Allen Jones

3 Comments

    • ON: Thu Feb 21st 23:31 PM
      Commented on:
      Lululemon Stock Sours As VC, COO Jump Ship
      Nice job on this one Herb.
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    • ON: Tue Jan 22nd 15:07 PM
      Commented on:
      What if the Fed Cut Doesn't Help?
      If the prospective inflation rate now looks hotter than before, and the Fed is easing into it and at least for now isn't showing signs of reducing the money supply, what you rather own treasuries or bank accounts yielding nil or negative real rates or stock in a company that can raise prices, or even real estate or commodities? Inflation is expedient politically and temporarily its expedient economically.
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    • ON: Thu Aug 16th 00:32 AM
      Commented on:
      Cramer's Meltdown Spills Into Print
      No he's probably right if he is referring to the first loss tranches of the secutitzations. They absorb the losses from the foreclosures first before the A and higher rated tranches see any loss of principal or interest. I suppose as the trusts wind down as the losses are realized and or the mortgages pay off that they might have a recovery value based on the foreclosures but since many of the securitizations were based on foreclosure rates far lower than we are now seeing, many of them will become worthless. many smart folks are short these bonds through the ABX indices.
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