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bbro

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  • In case you're confronted with a gushing fan of the Fed Chairman during a holiday party, Doug Kass provides The List - a series of misguided statements and forecasts from Bernanke. Print it out and keep a copy handy.  [View news story]
    maybe that is the question he missed on his SAT....


    "Bernanke achieved a SAT score of 1590 out of 1600"
    Dec 6 07:40 PM | 1 Like Like |Link to Comment
  • Is the Stock Market Cheap? [View article]
    Shadowstats??? Can you try any harder...why don't you just say you
    think the market is overvalued...oh wait a second what does the
    IVY portfolio say you should be???
    Dec 6 07:03 PM | 2 Likes Like |Link to Comment
  • Bernanke on '60 Minutes': Pants on Fire [View article]
    Bernanke for President!!!!
    Dec 6 05:40 PM | 1 Like Like |Link to Comment
  • In case you're confronted with a gushing fan of the Fed Chairman during a holiday party, Doug Kass provides The List - a series of misguided statements and forecasts from Bernanke. Print it out and keep a copy handy.  [View news story]
    P.S. put this list up against SA's beloved Rosenberg and Mish..
    Dec 6 05:35 PM | 2 Likes Like |Link to Comment
  • In case you're confronted with a gushing fan of the Fed Chairman during a holiday party, Doug Kass provides The List - a series of misguided statements and forecasts from Bernanke. Print it out and keep a copy handy.  [View news story]
    Gushing fan here....I 'll take Bernanke anytime over a B.A. journalism major from the University of Idaho .....
    Dec 6 05:33 PM | 3 Likes Like |Link to Comment
  • JPMorgan Chase (JPM +0.4%) may announce a huge stock buyback in early 2011, Deutsche Bank believes. After disappointing investors this year, “this should change (mgmt believes in 1Q) when there’s more clarity on capital and dividends and mgmt seems very eager to aggressively buy back stock at current levels.”  [View news story]
    Are the feds going to give the Ok for a 15 billion dollar buyback??

    Most i have seen is 5.5 billion or 4% buyback...
    Dec 6 10:51 AM | Likes Like |Link to Comment
  • Consumer Metrics Institute: Not Much to Cheer About [View article]
    Didn't Consumer Metric Iinstitute say there would be contraction in
    Real GDP for the third quarter????


    www.noquarterusa.net/b.../
    Dec 6 10:33 AM | 4 Likes Like |Link to Comment
  • Legg Mason's Bill Miller Sees U.S. Stocks Up 15% in Next 12 Months [View article]
    We will get a continued bull market then the Palin bear market then
    a new bull market for an 8% return.over the decade....
    Dec 6 08:46 AM | 2 Likes Like |Link to Comment
  • My Contrarian Bones Are Still Attracted to Bank Stocks [View article]
    Frost Bank trades 10 to 11 times annual preprovision earnings ....that pretty pricey....
    Dec 6 07:06 AM | Likes Like |Link to Comment
  • Legg Mason's Bill Miller Sees U.S. Stocks Up 15% in Next 12 Months [View article]
    The correlation between Phoenix real estate and S&P 500 earnings
    is pretty loose....
    Dec 6 06:49 AM | 5 Likes Like |Link to Comment
  • My Contrarian Bones Are Still Attracted to Bank Stocks [View article]
    Frostbank has been one of the great survivors but how will it trade
    over the next 5 years...what is its potential???
    Dec 6 03:18 AM | Likes Like |Link to Comment
  • My Contrarian Bones Are Still Attracted to Bank Stocks [View article]
    "If I were a tea party person I would be directing a major portion of my concerns at the Financials and demanding regulation that forces them back to being regular banks again."

    I always thought the tea party was just big government cloaked
    in another costume....
    Dec 6 03:16 AM | 1 Like Like |Link to Comment
  • My Contrarian Bones Are Still Attracted to Bank Stocks [View article]
    BAC trades 2.66 times annual preprovision earnings...JPM trades
    3.87 times annual preprovision earnings...In a normal economic
    environment large cap banks should trade 5 times. BUT the
    caveat is Putbacks....the judicial concerns make banks a headline risk...so roll the dice....
    Dec 5 01:13 PM | 1 Like Like |Link to Comment
  • New Housing Crash Trend and Obvious Severe Risks in 15 Key Charts [View article]
    How much debt has been written by purchase accounting???
    How much debt has been charged off??? What the delinquencies
    today of the debt originated in 2006 and 2007.What are the geographical locations of the delinquent mortgages? What types of
    mortgages are delinquent today prime?? subprime?? Alt-A???
    Remember Case Shiller is not population weighted....and the Case
    Shiller 20 index has Miami and Las Vegas in it whose total mortgages
    combined equal the total mortgages of Houston ( which is not in it)
    Dec 5 06:23 AM | 3 Likes Like |Link to Comment
  • Laboring Over Labor Data [View article]
    I saw Baumohl's comment...this is why you need to use a 3 month
    moving average is adds robustness to the data and smooth the data
    out....even with that ..... Friday's numbers were a disappointment....
    Dec 5 05:45 AM | 2 Likes Like |Link to Comment
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