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I have been toying around with some trading systems that I would like to test in realtime and backtest. Before I dive in and do this with real money, I'd like to really play in "the sandbox" Can any of you guys recommend a good program software setup with historical data to get started...

I wonder when VMware's enterprise value eclipses the remainder of Emc (i think they only spunoff 20%) disclosed bias : EMC shareholder

Thats about as crystal clear as it gets. Nice!

In terms of business 21% decrease year to year is fairly bad. hence my "whopping" - add that to existing home sales dropping and a decent amount of subprime loans sold to the CFC bank and the foreclosure exposure and YES the business sucks. Nice hedge - "maybe"? I say it again, the...

Not sure, but the stock hasn't budged in light of horrible new home sales report today. down 8% month to month down a whopping 21% year to year. I suspect loan originations will suffer, but the stock shrugged off a drop to 17.40 in one day and maintains its levels. I think the...

the excitement has quickly faded, down from its recent intraday high pretty dramatically. A nice exit for some large players I bet. Is this likely an accumulation / deaccumulation / redistribution of "paper" by AX ??

For 20 years old, I'd say you are starting off well for an "investor", some of the traders here may not see it that way. Take a close look at the funds you invest in and look at their top 10-20 holdings, I bet there is significant overlap with other funds. It appears you are all equities...

Amazing that CFC needed to drawdown 11 Billion in credit, followed by 2 billion dollar infusion, follow by todays 12 Billion dollar "infusion/credit facility" for a company with 24 Billion dollar in revenue in 2006 (quoted from finance.yahoo.com - income statement), they have already borrowed...

So is this the bottom? I may have been a bit premature. what say you efficency? some odd-lot retail shorts likely covered this afternoon.

Well since oil is dollar denominated, a cut in rates would weaken the dollar, causing crude to go up. A portion of oil's run to 75 is pricing for the dollar. Its not intuitive but the refiners stock price seem to do better in environments where oil is expensive. I haven't figured it out...

What OS do you use? May make a difference. How much RAM do you have and are you paging to disk?

By my pithy logic, I defer from choosing either. I'd rather buy a chain of Valero gas stations and take my 12% ROI per annum. In the business world, sometimes its better not to do business than lose money doing it. DiTech is a GMAC company, and originates and re-fi's. GMAC is another...

I think Atticus alluded to possibility Mozillo is destined to exit this parade 6 months after the BoA deal.

10 billion in annual revenue is not ALL going to evaporate, but given CFC's known business practices especially in california, a substantial part of the 10 billion is going to the wayside. CFC's better days are behind it, hence Mozilo's liquidation of his insider holdings. I don't think...

The question is.. is that bad or good for the stock.? (Obviously the company is not in good shape.)

The REO market is very competitive, its difficult to get a deal on property that is in demand or in a good location. You will at best likely get a 10% discount to the market value. Best sources are the banks themselves. Find a nice community bank in your area, get cozy with the mortgage...

I'm a big fan of gmail, I think google does beat yahoo in its core search business, the rest is a wash. I think Yahoo Finance is decent. Don't know anything about DRM and emusic. I don't think Yahoo is going anywhere, just have to make money "being second"

perhaps cfc has now bottomed?

Unfortunately (or in some cases fortunately) you rarely pay a person what they are "worth", you pay them what the job is "worth". Entry level analyst consultant whether from Boston University or London School of Economics is going to be paid essentially the same - basically - all other...

perhaps that is why I am enamored of their methods. "Lack of respect for the process." there were quite a few very smart trailblazers in history who were criticized for their lack of respect, but perhaps it was that disrespect and healthy skepticism that contributed to their eventual...