1 110 my largest holdings...... $MCD, $AOI, $VOCL, $IDI, $RGLD Fri Nov 20 18:31:11 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 5896635462 14494919 web AOI IDI MCD RGLD VOCL "EarthLink has focused on customers that plan on sticking with dial-up." people still exist? $ELNK yields 6.70% http://tinyurl.com/yj77l2j Sun Nov 15 05:19:42 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 5729166682 14494919 web ELNK My quick math tells me Playboy common would be worth over $6 a share.. 2 bidders,more than $300mm,LATimes http://tinyurl.com/yjsx8o4 $PLA $$ Fri Nov 13 04:32:11 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 5671026697 14494919 web PLA Looks like the Oyu Tolgoi gold/copper project might finally become a reality for Ivanhoe Mines, $IVN .. background http://tinyurl.com/cje33r Tue Aug 25 13:44:18 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 3534802887 14494919 web IVN Silver down 50 cents on the day now from 13.71 to 13.21 $$ Wed Jul 29 15:22:34 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2911109505 14494919 web Shanghai composite down 5% tonight “I can tell you no institutions are getting at these levels, the valuation is just crazy,” bberg $$ Wed Jul 29 07:24:55 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2905948825 14494919 web El Erian says PIMCO is taking advantage of the recent rally in risky assets to lighten up on corporate bond positions and equity exposure $$ Tue Jul 28 18:57:32 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2894985093 14494919 web Credit Rating Agency could not consult and rate for same company. +company would have to reveal prelim ratings (discourage rate shopping) $$ Tue Jul 21 17:06:35 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2761076443 14494919 web $TXN CFO "End demand is still low in relation to where it was six to 12 months ago.We need to be prepared for slow to no growth for a while" Mon Jul 20 22:36:59 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2746943526 14494919 web TXN U.S. Rescue May Reach $23.7 Trillion, Barofsky Says http://bit.ly/Yyycj $$ Mon Jul 20 17:54:55 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2742469007 14494919 web PROFIT FALL AT GE SPARKS SPLIT TALK http://bit.ly/JCN3T $$ Sun Jul 19 03:28:42 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2716327161 14494919 web Demand for refinance loans up (not4long with spike in yields), importantly demand for home purchase loans down http://tinyurl.com/n3jvtx $$ Wed Jul 15 15:00:39 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2652101931 14494919 web 30 year t-bond yields again above where they were before the July jobs number..pushed even higher on democrat healthcare news $$ Tue Jul 14 19:12:29 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2637155933 14494919 web $GS CFO on ccall-“The world is still not a great place” in many places around the world. Goldman to be cautious about parting with its cash. Tue Jul 14 15:45:09 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2633943470 14494919 web GS I expect $GS to carefully craft their earnings release tomorrow as to not raise Congress' ire... want to do well, but not TOO well Mon Jul 13 14:00:02 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2614279183 14494919 web GS Bank of America Said to Balk at Paying Fee to U.S. for Backstop.. what a mess.. no signed documents!?! http://tinyurl.com/my49rz $BAC Mon Jul 13 05:27:37 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2609888800 14494919 web BAC “Our valuation includes a 70 prcent chance that the equity at AIG is zero,” said Citi analyst Joshua Shanker. what is the % on Citi? $$ Fri Jul 10 15:27:39 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2569476002 14494919 web Another embarrassment 4 Jim Cramer.He calls Lenny Dykstra one of the great stock pickers.Dykstra went bankrupt http://tinyurl.com/nj7556 $$ Thu Jul 09 01:19:24 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2542447059 14494919 web CNBC.com has these headlines back to back 1.AmEx CEO: Way Too Early To Call A Recovery 2. JPMorgan Vice Chairman Lee: Recovery Is Near $$ Wed Jul 08 23:04:14 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2540616333 14494919 web I still like going long $WMT and shorting a Consumer Discretionary Basket like $XLY Tue Jul 07 15:28:47 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2515457257 14494919 web WMT XLY US 30 year bond has a higher yield than before non-farm payroll report despite 300 point drop in dow since that time $$ Mon Jul 06 14:26:49 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2497463408 14494919 web interested in behavioral finance aspect of state issuing IOUs and impact on % chance people will walk from underwater home in that state $$ Thu Jul 02 19:32:23 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2441932407 14494919 web people are buying the short end of the curve but the thirty year t-bond is pretty much unchanged..concerns we will need a second stimulus $$ Thu Jul 02 13:45:15 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2436962193 14494919 web average workweek 4 production and nonsupervisory workers on private nonfarm payrolls fell to 33.0 hours-lowest on record (began in 1964) $$ Thu Jul 02 12:59:37 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2436427809 14494919 web China Allows Yuan Trade Settlement,Offers Tax Breaks to move from Dollar http://bit.ly/CPWQO $$ Thu Jul 02 11:36:49 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2435661955 14494919 web Treasury Inflation Protected Securities is what's working today $$ Tue Jun 30 17:01:45 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2406243447 14494919 web Bloomberg: Wal-Mart Might List Stock in China http://bit.ly/Hq7I8 $$ Mon Jun 29 12:27:27 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2386717419 14494919 web Nike said it is betting on a "swoosh-shaped" global economic recovery ... can they really be that corny? http://tinyurl.com/njxm8u $$ Thu Jun 25 01:44:13 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2319699636 14494919 web Nike forward orders are down 12%... analysts had estimated down 2% $$ Wed Jun 24 22:04:19 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2317048749 14494919 web From $QCOM release.. "we do have unrealized losses on marketable securities that could be recognized in the third quarter of fiscal 2009" Thu Jun 11 13:40:15 +0000 2009 WindyInc http://a1.twimg.com/profile_images/281428782/twitter_3_normal.jpg 2116886997 14494919 web QCOM