Credit Bubble Stocks

As one hedge funder we talked to explained it: this is the kind of month that in the future investors will ask about: How did you do in May ...

Our long road with Callon Petroleum is drawing to a close. The company will be partially redeeming the 13% Senior Notes Due 2016 : Callon ...

Bill Miller's performance since 2000.

Looks like Credit Bubble Stocks may have nailed the top in silver .

Excellent graphic in the New York Times .

Here's a quote from the November 2010 market commentary of Bill Miller (manager of Legg Mason value) . "There is a lot more to go ...

Here's a chart of the iShares Barclays 7-10 Year Treasury (IEF) versus the S&P 500: May 4 was the date of my article, Treasury Be...

Thank you Goldman Sachs conviction buy list. That is all.

This is unbelievable. My April 1930 hypothesis is correct.

On Friday I declared " Mission Accomplished " on our Grubb & Ellis (GBE) short . Fundamentals are taking over. I'm b...

This morning U.S. Concrete (RMIX) reported its awful 2009 results , complete with a going concern warning. The stock is down 25 percent on...

The market is now down about 5% since I wrote my Next Leg Down post. In sailing they say "the first time you think of reducing sail yo...

On November 16, 2009, Credit Bubble Stocks suggested buying Callon Petroleum (CPE) notes in the 60-70 price range. Today they hit 96, to yi...

November was a good month - the Callon Petroleum exchange went through making my bonds more valuable, even though this is not reflected in t...

The Credit Bubble Stocks pair trade of GGC and OLN was posted at prices of $29 and $16.5, respectively. GGC has fallen to $15.65 and OLN to...

The other big pair trade (besides GGC/OLN ) that I am doing right now is the short REG, long REG-E trade . This trade has been cleaning up t...

Georgia Gulf Corporation (GGC) will be releasing Q3 financial results on Wednesday, November 4, 2009 at 5:00 p.m. ET, with a conference call...

It's not too late to vote in the Credit Bubble Stocks poll about what kinds of posts you prefer. Only a single digit percentage of dail...

Georgia Gulf (GGC) got creamed again today, down 5%. Olin (OLN) was down 2.4%. I have been selling GGC outright in addition to the pair posi...

GGC is now down 23% and OLN down less than 1% since I recommended the pair trade of short GGC and long OLN . GGC has been falling on higher ...