Bill Murray's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/214113/comments http://seekingalpha.com/article/86225-xto-energy-just-picked-a-bad-day-to-announce-earnings?source=feed#comment-211906 211906
The spread between price and growth, commodity price, etc will tighten over time. This company is solid and has a clear strategy it executes very well. Things will work themselves out here. The investors, such as myself, who are long in an IRA shouldnt be watching the market close enough to know where the hedge funds are moving in and out of, thats a job for people who work at, well, hedge funds...]]> Tue, 22 Jul 2008 19:07:44 -0400
The spread between price and growth, commodity price, etc will tighten over time. This company is solid and has a clear strategy it executes very well. Things will work themselves out here. The investors, such as myself, who are long in an IRA shouldnt be watching the market close enough to know where the hedge funds are moving in and out of, thats a job for people who work at, well, hedge funds...]]> http://seekingalpha.com/article/82137-mbia-moody-s-twists-the-knife?source=feed#comment-190408 190408
library.corporate-ir.n...

Thats $129 billion of CDO exposure. $129 billion. No one has booked this stuff to its true value so its difficult to tell what this stuff is really worth (and what these guys will have to pay out in insurance claims). Well, actually, JP Morgan put a $2 price tag on this stuff when they bought Bear Sterns ($150/sh company a few months earlier)? So if JP Morgan says $150 is now worth $2, wouldnt you have to say that $129 billion is now worth, 1.7 billion? Yikes.

]]> Sun, 22 Jun 2008 17:08:15 -0400
library.corporate-ir.n...

Thats $129 billion of CDO exposure. $129 billion. No one has booked this stuff to its true value so its difficult to tell what this stuff is really worth (and what these guys will have to pay out in insurance claims). Well, actually, JP Morgan put a $2 price tag on this stuff when they bought Bear Sterns ($150/sh company a few months earlier)? So if JP Morgan says $150 is now worth $2, wouldnt you have to say that $129 billion is now worth, 1.7 billion? Yikes.

]]> http://seekingalpha.com/article/82269-barron-s-banks-on-100-oil?source=feed#comment-190388 190388 Sun, 22 Jun 2008 16:45:42 -0400