Archive for June 2010

Todd Harrison: We’re In The Eye Of The Financial Storm

June 20, 2010  ·  Category: Macro Economics, Market Commentary
While the recent price action has been docile, I believe we’re in the eye of the storm, a relative calm between the first phase of the financial crisis and the cumulative comeuppance that'll flush -- ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Inklings Of A Housing Double Dip

In the three weeks since the start of our third quarter on May 1st, which coincided with the expiration of the homebuyer tax credit, our per community deposits and traffic were up 23% and 11%, ...
Posted by Greg Feirman  ·  No Comments »

A Housing Double Dip?

June 17, 2010  ·  Category: Macro Economics, Real Estate
Everyone expected the housing market to suffer at least a temporary hangover after the government’s $8,000 tax credit expired, but not necessarily this much. Preliminary data from around the country indicates that the housing market ...
Posted by Greg Feirman  ·  No Comments »

Business Week Surveys The Bears

June 11, 2010  ·  Category: Sentiment Analysis
In a lengthy cover story, Business Week caught up with and surveyed the views of 12 prominent bears to assess their current outlook.   The 12 bears are: Nouriel Roubini, Robert Prechter, Peter Schiff, Michael Panzner, Nicholas ...
Posted by Greg Feirman  ·  No Comments »

Steve Eisman’s Epic Takedown Of The For-Profit Education Industry

June 7, 2010  ·  Category: Stocks
A couple weeks ago, Steve Eisman of FrontPoint Partners (made famous by Michael Lewis's The Big Short) made an epic takedown of the for-profit education industry at the Ira Sohn Investment Conference in New York.  ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Cyclical Tailwinds Versus Secular Headwinds

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
Posted by Greg Feirman  ·  No Comments »

Buffett Receives Subpoena To Testify On Credit Rating Agencies Tomorrow

When Warren Buffett testifies before the Financial Crisis Inquiry Commission Wednesday, it will be because he was subpoenaed.  If you don't know how a subpoena works, this one begins with capital letters, "YOU ARE HEREBY ...
Posted by Greg Feirman  ·  No Comments »