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Manufacturing Date Positive….But Caution Still The Word $$

I have only one concern in these numbers, the starting point.

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“10 for 2010” Predictions $$

Let’s see how we do this year. These are meant to be a bit of a reach except the “Bonus” prediction.

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"10 for 2010" Predictions $$

Let’s see how we do this year. These are meant to be a bit of a reach except the “Bonus” prediction.

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Warning, If You Do Not Read It Here, It May Not Be True $$

Was alerted to something on the Yahoo Finance message boards…

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Tilson Responds to Hovde $$

Whitney Tilson responds to yesterdays latest from Hovde..

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Hovde Takes Another Shot…..Airball $$

Key point, Hovde is still short (and getting killed on it).

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Why I Am Cautiously Optimistic About 2010 $$

Some of the general statistics I follow continue to improve and that leads me to be optimistic for 2010. But, some of the potential legislation coming out of Washington could derail it. So I think it best to assume what follows assumes no dramatic governmental action that causes the wheels to come off.

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“9 for 2009” …. The Results

Some right, some wrong…

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"9 for 2009" …. The Results

Some right, some wrong…

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Gropper Approves More GGP Properties to Emerge $$

The rest of the secured lenders will accepted similar terms very soon. Then all that is left is the unsecured and a possible buyout/partner.

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Subs: Morning Miscellaneous

Some info….

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“Davidson” on Time Horizon $$

“Davidson” submits:

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"Davidson" on Time Horizon $$

“Davidson” submits:

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Pershing Square Responds to Hovde… $$

Ackman and Pershing respond…

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Orion Energy Systems…..Why We Bought $$

This is an October subscriber pick, now a freebie. Subs are up >40%…