BargainValueHunter

Have the juniors EVER been this cheap on a "cost to mine/ price of gold" basis?

Gold miners have been getting slaughtered but SOMEBODY is making a massive bet on the upside: http://finance.yahoo.com/news/huge-buying-gold-miners-close-111440417.html Now that is true conviction that will make a fortune if it pays off!

Sure sign of a top. ;)

http://www.bloomberg.com/news/2013-02-04/youngest-american-woman-billionaire-found-with-in-n-out.html

http://marketplayground.com/2013/01/22/new-mini-options-bring-big-changes-for-traders/

Awesome. Thanks, BargainValueHunter. Oh, I didn't read that very carefully. Yeah, I second that request! :) No worries. BTW, did anyone ever find the other half of B. Berkowitz's talk at the U. a couple of months ago? The video seemed to cut off before it was over.

...from the Columbia Student Investment Management Association Conference http://www.csima.org/events/conferences?id=19&eid=504

It seems that the one, constant obsession BB has had over the years is CASH. Having that nice cash buffer between liquidation and opportunity is something that he must hold in highest regard. So 2011 must have been a total punch in the gut especially in Q4 when the bargains were becoming obscene as the money was going bye bye. I, too, am shocked he didn't do this sooner. By the way and off topic Research in Motion just changed the name of the company to Blackberry.

The floor guys in the back are hilarious. OOOOOHHHHH!!!!

Icahn just said "bullshit". Lovin' it.

This live moment for CNBC is like the start of the Gulf War was for CNN.

Icahn is losing it here. Bloomberg TV must be SO jealous.

Ackman brings up MBIA...

Listening now. Live. This may be the greatest entertainment moment in business television history!

https://research.zecco.com/research/options-strategy-builder.asp

Yep.

Not saying that HY is a coiled spring like CDS on mortgages in 2006 but... http://www.distressed-debt-investing.com/2013/01/the-high-yield-market-is-completely-out.html http://4.bp.blogspot.com/--YqWjchcjIw/UJ7TGxZYr_I/AAAAAAAATCQ/juHuxkHvp2M/s1600/HY+Index+yield.png http://soberlook.com/2012/11/2012-high-yield-debt-issuance-hits-all.html

If I am a big developer and I want to develop land that has a Sears location on it is it cheaper for me to buyout the SHLD real estate, tear it down and then start building or is it cheaper to buy the lease @ current market prices, sublease the space, maintain the retail structure and build around it (e.g. a new concert arena next to the mall)?

http://fm.cnbc.com/applications/cnbc.com/resources/img/editorial/2012/05/22/47524662-jim-cramer-fb6.240x160.jpg

http://blogs.barrons.com/stockstowatchtoday/2013/01/09/newspapers-a-good-investment/?mod=BOLBlog http://3.bp.blogspot.com/-JAfHb6bsvEw/UOIOUtsji7I/AAAAAAAABaA/K9_iafz-4N8/s400/1.1.13+stock+worksheet.xls.jpeg

http://www.economist.com/blogs/schumpeter/2013/01/lending-club

http://www.boston.com/business/personal-finance/2013/01/03/top-mutual-funds-rebound-from-poor/6VGHp3omc3B17BSUyWblnI/story.html Bill Miller beats Bruce Berkowitz in 2012 In other news... http://pymnts.com/news/businesswire-feed/2013/january/03/fairholme-announces-appointment-of-fred-fraenkel-as-president-20130103006489

So how have your net-nets performed in 2012 in relation to the Wilshire 5000 Total Market ETF? In the same spirit here is a recent article on screening for net-nets: http://www.thestreet.com/story/11799254/1/inefficiency-dry-powder-and-deep-value.html

Does anyone here think that the Yen is due for a major fall? If so, the exporters would certainly benefit. This is Brooklyn's write-up from May on Sony but in light of the recent dollar strengthening it may be good to review: http://brooklyninvestor.blogspot.com/2012/05/deconstructing-sony-some-of-parts-have.html I just don't see how Japan can stuff its citizens with even more JGBs as they are aging very rapidly and have very little immigration.