Don’t believe the hype of $25 bn bank martgage settlement

Remember people last year were so much concerned about the possible trillions or hundreds of billions of dollars mortgage settlement on BAC? Continue reading

Posted in Comments on News | 11 Comments

Some buys and sells

I made some buys and sells recently

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Posted in Macroeconomics, Trading Strategies | 1 Comment

Two great news for BAC

The storyline of BAC litigation continues to head to the right direction,

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Buffett’s 2011 Letter

Here comes the most anticipated investment document of this year – Buffett’s 2011 Letter. It was just released on Saturday, Continue reading

Posted in Presentations and Notes | 9 Comments

Is it time to short Treasury bonds?

What can we see from the following three figures? Continue reading

Posted in Macroeconomics, Trading Strategies | 1 Comment

Bruce Berkowitz’s videos

Bruce Berkowitz’s takes – wonderful insights from the Morning Star fund manager of the decade Continue reading

Posted in Interviews | 2 Comments

Is the current market over-valued? – Part I: answers from P/E ratio

So far S&P 500 has increased by 7.49% YTD, and it has almost reached the 3 years high since financial melted down in 2008~2009. Continue reading

Posted in Equity Analysis, Trading Strategies | 14 Comments

Two deals in one day!

Here comes two blowout big deals in one day! Continue reading

Posted in Macroeconomics | Leave a comment

Wed’s links on BAC

Some interesting news today Continue reading

Posted in Equity Analysis | 1 Comment

Updates on BAC legal fights

There are a few eyes-catching news keep coming up for BAC these days. Continue reading

Posted in Equity Analysis | 1 Comment