If you have been following our progress, you will know that, over the past few weeks, there have been many positions that we added and subsequently exited as our plan for buying and selling amid the volatility has worked out well. Of the dozen or so positions that initially had...
General Electric (GE) – you have heard of them right? That little company that makes light bulbs and other necessary items has been under siege recently. Most investors, especially those that have been in the game for decades usually have a position in the stock for years and have never...
A few of the more important reading items and links for December 18th :
Madoff Sets Off Book Race – Let's party on others misfortune!
Credit Card Companies Feeling Heavy Default Risk – Credit card companies are now feeling the trickle down effect of global recession.
Mortgage Rates at 37 Year...
According to the fine folks over at Trim Tabs , All Equity Mutual Funds posted outflows approaching $6.0 Billion in the week ended Wednesday December 17th.
This is lockstep with our thesis that there is a sea-change in the money management industry that will eventually see a great deal of pain...
For the past year or so, I have been becoming increasingly alarmed with the potential for states, and more so municipalities, to see budget shortfalls due to spiraling housing values. Add to that personal bankruptcies, poor investment results along with tax payment delinquencies and cash flow is becoming even more...
