Tuesday, 05 August 2008 01:00

I'm on vacation, so postings will be a little slow

I received a few emails expressing concern about my lack of activity on the board. I am on vacation with the family and have limited web access and time (so says the boss).

I will be putting up some macro stuff on China, HSBC, and GGP shortly (or after I get back from vacation). I may also start unveiling some tidbits of the next step in my investment thesis.

I traveled from Fire Island to the Manhattan to meet with some BoomBustBloggers and had a very good time. Pics will be post along with the analyses in a day or tow.


I cannot email AOL or Comcast subscribers. My mailsd get bounced back, so please keep that in mind when emailing me.

Last modified on Tuesday, 05 August 2008 01:00


  • Comment Link Anil Goyal Thursday, 07 August 2008 14:25 posted by Anil Goyal

    Hi Reggie,
    There is an article in Globe & mail Toronto.
    NEW YORK — Citigroup Inc. agreed to buy back more than $7-billion (U.S.) of illiquid auction-rate securities and pay a $100-million civil fine to settle charges it marketed the debt fraudulently.

    The settlement with New York Attorney General Andrew Cuomo and the U.S. Securities and Exchange Commission could pave the way for other settlements stemming from February's meltdown of the $330-billion auction-rate market, which boosted borrowing costs for state and local governments, hurting taxpayers....

  • Comment Link George Schubert Wednesday, 06 August 2008 14:17 posted by George Schubert

    enjoy the vacation. I am taking a little one right now also.

  • Comment Link Kevin Hall Wednesday, 06 August 2008 11:18 posted by Kevin Hall

    Enjoy the time off - Check out http://blogs.wsj.com/developments/2008/08/01/update-extreme-makeover-home-may-be-rescued-from-foreclosure/

    Isn't it Ironic... Don't you think?

  • Comment Link Daniel Benyam Wednesday, 06 August 2008 10:59 posted by Daniel Benyam

    Enjoy the vacation. You've been working too hard!

  • Comment Link ralph allen Wednesday, 06 August 2008 10:55 posted by ralph allen


    On a more serious note. The FED seems to be doing the same thing that happens before many elections i.e. pumping money into the economy. The hang over from this round will be hell to pay.

    I am wondering whether they can keep the market afloat with these BS announcements and ever more money during the next few months. I suspect that after the election Bush my attack Iran befor the next president and the fed will be forced to end the negative interest rate stuff.

    All the fools are saying happy days are here again because the oil prices have dropped to 120. The oil prices would need to drop to 50-60 per barrel to have a significant impact:snow ball in hells chance. I believe that the damage has already been done.

    What are your thoughts on the next couple of months?

    PS Have a good time on vacation

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