The Truth About Cars
One of my favorite auto blogs — The Truth About Cars (TTAC) — has been running a segment for years called GM Deathwatch. (I...
Valuing Homes ex-Foreclosures
Here’s a little bit of pushback on the indices showing how terribly elevated home prices are, and why they likely have more to...
Stocks With a Cash Cushion
With earnings estimates imploding, companies trading for close to their cash value look like a smart bet. Barron’s, 11/20/2008
Do We Need to Cancel ALL CDS Contracts?
Last night, I gave a presentation to the New York Chapter of the Risk Management Association regarding the US banking sector and the...
Tracking the $700 Billion Bailout
Via the NYT: Dozens of banks and a handful of insurers have applied for funds from the Treasury Department as part of the $700 billion...
Four Bears
I must have received 5 dozen emails with this chart in it. Yes, its pretty cool; No, I cannot say what it means going forward. > >...
Individual Investor Stock Allocations
Here’s a terrific sentiment read: the amount of money individuals have exposed to equities relative to their historical average....
Prepackaged Bankruptcy for Automakers
Smart: “President-Elect Barack Obama‘s transition team is exploring a swift, prepackaged bankruptcy for automakers as a possible...
Buying Tech, Energy at Bargain Prices
Andy Bischel of SKBA Capital is eyeing bruised stocks with solid earnings growth potential. He talks about the prospects for Intel,...
US Oil Consumption by Region
Fascinating interactive chart via Jon Udell: > Oil Sources, Regional Breakdown: click for regional breakdown North America 1,648,765...