Just ask him.

Good article.

Florida was one of the states were home prices not only became stupid, they became excessively stupid. 

But now, after incurring a brutal bear market for the past three years, real estate in Florida is beginning to show signs of life.  Even though prices have been falling, unit sales are rising.

The Taiwan Taiex index is rising off the bottom on heavy volume. 

About half the index is technology and electronics companies.  Most of the tech companies in Taiwan sell into export markets.

I think the mark to market accounting standard must be changed.

From Robert McTeer

In 2008, when the subprime mortgages in these pools began defaulting at a higher rate, the market for MBSs dried up.  Yet, rigid mark-to-market accounting rules, enforced by regulators, forced the drastic write-down in the value of MBSs, even when investors were both willing and able to hold them until the market improved or to maturity, when the loans would be paid off, if necessary. 

The presence of the opposite sex can have a distorting effect on our trading abilities.

From The Wall Street Journal

We here at Running of the Bulls are making the call that the decline in housing prices on a national level is nearing an end.  We have written articles making the case here, here, and here.

Three of the four cash plays in the semiconductor industry I wrote about in November have been subject to buyouts by competitors in 2009.  SiRF Technologies (ticker SIRF) and Avanex (AVNX) both catched a bid earlier this year.  And last week, Tundra Semiconductor also agreed to be bought.

I first made the bullish case for sugar in February of last year.  Since that time, sugar is roughly flat.  I, however, am not roughly flat, and am, in fact, way, way below flat, having traded the white stuff poorly.  Ah well, lesson learned.

I have been making the cast that stocks are dirt cheap.  Or at least they were 22% ago.

Some of the uber-bears are arguing that the market is going to get even cheaper.