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A bottom is Forming

April 2, 2007

Analysis of:Fortress Affiliate Sees Deals in Subprime Mortgages | dealbook.blogs.nytimes.com

There are early indications of a bottom forming in the subprime mortgage market, and now is the time to make a lot of money on the next leg. Time to shift from the back foot to the front. Don't be caught in short-squeezes. Place your bets now on the future winners. There will be dramatic rebounds as confidence returns and pricing returns towards equilibrium, as was witnessed with Accredited and Fremont. (Originally submitted March 20th).

Making Huge Profits from What's Happening Next in the Mortage Meltdown

March 12, 2007

Analysis of:Winners Amid Gloom and Doom | www.nytimes.com

Hedge fund losers are going to begin appearing. The crisis atmosphere in the markets will spread further. But this asset class does have a downside valuation floor. Hard-core rigorous analysis is identifying major trading opportunities in the current crisis. The bigger longer term opportunity is already starting and creating new money vehicles to capitalize on the improved pricing and discipline in the market.

Decision was a mistake and signals huge opportunity

March 9, 2007

Analysis of:2 Executives Are Ousted at HSBC | www.nytimes.com

HSBC’s decision to fire Bobby Mehta was a mistake; a classic wrong reaction. By recognizing the symbolism of the event, huge opportunity is signaled for investors.

IBM's New Financial Planning Tool is a Charade

March 9, 2007

Analysis of:IBM to spend $50 million on financial ed | www.businessweek.com

IBM’s recently announced offering of a “comprehensive” financial planning tool to its employees, in conjunction with its further retreat from a defined benefit pension plan, is a charade. There is nothing particularly significant here from a product offering perspective. The implications of IBM’s product launch is more about a face-saving gesture of offering apparent value while joining the wave of large corporate America retreating from defined benefit plans.

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