This quote shows a modest degree of concern, but it is described as an opportunity to double down, and keep buying as stocks get lower....
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Welcome to the second half of 2008. We begin the second half pretty much the same way we finished the first half: Equities under...
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Here is today’s intriguing article from late yesterday: Bloomberg’s Jonathan Weil explains why the Fed does not follow GAAP....
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Bouncing around trading desks is this comment on Fifth Third Bancorp (FITB): “Given its recent performance, the company has...
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Last year, we looked at the issue of risk adjusted gains for the S&P500, and most especially for the Financial sector. At the time,...
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Naked Capitalism looks at the question "Just How Did Lehman Delever?" I tracked Lehman’s (LEH) stock action before and...
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Interesting Bloomberg article this afternoon on corporate profits and raw cost inputs: "Inflation is eliminating the rewards of...
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2 weeks ago, we reiterated a previous Sell on Lehman Brothers (LEH). That worked out pretty well. Even with the Dow up 160 points today...
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Note: This was written Sunday, and scheduled to post later this week — but given the Lehman news, its more timely this AM: >We...
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I’ll have more on the brokers later today, but this is simply an enormous whack: Lehman Brothers to post $3 bln loss; sets $6 bln...
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