Jun 7 2009
My thoughts:We need a bottom in the housing market, and in order to get one, US interest rates must remain low until inflation and foreign investment put a bottom into this market. Inflation will scare away foreign investors, but will help US home owners. Loans being restructured at lower interest rates will help too — [...]
Jun 1 2009
Coal and Oil
Tommy, Glad someone looks through my notes. I just added this to my to-do list — which is currently 7 companies long. My dad ran a business called ARM Computing for 15 years. I am just carrying on the legacy. A couple things: 1. Your notes reflect that you dig deep enough and that you [...]