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  • Why I'm Selling Apple and Google Today - and Holding Amazon [View article]
    Your rationale for selling google is not clear.....what if the earnings are better than expected? Do you expect them to be disappointing?
    Jan 07 18:02 pm |Rating: 0 0 |Link to Comment
  • The Long Case for Capital Source Inc. [View article]
    Libor + 7 to 8 are commercial finance/alternative lender NOT commercial bank spreads, its not clear to me whether they can keep these type of assets on a commerical bank balance sheet.
    Aug 13 18:20 pm |Rating: 0 0 |Link to Comment
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