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  • Five Experts Say Get Over Your Fears and Get Back Into Stocks  [View article]
    Average PE ain't 25....
    Dec 20, 2010. 04:31 PM | 2 Likes Like |Link to Comment
  • A strange note today from the SF Fed says mortgage lenders weren't irrational during the years leading up to the housing market implosion. "The bad news," ahem, "is that rational pricing is predicated on assumptions about underlying house prices that may have seemed reasonable at the time the loans were made, but proved to be disastrously inaccurate after the fact."   [View news story]
    Tom.... not all lenders in 2006 and 2007 were sleazeballs....
    Dec 20, 2010. 03:16 PM | 1 Like Like |Link to Comment
  • A strange note today from the SF Fed says mortgage lenders weren't irrational during the years leading up to the housing market implosion. "The bad news," ahem, "is that rational pricing is predicated on assumptions about underlying house prices that may have seemed reasonable at the time the loans were made, but proved to be disastrously inaccurate after the fact."   [View news story]
    so you don't have to suffer a Depression...
    Dec 20, 2010. 03:15 PM | 2 Likes Like |Link to Comment
  • Is All Debt Created Equal?  [View article]
    Curious...what is your mix of corporate to government in your
    fixed income portfolio...or more importantly what is your view
    on the corporate/government mix??
    Dec 20, 2010. 07:11 AM | 1 Like Like |Link to Comment
  • Bank of America (BAC) joins PayPal (EBAY), MasterCard (MA) and others in cutting ties with WikiLeaks. The decision may open BofA's site up to attack from pro-WikiLeaks hackers, but may also be a defensive move as many believe WikiLeaks is planning a major data dump that will embarrass BofA.   [View news story]
    Interesting it is going to between 4 and 7 ( which is a bold statement)
    BUT you cut your position 40%,,,you talk bold but you are a smart trader....basically you are a short short term trader,,,,cause your short
    at best was in the high 13's.....a call to 4 to 7 is your long term call....
    Dec 19, 2010. 05:35 PM | 2 Likes Like |Link to Comment
  • Bank of America (BAC) joins PayPal (EBAY), MasterCard (MA) and others in cutting ties with WikiLeaks. The decision may open BofA's site up to attack from pro-WikiLeaks hackers, but may also be a defensive move as many believe WikiLeaks is planning a major data dump that will embarrass BofA.   [View news story]
    Geoff....I loved those Basel 3 articles...if Basel3 has been in effect...
    about the same as saying if you paid all you taxes due this decade
    next year you would be way under water,,,,typical media National
    Enquirer headline...
    Dec 19, 2010. 05:25 PM | 2 Likes Like |Link to Comment
  • Bank of America (BAC) joins PayPal (EBAY), MasterCard (MA) and others in cutting ties with WikiLeaks. The decision may open BofA's site up to attack from pro-WikiLeaks hackers, but may also be a defensive move as many believe WikiLeaks is planning a major data dump that will embarrass BofA.   [View news story]
    I am being overly sarcastic....
    Dec 19, 2010. 07:52 AM | 1 Like Like |Link to Comment
  • Bank of America (BAC) joins PayPal (EBAY), MasterCard (MA) and others in cutting ties with WikiLeaks. The decision may open BofA's site up to attack from pro-WikiLeaks hackers, but may also be a defensive move as many believe WikiLeaks is planning a major data dump that will embarrass BofA.   [View news story]
    Agreed...a lot is baked in the price....
    Dec 19, 2010. 07:51 AM | 1 Like Like |Link to Comment
  • Bank of America (BAC) joins PayPal (EBAY), MasterCard (MA) and others in cutting ties with WikiLeaks. The decision may open BofA's site up to attack from pro-WikiLeaks hackers, but may also be a defensive move as many believe WikiLeaks is planning a major data dump that will embarrass BofA.   [View news story]
    "There is one simple reason for this and to understand it you need go no further than to watch "It's a Wonderful Life".

    So true...George Bailey,,,bankster....
    Dec 19, 2010. 05:35 AM | 1 Like Like |Link to Comment
  • Bank of America (BAC) joins PayPal (EBAY), MasterCard (MA) and others in cutting ties with WikiLeaks. The decision may open BofA's site up to attack from pro-WikiLeaks hackers, but may also be a defensive move as many believe WikiLeaks is planning a major data dump that will embarrass BofA.   [View news story]
    So you must be loading up on the Jan 2012 10 put at .99??
    Dec 19, 2010. 05:15 AM | 3 Likes Like |Link to Comment
  • Europe: Kicking the Can Down the Road  [View article]
    Not trying to a be smart ass..but do we short EWP today???

    an old portfolio manager said "you are either long or short"...everything
    else is words"....
    Dec 19, 2010. 05:05 AM | Likes Like |Link to Comment
  • Bank of America (BAC) joins PayPal (EBAY), MasterCard (MA) and others in cutting ties with WikiLeaks. The decision may open BofA's site up to attack from pro-WikiLeaks hackers, but may also be a defensive move as many believe WikiLeaks is planning a major data dump that will embarrass BofA.   [View news story]
    But They were not insolvent under GAAP...they were extremely unprofitable...they had a liquidity crunch but all companies had problems look at
    commercial paper levels
    2008 09 15 2.73
    2008 09 16 2.81
    2008 09 17 2.66
    2008 09 18 3.05
    2008 09 19 3.05
    2008 09 23 3.18
    2008 09 24 3.20
    2008 09 25 2.82
    2008 09 26 3.40
    2008 09 29 3.30
    2008 09 30 3.61
    2008 10 01 3.81
    2008 10 06 3.99

    Look at Tangible common equity then and today....

    I know someone ( both doctors) paid 1.2 million for house...
    today it is worth 900,000....they are making payments every month ...don't
    want to ruin their credit...how do you value that loan???
    Dec 18, 2010. 06:47 PM | 1 Like Like |Link to Comment
  • Bubbles Americanus: Have We Learned Nothing?  [View article]
    My high negative count was -45 for questioning a Peter Schiff article...
    the list goes from there..most of the comments were either not bearish enough or just too bullish,,,,and yes you are right my writing
    is wanting..got a C+ in handwriting in 3rd grade been a downhill slide
    since....
    Dec 18, 2010. 05:30 PM | 4 Likes Like |Link to Comment
  • In Barron's 2011 stock market outlook, strategists expect to see an average 10% rise in the S&P 500 and a sustainable economic recovery taking root. Stocks will outperform bonds, especially Treasurys. Companies sitting on cash piles will look towards M&A, R&D and shareholder-friendly moves.   [View news story]
    MDY,SLV,EPP,EWX,NFO oh yeah SH and EUM
    Dec 18, 2010. 04:56 PM | 1 Like Like |Link to Comment
  • In Barron's 2011 stock market outlook, strategists expect to see an average 10% rise in the S&P 500 and a sustainable economic recovery taking root. Stocks will outperform bonds, especially Treasurys. Companies sitting on cash piles will look towards M&A, R&D and shareholder-friendly moves.   [View news story]
    GLD to 2700?? How about SPY,EEM and TLT???
    Dec 18, 2010. 04:32 PM | 4 Likes Like |Link to Comment
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