Buffett to Buy Bear? Bull$%*# !
Yesterday, the NYT floated a rumor that Warren Buffett was considering taking a stake in Bear Stearns. Have a read of the actual flailing...
iBanks Market Cap Tumble: $87B
Wild table via the UK Telegraph of what they call "lending banks" results have been relative to the recent sub-prime woes (as...
Is the Bull Market Over, or Are Stocks Cheap?
I am a news junkie. I think that’s fairly apparent to readers from the weekend linkfests. And, despite the fact that I have warned...
Weak Home Sales, Tightening Credit Standards = Multiple...
Earlier today on Real Money’s columnist conversation, Tony Crescenzi noted earlier that "It would be extraordinarily unusual...
Can You Judge a Homebuilder By Its Book Value?
There is a fascinating article in today’s WSJ about a contentious valuation debate: Homebuilders judged by their book value. What...
New TheStreet.com Column: Nine Stocks for Playing the Long Side...
The Real Money column I mentioned Friday has been moved to the (free) The Street.com side: Nine Stocks for Playing the Long Side Safely...
New Column Real Money Column: Nine Stocks for Playing the Long...
I have a new column up at Real Money: Nine Stocks for Playing the Long Side Safely It is based on our response to a request from research...
Cheapest Stocks in Two Decades based on Flawed Fed Model
There is a fascinatingly bullish article on Bloomberg yesterday, titled Cheapest Stocks in Two Decades Signal Bull Market. Its all about...
Small or Large Cap?
In 2000, the market cap weighted S&P500 camouflaged the underlying weakness in the broader market. Investors focused on the indices...
Earnings Streak Snapped; How Pricey Are Stocks?
My nomination for the greatest story never told is this under-reported tidbit, via AP: "For America’s top 500 companies, the...