29 Sep
The weekly market commentary from the Hussman funds is always informative. This week the discussion is on how much power the fed actually wields.
Gannon reviews Warren Buffet’s take on interest rates. Inflation has always been a concern of his, but the rate cut was a non-event in his book.
Setting up a profit/loss ratio is […]
Posted in reading by: Zachary Scheidt
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27 Sep
I last wrote about First Marblehead (FMD) in early August at the height of the liquidity crisis as funding was drying up for nearly every lender and investors were worried about loan assets that might be impaired or overvalued on balance sheets. Since the fed cut the rate at the discount window and then […]
Posted in Long idea by: Zachary Scheidt
3 Comments
26 Sep
Under Armour is down 7% after analyst downgrade. My original call was either wrong or very early. Does this break below the recent range begin a new trend?
Wedbush Morgan initiated coverage on Bare Escentuals today and has the stock up 11%. The chart looks like it could have put in a double bottom above the […]
Posted in updates by: Zachary Scheidt
6 Comments
26 Sep
I first became aware of Diana Shipping (DSX) in 2005 when they were brought public. For the first year and a half, the action was quite dull as low rates for shipping disappointed investors for the bulk (no pun intended) of 2006. While I would normally have written off such a company and […]
Posted in Long idea by: Zachary Scheidt
4 Comments