Full Version: Santa Comes To Wall Street After All
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Merry Christmas Everyone!
When will the shizzle fizzle?
What's lost in the credit card news is whether those delinquencies will decimate the loss reserves. At 20%+ on most people's rates, I think these guys can absorb a certain hit.
How much? Who knows, but the news article didn't answer anything (no surprise).
Merry X-mas all.
What's lost in the credit card news is whether those delinquencies will decimate the loss reserves. At 20%+ on most people's rates, I think these guys can absorb a certain hit.
How much? Who knows, but the news article didn't answer anything (no surprise).
Merry X-mas all.
This one sends me about three applications a week.
I want to wish all the stoolies a very Merry Christmas.
QUOTE(cwd @ Dec 24 2007, 11:14 AM)
This one sends me about three applications a week.
I want to wish all the stoolies a very Merry Christmas.
I want to wish all the stoolies a very Merry Christmas.
You can request the three credit bureaus to stop marketing your data. For all that hassle, you'll be left alone for two years.
Then you have to do it again.
It's well worth it. Saves a few trees too.
Merry Christmas Stoolies! Drink some great-tasting whiskey, beer, wine, or whatever responsibly.
Happy Holidays...I would like to take a moment to remember the ones who have left us.........
Thank you and may next year bring us happiness and joy!!!!!!!
Thank you and may next year bring us happiness and joy!!!!!!!
QUOTE(elh @ Dec 24 2007, 01:23 PM)
You can request the three credit bureaus to stop marketing your data. For all that hassle, you'll be left alone for two years.
Then you have to do it again.
It's well worth it. Saves a few trees too.
Then you have to do it again.
It's well worth it. Saves a few trees too.
It gives the mailers a job and each mailing must cost at least 75c.
Merry Christmas to all...
Merry Santa and a Very Happy Egg Nog...
Peace on earth and the merriest of ChristmaSSes!
Merry Christmas to everyone! Happy Holidays!
Merry Christmas!
From our house to yours.
Hope you have a great one.
Merry Christmas everyone!
QUOTE(DrStool @ Dec 25 2007, 10:50 AM)
You tell it like I think it is.
jickiss is back!
jickiss is back!
and
Yes, Stoolville, there is a Santa Claus!
HO HO HO, indeed!
and
Merry Christmas to one and to all!
Yes Virginia, there is a Santa Claus!
jickiss is back!
and
Yes, Stoolville, there is a Santa Claus!
HO HO HO, indeed!
and
Merry Christmas to one and to all!
Yes Virginia, there is a Santa Claus!
Mary, Ex-Ms.!
Peas on Hearth!
Peas on Hearth!
Here is a big time fund manager who sounds like a stoolie. I wonder how long this will last.
Top Value Manager Even Gloomier on 2008
By Christopher Davis | 12-21-07 | 02:30 PM
Just when you thought Bob Rodriguez couldn't get any gloomier, the highly regarded value investor has become even more downbeat.
http://news.morningstar.com/articlenet/printArticle.htm
Top Value Manager Even Gloomier on 2008
By Christopher Davis | 12-21-07 | 02:30 PM
Just when you thought Bob Rodriguez couldn't get any gloomier, the highly regarded value investor has become even more downbeat.
http://news.morningstar.com/articlenet/printArticle.htm
A Merry Christmas to everyone and may I say it's wonderful to see some of the old names back and posting. Wishing All a healthy and prosperous New Year too!
I like to think I'm a loyal and card carrying member of the 21st century club....cognitive revolutionary to the core..
Its no use...no sooner does this illusion waft up in front of me,as if the ghost of Chanukah past, when once again, my recalcitrant H-P printer kicks its heels way up in the air and makes aerial merriment with my unreachable AOL radio.....
Both of these unwilling and unservicable electronic servants remind me that I actually shook hands with my Zaida(g'father to you New Testament Votaries) who was actually born in the mid -late nineteenth century...
