What is the inter-relationship between Housing, LBOs & Stock Buybacks? Last month, I noted 6 reasons why rising yields were a threat...
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An amazing conference call with Countrywide Financial (CFC), the largest US mortgage underwriter. It was beyond ugly. Here are some...
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Interesting chart from Mike Panzner of an "enhanced money market fund" that — allegedly — used subprime-related...
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I am back home, rested and refreshed after a wonderful few days on the lakes of Maine (and a grueling weather impaired return trip). I...
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Awful travel day due to an early Nor’Easter. I’m too whupped to write anything coherent — but I do love Katie...
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Paul points to this fascinating assessment of the state of the Economy from Larry Haverty, Portfolio manager, Gabelli Global Multimedia...
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Good Sunday evening. Yesterday, we reviewed the week gone by. Today, we will preview the week to come. Another week backended with data...
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Good Saturday evening. The weather was quite volatile this week, as were global markets. Weather in the NY region shut down trains,...
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Great article in Smart Money that fits in well with recent Retail Day: how and why certain pricing strategies occur. Here’s a quick...
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Most sane investors know not to take anything at face value from the rabid idealogues who live in the WSJ Op-Ed section. But...
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