Cramer's Stop Trading! The Dow's Dead Weights (2/19/09) [View article]
At this point, investing in companies without hard (or gas/liquid) assets likely in the ground is pure folly. Energy related gas (primarily) and oil looks like the clear preference verses raw materials.
Only other alternative is electric utilities. While rising interest rates fueled by inflation may drive yields up and concurrently stock prices down, risks in this space will be limited. Better, the risk can be calculated.
Last Thursday Was the Bottom - It's Time to Get Back in [View article]
But, cargo ship construction increased just when prices for those goods are tanking and there's no end in sight.
On Nov 28 08:39 AM old guy wrote:
> I agree bought DRYS Wednsday....sooner or later coal,food,metals > have to go across the pond! If the authors own it is wrong, if they > don't own it is wrong! Get real!
Taylor Bean: A Cautionary Tale for Ginnie Mae [View article]
On Sep 27 09:47 PM Smalltownbanker wrote:
> I fail to see the point of this rehash of the work of others. You
> added nothing to it and made no noteworthy comment about it.
Is Wells Fargo Regretting Its Wachovia Acquisition? [View article]
The question is . . . . why does Berkshire Hathaway still own it? Can’t be they don’t have enough analysts to figure this out, eh?
More on Capital Ratios of U.S. Banks [View article]
It's of little importance how the risks are measured and/or reported as current law requires. Perception is 90%.
Geithner's Plan Is a Waste of Time [View article]
While we all recognize the ease of fault finding, absent constructive comments of this issue, serious readers go elsewhere.
Cramer's Stop Trading! The Dow's Dead Weights (2/19/09) [View article]
Only other alternative is electric utilities. While rising interest rates fueled by inflation may drive yields up and concurrently stock prices down, risks in this space will be limited. Better, the risk can be calculated.
Last Thursday Was the Bottom - It's Time to Get Back in [View article]
On Nov 28 08:39 AM old guy wrote:
> I agree bought DRYS Wednsday....sooner or later coal,food,metals
> have to go across the pond! If the authors own it is wrong, if they
> don't own it is wrong! Get real!