Month: December 2009

Coming Up: Andrew Ross Sorkin on TDI Podcast

Andrew Ross Sorkin will be my guest on the next episode of The Disciplined Investor Podcast.  

Andrew is a terrific journalist with the New York Times and has written a tell all book about the banking crisis. He gets inside the ring of fury as it is happening and...

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Chart: Initial and Continuing Claims Trends

Initial claims came in disappointingly high at 474k versus 455k estimated. But, the continuing claims dropped to 5175k and that is over 300k better than estimated. That shows that there is still a great deal of layoffs occurring. The continuing claims can be looked at two different ways:

Either more people...

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DHUnplugged #43 – 4 Stocks to Watch Closely

Here is our latest conversation . new insights for anyone who invests in anything. This week we highlight a discussion about specific stocks to examine. Plus: 4 stocks – long and short…

NEW! We are now tracking the stocks that Andrew recommends each episode. Here is the link… Listen to...

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Elizabeth Warren Throws TARP Under the Bus

Elizabeth Warren did a hatchet job on the banks today and threw TARP under the bus… First there was the CNBC interview. If that was not tough enough, look further down at the transcript from CNN today.

Paraphrased:
I want banks in the business they are supposed to be, lending. Not,...

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Consol Energy (CNX) – Buy Signals and China Connection

We have liked Consol Energy (CNX) as a trading position for some time. Sure there are problems related to Cap-n-Trade as well as the relationship of energy to the dollar. But, the company has standout fundamentals as well as the potential to sell a great deal of product to China.

We...

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