News
Newsletters
2007-2011 | Newsletters
S&P 500 - The Best Country in the World 4/2012
"Bernanke's Arms Race" Newsletter 4/2011
The Cost of Capital Newsletter 9/2010
Tip of the Iceberg Newsletter 7/2009
The Bouncing Ball Newsletter 10/2008
HOOVERVILLE Newsletter 12/2007
Conference Calls
2012 | Conference Call Summaries
2.14.12 - The New Normal is the Old Normal
1.11.12 - 2012 Looks Like 2009
2011 | Conference Call Summaries
2010 | Conference Call Summaries
2009 | Conference Call Summaries
10.16.09 - Patience is a Virtue
8.11.09 - Tip of the Iceberg/FMOC
4.29.09 - Yield Curve Inversion
3.31.09 - DOW 9600 - TARGET ACHIEVED 8/25/09!!!
2.10.09 - Reiterate Significant Upside Targets
1.23.09 - Bouncing Ball Update
2008 | Conference Call Summaries
12.31.08 - 2008 Year End Review
12.17.08 - What's Under the Tree?
9.29.08 - $700 Billion Bailout Plan
9.15.08 - Fannie Mae & Freddie Mac
8.22.08 - Fannie Mae & Freddie Mac: No Bail Out
7.17.08 - Financials Have Bottomed
6.24.08 - We Reiterate Sell Munis
5.8.08 - DOW to 8800 by October 1, 2008
4.10.08 - Muni Bond Market Next Big Problem
3.31.08 - Subprime Problem is Over - Muni Markets in Crisis
3.20.08 - Muni Market Disaster
3.17.08 - DOW to 13000 Near Term, 8800 by Summer
2007 | Conference Call Summaries
9.26.07 - Unemployment to Increase
8.23.07 - DOW at 11500 by year end
8.1.07 - Yield Curve Inversion