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- Geithner Plan Positives and Negatives for Banks
- Michael Shulman submits: Some thoughts on the new rules in light of the Geithner plan and the new mark to market modifications being proposed by FASB.. Positives for banks: by Michael Shulman
- External links 2009-03-27
- Whither General Motors' Stock?
- Michael Shulman submits: If you take the "h" - for help - out of whither, you get wither - and that is what would happen to [[GM]] without massive help. And that help has now been put on a 60-day leash - something its board and creditors should have...
- External links 2009-03-31
- Wells Fargo Earnings: What's Real, What's Not?
- Michael Shulman submits: Wells Fargo WFC -- what a press release, eh? The company blew some serious smoke last Thursday to brag about earnings and indirectly tout its stock. "Brag" and "tout" are strong words - and purposely chosen. The focus on "three billion in profits" and "fifty five...
- External links 2009-04-14
- Accepting the Realpolitik that Killed the Bank Shorts
- Michael Shulman submits: Elizabeth Kubler Ross' classic work, On Death and Dying, is a misused and misquoted book - it is about a topic far more serious than making money - but she has provided a great framework to evaluate and accept the realpolitik that destroyed many short positions...
- External links 2009-05-11
- Cognitive Dissonance on Wall Street
- Michael Shulman submits: I have been writing about brown shoots for too long to recount - perhaps since the term green shoots was created by some bull with calls on the S+P - and I have been astounded by the number of analysts, pundits and whatever who bought the...
- External links 2009-07-05
- Bearish Take on the Unemployment Numbers
- Michael Shulman submits: I found the unemployment numbers to be quite bad, and not because I write a newsletter on shorting stocks (well, I also recommend some longs based on a contrarian view of the Street's conventional wisdom.) When these data are released, regardless of the months, I look...
- External links 2009-08-09
- Why Is It Time to Short BofA?
- Michael Shulman submits: Ding dong, the witch is dead... a familiar reprise to many of us of a certain age. The first witch to go was the wicked witch of the East - John Thain of Merrill Lynch. Now the wicked witch of the west - Ken Lewis -...
- External links 2009-10-02
- It's Time to Think About Shorting Open Table
- Michael Shulman submits: Valuation alone is never a reason to short a stock - not even when it is 487 times current earnings. Slowing growth can be a reason for shorting a stock - a momentum stock that goes from a 100% to a 20% growth rate in less...
- External links 2009-11-14
- Short Blood Supply Means Long Outlook for Cerus
- Michael Shulman submits: Too bad blood banks are not publicly held, they, on and off, would be great shorts. Friday, an article in the Wall Street Journal highlighted the ongoing difficulties a critical supplier, the American Red Cross, was having keeping the FDA happy. A couple of days ago...
- External links 2009-11-15
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