Lockstep Investing

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    • Fri Nov 14th 15:15 PM
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      Rating: 0 -2
      Commented on:
      A Good Decision from the OCC's Tim Long
      Keep pumping out the articles, Tom, and hope nobody remembers the trash heap of predictions you have made about the financials over the last year.

      Your miss to hit ratio has been nothing short of 9 to 1. It is ridiculous.

      View article »
    • Fri Nov 14th 15:13 PM
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      Rating: 0 0
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      Financials: How - And When - We Reached the Bottom
      Man, you are terrible. You have been predicting bottoms and rebounds in the financials for over a year and all of them, ALL OF THEM, have been wrong. You are ruining your good name, Tom.

      How is FMD treating you?
      View article »
    • Tue Nov 11th 16:58 PM
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      Goldman Sachs Beaten, Buffett Down $2 Billion
      Great summary of what is swirling around Goldman Sachs.
      View article »
    • Mon Nov 10th 11:15 AM
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      Amgen: Remember Its Biotech Bloodlines?
      Good perspective. Well thought out.
      View article »
    • Mon Nov 3rd 14:10 PM
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      Commented on:
      JP Morgan: Worth Banking On - Barron's
      I agree with Sugar Daddy. JP Morgan has tremendous derivative exposure that the author glosses over. Also, Bear Sterns coveted hedge fund clients could easily become a burden in another panic selling. Also, WaMu was bought for 2B for a good reason.

      Don't touch this stock.
      View article »
    • Thu Oct 30th 11:40 AM
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      Cramer's Lightning Round - Who Needs Citi? (10/28/08)
      Haters, all of you.

      Cramer has been dogging Citi for two years now.

      Bank of America has a huge derivative book, but it is focused on industrial credit default swaps, not residential mortgage backed securities like Bear Sterns, UBS, Lehman and the rest.

      Citi put the seven SIVs on the balance sheet and has been too bloated do any transaction since. It is a ward of the Federal Reserve and is just a silent version of AIG waiting for unwind.
      View article »
    • Tue Sep 30th 17:16 PM
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      Defensive Positioning in the Bailout's Absence
      Good article.
      View article »
    • Wed Sep 24th 11:40 AM
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      Commented on:
      Goldman Sachs: Buffett's the Milkman and He Always Delivers
      What? Are you nuts? "This sets a floor price on the common stock" No it does not. It is just a call option if GS survives this mess intact or gets bought out by someone who wants to retire the debt. But if this sex change (read: business model change) does not work out as planned, GS stock will continue to decline and the warrant is worthless but the dividends keep paying to the end. Warren is still taking risk and GS still has significant downside risk.
      View article »
    • Wed Sep 17th 13:01 PM
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      Rating: 0 0
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      Profit Plays for the End of the 'Fail-and Bail' Cycle
      This article is horrible! "This is not confined to Lehman as I predicted last week". UGGHH!! Who didn't know that!

      There is absolutely no insight in this post. None.

      You do so much better in emerging markets analysis.
      View article »
    • Wed Sep 17th 12:52 PM
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      Rating: 0 0
      Commented on:
      AIG: The Cramer Conspiracy Theory
      Outside of the financials, Cramer has wonderful track record. Don't spread hate because you are not on TV yourself, Felix. Plus he has educated a lot of people who listen and evaluate for themselves whether or not to invest.

      I must say that his weak spot in his investing prowess is technical finance. Whenever there are issues dealing with this on a specific security, he tends to be way too optimistic.

      That said, Cramer still is well above 50% on his recommendations, can you say that Felix?
      View article »
    • Thu Sep 11th 18:44 PM
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      Countrywide: Dogs Howling Over Bare Bones
      Great post Mish. We need an update as soon as you get time. I wish I was an accredited investor for your hedge fund. But I like to see how the players play the game. :)

      Can you also address the exposure B of A takes from boomerang loans from Freddie and Fannie back to Countrywide? At the end of the 2Q Freddie and Fannie said their #1 risk mitigation effort was to do forensic analysis on deteriorated loans and send them and the loss back to the originator. Countryslide originated 1/4 of the loans from 2007 back... It sounds like B of A will be cleaning that up for years. Any thoughts?
      View article »
    • Thu Sep 11th 18:25 PM
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      Rating: 0 0
      Commented on:
      Could Lehman's Failure Cause a Systemic Meltdown?
      Give Lehman to Nomura or another Japanese bank. They never have to mark-to-market. They can hide all of those assets (liabilities) under a rug for years!
      View article »
    • Thu Sep 11th 17:20 PM
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      Rating: 0 0
      Commented on:
      Crocs Crushes the Bottom Feeders
      I shorted CROX (puts) in Dec 2007 from $50 down to $29. I should have stuck with it. It was easy money.

      Daniel, we need an update on a stock with real potential, CIB!
      View article »
    • Thu Sep 11th 17:17 PM
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      Rating: 0 0
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      Bancolombia: Attractive, But Not For the Faint of Heart (CIB)
      Hey, I keep coming back to your article. I am now in the shares but I have a put in place between now January because the waters are so choppy all over the place.

      The august numbers looked amazing, simply amazing. My take is that if the commodities stop sliding and hold steady at a traditionally high price, Colombia will continue it's current growth rate despite the global head winds. What do you think?
      View article »
    • Wed Sep 10th 16:10 PM
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      Rating: 0 0
      Commented on:
      Calling a Bottom: It's Time To Party
      I disagree and I don't understand your logic. Housing has not bottomed = No bottom in credit crunch, it is that simple. Don't get excited about noise.
      View article »