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  1. I: Sample Phone Scripts Used By Subprime Lenders In 2005 (fascinating; America needs better fin'l literacy) http://stk.ly/8tcDqJ
  2. I: Large cap fin'ls sucking wind again today. Not a good sign for overall mkt health. $JPM $GS $BAC $WFC $C $MS $AXP
  3. ES: Really still scratching head on $AMZN. Increasing short here.
  4. @StockJockey Hearing $GS hiring old Secret Service guys for the holiday party. Wanna crash it with me? LOL
  5. I:@IRON100 It'd be a shame if it was $GES that's causing this nonsense. Who wears $GES stuff anyway?
  6. @IRON100 @howardlindzon $AMZN is crazy now. Buying on incremental CyberMonday news, not looking at absolute value. Someone gonna get hurt.
  7. ES: Done more work on $SNV, and increasing conviction that this stock should be trading around $2.25 to $2.50 vs. current $1.88.
  8. Personal: A little disappointed that BNO sold out to MSNBC. Liked that it was a small, independent organization. Oh well, such is life.
  9. I: RT @dvolatility J.P. Morgan Says Banks Are Loading Up On Cash http://online.wsj.com/article/BT-CO-20091201-708059.html (WSJ)
  10. @InEgoVeritas Can't see a clear reason. But it does make one wary of going long at the moment. $GS $JPM $BAC
  11. E: For such a strong market today, it is remarkable how weak fin'ls are. Something to ponder; not a good sign for LT upward trajectory.
  12. ES: $CSE sells remaining portion of healthcare/SNF assets. A finish to the catalyst. Feel like stock should be performing better.
  13. ES: Amazing that sellside research can move a stock 15% down based on research on public info. $AIG #bernstein
  14. @PlanMaestro Absolutely! You know how to reach me. :-)
  15. @InEgoVeritas Copenhagen being the city, of course. (Not all of Denmark...)
  16. @InEgoVeritas Was recently in Denmark. They are serious about being green. It's a total bicycle city, and prides itself on it.
  17. @PlanMaestro Slowly looking at the ones that are severely beatup and have reasonable optionality. It takes a bit of work to get comfortable.
  18. ES: A reasonable scenario for being bullish on $SNV http://bit.ly/8F9RQU
  19. C: Denmark's Samso: The energy self-sufficient island http://bit.ly/6PUDCW
  20. ES: Finding $SNV a compelling long at 1.89. Pretty good risk/reward characteristics, but not for the faint of heart.