BargainValueHunter

Thanks. It is days like this when I can't figure out why everyone isn't a value investor.

http://www.hussman.net/html/longterm.htm

http://finance.yahoo.com/news/US-Banks-Capital-Positions-twst-2678541851.html?x=0&.v=1 Is it post-S&L Scandal valuations all over again?

http://www.bloomberg.com/news/2011-08-05/alcatel-s-76-drop-since-lucent-means-breakup-value-isn-t-french-real-m-a.html -also- http://uk.finance.yahoo.com/q/wa?s=ALU.PA&p=&i=&m=2015-12&t=1

Has anyone attempted to buy warrants using a regular TDAmeritrade account?

Don't know if anyone else mentioned it but today probably did not even include average Joe SixPack Americans who are a little slow on the uptake (or are on vacation). One or two more -2% or worse days and the brokerages will be lit up with millions of tiny sell orders from people who still feel bruised by September/October 2008. Also the number of Baby Boomers who can ill afford to be exposed to a collapsing market while almost retired has only increased in the last three years. ...not to mention Bernanke is COMPLETELY out of (politically acceptable) bullets. Going all in now may be WAY to early IMHO. This Europe situation feels like Bear Stearns II...Lehman II is coming around the bend when Germany says, "Nein" once and for all.

Want to talk about a set-up for some hardcore indiscriminate liquidation??? http://www.zerohedge.com/news/and-what-will-soon-be-scariest-chart-presenting-record-low-mutual-fund-cash-levels Indiscriminate Liquidation is the sweetest nectar for value investors!

Didn't Bruce B. do this with Pfizer a couple of years back...then dump the shares a quarter later?

http://finance.yahoo.com/news/Leucadia-National-Corporation-bw-1149080089.html?x=0&.v=1

Yep. Gridlock = Balance = A great set-up for future gains! Oh, how quickly they forget that. I recommend for any doubters to head down to their favorite library and read financial articles from previous eras. This is a great reminder that the ways things are now is NEVER the way things will always be. Invest accordingly! Here are a couple of examples: From 2005... http://www.time.com/time/magazine/article/0,9171,1069097,00.html -and- From 1999... http://www.time.com/time/magazine/article/0,9171,991528,00.html

http://finance.yahoo.com/news/Loews-Lags-Bottom-Line-zacks-3996506910.html?x=0&.v=1 With the S&P hovering in mid-air its not a fabulous market for value investors right now. But at least there is this: http://ycharts.com/companies/L/shares_outstanding#startDate=8/30/2001&endDate=3/31/2011&zoom= ;D

¡Gracias! Nearly 60% financials... Steep Yield Curve, Hardening Insurance Pricing Market and 2009 - 2011 Highest Quality Loan Book = $$$ (eventually) :P

http://247wallst.com/2011/07/27/yield-curve-on-cds-flips-an-opportunity-in-etfs-uup-udn-fxf-tip-stpz/ Perhaps an arbitrage play on the ability of the Congressional Duoply to shake hands by midnight Monday?

http://www.greyowlcapital.com/ http://www.greyowlcapital.com/uploads/letters/GOLetterQ211.pdf http://www.greyowlcapital.com/blog/

Sorry if this is a re-hash of already posted info... http://www.independent.ie/business/irish/guru-watsa-shows-faith-in-boi-and-boucher-but-quiet-on-value-of-deal-2833222.html

This may add to your Dr. Burry information bank as well... http://www.zerohedge.com/article/profiling-big-shorts-michael-burry (Pretty much the same as ValueWalk but check out the comments ;) )

Bruce B.'s contentious interview with Bloomberg 7/5/11: http://www.bloomberg.com/video/71900634/

Yeah. Since old "Bernie Made Off with everybody's cash" it seems like the CNBC'ers are just itching for another one (ratings). Well at least I can pick up some AIG and JOE on Tuesday morning at good prices. ::) Safe holiday, y'all. :)

Wall Street Journal posts a correction regarding Mr. Berkowitz: http://online.wsj.com/article/SB10001424052702304450604576420482581348302.html

These two articles refer to Miami but all of coastal Florida could be in play in a few years: http://www.bloomberg.com/news/2011-06-21/brazilians-buy-miami-condos-at-bargain-prices-after-45-surge-in-currency.html http://www.cnbc.com/id/43473337

Funny exercise in not making silly investments... http://seekingalpha.com/article/270818-5-things-you-could-buy-for-4b-instead-of-linkedin?source=email_the_daily_dispatch

http://www.sec.gov/Archives/edgar/data/1096344/000119312511111826/dnq.htm Not very new but very interesting for BB fans. ;)

Think of it like this: In a macroeconomic and (stock market) fundamental sense does April 2011 remind you of August 2007? If so, cash. If not, full steam ahead.

Dr. Burry tried to warn us. From 2006... http://bit.ly/hkzIaj

http://blogs.barrons.com/focusonfunds/2011/04/13/fairholme-bleeds-assets-in-march-ben-t-rowe-blackrock-gain-inflows/?mod=BOLBlog The title is sarcastic, by the way... :P