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dexion10 (27.60)

September 2008

Recs

8

Energy Trade Worked on Valuation | My Valuation Formula

September 30, 2008 – Comments (2) | RELATED TICKERS: SD , CHK , XTO

I wanted to share something that has been working for me with the CAPS community.I adjusted my valuation formula for natural gas stocks back in August to reflect expectations for a significantly lower price floor ($5.50) vs the number I got from Wall Street ($7.50.)   [more]

Recs

9

History Repeating - Bailouts historically fail | Here's How I'm trading it

September 24, 2008 – Comments (6) | RELATED TICKERS: GS , XLF , SPY

FYI - SIMILAR BAILOUTS IN SWEEDEN FAILED TO AVERT RECESSION:   [more]

Recs

6

Oh Boy - Another Misguided Financial Rally tomorrow....

September 23, 2008 – Comments (3) | RELATED TICKERS: XLF , SKF , GS

Warren Buffet stepped up and bought some Goldman Sachs on the Cheap and now Dow futures are flying up over 100 points tonight.  [more]

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5

Bailout Update - U.S. Government should take Equity in all companies

September 22, 2008 – Comments (1) | RELATED TICKERS: WB.DL2 , SKF , XLF

I saw a bloomberg article  on this earlier today and I wrote a blog about it. What do you think about this?   [more]

Recs

9

GREAT NEWS: Congress is pushing to TAKE EQUITY FROM BAD FIRMS

September 22, 2008 – Comments (1) | RELATED TICKERS: SRS , SKF , C

This is great news for shorts. Bad news for people who bought stock in struggling banks. Bloomberg reported on the issue that was most critical to investors who are still short financials and banks such as myself. Read this Bloomberg Article for more Info or read the excerpts below below  [more]

Recs

10

Corrupt SEC - How Embarassing is this?

September 20, 2008 – Comments (6) | RELATED TICKERS: XLF , AIG , GS

READ ALL ABOUT IT HERE.  Try not to laugh or puke... I couldn't stop from doing either.  [more]

Recs

11

I told you we were going to SOCIALIZE IT ALL IN MY LAST BLOG

September 19, 2008 – Comments (3) | RELATED TICKERS: SKF , XLF , GS

Welcome to the USSA. See how little of a difference there is between socialism and capitalism when the chips are down.     [more]

Recs

6

THE ONLY SOLUTION - Socialize it all - there's no near term inflationary risk

September 17, 2008 – Comments (7) | RELATED TICKERS: XLF , C , GS

I was having a great conversation with a dear friend of mine who runs a hedge fund. We were debating whether or not there is a solution to this mess. I think there is and it's not inflationary.  [more]

Recs

7

Bear Market Trades | Staying Net Short, but increasing my longs

September 17, 2008 – Comments (4) | RELATED TICKERS: SKF , CPN , TIE.DL

As an update - I am still net short - with my biggest shorts at RYL PACW and (long) SRS - which is an ultra short of real estate.Yesterday I also increased in my longs VERY SELECTIVELY because we're nearing maximum fear and witnessing forced liquidations.    [more]

Recs

5

SHAMEFUL ACCOUNTING - From Merrill Lynch to Bank of America

September 15, 2008 – Comments (2) | RELATED TICKERS: MER.DL2 , BAC , XLF

Last week I published a blog post on Merrill Lynch's questionable accounting - I've reposted it given Bank of America's surprising and likely poorly planned acquisition of Merrill.  [more]

Recs

10

SHAMEFUL ACCOUNTING - From Merrill Lynch to Fannie Mae

September 12, 2008 – Comments (4) | RELATED TICKERS: MER.DL2 , FNMA , LEH

   [more]

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7

UPDATE: Energy, Financial, Homebuilders | My next trades & updates on valuations

September 10, 2008 – Comments (11) | RELATED TICKERS: XTO , SKF , ITB

I've been posting on these three industries all year. I wanted to share my updated thoughts and hopefully some more CAPS players will add me to their favorites.  I now have 27 groupies update everyone now that the market is shifting to a new level of distress (energy, financials, real estate).  [more]

Recs

9

Hedge Funds Begin to Hoard Cash | A good idea

September 09, 2008 – Comments (6) | RELATED TICKERS: SPY , SD , LEH

FloridaBuilder recently said he's thinking about getting out of the market. He's not alone. Here is a article from the NY Post that basically points to some of the smartest hedge funds in the U.S. who are reducing their stake in equities (both long and short)   [more]

Recs

17

Why +300 point days are BAD SIGNS for the market

September 08, 2008 – Comments (8) | RELATED TICKERS: SPY , DXD , XLF

Here is a scary historical fact... There were 16 (up) +300 point days for the DOW in the 2000 to 2003 bear market. There were no 300 point days from 2003-2007 bull market. ZERO.....   [more]

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