http://www.intelligentspeculator.net/investing_commentary/the-credit-crisis-and-potential-shorts/ Free stock picks and stock market commentary. Sat, 11 Feb 2012 13:51:56 +0000 hourly 1 http://wordpress.org/?v=3.2.1 http://www.intelligentspeculator.net/investing_commentary/the-credit-crisis-and-potential-shorts/comment-page-1/#comment-769 Intelligent Speculator » Blog Archive » Financials are Still Good Shorts Sat, 07 Jun 2008 00:51:13 +0000 http://www.intelligentspeculator.net/investing_commentary/the-credit-crisis-and-potential-shorts/#comment-769 [...] few months ago on March 19, I wrote that financial companies still presented good shorting opportunities. However, about that same time I wrote that article there was an almost universal pump among the [...] [...] few months ago on March 19, I wrote that financial companies still presented good shorting opportunities. However, about that same time I wrote that article there was an almost universal pump among the [...]

]]> http://www.intelligentspeculator.net/investing_commentary/the-credit-crisis-and-potential-shorts/comment-page-1/#comment-327 admin Mon, 24 Mar 2008 03:28:59 +0000 http://www.intelligentspeculator.net/investing_commentary/the-credit-crisis-and-potential-shorts/#comment-327 Thanks. I think a bottom will occur when there are better indications that the housing market and economy are recovering. Until then I think the Fed actions will just provide temporary relief for financials. It is hard to say when this will occur. It seems some commentators expect the economy to recover in 2009 but in my opinion the slowdown may last longer than expected. Until more things play out I think it is hard to call a bottom in financials. However, I don't think a bottom has occured yet. Thanks. I think a bottom will occur when there are better indications that the housing market and economy are recovering. Until then I think the Fed actions will just provide temporary relief for financials. It is hard to say when this will occur. It seems some commentators expect the economy to recover in 2009 but in my opinion the slowdown may last longer than expected. Until more things play out I think it is hard to call a bottom in financials. However, I don’t think a bottom has occured yet.

]]> http://www.intelligentspeculator.net/investing_commentary/the-credit-crisis-and-potential-shorts/comment-page-1/#comment-325 hamsterpigtrade Mon, 24 Mar 2008 01:53:51 +0000 http://www.intelligentspeculator.net/investing_commentary/the-credit-crisis-and-potential-shorts/#comment-325 Nice article and clear well-explained insight into the credit crunch issues around financials. Despite LEH and GS exhibited a good 1Q earning and liquidity base, I agree there will be room to short in the short term. However, what's your view on the timing for recovery and where do you predict a bottom using your analysis? Interested to hear about your views... Best wishes, hamsterpig Nice article and clear well-explained insight into the credit crunch issues around financials. Despite LEH and GS exhibited a good 1Q earning and liquidity base, I agree there will be room to short in the short term. However, what’s your view on the timing for recovery and where do you predict a bottom using your analysis? Interested to hear about your views… Best wishes, hamsterpig

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