Dirk

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    • Wed Jul 16th 11:03 AM
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      Commented on:
      Fannie and Freddie Are Largely Responsible for the Housing Bubble
      Gee, FNM and FRE's market share drops like a rock durring the worst of the housing bubble, partly because of constraints due to their accounting problems, but largely because they required much tougher underwritting standards for mortgages than the crap paper that was packaged by the street (the beloved un fettered free market), and the fall of the housing market is all the fault of a decision made by FDR!

      Take your ideological blinders off and actually think before you type.
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    • Tue Jul 1st 11:28 AM
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      Commented on:
      What's Wrong with Today's Value Investing?
      Why in the world would you use a Russell 2000 benchmark and then eliminate stocks belwo $250 million? The Russell 2000 is a small cap index and what is on your screen, Royal Dutch and BP? Talk about using the wrong benchmark. That aside, combining estimate revisions with value is a very worthwhile strategy. However, you should re run your tests with a more reasonable benchmark, Say the Russell 1000 or the S&P 500, using the Russell 2000 makes about as much sense as using the Mubai Sensex as your bogey.
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