Things will eventually resume in the mortgage world but it may take a
while, invalidating their business models. What will they do in the
meantime? Make oven mitts?? Tickers include: $LPS $ASPS $FNF $FAF $ORI .
AS usual this is not official financial advice. Do your own due diligence.
$BAC and $WFC look like the ugliest banks in a foreclosure freeze. I blog
more about the banking mess here:
Potash shares are coming back to life as it is now threatening a breakup
and huge dividend payment. The train is about to leave the station again.
$AAPL whisper rev number for 3rd qtr is $20 bln. As long as market holds up
on QE spec, Apple looks like a fairly good short term bullish scalp up thru
earnings. Yes, it is priced to perfection and yes they can be very
conservative in the guidance.