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- General Growth Properties: One Last Look
- Brian McMorris submits: All good things must come to an end. In the case of my ownership of General Growth Properties stock GGP was its ticker before bankruptcy filing, the end is near. Why? Anyone following GGP will already know this, but just in case you don't, the...
- External links 2009-11-23
- General Growth: Progressing on Schedule
- Brian McMorris submits: It is time for another update on General Growth Properties (GGWPQ.PK). What a great day / week GGP has had in the stock market. Wednesday, GGP (GGWPQ.PK on OTC) was as high as $3.35 and closed at $3.12. The reason for the run is...
- External links 2009-08-13
- Hunkering Down for a Big Correction
- Brian McMorris submits: Doug Kass recently predicted the S&P500 stock index will finish the year at 920. It is currently right at 1000 (on September 2, 2009). I agree with the prediction of 920 sometime in the next couple of months. I think 900 may be possible...
- External links 2009-09-03
- Seven Reasons Doug Kass Is Wrong About the Economy
- Brian McMorris submits: Once again Doug Kass pens a Bearish take on the economy and markets. Once again, I must take exception to Kass’s assessment of the future. Where Kass and his brethren, such as Bill Gross, Mohamed El-Erian and David Rosenberg, fail in their analysis, is in the idea...
- External links 2009-09-18
- Poor PMI Report: Good News for Markets
- Brian McMorris submits: Successful investing is all about a contrarian perspective. It is my personal challenge to stay contrary at all times. I am naturally that way, so it is somewhat easy for me. Still, there are times, like June or October 2007, when my contrary warning bells were going...
- External links 2009-10-01
- Fluor: Well Positioned Despite Problematic U.S. Economy
- Brian McMorris submits: Fluor Engineering FLR has many positive attributes, FLR has a current P/E of 12 and an almost guaranteed profit for the next 12 months due to the contractual backlog that is inherent to engineering construction companies. Its Revenue / backlog is $23B (all numbers as...
- External links 2009-10-04
- Asset Valuation and the Dollar
- Brian McMorris submits: Many people are very upset that the dollar has been declining the past few months. The call is out for the Fed to raise interest rates (see Barron's headline, October 19, 2009). But there is a flip side to this argument. Asset valuation (whether real...
- External links 2009-10-21
- Buy the Rumor, Sell the News: The November Edition
- Brian McMorris submits: This past week's sell off in the markets is very similar to the Q2 reporting season beginning at the end of June or the Q1 reporting period beginning in March to April. Investors are now buying the rumor of solid corporate earnings and selling the news, no...
- External links 2009-11-01
- The Demise of Japan as an Economic Power?
- Brian McMorris submits: In the Land of the Rising Sun, the financial sun is apparently setting. I have zero investments today in Japan for the reasons outlined in the story linked below. Credit Default Swaps (CDS) are showing the Japanese banks are under great stress. Those bank...
- External links 2009-11-04
- Gold as a Hedge, Not an Investment
- Brian McMorris submits: There is a simple fact that all Goldbugs miss: and that is the American economy, and most all others in the world, have just experienced a massive asset DEFLATION still underway in some segments like commercial real estate. This deflation in America was about $15T over...
- External links 2009-11-16
- Expect Further Rise in the S&P 500
- Brian McMorris submits: Many Bears continue to contend that this current market is much overvalued and a return to the March lows of 2009 is inevitable. Even the more moderate of the Bears think 800 is a good possibility in conjunction with a double dip recession, or "W" economy. ...
- External links 2009-08-10
- Just How Bullish Is This Market?
- Brian McMorris submits: I see many of the bearish market commentators proclaiming that market participants are now wildly bullish, or in the words of Kass: "there is a bull market in complacency". Who is still bearish among strategists you might ask? Only all of those that ever were, including: Doug...
- External links 2009-08-09
- S&P 500 at 1002 - What's Driving This Market Comeback?
- Brian McMorris submits: Financial markets are driven by forward looking data and the anticipation of what is to come. This is true in both directions: down and up. Markets are now suggesting that there is much good news to come, as they drive higher and higher. We are...
- External links 2009-08-04
- Bill Ackman - Why We Could Use More Investors Like Him
- Brian McMorris submits: So who is this person, Bill Ackman who is leading the reorganization of our favorite speculation General Growth Partners, the recently bankrupt commercial real estate developer and manager. He is a 43 year old investment superstar, well regarded on Wall Street as a hedge fund manager....
- External links 2009-05-04
- General Growth Files for Bankruptcy: Fine by Me
- Brian McMorris submits: In April there was a development at General Growth Properties GGP, a recent very speculative investment by yours truly: GGP declared Chapter 11 bankruptcy. Ordinarily, this would mean "end of story", I rolled the dice and lost. But in this case, not so. In fact, as reported...
- External links 2009-05-04
- Will Pump Priming Get the Economy Moving Again?
- Brian McMorris submits: Milton Friedman, a Nobel Laureate in Economics, was one of the greatest and most influential economists of the past 100 years. He was a contemporary of Hyman Minsky and may have even taught Minsky at the University of Chicago. Much of his work suggests the influence...
- External links 2009-05-05
- How to Fix Our Economy: Stop Obama?s Recklessness
- Brian McMorris submits: Jim Cramer has started to promote Gold or the popular bullion ETF, [[GLD]], as the best investment in this whacked market. With this signal, I have pointed out to investor friends that they should sell gold (see: "Gold, Great for a Trade, Risky as an Investment"...
- External links 2009-05-06
- General Growth Properties: What Will Bill Ackman Have to Say?
- Brian McMorris submits: Those of you readers who, like me, have taken a position in General Growth Properties GGP at the time of its bankruptcy filing, will be very interested to watch CNBC's Squawkbox on Monday morning, May 11. Bill Ackman of Pershing Square, is appearing as a guest host...
- External links 2009-05-10
- General Growth: Worth More than Current Valuation
- Brian McMorris submits: It has been a few weeks since I have posted anything on General Growth for the readers of this blog. As those who have been reading know, GGP (now going by ticker [[GGWPQ.PK]]) is a favorite speculation of mine. This is both for personal reasons (Midwest based...
- External links 2009-06-21
- Google: The Next Ponzi Scheme to Fail?
- Brian McMorris submits: Here is a provocative take on an internet juggernaut: Google GOOG is nothing but a giant Ponzi scheme that is coming undone as I write. This is not an accusation, but more a hypothesis. What gives this hypothesis legs is a recent discovery that Google...
- External links 2009-07-12
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