calvino

Are Stocks on the Verge of a Major Bullish Turn?

You are going to call a bull without looking at the dollar and crude?
Any reason why?

The Dead Cat Returns to Earth

I consider it investor purgatory to have to watch that PIcasso painting Bartiromo hee haw her jackass laugh at me. None of those bimbos has ever traded a share, that much is known from their childish pabulum. Yet the market moving rumor mongering the bimbo network panders forces investors to tune in - so as not to be broadsided.

The Most Bullish Sign I've Seen In Awhile

Paul, it is tremendously bullish, and also shows how much smarter you are along with Merry Grinch. The idea of always betting against the little man, it is an automatic IQ adjuster, in your favor of course. Unlike the wisdom of the Masses, you bet on it's stupidity. And you are smart, very smart. You have been gaming little man with Lying Ben and Cheating Hank, along with his antecedent, for many many years. And the game will never change - you have been given license to game little man. Because you are smarter, being a contrarian. Your helicopter is out of blanks, never having had bullets. You gamed little man by slowly bankrupting him and sending his wealth to yourself and your friends overseas. But little man is shook out, he has no more credit, no more savings, no more anything. So whom are you going to game now?

1.25% in Fed Cuts and This is the Response?

Warburg has not capitalized their commitment. Bill Ackman will not 'lose his shirt' since he has ridden MBIA down from 80 to twenty and made much much more in the default swaps. You are losing money and your cocky attitude because you thought you were a stock picker and turned out to be a trend follower. 130,000 from ADP - even if they were reliable, that is pathetic nymbers for start of year hiring. Or did you miss the unemployment claims report. Anyway, go out and buy a suit and a tie, you are too old for high school proms.

Financial Contagion and the Negative Feedback Loop

Vinny, do you think California's 10% across the board budgetary cut and inevitable layoffs will have any sort of decelerating effect on the national economy. I do not think state budgetary constraints have a chance of spreading to other states, because other states did not depend on big cash infusions from the real estate boom. I am wondering if you agree with me and if you think the growing list of commercial vacancies in states like California and Florida as well as a growing number of residential vacancies will impinge upon tax revenues, or the value of some of the CMBS that you have at the top of your list. I am a bit of a worrier, so if you think I am just a nervous nelly, I can understand. Anyway, good luck with the value investing - i am going to buy some Salesforce. com aka CRM and Baidu, because they have come down into my value range.

Why Is This Market Holding Up?

Foreign money is subsidizing our debt and our consumption. Thus we have enough left over to float equities.

Job Numbers Putrid--Is That a Surprise?

Mark, nice stuff. The Decider knows that many heads are about to roll from his paymasters payrolls, so he is saving the powder for when he really needs to decide. Watch Merry Grinch and Citi first.

Don Hays' Six Picks for an Emerging Bull - Barron's

How many of those most undervalued five days in 28 years did the Libor hand 75 basis points over the Treasuries?

Black Monday Remembered: Buying Opportunity of a Lifetime

Friends, usually I find your posts to be instructive. This one goes against your pattern. The next one, two, three, four, five, six, seven and eight years were buying opportunities of a lifetime! Look at the chart!

Stocks and Oil: Charting a Burst Bubble

illuminating indeed