GM must be allowed to file for bankruptcy. These bailouts are becoming ridiculous and detrimental at this point. The U.S. Treasury cannot be everything to everyone. From converting investment banks [ … ]
Tag: market
ANOTHER VALUTION METHOD DEBUNKED
I’ve covered PE ratios a few times and why the argument that “the market is cheap on PE ratio valuations” is ridiculous. Well, today, we have a new argument popping [ … ]
IS THE MARKET “CHEAP”?
There are many mice out there who are viewing this value trap as a great big tasty piece of cheese with no surrounding trap. Stocks are not even close to [ … ]
IT’S ALL ABOUT EARNINGS
As we often say, corporate earnings are the key to future stock market growth. The housing picture is simply the largest element impacting current and future earnings. Over the last [ … ]
LONG-TERM RECOVERY IN THE MAKING
From 1980-1990 Sweden was going thru a massive real estate boom. By 1992 the bubble had burst, home prices had fallen 50% and the government began nationalizing their banks. Their [ … ]
ROLLERCOASTER MARKET
The market rollercoaster has picked up momentum. In our last missive I said: “I am not an alarmist, but the people telling you that these are not very serious times [ … ]
COULD THE MARKET CRASH?
The last few weeks have been truly unprecedented. Banks literally are not lending money. They won’t even lend overnight to each other because they don’t trust the counter party. It’s [ … ]
RISKS INCREASING IN EQUITIES
The TED spread is the difference between the yield on the 3 month t-bill and the 3 month LIBOR (London Inter Bank Offered Rate). This is, in essence, the risk [ … ]
IS THIS A “BAILOUT”?
We have a major capital problem at the U.S. banking level. What Ben Bernanke and Hank Paulson are essentially proposing is an asset swap. The Fed will take on the [ … ]