James Cullen
Contributor since: 2007
Latest Articles
Low Mortgage Rates Help Speculators More than Economy
Rail Industry: Why I'm Interested in Regionals
Externalities of the Economic Stimulus Program
Economic Policy: The Perils of Playing for Time
Primus Guaranty Earnings: Expect Stock to Continue to Rise
On Primus Credit Mitigations
A Concise Book Review - Goldman Sachs: The Culture of Success
USG Earnings: Curb Your Enthusiasm
Don't Short the Ratings Agencies
Does Liquidating Bad Debt Start with CIT Group?
'Green Shoots' Not a Phrase Used by Those Who Know
VIX Direction and Options Trading Volume: Correlation?
The Savings Rate and Retail Stocks
Accenture Earnings Review: Stock Should Outperform over Time
Moody's a Short on Rating Agency Regime Change?
Industry Observers: Shouldn't Something Finally Change at Citigroup?
The iPhone: Lessons on Industry Pricing Power
Book Review: Christopher Mayer's 'Invest Like a Dealmaker'
Google's Newspaper Content / Value Conundrum
Buffett on Banking: 'A Very Good Business'
Quant Fund Deleveraging and Market Rallies: All Rotten?
USG: Supply Is High, Demand Is Low and Pricing Is Still Improving
Q1 Market Review, Part II: Dow Industrial Components
Q1 Market Review, Part I: The Bottoming Process
Portfolio Reshuffle: Not All Debt Is Bad
Backwards Looking Leads to Bottom Blindness
Crowded Trades, Negative Sentiments and Market Bottoms
Book Review: I.O.U.S.A.
Fully Invested, No Bottom in Sight
Stressed Valuation of Entertainment Properties
Considering REIT Entertainment Properties' Hidden Value
Weighing Bed Bath & Beyond's Risk/Reward