GM to Bear Stearns, whose demise was a crisis of confidence. GM's survival does not depend on short-term investor confidence. They are downsizing and doing the right things under the circumstances that will lead to huge cost cuts in the years to come.

Sure the auto business is contracting under the circumstances as is expected in a consumer lead recession. It is not the end of the world though. GM is going through a down cycle like in 1974. and unlike Ford, they are profitable under normal business conditions. At some point the stock will bounce and bounce hard.]]>
Sat, 21 Jun 2008 00:41:35 -0400
It is a typical sell-off at the height of a recession, fuelled by oil. It is not prudent to compare GM to Bear Stearns, whose demise was a crisis of confidence. GM's survival does not depend on short-term investor confidence. They are downsizing and doing the right things under the circumstances that will lead to huge cost cuts in the years to come.

Sure the auto business is contracting under the circumstances as is expected in a consumer lead recession. It is not the end of the world though. GM is going through a down cycle like in 1974. and unlike Ford, they are profitable under normal business conditions. At some point the stock will bounce and bounce hard.]]>
Why I'm Leaving Lehman http://seekingalpha.com/article/72591-why-i-m-leaving-lehman?source=feed#comment-151972 151972 Wed, 16 Apr 2008 21:58:38 -0400 Lehman Shorts Scared by Bear Stearns Investigation http://seekingalpha.com/article/71925-lehman-shorts-scared-by-bear-stearns-investigation?source=feed#comment-148787 148787 Fri, 11 Apr 2008 04:33:59 -0400 Lehman Shorts Scared by Bear Stearns Investigation http://seekingalpha.com/article/71925-lehman-shorts-scared-by-bear-stearns-investigation?source=feed#comment-148785 148785 Fri, 11 Apr 2008 04:27:32 -0400