Month

March 2012
http://seekingalpha.com/article/453981-aig-is-too-good-a-long-term-idea-to-pass-up INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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http://seekingalpha.com/article/453621-general-motors-stock-price-is-far-too-pessimistic?source=email_rt_article&ifp=0 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Famed value investor David Dreman is still finding attractive opportunities in both energy and financials.  Dreman takes a more diversified approach then we advocate at TTCM, where we tend to take more concentrated positions.  The psychology has changed in the markets over the last few years and pessimism is still highly prevalent even after the...
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This was a great interview on the housing market.  Inventories are down to about 6.4 months supply which is very manageable.  I certainly believe that there is still a shadow inventory hanging around there as well but as long as supply doesn’t grow faster than demand the market should continue to recover.  Most of the...
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http://www.bloomberg.com/news/2012-03-22/wall-street-profit-estimates-raised-by-analysts-after-jefferies.html INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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The consensus has been that China was likely to endure a soft landing.  I think this is extremely optimistic thinking when you look at their unbelievable growth and expansion over the last decade, particularly in the housing market.  Their real estate bubble is very different than that that was endured in the U.S. because many...
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This article shows more anecdotal evidence of the improvement in the housing market.  With rates so low and affordability considerably better, the primary things holding back purchases are consumer confidence, and available financing.  Assuming sentiment continues to improve I see no reason why we haven’t seen the bottom in the housing market. http://online.wsj.com/article/SB10001424052702304636404577295333746038516.html?mod=WSJ_hp_LEFTTopStories INVESTING IN...
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This was a bet made a few years back that the S&P 500 index would outperform a fund of funds.  Buffett’s premise of course was that due to the excessive fees charged by the fund of funds, over time it is very likely the S&P 500 which is very low in cost would outperform.  It...
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One of my favorite investors Wilbur Ross, was on CNBC this morning.  He discussed the dangers of long term bonds, the long term outlook for natural gas, and he talks about the banking sector as well.  Ross has a fairly large position in the natural gas company Exco Resources (XCO) which he is down on...
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John Paulson has finally had his desired impact as the Hartford Financial Group (HIG) announced that they will be winding down their annuity business, to focus on P&C Insurance, employee benefits, and their mutual fund business.  The annuity business created too much stress on the Hartford as declines in the market caused extreme volatility that...
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