THE BANKER’S SONG To paraphrase a popular children’s song … 10 banks in the index and the first one said “My equity’s gone; the deposits have fled.” Roll over. Roll… more →
0 to IPO in 7 Yearsallocator wrote 5 hours ago: THE BANKER’S SONG To paraphrase a popular children’s song … 10 banks in the index an … more →
allocator wrote 1 day ago: TRADING UPDATE I wasn’t around for today’s nasty close - meetings wot. But looking ba … more →
allocator wrote 2 days ago: Iceland has stopped trying to shore up the Icelandic Krona, and enacted powers to take control of it … more →
allocator wrote 4 days ago: TRADING UPDATE Woo-hoo! That was a wild one. If you have kids, you might be able to relate to th … more →
allocator wrote 1 week ago: TRADING UPDATE $7 billion - that’s what California governor Arnold Schwarzenegger has request … more →
allocator wrote 1 week ago: I like to think of myself as functionally alliterate - hence the title. Today I made a modest barga … more →
allocator wrote 1 week ago: A tough month. At the end of August the portfolio was up 3.2% in 2008; at the end of September it … more →
allocator wrote 1 week ago: TRADING UPDATE Here’s my reasoned, sober analysis of today’s action in the stock market. … more →
allocator wrote 2 weeks ago: Today Washington Mutual failed - the biggest bank failure in US history. And Congress dithered on … more →
allocator wrote 2 weeks ago: Getting bearish? I’m sure to many that sounds like getting “concerned” when the … more →
allocator wrote 2 weeks ago: It’s never a banner day when your account equity goes down by 2%, but you’re not doing a … more →
allocator wrote 3 weeks ago: TRADING UDPATE The Dow today swung a full 620 points intra-day, down 210 in the morning, and then en … more →
allocator wrote 3 weeks ago: TRADING UPDATE I had this nagging feeling this morning that I should just liquidate the portfolio, g … more →
allocator wrote 3 weeks ago: I didn’t expect that. Not only is AIG International essentially bankrupt except for the formal … more →
allocator wrote 3 weeks ago: What has been a sur-real stock market now seems to be turning into a real one. Although it has be … more →
allocator wrote 1 month ago: TRADING UPDATE Well yesterday, apart from overhauling half the portfolio, we sold some of the gold s … more →
allocator wrote 1 month ago: TRADING UPDATE REAP provided yet another commodity pairing as the HBP Global Gold Shares Bear+ ETF ( … more →
allocator wrote 1 month ago: TRADING UPDATE Buying commodities right now is a little like stepping onto the tracks in front of t … more →
allocator wrote 1 month ago: TRADING UPDATE Beat-down of the day: Forest Labs (FRX) - $5 penalty for only slightly beating the … more →