Barons - Mid year round table

link for those of us who don't subscribe to Baron's?

I second the recommendation. Barron's has all the answers. In fact, while you're at it you should also check out the 2/18/08 Barron's article entitled "AIG's Selloff: A Huge Opportunity". Strong buy recommendation at $44.10. If anyone "holding cash and 'waiting'" is feeling excessively liquid and wants to fix that by getting long some insurance company equity, let me know - I think I can still get you into some AIG at $44. Just 'cause I'm a nice guy, you know.

http://online.barrons.com/article/SB124474397599607023.html

Barron's sucks! Only good thing ever to appear was Alan Abelson. How can one paper get it wrong so often. Defies the coin flipping odds by a factor of 100!

http://www.youtube.com/watch?v=j2v4Dq9opq0

No, not Barron's -- Baron's. The authoritative publication in Ericha's head.

alanhart - I missed that detail. So Baron as in Sacha Baron Cohen. Does that make ericho the Borat of investment advice? Now it's all starting to make sense.

The way you guys discredit some of the best economic minds in this world is quite amazing.

Ignore at your own peril.

http://www.youtube.com/watch?v=_1AQaFcn_rI

'In the 1930s the money supply was falling even as the Federal Reserve cut interest rates. Now not just the Fed but other central banks are pumping money into the system like madmen. China's money supply has grown by 25%.'

As i have mentioned before, the comparison between today's situation and the 1930s is silly.

There was a great article about oil near the top in Barron's as well. Popular media is if anything a contraindicator.

http://www.calculatedriskblog.com/2007/08/businessweek-bonfire-of-builders.html

This is a good one.
http://www.time.com/time/magazine/article/0,9171,1069097-1,00.html