Alok Swain

AIG: Countdown to Annihilation

Good Joke!

Median Family's View of the Crisis

James,

Excellent work.

One of the main insights that I take is the 'average' household has been more prudent than otherwise thought. And the main problem that its faced with is extraneous, meaning the fall in house prices and fall in retirement savings because of decline in the stock market. Both of which are nots its making.

Another discussion by Paul Krugman in the NYT here.

www.nytimes.com/2009/0...

Thanks

Alok

REITs That Have Stopped Dead in Their Tracks

BerkeleyBob did you mean PLD preferred instead of PDL-F


On Feb 13 02:20 PM BerkeleyBob wrote:

> At present values and the relatively strong balance sheet, I have
> a small position in PDL-F (preferred). Good return. The common, which
> I had held for several years, I took my loss on last year.

Investing in REITs: Boring Is Best

ReitWrecks,

Thanks for this informative article. Its very helpful. I am just getting started on buying some REIT shares. Just bought some AIV.

Look forward to other articles from you.

Thanks

Alok

Four Worthwhile Semiconductor Stocks

I think your disclosure needs correction. You have SNDK that says is long and plan to be long.

Verasun's Screw Up

I'm long VSE too (Disclosure)

Verasun's Screw Up

The comments below are wrt "Is This Right"
I'm not sure if the statement is accurate "$.70/gallon to the cost of their plants( $100M lost over 1.4B gallon production). At 10% interest, this is a 7c cost to every gallon of ethanol that they sell until they can repay this debt."
I think $100M/1400Mgallon works to a $0.07 cent loss not $0.70 cent loss per gallon.
But you overall idea is sound.

The Liquidity Trap & Open Market Operations on the Risk Premium on a Pan-Galactic Scale

Excellent thoughtful article. I dont understand all of what you are saying, but those portions that I do understand I like.

Closed End Fund Fire Sale

Hi George,
What are the others.
Thanks
Alok