Archive for December, 2009

  • The 2010 Buy List
    , December 31st, 2009 at 8:40 pm

    Here’s my 2010 Buy List. For tracking purposes, I assume it’s a $1,000,000 portfolio and each position is worth $50,000. Here’s each stock, ticker, starting [...]

  • The 2009 Buy List
    , December 31st, 2009 at 7:31 pm

    Trading for the year 2009 is now over. Overall, we had a very good year. The 20 stocks on the Crossing Wall Street Buy List [...]

  • Kudlow on Dow 50,000
    , December 31st, 2009 at 11:38 am

    On CNBC, Arianna Huffington accused Larry Kudlow of predicting the Dow will hit 50,000. Kudlow denied the charge. Well, Arianna is right. Here’s Larry from [...]

  • From 1999: Smart Money's "Ten Stocks for the Next Decade"
    , December 30th, 2009 at 2:00 pm

    Not looking so good. Inktomi (INKT) Red Hat (RHAT) Scientific-Atlanta (SFA) America Online (AOL) Broadcom (BRCM) Nokia (NOK) Nortel Networks (NT) MCI WorldCom (WCOM) Monsanto [...]

  • From 1999: Smart Money’s “Ten Stocks for the Next Decade”
    , December 30th, 2009 at 2:00 pm

    Not looking so good. Inktomi (INKT) Red Hat (RHAT) Scientific-Atlanta (SFA) America Online (AOL) Broadcom (BRCM) Nokia (NOK) Nortel Networks (NT) MCI WorldCom (WCOM) Monsanto [...]

  • What the Steep Yield Curve Means for Stocks
    , December 30th, 2009 at 10:52 am

    Bespoke Investment Research notes the unusually steep yield curve. In fact, it’s close to the steepest curve on record. The only other time the curve [...]

  • This Is the Last Time I'll Wear My Niners' Jersey in Philly
    , December 29th, 2009 at 11:40 am

  • This Is the Last Time I’ll Wear My Niners’ Jersey in Philly
    , December 29th, 2009 at 11:40 am

  • The 10 Interception Limit
    , December 28th, 2009 at 7:20 pm

    What is it about 11 interceptions? Since 1981, no defensive back has made it to 11 inceptions in one season even though 11 different players [...]

  • Tiger Woods Destroyed $12 Billion in Market Value
    , December 28th, 2009 at 2:51 pm

    If academics say it, then it must be true: More difficult to determine, though, is how the scandal would hit his corporate sponsors. So Victor [...]

  • The Perils of Economic Stats
    , December 28th, 2009 at 1:25 pm

    Coming on the heels of Robert Shiller’s idea for securities based on national GDP, consider the problem of constant revisions. GDP growth for the third [...]

  • CEO Pay Is Negatively Correlated to Share Performance
    , December 28th, 2009 at 10:48 am

    I can’t say this is much of a surprise: It turns out that the bigger the CEO’s slice of the pie, the lower the company’s [...]

  • The Decade In One Graph
    , December 28th, 2009 at 12:24 am

    Here’s the decade version of the chart I posted last week. This is the relative strength of ten S&P industry groups set to 100 ten [...]

  • Did the Immigration Protests Burst the Housing Bubble?
    , December 27th, 2009 at 10:47 pm

    Steve Sailer has often called the recession the “diversity recession” due to the concentration of the subprime mortgage market within minority homeowners. The numbers are [...]

  • Sunday Links
    , December 27th, 2009 at 5:54 pm

    Here are a few items I’m reading. William Voegeli on the disaster that is California Phil Birnbaum on the performance of pitchers. Dave Barry’s brilliant [...]

  • The Trill Is Gone
    , December 26th, 2009 at 11:40 pm

    Professor Robert Shiller floats the idea of national governments using equity financing. The idea would be to issue equity shares called trills, a one-trillionth equity [...]

  • The Talented Mr. Buffett
    , December 26th, 2009 at 8:08 pm

    Felix Salmon highlights Warren Buffett’s ability to be the good guy even when his companies’ practices are rather ruthless. Berkshire Hathaway has eliminated 21,000 jobs [...]

  • 2009 In One Graph
    , December 26th, 2009 at 1:29 pm

    I apologize for the crowdedness of this chart, but it shows the relative strength of the ten S&P 500 industry groups for this year. Here [...]

  • Merry Everything!
    , December 25th, 2009 at 9:47 am

    I want to wish everyone a Merry Christmas and a happy, healthy and profitable new year. I’d also like to thank all of my readers [...]

  • Beware Santa’s Secret Legislation
    , December 23rd, 2009 at 1:10 am

    Crossing Wall Street contributor Gary Alexander notes that this time of year has become famous for secret legislation: It’s no secret this time around, but [...]