Greece – the Saga Continues
Kiron Sarkar lives in London and Ireland where he works as a money manager. He occasionally attends the Scarsdales Equity idea lunches...
Sunk Costs Dilemma: “About Those Housing Bears” . . .
From the annals of wrong comes this article, published 6 years ago today (2005): The Housing Bears Are Wrong Again. Here is a quick...
The Next Crisis in Residential Mortgages – New Data Emerges
Dan Alpert is a founding Managing Partner of Westwood Capital, LLC and its affiliates. He has more than 30 years of international...
Late Afternoon Reads
This is what I will be reading on the way home tonight: • Economist: Overly Swift Spending Cuts Scarier Than Temporary Default (Real...
Clarence Clemons: the Big Man
If the Big Man can die, so can I. Bruce Springsteen hasn’t written a hit in years. But we go to the show to remember. Who we once...
Diary of a Content Farmer
Anyone in interested in the future digital media and the press simply MUST read this confessional straight off the plantation: An AOL...
Closing Out Shorts (39% Cash)
We took our QID and SDS leveraged shorts off today. Not that we won’t put them back on eventually, but the 200 day moving average...
NYSE Market Cap: Trend vs GDP
Interesting look at the long term capitalization of the NYSE & Nasdaq relative tot heir long term trend line: > Market Cap, 1925...
Wisdom from the Wealthy: Sunday’s WaPo Column
> In case you missed it, my Sunday Washington Post column is on the interesting life lessons I have learned from people of great...
We Are in a Secular Bear Market
Comstock Partners analyzes economic and financial conditions from a long-term macro-economic perspective and makes adjustments based on...