Wells Fargo’s valuation on AIG

Wells Forgo recently upgraded the stock valuation AIG, Continue reading

Posted in Comments on News, Equity Analysis | 1 Comment

How does AIG execute its restructuring plan?

Since August 3, 2009 when Robert H. Benmosche was elected by AIG board to be President and Chief Executive Officer, Mr. Benmosche has promised to revive AIG. Continue reading

Posted in Equity Analysis, Uncategorized | 16 Comments

Employment Data

Lots of headlines are highlighting the depressing news of jobs, Continue reading

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A new buy – AIG

It is always interesting to keep an eye on to what Bruce Berkowitz @FAIRHOLME is doing. Continue reading

Posted in Equity Analysis, Presentations and Notes | 3 Comments

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