1 251 researching solar production, bankability of various panel manufacturers for US market. talking shop with other solar investors. $FSLR Tue Feb 09 16:37:18 +0000 2010 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 8861245886 17873423 web FSLR Fannie and Freddie focusing on ethicacy of loan docs 5 yrs later. Will they succeed in returning liar loans to issuers? $bac $wf quicken? Mon Feb 01 18:32:43 +0000 2010 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 8508700607 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> BAC WF That taxing carried interest income properly would result in taxes "going up" gets added to my list of funny things jounalists say. $$ Thu Jan 07 18:16:33 +0000 2010 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 7487090285 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> Stumbled upon a website that advertises "straight through processing for lease and loan underwriting". Yeah, both outdated and wrong. $$ Tue Jan 05 06:11:00 +0000 2010 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 7395076231 17873423 web It is much less that credit markets ARE dysfunctional now and much more that credit markets WERE dysfunctional for too long. $C $WF $CIT $GM Sat Dec 19 00:39:44 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 6813909559 17873423 web C CIT WF Prediction about demand by businesses seeking credit, equipment leasing at year end outstripping supply proving correct $$ Tue Dec 01 22:53:42 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 6249916772 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> Looking forward to next chapter of Revolution money under $axp Amex Thu Nov 19 20:51:57 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 5868401190 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> AXP Is it that VC returns are down now (10 yr avg) bc today's market is irrational, or bc bubble derived data skewed with irrational returns $$ Wed Oct 28 15:37:15 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 5232963809 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> Irony of GMAC request is that i was just searching to see how much we had out to $GM, $AIG and $CIT and what word was regarding repayment. Wed Oct 28 05:00:20 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 5222879331 17873423 web AIG CIT It is much less that credit markets ARE dysfunctional now and much more that credit markets WERE dysfunctional for too long. $C $WF $CIT $GM Wed Oct 28 04:54:37 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 5222786992 17873423 web C CIT WF galleon insider trading includes accusations re individuals at IBM and intel capital among others using wire taps. Traded $goog, others Fri Oct 16 18:16:55 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 4922172083 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> GOOG $intc true upside surprise interesting. Have to give market as a whole credit for generally getting ahead of news, earnings to this point. Tue Oct 13 21:07:40 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 4844595880 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> INTC $T AT&T is letting $AAPL iPhone VOIP apps run on their 3G network according to WSJ (via @firstadopter) Tue Oct 06 20:52:47 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 4664432512 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> AAPL T cnbc language and mentality does not change: higher prices are "wonderful" with no need to comment on earnings, growth, value. $$ Tue Oct 06 15:17:44 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 4657188135 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> $CIT unsecured bondholders agreed to exchange. you and I, thanks to "public servants" and other fiduciaries go from economic dumb to dumber Fri Oct 02 03:13:09 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 4543722762 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> CIT Last tweet of night: if you are an analyst covering $bac $c $cit, etc know that there is some permanant impairment that need not be reported Thu Oct 01 06:48:58 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 4519267375 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> BAC C CIT There are many things to rant about. Having Treasury put out billions to $CIT, others without getting ahead of all other creditors is BS Wed Sep 30 15:17:55 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 4499290375 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> CIT $aapl now worth more than $goog and you can buy 10 starbucks $sbux for price of either and gave $ left over for a phone or latte Thu Sep 24 17:23:38 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 4346735037 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> AAPL GOOG SBUX A123 $aone ipo good to get another universe of investors educated on battery, hybrid and all electric space. When Tesla? Thu Sep 24 15:18:46 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 4343854607 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> AONE The stocks app on my iphone seems to be working again. The colors had been stuck on green for about 5 months $$ $spy Thu Sep 24 14:57:30 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 4343361326 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> SPY $t AT&T wireless network acting crazy. From 4 bars of 3G to 1 bar of edge and back to 5 bars of 3G. #down is down crash. Wed Sep 23 03:18:56 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 4306734496 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> T Life using Microsoft vista $msft http://yfrog.com/12mnij Thu Sep 17 02:31:11 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 4045107394 17873423 <a href="http://www.atebits.com/" rel="nofollow">Tweetie</a> MSFT http://tinyurl.com/lg7bpr reading google blog re crowdsourcing for traffic data. Thought $GOOG licensed mobile data -they don't mention here Sat Aug 29 04:58:27 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 3619799277 17873423 web GOOG Processing leasing and fixed asset refinancing requests from a couple companies shut off by CIT $CIT Need some other lenders for A/R Tue Jul 14 20:00:47 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 2637907304 17873423 web CIT Had a discussion yesterday about imperfect alignment of interests in debt fund management and related suicidal behavior that can ensue. $$ Tue Jun 16 18:14:13 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 2195516799 17873423 web made the comment that the required rates of return have much more to do with supply of capital and manager incentives than anything else $$ Wed Jun 10 23:08:39 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 2109718822 17873423 web was asked to contribute to a panel on getting a market based measure of the cost of capital (rather than backward looking capm other apt) $$ Wed Jun 10 23:07:03 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 2109701850 17873423 web Bing has "venture leasing" search results right on http://bit.ly/gY7eP $MSFT $GOOG very impressed :) Fri Jun 05 21:39:22 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 2048095569 17873423 web GOOG MSFT Vista is so bad that I have plenty of time to waste typing this while I wait $msft $aapl need innovation re os Wed Jun 03 17:26:03 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 2018737791 17873423 <a href="http://www.atebits.com/">Tweetie</a> AAPL MSFT Another lender shutting down. Advanta business credit accounts to be shut off May 30. Fountain Partners has fresh cash for businesses. $COF Tue May 26 23:45:22 +0000 2009 Tom__Carter http://a1.twimg.com/profile_images/317285302/Logo-Final-no-tagline-WEB_normal.jpg 1929554997 17873423 web COF