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  • Things That Should Happen in 2009, But Won't [View article]
    It's nice to dream.
    Jan 1, 2009. 04:08 PM | Likes Like |Link to Comment
  • Quick Look at Jacobs Engineering: Infrastructure Play? [View article]
    Overbought indicators abound. Your mantra in this market should be "let it come to you"
    Dec 31, 2008. 08:01 AM | Likes Like |Link to Comment
  • Market Signal: Proceed with Caution [View article]
    On Dec 30 10:25 PM punk_ash wrote:

    > The only signal that I use is the pundits. Last year most of the
    > pundits were bullish and we know what happened. Now most of these
    > goof balls are bearish, I say time to buy some equities...

    so what part of " the Russell Money Manager Survey has fund managers at 72% positive on the new year" didn't you understand? ... and I can't name two sectors with the wind at our back.
    Dec 31, 2008. 07:57 AM | Likes Like |Link to Comment
  • Harbinger Capital: Ashland Stake and Performance Update [View article]
    How about now? Are we there yet?
    Dec 29, 2008. 11:33 AM | Likes Like |Link to Comment
  • Are Your Stocks Zombies? [View article]

    What is your source of tangibles data?
    Dec 17, 2008. 01:17 PM | Likes Like |Link to Comment
  • What's Best for the Economy: Monetary Policy, Government Spending or Tax Cuts? [View article]
    I take several exceptions to the zealots of private sector spending. First, the point of the article is that the private sector WON'T spend if they're pessimistic, at least not until the tax incentive becomes the equivalent of government spending.

    Gov spending can be like kids breaking windows (loading the cannons with money and firing in the general direction of Wall St.) or can be far more efficient (building the interstate highways) than the private sector could ever hope to be. I hope that the incoming crowd is smart enough to discern which of the two a particular proposal most resembles.

    That said, some tax cuts and incentives in the right places are also helpful but they are probably not sufficient by themselves to arrest the still-accelerating vicious spiral toward the drain of Depression.
    Dec 15, 2008. 11:25 AM | 1 Like Like |Link to Comment
  • There's a Bull Lurking [View article]
    [the sound of dead cats bouncing]
    Dec 15, 2008. 07:40 AM | 1 Like Like |Link to Comment
  • Strange Stuff in Double Inverse ETF Land [View article]
    Isn't this why God gave us the Roth and 401k?
    Dec 13, 2008. 08:16 AM | Likes Like |Link to Comment
  • Free Marketeers for Wage and Price Controls [View article]
    Is there any doubt in anyone's mind that the US auto industry is the unanimous choice for the Lifetime Mismanagement award? GM managed to pile up a Debt to Equity ratio that is the envy of the Himalayas while continuing to pay huge dividends, fat executive bonuses, and -- oops-- underfunded pension obligations. So when the financial armegeddon hits, who is caught completely unprepared?

    Bottom line:
    The taxpayer will get off a lot cheaper by loaning them money than letting the companies die of self-inflicted wounds.
    Dec 12, 2008. 09:36 PM | Likes Like |Link to Comment
  • Canadian Energy Trusts Look Cheap: Harvest Is Well Positioned [View article]
    In 3 years, the trusts should pay off nicely but HTE will have to cut the div again next year to around $1 US. I think there are better yield plays now, especially convertibles.
    Dec 12, 2008. 10:23 AM | Likes Like |Link to Comment
  • Ways and Means: How to Revive the Non-Agency Mortgage Market [View article]
    My favorite part: "Financial institutions' incentive structures must be consistent with broader public policy concerns"

    If we can only address this one point we'll have pulled the fangs from the deregulation cobra.
    Dec 10, 2008. 02:40 PM | Likes Like |Link to Comment
  • Cramer's Mad Money - Obama's Midas Touch (12/8/09) [View article]
    The market may be telling us that a 9% dividend may not suffice once the Treasury's printing presses get a few trillion more under their rollers.
    Dec 9, 2008. 09:17 AM | 1 Like Like |Link to Comment
  • CEF Yields May Indicate a Further 20% Drop in Prices [View article]
    Agree that income-only yield is the right metric. Is there a readily available, downloadable, and preferably reliable source of this info for CEFs?
    Nov 18, 2008. 04:03 PM | Likes Like |Link to Comment
  • Harbinger Capital: Ashland Stake and Performance Update [View article]
    Follow up: I see CLF closed under $40 yesterday amid the wreckage. That puts it's fwd PE under 3. WTF?
    Oct 3, 2008. 11:55 AM | Likes Like |Link to Comment
  • Reducing Coal Position As Hedge Funds Punish the Sector [View article]
    WLT has a leverage ratio over 6, D/E >3. Wouldn't touch it in this climate.
    Sep 29, 2008. 11:09 AM | Likes Like |Link to Comment