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Picks Performance:
N/A
No percentile ranking
has been calculated.
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All-time Return
+32.99%
(in 1 year)
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Risk (SD)
Moderate
0.00%
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Sharpe Ratio
13.76
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Followers
0
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Winning Picks
1
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Total Views
1649
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Reggie Middleton's Blog Posts
Continuing the conversation of the future of main stream media..,
12/09/08
β
To continue the discussion
started in "A
change is gonna' come (http://boombustblog.com/index.php?option=com_myblog&show=A-change-is-gonna-come.html&Itemid=92)", this is a perfect
example of what I mean by the difference
in between blog reporting (the higher quality blogs) and the MSM (mains...
A change is gonna' come
12/08/08
β
Tribune filed for bankruptcy today. This, by a very smart
man who sold his $12 billion commercial and residential real estate portfolio
at the very tippy top of the CRE bubble, only to be sucked into another bubble
bursting. The Tribue Cos. And affiliates have sold off a lot of assets, fired a
lot of...
BoomBustBloggin@ BuddhaKahn 2.0
12/06/08
β
This is a pick taken at the BuddhaKhan last night. I'm that dashingly handsome brother standing up in the black dinner jacket and cheese grin. The food is decent at BuddaKahn, although I don't think a plate of duck is worth 45 dollars plus tax and a 20% tip. There I go again, valuing the meal... Fe...
Will someone tell our government that you can't legislate high asset prices?
12/05/08
β
As it stands now, the US Federal government is the only significant buy of risky assets in this country, and without as well. Not only is it the only buyer of these hyper-inlfated and hasteningly depreciated assets (read as wealth reducing), it is now trying to force bubbled assets up in price. This ...
Is the bar now relative performance, instead of absolute performance?
12/04/08
β
In reading the artices below, and my (admittedly smart ass) comments in red font, I don't want anyone to get the impression that I am boasting. We all have our day in the crapper, and I am sure my day is coming (maybe even sometime soon). What I would like to make clear, however, is how valuable and ...
Our picks for the best economic forecasters for 2008...
12/03/08
β
I found this link on one of the econ discussion groups - WeΓ’β¬β’re naming names! Below are our picks for the best economic forecasters for 2008 (http://www.chartingstocks.net/2008/11/top-10-economic-predictions-forecasters-for-2008/).
After reading it, the first thing that came to mind was, "Whe...
USG
USG Corporation - A note
12/02/08
β
This is the better late than never update to USG research. I will make the summary PDF download freely available to anyone who is registered to the site. Those who are not registered can do so for free here (http://boombustblog.com/index.php?option=com_acctexp&task=subscribe&Itemid=99) (be su...
Food sector actionable intelligence update
12/02/08
β
This is the final report and valuation for the food sector actionable item released a few weeks ago. As usual, I recommend the professional users delve deep into the reasonings and logic behind my taking a bearish stand on this company. The micro/macro argument is extensive. Keep in mind that the vas...
Come join me for an evening of fun, neworking and investment discussion
12/02/08
β
It's time to get together again. Ambition, beauty, drive, wealth, intellect, knowledge, fun - or maybe just nothing to do Friday night - come on out and meet me at the Buddakahn Restaurant to discuss macro economic themes and trading my research. I'll have a drink or two to lo...
Sample research available
11/29/08
β
I have created a sample research package for those who want to gauge
the quality of research one gets with a professional subscription.
Simple download the package below and unzip to your hard drive. Adobe
Acrobat view version 9.0 or higher is required to view the PDF files.
Sample Research (2.89 ...
As investment banks cut back, the serious blogs take the forefront
11/26/08
β
The most successful analysts are being laid off on Wall Street. The Street as always thought of the analysis as a loss leader for M&A sales and brokerage commissions. After Spitzer tightened down on the industry, they tightened the budgets even more. Now, with this unprecedented downturn combined...
It appears that Mack can't take his own medicine
11/25/08
β
The Wall Street Journal ran an interesting, well researched piece on the run on Morgan Stanley that has been well covered in the blogoshere. From a journalistic perspective, it was excellent, but it was lacking from an actual hard core investor's perspective - the very same hard core perspective that...
GGP back in the news
11/25/08
β
From Benjamin Spillman of the Las Vegas Review-Journal. I would like to
take the time to commend Mr. Spillman for his professionalism in his
given vocation. He literally read through each and every page of
research that I published on GGP, and that was a minimum of several
hundred pages (see GGP and ...
The Giants of Wall Street
11/23/08
β
Excerpted from From the NY Daily News: (http://www.nydailynews.com/money/2008/11/22/2008-11-22_giants_claim_defunct_firm_lehman_brother.html)
Giants claim defunct firm Lehman Brothers owes team $300M
Big Blue claims the bankrupt investment behemoth owes the team $301.8 million from a complex f...
Insurance sector Actionable Intelligence Note, made public
11/22/08
β
I recieved an email from a reporter yesterday inquiring into insurers, which prompted me to release the the timely subscription content regarding the Hartford Insurance Group to the public. I grabbed a substantial position in early October, and released a timely actionable intelligence note on Octobe...
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More about Reggie Middleton
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Website:
boombustblog.com/
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