And despite my pridefilled delusions of early twenty-first century membership Im in actuality a fossil remnant of the early twentieth..
Am I unhappy at this revelation of my spiritual dismemberment????? As if like Ruth amidst alien corn???Like a neurosthenic Samson ,eyeless in Gaza???
No,because:
No Jew is ever entitled to feeling unhappy at his destiny....the only alternative he/she has is exculpatorily pleading his case before G** every Yom Kippur...
Anyway,once again into the breach,attempting to report on modern advances...
I have discovered the earliest part of the solution to the energy shortage, Yes here I am the New Columbus.....News
The answer to energy shortage is reflected in my daughters getting a flashlight..not an ordinary flashlight but one with an LED bulb...
"Big deal" I hear the crowd roar; like Columbus himslf hes rediscovering Amrerica....
No,mon freres, its the revelation that these relativly ancient micro-candlepowered bulbs are now being tweaked into posessing powers of luminescensce, heretofore unacheivable, and begin to represent the future elimination of the need for millions and millions of barrels of oil....
And a Merry Merrry Chritmas to one and all
beardrech
Its no use...no sooner does this illusion waft up in front of me,as if the ghost of Chanukah past, when once again, my recalcitrant H-P printer kicks its heels way up in the air and makes aerial merriment with my unreachable AOL radio.....
Both of these unwilling and unservicable electronic servants remind me that I actually shook hands with my Zaida(g'father to you New Testament Votaries) who was actually born in the mid -late nineteenth century...
And despite my pridefilled delusions of early twenty-first century membership Im in actuality a fossil remnant of the early twentieth..
Am I unhappy at this revelation of my spiritual dismemberment????? As if like Ruth amidst alien corn???Like a neurosthenic Samson ,eyeless in Gaza???
No,because:
No Jew is ever entitled to feeling unhappy at his destiny....the only alternative he/she has is exculpatorily pleading his case before G** every Yom Kippur...
Anyway,once again into the breach,attempting to report on modern advances...
I have discovered the earliest part of the solution to the energy shortage, Yes here I am the New Columbus.....News
The answer to energy shortage is reflected in my daughters getting a flashlight..not an ordinary flashlight but one with an LED bulb...
"Big deal" I hear the crowd roar; like Columbus himslf hes rediscovering Amrerica....
No,mon freres, its the revelation that these relativly ancient micro-candlepowered bulbs are now being tweaked into posessing powers of luminescensce, heretofore unacheivable, and begin to represent the future elimination of the need for millions and millions of barrels of oil....
And a Merry Merrry Chritmas to one and all
beardrech
jickiss is back!
jickiss is back!
and
well, ahem, some got Extra this year for X-Mass,
even though they claimed they had already gotten plenty,
HOO Ha!
HO HO HO from da City of Philadelphia and can he even teach how to NEVER MIND HO HO HO
jickiss is back!
and
well, ahem, some got Extra this year for X-Mass,
even though they claimed they had already gotten plenty,
HOO Ha!
HO HO HO from da City of Philadelphia and can he even teach how to NEVER MIND HO HO HO
A short idea from Doug Kass 
Kass Katch of the Week: Short OZM
By Doug Kass
RealMoney Silver Contributor
12/24/2007 9:49 AM EST
URL: http://www.thestreet.com/newsanalysis/inve...g/10395874.html
This blog post originally appeared on RealMoney Silver on Dec. 24 at 9:24 a.m. EST.
Och-Ziff Capital Management Group (OZM) is the latest hedge fund to go public.
Today, the company comes out of the quiet period, and I anticipate that Wall Street's perfunctory optimism (especially from those brokers who underwrote the issue) will wax enthusiastically this week about the company's prospects and culture -- they usually do! -- and initiate buy ratings on Och-Ziff's shares. The company's shares should respond well to this optimism in the short term, and I plan to use that strength to expand my short position in the company's equity.
