Archive for May, 2009

• Sunday Reading: Asset Growth vs. Stock Price Study
  ToddSullivan, May 31st, 2009 at 7:45 am, Comments: 0

  Asset Growth & Stock Price Asset Growth & Stock Price todd sullivan Publish at Scribd or explore others: Finance Business & Law stocks assets Disclosure [...]

• Ackman Ira Sohn Presentation on General Growth Properties
  ToddSullivan, May 30th, 2009 at 8:22 am, Comments: 0

  Hat Tip Investment Linebacker GGP Presentation 5.27.2009 Publish at Scribd or explore others: usa air Disclosure (“none” means no position):Long GGWPQ Enter your Email Preview [...]

• Weekend Viewing: Neural Nets & Rule-Based Trading Systems
  ToddSullivan, May 30th, 2009 at 6:46 am, Comments: 0

  The 45% drop in the US equity markets has caused even stalwarts to question the wisdom of the “buy and hold” strategy. But rule-based approaches [...]

• Paul Krugman, Please Call Ben on This "Printing Money" Thing
  ToddSullivan, May 29th, 2009 at 3:26 pm, Comments: 0

  So Extreme Left Wing Hack Paul Krugman came up with this one today in an article about those concerned with the possibility of inflation. In [...]

• Latest Wall St. Media Appearance 5/28
  ToddSullivan, May 29th, 2009 at 12:34 pm, Comments: 0

  Given today’s action in General Growth Properties (GGWPQ), this was an opportune show. Also discussed was oil (USO), natural gas (UNG) and value investing in [...]

• Sobering Housing News….Very Sobering
  ToddSullivan, May 29th, 2009 at 6:29 am, Comments: 0

  I was going to piece this in but it really needs to be read in its entirety. Any bold highlights are mine. The Mortgage Bankers [...]

• "Davidson": Baltic Dry Index A Key Indicator
  ToddSullivan, May 29th, 2009 at 5:28 am, Comments: 0

  The Baltic Dry Index tracks the cost to ship dry bulk goods, i.e. grain, metal ores, coal and etc.(see chart 1) Baltic Capesize Index tracks [...]

• Friday’s Links
  ToddSullivan, May 29th, 2009 at 1:26 am, Comments: 0

  Socialism, Harvard, Cuban, Dasan – Funny what the NY Times determined was socialism before today – In financial trouble. Hat tip reader Alex – Always [...]

• Ackman Loses Proxy Battle With Target
  ToddSullivan, May 28th, 2009 at 4:24 pm, Comments: 0

  A classic win some/lose some scenario unfolded today at the Target (TGT) meeting for investor Bill Ackman. Here are some past posts on the subject [...]

• Bruce Berkowitz on Bloomberg
  ToddSullivan, May 28th, 2009 at 2:57 pm, Comments: 0

  Note to CNBC: Watch and Learn, this is how to be prepared for an interview. First watch the muddles mess that was CBNC’s effort this [...]