Nedko

Wall Street Breakfast: Must-Know News

Glad cramdowns did not pass. Not acting on foreclosures does not solve the problem, yet it scares investors. I've experienced that in Europe where the bank is at the owner's mercy to get the property back.

Buffett's GE Warrants Quickly Trade Out of the Money

Disclaimer: closed course, professional driver.
Even at that price I think Buffet can easily afford to throw yet another 3b knowing that he is getting a great deal long term. Remember: cash is king right now and you dont have time absolute bottom in order to get a great deal.

Everything Rallies - Except Yahoo

I see on my watch list only 2 tickers that are in the red: JNJ and PG - both great companies and solid investments for tough economic times. Bottom line - it doesn't matter.

VMWare Facing Pressure from All Sides

Great technology. Since it's a dog-eat-dog market out there we are waiting to see the right price at which a bigger fish will eat the small fish. Currently the small fish is not attractive enough. As the article mentions all they do is virtualization.

Banks on the Verge of a Nervous Breakdown

Great article! Good analysis. From the safety tips especially valuable are 1, 2, 3, 4, 7, 8, 6, 5, 10, and 9. I wouldn't be surprised to see some Morgan Stanley merchandise on eBay as well. I think that glass door with AIG logo featured on every news channel will look very good in my house.

Reevaluating Coal

Good points. While it will be a waste of time to make yet another prediction about where oil and coal prices are headed I am willing to assume that the recent selloff was over-correction for the industry. While the dollar is falling and demand from developing countries is up coal is king