In this piece, I will document that Och-Ziff trades at a large premium to assets under management vs. other asset managers despite a very mediocre investment record. Excellent investment manager Legg Mason trades at 14 times. If my dour 2008 market outlook is realized, Och-Ziff will likely earn $1.00 to $1.50 per share for 2008, so, at $28 per share, the equity seems vulnerable -- especially within the context that, as a partnership, Och-Ziff is untaxed, so another risk is changing taxation.
From my perch, the shares are overvalued and will likely prove to be one of the last-ditch efforts -- the previous ones have been eminently unsuccessful, including Blackstone (BX) and Fortress (FIG) -- to take a hedge fund or private-equity fund public.
http://www.thestreet.com/_htmlatb/newsanal...g/10395874.html
Kass Katch of the Week: Short OZM
By Doug Kass
RealMoney Silver Contributor
12/24/2007 9:49 AM EST
URL: http://www.thestreet.com/newsanalysis/inve...g/10395874.html
This blog post originally appeared on RealMoney Silver on Dec. 24 at 9:24 a.m. EST.
Och-Ziff Capital Management Group (OZM) is the latest hedge fund to go public.
Today, the company comes out of the quiet period, and I anticipate that Wall Street's perfunctory optimism (especially from those brokers who underwrote the issue) will wax enthusiastically this week about the company's prospects and culture -- they usually do! -- and initiate buy ratings on Och-Ziff's shares. The company's shares should respond well to this optimism in the short term, and I plan to use that strength to expand my short position in the company's equity.
In this piece, I will document that Och-Ziff trades at a large premium to assets under management vs. other asset managers despite a very mediocre investment record. Excellent investment manager Legg Mason trades at 14 times. If my dour 2008 market outlook is realized, Och-Ziff will likely earn $1.00 to $1.50 per share for 2008, so, at $28 per share, the equity seems vulnerable -- especially within the context that, as a partnership, Och-Ziff is untaxed, so another risk is changing taxation.
From my perch, the shares are overvalued and will likely prove to be one of the last-ditch efforts -- the previous ones have been eminently unsuccessful, including Blackstone (BX) and Fortress (FIG) -- to take a hedge fund or private-equity fund public.
http://www.thestreet.com/_htmlatb/newsanal...g/10395874.html
QUOTE(cwd @ Dec 25 2007, 02:55 PM)
Here is a big time fund manager who sounds like a stoolie. I wonder how long this will last.
Top Value Manager Even Gloomier on 2008
By Christopher Davis | 12-21-07 | 02:30 PM
Just when you thought Bob Rodriguez couldn't get any gloomier, the highly regarded value investor has become even more downbeat.
http://news.morningstar.com/articlenet/printArticle.htm
Top Value Manager Even Gloomier on 2008
By Christopher Davis | 12-21-07 | 02:30 PM
Just when you thought Bob Rodriguez couldn't get any gloomier, the highly regarded value investor has become even more downbeat.
http://news.morningstar.com/articlenet/printArticle.htm
Link seems to point to a blank page.
jickiss is back!
jickiss is back!
and
well, you all saw that Retail Sales were weak for this Christmas period.
fine.
just wait until they run the Movie "Giant Ponzi Scheme" Backwards,
and the Boomers start to liquidate the stuff they own, such as their Stock Market Investments.....
why would they do so, you may wonder???
New Movie you can begin to Watch It Backwards on Jan 02, 2008. cool. It is called Giant Ponzi Scheme
easy, this Boomer Generation Wants to Maintain its Life Style, and therefore they will liquidate their holdings.
just watch, they love LIFESTYLE more than LIFE itself.
will the Sovereign Wealth funds take up the Slack?
do you Beileve in Santa Claus??????
love, jickiss!!!!!!!
jickiss is back!
and
well, you all saw that Retail Sales were weak for this Christmas period.
fine.
just wait until they run the Movie "Giant Ponzi Scheme" Backwards,
and the Boomers start to liquidate the stuff they own, such as their Stock Market Investments.....
why would they do so, you may wonder???
