Naked Buying of Credit Default Swaps: Without a Ban Financial Reform is Meaningless

Posted on May 21, 2010
Filed Under Uncategorized | 1 Comment

The vote to remove a proposal to ban naked CDS, is comical, and sad, since as is now well known the entire financial crisis was caused synthetic CDO’s and naked default swaps.

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Paulson is Bullish on US Real Estate: What Does He See?

Posted on May 19, 2010
Filed Under Uncategorized | 1 Comment

Famed hedge fund speculator, John Paulson, is now bullish on US residential real estate. Is there a rational explanation for this bullishness or is it merely another irrational myth that could gain traction?

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Globalscape (GSB): Excellent Results, New Cloud Hype

Posted on May 13, 2010
Filed Under Uncategorized, GSB | Leave a Comment

GSB is now getting into cloud services. This should give the company more visibility with investors, if the strong financials alone aren’t enough to attract investor interest.

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INAP: Strong Profits and Good Growth Prospects

Posted on May 7, 2010
Filed Under Uncategorized, INAP | Leave a Comment

INAP continues to deliver with much improved profits and a strong strategy for future growth via a solid data center expansion plan.

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Country Risk: Wall Street’s New Myth

Posted on May 7, 2010
Filed Under Uncategorized | 1 Comment

Wall Street’s current mythical creation: Country Risk.

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VG: Continued Debt Repayment Will Reward Shareholders

Posted on May 6, 2010
Filed Under VG, Vonage(VG) | Leave a Comment

There were many positives in VG’s earnings announcement yesterday, but the one that I think is the most exciting for investors is the company’s $23 million debt prepayment.

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A Socially Important Casino?

Posted on May 2, 2010
Filed Under Uncategorized | 3 Comments

So after nearly five years, my Casino Capitalism thesis finally has been vindicated by none other than Lloyd Blankfein.

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