Month: June 2008

Lehman’s Private Letter to Limited Partners

Lehman Brothers (NYSE:LEH) sent another “feel-good” letter to their clients that hold positions in Lehman sponsored partnerships. This is not the first of these smokescreens that Lehman published in an attempt to take our eyes off of the real problems.   Is it me or is it terribly concerning how...

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Money Girl – Stock Screens

Excerpt from the recent MoneyGirl Episode:

(Yes, I am still guest host!)

Webster’s Unabridged Dictionary states that the word Quantitative can have varied meanings. For our purposes, we will look at only two:

(Math.) The resolving of problems by reducing the conditions that are in them to equations.
(Logic) The tracing of...

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Revolving Credit Moderating is NOT Good News

The reports last week showed that in April there has been a precipitous slowing of revolving credit. It would have been better if we saw it slow at a more reasonable rate rather than what actually occurred. While that may seem to be a strange statement, the quick turnaround only...

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The Week in Preview: Mixed Bag

At best it was a week that was difficult at worst it was a very concerning sign about what is to come. We have finally seen a significant drop in the overall sentiment due to extraordinarily high oil prices mixed with an unemployment level at 5.5%. The mixture of...

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TDI Episode 60: China is a Giant Pac-Man!

Guest: Michael “Mish” Shedlock opens our eyes to the real economic issues that are causing such problems.

Mike Shedlock / Mish is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific is an asset management firm whose goal is strong performance, low volatility, regardless of market direction. They provide...

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