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  • Emerging Markets? More Like Submerging [View article]
    What the author forgot to mention is that even after the recent decline, India has gone up 450% in the past 5 years, while the S&P500 has barely appreciated 64% during the same time.
    Jul 23 10:21 am |Rating: 0 0 |Link to Comment
  • Was That a Bottom? Should We Even Care? [View article]
    OK, we've made oodles by short-selling AIG, GM, MER, FNM and FRE. Now what looks interesting on the long side? Let's start with some appetizers... HA, ERIC, OZRK, NOK, CALM, OSK, FCSX, KEY, LEA and TEN. More next week. Stay tuned...
    Jul 18 09:37 am |Rating: 0 0 |Link to Comment
  • Was That THE Bottom? [View article]
    OK, we've made oodles by short-selling AIG, GM, MER, FNM and FRE. Now what looks interesting on the long side? Let's start with some appetizers... HA, ERIC, OZRK, NOK, CALM, OSK, FCSX, KEY, LEA and TEN. More next week.
    Jul 18 09:24 am |Rating: 0 0 |Link to Comment
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