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This blog is produced by David Merkel CFA, a registered representative of Finacorp Securities as an outside business activity. As such, Finacorp Securities does not review or approve materials presented herein. By viewing or participating in discussion on this blog, you understand that the opinions expressed within do not reflect the opinions or recommendations of Finacorp Securities, but are the opinions of the author and individual participants. Neither the information nor any opinion expressed constitutes a solicitation for the purchase or sale of any security or other instrument. Before investing, consider your investment objectives, risks, charges and expenses. Any purchase or sale activity in any securities instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. Finacorp Securities is a member FINRA and SIPC.

David Merkel

At my blog there are two main purposes: teaching investors about better investing through risk control, and tying all of the markets into a coherent whole.

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    A Bold Move from Mr. Heebner

    Just a quick note because I am tired, but Ken Heebner has turned bullish on financials.  I’m not there yet, because I think there is more pain to come in losses from benk lending in HELOCs, Credit Cards, Commericial Mortgages, etc.  I am slightly underweight at present with exposure to insurance only.

    I admire Ken Heebner a great deal… I think he is early here, unless collateral prices stop declining.  Unlike Ken, I think the actions of our government will prove ineffectual.  Perhaps it would be better to buy the bank loans or senior debt of these firms.  Less downside, and reasonable upside.

    This entry was posted on Saturday, December 6th, 2008 at 11:54 pm and is filed under Bonds, Industry Rotation, Stocks. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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