The Credit Crisis Financial Stocks Short Journal

Quote from Debaser82:

Daal, you report often on the signs the FED is looking for to evaluate it's policy.

You think the FED would have a problem with gold at 2K?
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Maybe a member or two looks at it, but I'm yet to see evidence most of the FOMC looks at gold
 
I don't know if anybody is into value investing, but I admire some of these guys a great deal (starting w/Buffet/Munger and working my way down). This guy took copious notes at the recent value investing meeting ...

http://inoculatedinvestor.blogspot.com/2010/05/2010-value-investing-congress-notes.html

He also took notes from Munger's Q&A at the WESCO annual meeting. I found them far more interesting than Buffet at the BRK meeting ...

http://inoculatedinvestor.blogspot.com/2010/05/2010-wesco-annual-meeting-notes.html

This guy has a profile of Li Lu and how he does analysis. Apparently, this guy is on Munger and Buffet's short list. Great stuff ...

http://streetcapitalist.com/2010/05/04/li-lu-berkshire-hathaway-cio-candidate/

I've been reading Confidence Game and one of Ackman's friends tells a story of renting a beach house w/Ackman, and Ackman spent most of the time on the porch reading financial reports - and that's his day job as well! I know how Ackman feels - there just aren't enough hours in the day.
 
I doubt he's shorting the dollar. Thiel has been pretty vocal about the rally in equities and the economy being "fake". Either Thiel changes his position or we revert back to 08 or Clarium will continue to not make money.
 
Quote from ralph00:

Kyle Bass on the events in Europe over the weekend. Sobering. No doubt he still own s plenty of CDS contracts on JGBs. Good stuff ...

http://www.absolutereturn-alpha.com...s-bet-the-bank-on-a-Keynesian-free-lunch.html
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Thanks for posting this Ralph.

I was lucky enough to find this as a link from a Business Insider / Clusterstock page earlier today (Clusterstock is on my list of RSS subscriptions).

Did you also find this on Business Insider or from somewhere else?

Also, I found the links below are useful for finding articles about Kyle Bass, and the syntax is also useful for finding articles about other investors.

http://www.businessinsider.com/category/kyle-bass
http://www.marketfolly.com/search/label/kyle bass
 
Krugman says US is no Greece
http://krugman.blogs.nytimes.com/2010/05/12/are-we-greece/

Of course, he needs a basis to push his spending agenda and a fiscal crisis would undermine that. The truth is the US is just as bad if not worse than Greece, what these projections dont show and the official numbers dont show either is the implicit commitments the US has assumed but that will never show up on the balance sheet, such as
-Bailout of US states if they go into trouble
-Bailout of pension and retirement funds as they fail to earn big enough returns to match their liabilities
-Bailout of large banks
-Keeping the IMF liquid
-SS
-Medicare
-Others that I missed
 
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