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March 2008

Recs

10

A Thorn(burg) in My Side...

March 23, 2008 – Comments (0) | RELATED TICKERS: TMA , CIT , BSC.DL

Unless you've been living in a cave for the last few months, it should be painfully obvious that this "credit crisis" or whatever you want to call it was never a Sub Prime problem, but rather a liquidity and leverage problem.  Over the past several weeks, Thornburg Mortgage (TMA) has been the latest casualty in the game of "who can meet their margin calls."    [more]

Recs

9

New York Real Estate...

March 22, 2008 – Comments (4)

Living in New York City, you would never know there was a housing problem - prices keep going up and multi-million dollar condo high rises are going up on every block.  [more]

Recs

10

Is That a Misprint???

March 20, 2008 – Comments (7)

Nope, not a misprint... but it sure makes you wonder:

4 Week T-Bill Yield:     0.12%

3 Month T-Bill Yield:     0.51%

Wow, guess we're not out of the woods yet...

Recs

12

What's My Stock Worth?

March 14, 2008 – Comments (7) | RELATED TICKERS: BSC.DL

It seems these days everyone and their mother is a value investor.  People figure all they have to do is read some Buffett and Graham, take a company with x current earnings expected to earn y in the future, do a discounted cashflow analysis and you can "value" a company.  Better yet, just go to Yahoo! finance and check the fundamentals - oh my god! the P/E is only 4 it's a screaming buy.  Oh, and CNBC says we're still in a bull market and this is just a minor correction on the way to another record - woo hoo!  Bush and Paulson say the economy is resiliant, and things will get better when the rebate checks for $300 are in the mail...it's time to buy.......Bear Stearns?  [more]

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