Catch up on his latest thinking on the hottest topics of the past week.
Related Topics: Stock Picks
12:05PM 12/01/07
The Mortgage Dirty Dozen Gets Filthier (RealMoney.com $)
Next to soil themselves: housing companies and their spawn.
Related Topics: Financial Services | Banks
01:05PM 11/26/07
The Next Debt Danger: Second Lien Loans (RealMoney.com $)
Structured loans can't be accurately priced until they are sold, and the home equity resets will hurt.
Related Topics: Market Commentary | Housing | Fundamental Analysis | Hedge Funds | Subprime Lenders | Banks | Bonds/Economy
06:42AM 10/12/07
TheStreet.com TV Recap: Why Investors Fear the Fed
They're not liking what they hear about jobs number chatter.
Related Topics: Opinion
03:37PM 09/10/07
The Deal's the Thing (RealMoney.com $)
You get deals done, you get rates cut -- the best of all possible worlds.
Related Topics: Market Commentary | Fed/Interest Rates | Financial Services
04:03PM 08/31/07
Hit From Toll's Next Bad News Depends on Fed (RealMoney.com $)
Another big downtick in its orders and earnings won't matter so much if we get a cut.
Related Topics: Homebuilders | Loans-Mortgages | Fed/Interest Rates | Subprime Lenders | Financial Services
09:36AM 08/22/07
Watch These Five Tells of the Bounce (RealMoney.com $)
Expect more days when these staples rise, like in 1990.
Related Topics: Health Care | Subprime Lenders | Market Commentary | Drugs | Food and Beverage
10:10AM 08/15/07
What Would You Pay to Avoid a Mortgage Play? (RealMoney.com $)
Lone Star balked at its deal with Accredited, but LEND might still be a buy on the contract.
Related Topics: Loans-Mortgages
06:43AM 08/13/07
Catch up on his latest thinking on the hottest topics of the past week.
Related Topics: Homebuilders | Financial Services | Subprime Lenders | Fed/Interest Rates | Economic Data | Market Commentary | Networking | Opinion | Loans-Mortgages | Hedge Funds | Housing
09:40AM 08/11/07
Market's Littered With Opportunities (RealMoney.com $)
The confusion's so thick that good buys are everywhere. Choose carefully.
Related Topics: Fed/Interest Rates | Financial Services | Market Commentary | Bullish Bet
02:45PM 08/10/07
Bear Bigwig's Departure Is Bad News (RealMoney.com $)
If hard-core mortgage vet Warren Spector was too bullish, what the heck was everyone else?
Related Topics: Banks | Loans-Mortgages | Fed/Interest Rates | Subprime Lenders | Market Commentary | Hedge Funds | Housing
09:13AM 08/06/07
Jim Cramer's Stop Trading! Wake Up, Bernanke!
Cramer says the Fed must cut rates now to avoid a banking crisis.
Related Topics: Market Commentary
02:54PM 08/03/07
Don't Take Your Eye Off the Bull Markets (RealMoney.com $)
That blast from the past, the 1990-style Friday ramp, is back.
Related Topics: Services | Aerospace/Defense | Financial Services | Chemicals | Industrials | Retail
01:00PM 08/03/07
Sell 'Garbitrage' Stocks Before They Blow Up (RealMoney.com $)
Beat dealmaking funds using borrowed money to the exit.
Related Topics: Private Equity | Financial Services | Market Commentary | Hedge Funds
11:11AM 08/03/07
Agriculture's Cream of the Crop (RealMoney.com $)
Here are some plays in the space right now.
Related Topics: Market Commentary | Bullish Bet
04:12PM 08/02/07




