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TMFAleph1 (95.07)

September 2009

Recs

1

Biggest Market Opportunity: Cash? (No, I'm Not Insane)

September 23, 2009 – Comments (2) | RELATED TICKERS: GE , BRK-B , MO

What sort of insanity is this? How could cash be an opportunity at a time when three-month T-bills yield less than 10 basis points? No one gets excited earning virtually nothing on their cash balances, but stock investors should consider future opportunities... [more]

Recs

1

More Chinese Accounting Tricks

September 23, 2009 – Comments (0) | RELATED TICKERS: BAC , C , GE

We've had some questions about China's GDP accounting in the past. Here's an accounting sleight-of-hand the Chinese government is using to support the banking system:  [more]

Recs

1

What Is a "Great Wall to Nowhere" Worth?

September 22, 2009 – Comments (0) | RELATED TICKERS: GE , XOM , BRK-A

With a first-day gain of just 28% -- less than half the average gain this year -- the IPO of Metallurgical Corporation of China is considered a disappointment. I recognize that China is embarking on a "Great Wall to Nowhere" infrastructure program to stimulate growth, but 42 times trailing earnings for the contractor of the "Bird's Nest" Olympic stadium looks pretty rich to me all the same. [1]  [more]

Recs

2

Is AIG Worth a Third More Than on Friday?

September 22, 2009 – Comments (0) | RELATED TICKERS: AIG , GE , BAC

My take on the recent spectacular price action in AIG (NYSE: AIG) shares.

Cheers,

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Recs

5

More Evidence the Animal Spirits Are Back... Caution!

September 21, 2009 – Comments (0) | RELATED TICKERS: BIDU , GE , BRK-A

We are beginning to see sightings of animal spirits in most all quarters of the financial markets. This week promises a surge in IPOs:  [more]

Recs

4

Buffett Says It's Over

September 17, 2009 – Comments (5) | RELATED TICKERS: BRK-B , KRFT , GE

It's over -- according the world's most successful investor. Yesterday, Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) CEO Warren Buffett effectively called the end of the U.S. recession... [more]  [more]

Recs

5

4 of the World's Top 10 Banks Are Now Chinese

September 17, 2009 – Comments (2) | RELATED TICKERS: BAC , JPM , C

"But if western banks have been turned upside down, in Asia, precisely the opposite has happened: they have been turned downside up. A year after the Lehman implosion, four of the world’s top 10 banks by market capitalisation are Chinese. This April, Industrial and Commercial Bank of China became the largest in the world by deposits, at about $1,300bn, surpassing JPMorgan Chase and Mitsubishi UFJ. (By assets, highly leveraged western banks are still bigger.) Compare this with 2006, when seven of the top 10 banks were western and the only Asian representatives were Japanese."   [more]

Recs

1

The Carlyle Group is Thinking of Going Public... Believe it or Not!

September 17, 2009 – Comments (0) | RELATED TICKERS: GS , JPM , BRK-B

How extraordinary! Carlyle -- one of the world's largest alternative investment firms -- is apparently examining plans to go public. It's as if the credit crisis had never occurred.    [more]

Recs

2

1 Year Later: Is AIG a Buy?

September 16, 2009 – Comments (0) | RELATED TICKERS: AIG , BAC , C

My take on looking for value within AIG:

1 Year Later: Is AIG a Buy?

Speculatively,

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Recs

8

The Beginning of a Worrying Trend?

September 16, 2009 – Comments (4) | RELATED TICKERS: MSFT , AAPL , GS

The following article from the Financial Times relates to a major fundamental trend, which will probably have some positive and negative consequences for the U.S. and Europe. All told, however, it's far from clear that the net impact for Western economies will be positive.  [more]

Recs

4

One Year Later: The Big Risk We're Still Facing

September 09, 2009 – Comments (0) | RELATED TICKERS: GS , C , BAC

September 2008 was an extraordinary month, even by the standards of an extraordinary crisis. We witnessed... [more]

Recs

3

Will Stocks Get Hit This September?

September 03, 2009 – Comments (0) | RELATED TICKERS: MSFT , XOM , CSCO

September got off to a rocky start on Tuesday as the Dow Jones Industrial Average lost 2%, stoking fears concerning what has historically been the worst month in the calendar for stocks. But just how bad could things get this year? [more]

Recs

1

BofA Wants Uncle Sam Out -- Should You Get In?

September 02, 2009 – Comments (0) | RELATED TICKERS: BAC , C , GS

Bank of America (NYSE: BAC) wants the government out of its capital structure (and, by extension, its affairs), and it wants to start Uncle Sam on its way... [more]

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