Selected Articles/ Research
2009
Will Obama Succeed Where Shareholders Have Failed?, February 4, 2009
Will Wells Fargo Disappoint on Wednesday?, January 26, 2009
The Tiny Bankruptcy That's Bad News for Mega-Banks, January 21, 2009
Are You a Successful Trader? Check Your Ring Finger, January 21, 2009
Should GE Break Itself Up?, January 13, 2009
Citigroup's Shameful About-Face on Mortgage Mods, January 9, 2009
A Slam-Dunk Trade for 2009, January 7, 2009
What the Experts Aren't Telling You About 2009, January 6, 2009
Are Taxpayers Subsidizing the Sale of IndyMac?, January 5, 2009
2008
Why Bank Stocks Will Continue to be Volatile in 2009, December 23, 2008
Graph of the Week: The VIX Volatility Index and the S&P 500, 1990 - 2008, December 5, 2008
Is Bank of America's Dividend Safe?, December 9, 2008
Will Citi Dilute Shareholders Again?, November 26, 2008
The Ivory Tower Indicator: Buy Stocks, November 14, 2008
Graph of the Week: Goldman Sachs Share Performance From IPO, November 10, 2008
Hedge Funds' Favorite Stocks, Top 85 - October 2008 (Excel spreadsheet). Related article: How to Profit From Hedge Fund Selling, November 3, 3008
Will Analysts' Irrational Exuberance Sink the Dow?, October 30, 2008
A Rising Trend That Could Hurt Banks, October 28, 2008
When Will the Wild Price Swings End?, October 23, 2008
Which Bank Will Cut Its Dividend Next?, October 13, 2008
Time to Buy the Banks, but Which Banks to Buy?, September 5, 2008
Is It Time to Buy the Banks?, August 28, 2008
The Long Run Commentary, Fannie, Freddie: Shares Are Still Too Dear, Bonds Too Cheap, August 26, 3008
Will Lehman Pawn This Crown Jewel?, August 19, 2008
Lehman's $40 Billion Garage Sale, August 18, 2008
How to Become a KKR Partner, July 29, 2008
Bank Losses: Are We Just Getting Started?, July 15, 2008
KKR Wants Your Money, July 7, 2008
2007
Find the World's Best Caipirinha and a Huge Opportunity in Housing, November 19, 2007
Sell China, Buy Japan, October 23, 2007
Beat the Eggheads at Goldman Sachs, September 25, 2007
How Does a 36% Annualized Return Sound?, August 13, 2007
What You Don't Know About These Stocks, March 23, 2007
The Lie About Growth and Value Stocks, February 22, 2007
2006
The Pipe Dream of Dow Highs, October 17, 2006
What the Dow's New High Means, October 5, 2006
Morgan Stanley's Great Leap Forward, October 4, 2006
Beware of Quick-Flip IPOs, September 25, 2006
Fannie and Freddie's Fall From Grace, July 11, 2006
Taking the Cowen to Market, July 10, 2006
CNBC's "Portfolio Challenge" Fallacy, April 10, 2006
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