TMFAleph1 (95.73)

What's Wrong With Berkshire Hathaway?

November 20, 2008 – Comments (2) | RELATED TICKERS: BRK-A , GS , AXP

Berkshire Hathaway (NYSE: BRK-A) shares fell 12% yesterday, and today marks the ninth consecutive day of price declines. Equity investors appear to be fixated on [more]

Alex Dumortier (XMFMarathonMan)

Fannie, Freddie: "Keep the House!"

November 11, 2008 – Comments (0) | RELATED TICKERS: FNMA , C , JPM

Expand homeownership or achieve returns for the shareholders? That was the balancing act that ultimately toppled [more]

Alex Dumortier (XMFMarathonMan)

AIG's Bailout -- The Bigger Picture

November 11, 2008 – Comments (0) | RELATED TICKERS: AIG , GM , GE

AIG’s (NYSE: AIG) original $85 billion rescue package (augmented by $37.8 billion) has been scrapped as the giant insurer's condition continues to deteriorate, ... [more]

Alex Dumortier (XMFMarathonMan)

JPMorgan: 1, Taxpayers: -$2.7 Billion

November 06, 2008 – Comments (0) | RELATED TICKERS: JPM , C , GE

Remember the good ol' days, when the size of government bailouts was measured in mere tens of billions of dollars? [more]

Alex Dumortier (XMFMarathonMan)

The Market is Wrong on UBS

November 04, 2008 – Comments (0) | RELATED TICKERS: UBS , C , JPM

Swiss universal bank UBS (NYSE: UBS) reported its third-quarter earnings today, with results in line with expectations ... or published... [more]  [more]

Hedge Funds' Top 85 Favorite Stocks, October 2008

November 03, 2008 – Comments (0) | RELATED TICKERS: MA , BIDU , XLE

Note that this list only contains stocks that have a minimum market capitalization of $2.5 billion.

It's interesting to note that a market-cap weighted index of the top 50 stocks on this list actually declined less than the S&P 500 during the month of October (14.0% vs. 16.8%). I would've expected the opposite to be true.

Alex Dumortier (XMFMarathonMan)   [more]