New Movie you can begin to Watch It Backwards on Jan 02, 2008. cool. It is called Giant Ponzi Scheme
easy, this Boomer Generation Wants to Maintain its Life Style, and therefore they will liquidate their holdings.
just watch, they love LIFESTYLE more than LIFE itself.
will the Sovereign Wealth funds take up the Slack?
do you Beileve in Santa Claus??????
love, jickiss!!!!!!!
QUOTE(DrStool @ Dec 25 2007, 07:20 PM)
Link seems to point to a blank page.
Doc,
Try this instead:
http://news.morningstar.com/articlenet/art....aspx?id=222022
Thanks for being the key piece in blowing up my EOP puts. Hope you lose it all, punk.
=====================
http://online.wsj.com/article/SB1198625764...s_us_whats_news
In another high-profile case, the clock is ticking for Harry Macklowe, the New York developer, who is struggling to raise financing by February to replace $7.1 billion in short-term money he borrowed to finance his heavily leveraged acquisition of seven Manhattan office buildings this year.
Bah humbug : Ghost of market's past, present or future? Melly Chlistmas evelybody. Too much egg nog I'm afraid.
F'all to do with stocks but amusing nevertheless as I had a bit of adventurous Xmas today when I managed to set fire to our oven !!.
I was planning on roasting some potatoes and whilst boiling to fluff them up for a few minutes, I had the roasting tin in the oven to heat up the oil (475F where Hot oils crisps them out..)
However, the pan had some water in the oil from cleaning it just before and it started to spit over the oven elements causing small flashes. I opened the oven door to get it out and it was spitting pretty regularly by now. As it splashed on my arms I said words along the lines of "golly gosh", "Dippetty do" or "drat, silly oil". As I am cowering behind the oven door in my over gloves, I heard a WHOSH as the roating tin erupting a fireball in the oven.
Lucky I drew back on my disciplined training from trading markets and when your position goes against you. ie/ Panic and sell everything: say some profanities, shut the oven door and tell mrs, kids and dogs to get out. Btw : which they didn't. Just watching me laughing.
Luckly it went out pretty quick but stank the place out until we aired it. I had visions of the house burning down due to hot oil boiling over, dripping out of the oven and igniting.
Still I learned my lesson. No more roast spu 475f. Do them at 430f instead
Oh yeah, other lesson. A fire extinguisher in the kitchen and update insurance records. Afterall, must not only protect family and such and belongings and my pathic amounts of gold and silver coins, which would melt in event of house burning down.
Melly Chlistmas evelybody. Too much egg nog I'm afraid.F'all to do with stocks but amusing nevertheless as I had a bit of adventurous Xmas today when I managed to set fire to our oven !!.
I was planning on roasting some potatoes and whilst boiling to fluff them up for a few minutes, I had the roasting tin in the oven to heat up the oil (475F where Hot oils crisps them out..)
However, the pan had some water in the oil from cleaning it just before and it started to spit over the oven elements causing small flashes. I opened the oven door to get it out and it was spitting pretty regularly by now. As it splashed on my arms I said words along the lines of "golly gosh", "Dippetty do" or "drat, silly oil". As I am cowering behind the oven door in my over gloves, I heard a WHOSH as the roating tin erupting a fireball in the oven.
Lucky I drew back on my disciplined training from trading markets and when your position goes against you. ie/ Panic and sell everything: say some profanities, shut the oven door and tell mrs, kids and dogs to get out. Btw : which they didn't. Just watching me laughing.
Luckly it went out pretty quick but stank the place out until we aired it. I had visions of the house burning down due to hot oil boiling over, dripping out of the oven and igniting.
Still I learned my lesson. No more roast spu 475f. Do them at 430f instead
Oh yeah, other lesson. A fire extinguisher in the kitchen and update insurance records. Afterall, must not only protect family and such and belongings and my pathic amounts of gold and silver coins, which would melt in event of house burning down.
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