Search results

You seems to have mixed up two things: the limit on conforming loans and the limit on the size of portfolio the GSE can hold. Dodd was talking about the latter and you about the former.

Yes and No. The builder company that Buffet bought is in manufactured housing, which is counter cycle to the ordinary builders. So when the other home builders peaked, the manufactured home builder bottomed. It is as simple as that.

In light of the bridge collapse in MN, a lot of money will be spent on bridge repairing. Which company will likely benefit the most from such a trend?

How is AQR, the hedge fund started by GSAM former employees, doing?

Where is your number, especially the exsiting home prices, coming from? Beware that the OFHEO home price index is not highly regarded. The Shiller/Standard &Poor index on exisiting home sales is much more reliable though it only covers 10 cities.

Where is your number, especially the exsiting home prices, coming from? Beware that the OFHEO home price index is not highly regarded. The Shiller/Standard &Poor index on exisiting home sales is much more reliable though it only covers 10 cities.

After reading his first book "confession of a street addict", I got the impression that he basically traded on inside information. However, recently I read his other book "real money", and realized that this guy does have a lot of insight and a lot of experience going for him

Unless you think that international trade is a zero-sum game, as many short-term traders on ET do.

This is the most cynical post I have seen for a long time.

This is the most cynical post I have seen for a long time.

GM probably will move more jobs to developing countries such as China in the future, but it will sell much more cars in China too. That is part of the globalization. Right now GM China can hardly meet the demand in China. In the future the job market will be even more competitive. In north...

As someone pointed out, the import to US from China is only 16% of all imports, Canada is the #1 importer to US. So China is only a marginal importer. What is the real reason of the trade inbalance? Why cannot US export to China? One reason is that US companies cannot export high tech to...

Definition aside, most companies in China nowadays are private companies, neither state-owned nor listed in any stock exchanges. Even if you are a high official in those companies, you don't get paid much unless you are also an owner. This is also the case in Hong Kang. I wonder where did the...

I would say this study is quite mis-leading. What are the definitions of senior executives? The results depend on the definition! A better approach is to look at the pay of CEO vs average employee pay. Also, the numbers on China is definitely wrong. The corruptions in China is partially due...

It will be over in a month or so.

Just checked the insider trading of major home builders on Yahoo. It seems that insiders are selling the stocks of their own companies like craze, the only exception being Plute Home (symbol: PHM). http://finance.yahoo.com/q/it?s=DHI

This is a very good point. The hedges of derivatives, e.g. options, is very much trend following by definition. So even without the competition from trend following funds, it is likely that too many people are following the trends.

Probably not. It's a broken growth stock that has lost momentum. The insiders are selling. More competitions coming.

It is interesting to see how the Master Bubble thinks about the bubble that he helped to created in the first place.

Not sure why IBM wants to spend $3 B on a freeware.