ROSE, a natural gas play, looks interesting at current prices.

By understanding the factors that will undermine the new bullish bank meme, I think it will possible to trade profitably around this new rally.

At this point, it is very hard to see how there is a way out of what is clearly a continuing massive fraud at AIG without another major disruption in the financial markets.

In re-reading Minsky’s fabulous book of essays, “Can It Happen Again”, which deals with the possibility of another Great Depression, I came across this excellent quote which I think conveys a truth that investors need to remember:
“The fundamental instability of capitalism is upwards. “

Here are a few investment ideas for those who enjoy speculating in the micro cap value arena.

Here’s my quick take on Geithner’s bailout plan, which is far more important to the Markets than Obama’s stimulus plan.

Perhaps the best analogy for the current financial crisis is Mary Shelly’s Frankenstein. Like, Victor Frankenstein, despite our initially benevolent motives, we have lost control of our creation, and have unleashed a monster.

This is an update to our last post on GHM, based on the company’s earnings today. Good report, but dismal guidance, a typical trend nowadays. A potentially great turnaround is in the making, though, as the downturn accelerates.