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    • Tue Oct 28th 17:24 PM
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      Commented on:
      Ladish Co., Inc. Q3 2008 Earnings Call Transcript
      Thank you "seeking Alpha" for running this. IO beleive first time. Saved me a lot of time on phone as not a web based conf call for company for whatever reason.
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    • Sun Oct 12th 23:42 PM
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      Oil Industry: Farewell, Good Old Days
      Andrew, you forgot the most important counterbalance which is that many productive fields are quickly playing out as in Mexico, Alaska even Saudi Ariabia from what many experts are stating and are not easily being replaced; the new finds are mostly very expensive to get at.

      NG is interesting , one bitter winter and the price goes back up. Canada is using most of its NG for tar sands and gulf is starting to play out.
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    • Sun Sep 14th 08:45 AM
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      AIG CDS Situation Worse than Lehman
      No text ? If I show a picture of an empty football stadium, could you then conclude that no one goes to football games? Of course not, everything needs to be in context.

      Fridays fall was an attack by shorts in reaction to LEH opportunity and to attack before plan given on 26th. They knew only a small window.

      We will get a workable plan tomorrow and when these instrumnets run out we will see billions added back to bottom line on next 1-4 years.

      View article »
    • Sat Sep 13th 14:54 PM
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      Crunching Numbers: Why I'd Buy AIG
      Thanks for that analysis, not sure where you got the time for this but believe that over next 2 years you will be very ballpark as lower oil and lower mortgages will stabilize economy and housing. The shorts are helping to create this panic.
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    • Mon Jul 28th 22:14 PM
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      15 Notes on the Current Market Stress
      poorly written, choppy, sentences do not flow well. Poor analysis of GE IMO, Cramer did much better recently on its total value potential.
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    • Sun Jul 27th 10:03 AM
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      Why I'm Not Buying Oil's Recent 'Correction'
      The old truism that once everyone believes it is true and ends up on TIME magazine cover is time to get out is correct. I am kicking myself for not unloading all bank stocks like I did builders when "Flip this House" became a TV series. I did not know the extent of these complex CDO and SIVs, thought all sold to 3rd parties . Anyway, oil was too low before , a little too high now, so think will end up around $100 which is good for everyone.
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    • Sat Jun 7th 11:28 AM
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      Ballmer on Newspapers: Wrong Again
      I am hardcopy subscriber to 2 papers, I am 50, see very few people under 35 buying newspapers regularly which is sad as need support for local coverage or all we will get is national news. Lets face it, many 20 somethings spend more time of Facebook than reading any news from any sources.
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    • Fri May 30th 08:11 AM
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      The Case for AIG - Patience Required
      I do believe the new 20 billion investment was not made on a coin flip but serious look at operations and holdings showing that with time they will be well rewarded.
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    • Tue May 6th 19:27 PM
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      Why Jerry Yang Needs To Drive a Beer Truck
      great article. MSFT is not coming back to the table unless Yang bows his head and accepts 31 and retires after merger . He would need to go to enable a new MSFT/YHOO culture at the new company.
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    • Sun May 4th 12:07 PM
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      On Yahoo/ Microsoft: Jerry Yang Should Be Fired
      This is the unfortunate outcome of when a founder can not separate out his interests from the interests of a public company. Yang did not really want to sell at all and used the high price demand to hide this fact. If he took all stock you could look at it as a win-win and not so much a buyout as a merger and YHOO would still be there , such part of a new organizationial structure. If MSFT went to 42 in a year, then YHOO shareholders received 42 if could just wait and hold converted shares.
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    • Wed Apr 30th 20:49 PM
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      Why China's Exporters Are Complaining Loudly
      what he is saying is that stability (jobs)is number one concern so protecting IP, commitments to WTO like opening up their markets to products AND sevices, dropping domestice content laws, etc are out the window. They joined WTO and got to live with both positives and negatives. Having a few hundred million living on $3 a day is not our country's problem, they need to deal with it but can not violate WTO agreements. Why we put up with this I do not know.
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    • Wed Jan 16th 22:58 PM
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      Cable Companies Need True Competition and Openness. Now.
      One problem, who is going to pay for the content of these programs ? Not Jeff, hell, he only got TiVo because of 3 month free subscription. Want to go back to 1967 when we only got about 4 channels but they were all free? Better yet, what something for free, turn off your TV and go to library and get a free book.
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