Attorney Generals, hey, you can't have it both ways

It's hard to argue that major banks charged more interests to the consumers by under LIBOR reporting rates. JPM not knowing what their risk was and losing $5 Billion or more was egregious.  I doubt…


Is the market overvalued? Are we heading into a recession?

These are two questions I hear a lot and I hear myself asking these two questions.  Conventional wisdom is that if we are heading into a recession, you don't want to own stocks.  I've never found…


Population growth will drive commodity demand

BOUT DOT EARTH By 2050 or so, the human population is expected to reach nine billion, essentially adding two Chinas to the number of people alive today. Those billions will be seeking food, water and…


Short Sales on NYSE Top 2011 Peak as September Bets Lost 21% - Yahoo! Finance

Short Sales on NYSE Top 2011 Peak as September Bets Lost 21%By Whitney Kisling | Bloomberg – 2 hours 8 minutes sales on the New York Stock Exchange have climbed above last Septembers peak, a level…


Anxious Trading in Earnings Season Creates Big Opportunities - Barrons.com

The Striking Price | SATURDAY, JULY 14, 2012How to Win in Earnings SeasonBy STEVEN M. SEARS   Goldman Sachs study shows that the weeks before quarterly results are unusually important to a…


Buffaholics lap it up here

Buffaholics like me, lap it up.  The full Becky Liu interview with Warren at  Sun Valley


Betaworks Is Buying Digg - Business Insider

Beware investors in high flying VC social media deals. You can lose your shirt. At least with public companies you can get out! Betaworks Is Buying Digg For $500,000 Jay Yarow | Jul. 12, 2012, 4:28…


Commodity anguish may be over according to Goldman

Knowing how everything is manipulated, this means Goldman has covered their short on energy and now wants to take money from you the on the other side of the trade.  It sure acts like oil has stopped…


Proctor & Gamble still worth $75 if they shrink revenues by 1% a year for next seven years

Looks like Bill Ackman has been following our blog and has seen the light with P & G.  The stock is up 6% since we first posted about it (many thanks to Mr. Ackman; up 4.3% so far today) and is…


The U.S. Housing Bust Is Over - WSJ.com

Housing Passes a Milestone By DAVID WESSEL The housing market has turned—at last. The U.S. finally has moved beyond attention-grabbing predictions from housing "experts" that housing is bottoming.…