tj987

Stanford: The Manhunt Begins

getting a little tired of these headlines, and then on top of it they are still walking around. madoff etc.. they have ruined many of lives..

Will the U.S. Dollar Be Falling Soon?

Gold is making a good move up and looks to move higher. There is so much money being printed that inflation is around the corner. The US buck will more then likely outperform a lot of currencies, because it is worse in europe, russia, etc.. The only place that looks good is maybe china, The depreciation of the US currency and many of the others will make china less competitive for trade.

Canadian Bank Dividend Cuts Possible but Unlikely - UBS

even if the banks can withstand the bad economy (which I have doubts) it would be prudent to cut the dividend, to retain the capital. The next couple of years will provide great oppurtunities in the banking sector, and guess who is going to be the compeitition(governmen... Rarely seen a government operation run better then private. Even though i think it is going to get worse in the US for a bit and Canada is lagging, The bottom will come and it is best to be well capitalized at that point.. Banks are raising money and then still paying out the huge dividend.. (dumb IMO)..

Simon Property Group: Time to Go Short

well dont really think that was much of an analysis of Simon property. I do agree with the short. I would really be excited if they had to refinance more the the 900 million, because that will be the deathblow(there is no money for this stuff, unless of course the governments comes in for more) However this stock traded at 2X book 8 years ago and i do expect it to trade back to that level, if it survives. Asset values going down, cash flow going down .. and cost of HUGE dubt going up.. not a good combination

Meredith Whitney Needs Some Historical Perspective

Even though yes it is a big pay cut, it is still 10X the median income. Many people work way harder then the wall street folk and make way less. However The street motivating factor is cash but 10X is not bad, and there really is not many jobs that will pay you that..

Redwood Trust: From $30 to $4 by Year-End?

GREG- since i believe that many of these companies will just disappear. Because as dire as it looks it is going to get worse. Do they need to refinance anything in 09.. you got any other shorts

Bank of Montreal: AIG Deal Confirms Dividend's Safety

BMO will eventually cut the dividend, it would only be prudent, housing prices in canada have a long way to go down and the economy is in the dumps for a couple of years..