Comments on Fund My Mutual Fund: Bookkeeping: Cash America (CSH) and EZCORP (EZPW) ...

Shoot, guess I could of just looked more closely a...

2008-07-24T17:56:00.000-04:00

Shoot, guess I could of just looked more closely at your site before asking that question, thanks for the response though.

Wez,I find Fund My Mutual Fund to be an excellent ...

2008-07-24T17:28:00.000-04:00

Wez,

I find Fund My Mutual Fund to be an excellent blog. Wait... ok nevermind.

What sort of content do you like? If you like Calculated Risk you will like Mish's blog

Barry's the Big Picture I've read for years - I'm an economic guy at heart so I like to read him and Mish since they write things I think a newbie could understand. I try to do that too, but obviously throw a lot more of the stock stuff - but we all pick on the same people. Calculated Risk are the very smart guys in the room! Barry's has the most prominence and web traffic. Mish is probably close to him.

I like Bespoke Blog as well for a lot of graphs and statistics since I am into that stuff too.

I have a host of blogs along the left side of the margin where you can play around with - some focus on stocks, some on economics, some on the market overall, etc.

If you want to get depressed I also recommend Nouriel Roubini's blog. He is excellent for the thinking man or woman (Dr Doom) :)

Good point, a lot of the big financials own smalle...

2008-07-24T17:20:00.000-04:00

Good point, a lot of the big financials own smaller more questionable companies. And the credit rating agencies that consumers are enslaved to for the credit score, also own all those ripoff credit repair companies, so I guess it's tough to play that karma card.

On a side note, I'm new to the investment blog world, can you recommend a few of the better ones? I watch "Calculated Risk" and just started looking at Ritholtz's "The Big Picture".

Hi Wez,In either the Jul 7 or 10th story I wrote t...

2008-07-24T16:50:00.000-04:00

Hi Wez,

In either the Jul 7 or 10th story I wrote the same thing.

That said you could classify many US companies as predatory - in fact most financials. i.e. credit cards who offer you that nice 6.9% rate and then in the small mailing in size 4 font tell you of the increase in rates to 22.9% unless you call them to cancel the card and transfer your balance to someone else. Bah.

One could argue that what would some of these people do without these companies.

I think the govt is the most predatory, unfortunately I can't short it.

While I understand the thesis for buying these sto...

2008-07-24T16:41:00.000-04:00

While I understand the thesis for buying these stocks, somehow I can't get excited by them. These companies are just to predatory. I know you want that trait in a capitalist society, but something about owning companies that prey on the poorest and most desperate in our society just doesn't sit right. Having said that, I just bought puts on all kinds of stocks including DSL, so not sure why I'm so high and mighty on these stocks while I'm betting against the success of a few companies. Gonna play the momentum coming out of POT for little while. Stock is up 1800% last 5 years, I think its time for a little reversion to the mean.