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Four Things I Think I Think

September 7th, 2008 by James Cullen


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See more F, FNM, FRE, Financials, GM, Housing, James Cullen, RTH, XHB, XLF | No Comments »

The End of the End-of-the-World Trade

September 4th, 2008 by James Cullen

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See more Coal, Commodities, Energy, Financials, Food and Restaurants, James Cullen, Oil and Gas | 2 Comments »

Is Buffett Buying American Express (AXP)?

August 25th, 2008 by James Cullen

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See more AXP, BRK, Financials, James Cullen, Large Caps, Long Stocks, WFC | 4 Comments »

American Eagle (AEO) Update, Hat Tip Joe Ponzio

August 23rd, 2008 by James Cullen

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Primus Guaranty and the Viability of the CDPC Model

August 21st, 2008 by James Cullen

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See more Financials, James Cullen, Long Stocks, PRD, PRS, Small Caps | 7 Comments »

Book Review: Lowenstein’s “While America Aged”

August 20th, 2008 by James Cullen

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See more F, GM, James Cullen, Politics, Reviews | 4 Comments »

Aggressive Model Portfolio, Year-to-Date

August 18th, 2008 by James Cullen

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See more ACN, AVTR, EXEL, HW, IR, James Cullen, Long Stocks, PDLI, PRD, PRS | No Comments »

What Could a Stronger Dollar Do?

August 15th, 2008 by James Cullen

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See more BA, BRK, Commodities, Currencies, Financials, IR, Industrials, Insurance, James Cullen, Tech, Utilities, WTM | No Comments »

How Far Can We Rally, and How Will It End?

August 12th, 2008 by James Cullen

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See more BAC, Banks, Financials, JPM, James Cullen, Oil and Gas, RTH, Retail, Stock Market, USB, WB, WFC | 2 Comments »

Notes from My Conversation with Cal-Maine CFO Tim Dawson

August 8th, 2008 by James Cullen

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See more CALM, Food and Restaurants, Interviews, James Cullen, Small Caps | 2 Comments »

Primus Guaranty (PRS) Earnings and Conference Call Notes

August 7th, 2008 by James Cullen

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See more ABK, Financials, James Cullen, Long Stocks, MBI, PRD, PRS, Small Caps | 2 Comments »

“Boring Tech” Could Replace V, MA, AAPL as Market Leaders

August 6th, 2008 by James Cullen

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See more AAPL, ACN, CSCO, James Cullen, MA, Stock Market, Tech, V | 4 Comments »

Portfolio Moves; or This Wednesday Could Be an Interesting Week

August 4th, 2008 by James Cullen

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See more AEO, Financials, James Cullen, Long Stocks, PRD, PRS, Small Caps, USG | 6 Comments »

Betting on America: Long or Short?

August 2nd, 2008 by James Cullen

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What Will it Take to Push Cal-Maine (CALM) Higher?

July 31st, 2008 by James Cullen

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See more CALM, Food and Restaurants, James Cullen, Small Caps | 4 Comments »

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