Month

October 2012
The WSJ had a nice piece today on people whom have had their homes foreclosed about 3 years ago, dipping their toes back into the housing market now.  There are a huge number of people that had reached too far in terms of how expensive of a home they purchased, or that lost their jobs...
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Below is TTCM’s most recent research report on J.P. Morgan.  While other banks may offer a bigger disconnect between price and value, J.P. Morgan is an exceptionally well run, and still undervalued institution.  Enjoy! http://seekingalpha.com/article/922391-jpmorgan-see-the-forest-through-the-trees INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Another absolutely fabulous interview with Fairholme Funds Bruce Berkowitz on Wealthtrack.  If you want to be a successful investor listen to what he says, and apply it to your own investment philosophy.  Patience, discipline, and conviction based on facts are the keys to seeing significant outperformance as an investor.  I have a ton of respect...
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http://seekingalpha.com/article/921361-wells-fargo-continues-to-eat-up-the-competition INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Below is the link to the CNBC interview this evening.  The hosts were in Singapore so there was a bit of a delay when I would answer, which looks a bit funny.  Thanks! http://video.cnbc.com/gallery/?video=3000121778 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Below is the interview with TTCM CEO on Bloomberg discussing Wells Fargo and the other big banks.  Enjoy! http://www.ttcapitalonline.com/media/ INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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In a perfect example of the incompetent blasting the incompetent Moody’s is criticizing S&P, Fitch, DBRS Ltd. and Kroll for their ratings in a CMBS transaction.  Moody’s and S&P have absolutely horrendous ratings records stemming from the Financial Crisis, where for greed of fees they consistently rated securities AAA that ended up being pure junk....
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I don’t have a lot of compassion for people that gambled on the Facebook IPO on the belief that the stock just had to go up.  That is not a winning investment strategy or emblematic of an investment at all.  I will say though that I though Facebook’s management did everything they could to ensure...
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I’m not an extremely political person as I believe that both sides are far too ideological to be truly constructive, but as far as the economy and business goes, I 100% believe that the path we are going has been immensely destructive to economic growth.  Jack Welch was CEO of General Electric for 21 years,...
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The article below is an excellent depiction of the disconnect in investors minds between the perceived “safety” of bonds, and the actual risks defined as the permanent losses of capital should interest rates rise.  Treasury bonds are absolutely terrible investments at these prices and so are many of the corporate and municipal bonds that investors...
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