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  1. Delinquencies at 9.64 SAR "mortgages are paid with paychecks, not percentage point increases in GDP" http://tinyurl.com/ybfkd7p 8:44 AM Nov 24th from web
  2. Does the depth of the slump portend the strength of the recovery? http://tinyurl.com/y9e955y 10:39 AM Nov 17th from web
  3. Quoted for an article on opportunistic investing (near end): http://tinyurl.com/yk8v8bl 6:55 AM Oct 30th from web
  4. Our latest quarterly letter is available: http://tinyurl.com/yjskuj3 6:37 AM Oct 23rd from web
  5. GMO's 7-year forecast shows 2.4% real exp for US lrg cap, but 8.9% real exp for US High Quality. Wow - big diff! http://tinyurl.com/ygkj7m3 10:49 AM Oct 22nd from web
  6. New blog post on Einhorn's (Greenlight) VIC pres. regarding macro risks: http://tinyurl.com/yz5zb3w 7:17 AM Oct 22nd from web
  7. Suprise... 9 original TARP banks weren't quite as "healthy" as Bernanke/Paulson claimed at the time: http://tinyurl.com/ybwf9dv 7:06 AM Oct 5th from web
  8. Baltic Dry Index has been cut in half since June 3, 2009. YES, since June 2009. http://tinyurl.com/y8kfdbs 11:56 AM Oct 1st from web
  9. Great Meatloaf ref by Rosenberg re his stocks, bonds, commodities calls "two out of three ain't bad" http://tinyurl.com/y8r7d35 Nd fr pswd 8:10 AM Sep 28th from web
  10. Doug Kass explains his methodology for calling the bottom in March and why he's changed his tune: http://tinyurl.com/mfulta Must read. 6:51 AM Sep 24th from web
  11. New blog post: financial advisers make amateur mistakes: http://www.greyowlcapital.c... 10:43 AM Sep 22nd from web
  12. Lowry's sees no "overt indications of a major top" though they won't classify run from Mar low as "new bull market." www.lowryresearch.com 6:57 AM Sep 21st from web
  13. RT @WSJ 'Buy American' Hurts Some U.S. Firms http://bit.ly/PxF7X - Smoot-Hawley extended & expanded the Great Dep... this doesn't bode well 11:49 AM Sep 16th from web
  14. John Mauldin's latest two-part letter http://tinyurl.com/m94mg6 - "there are some who are very sure of our near future, I for one am not." 8:17 AM Sep 16th from web
  15. RT @barronsonline Debtors' Prison for the U.S. Economy http://bit.ly/mb2cY - sluggish growth for a long time 12:12 PM Sep 15th from web
  16. Terrific interview with Marc Faber on errors in US fiscal/monetary policy and impact to equity markets http://tinyurl.com/nukx6w 7:25 AM Sep 15th from web
  17. We spoke to Market Media yesterday regarding our thoughts on NLY and MSFT http://tinyurl.com/mv5sar 7:15 AM Sep 2nd from web
  18. Investment diversification is about more than number of securities http://www.greyowlcapital.c... 2:01 PM Aug 28th from web
  19. Our thoughts on the current market climate are here http://tinyurl.com/m9td2w 1:00 PM Aug 26th from web
  20. A couple of nice GOCM press mentions in WashBizJournal http://tinyurl.com/nwhl59 and Investment News http://tinyurl.com/nseurh 6:17 AM Aug 26th from web