Tilson is saying what I have been saying, namely that March saw an increased number of attractive buys, but most of these are now fully priced. As a result, he is selling equities – even building up his net short positions.
Unlike bear turned bull Richard Bernstein, Tilson says that after a huge 60%+ run [...]

Unconscionable Math – Taunter Media
The math of denying health insurance retroactively

The scope — and dangers — of GE’s control of NBC and MSNBC – Glenn Greenwald – Salon.com
This is what happens when corporations control media

Turning on a Paradigm – Brad Setser: Follow the Money
The role ideology in economics and animal spirits in markets

The SEC Settlement: [...]

I was on the BBC yesterday talking autos and my commentary was almost entirely political.  So, as we await the likely General Motors bankruptcy, I think it bears discussing how political this process has been and will continue to be.
General Motors is a monster company employing a quarter million people worldwide.  It sells $150 billion [...]

Obama’s Pick, From The Start – Marc Armbinder
“The process ended where the President started. In November, a few days after he was elected President, Barack Obama convened some of his most trusted advisers in a private meeting for an even more closely-held topic. He wanted to talk about the Supreme Court. Obama arrived, armed with [...]

Actually, I lied.  He really is not that bullish at all.  But he does sound relatively upbeat by comparison to 5 months ago.
I have seen Whitney Tilson of T2 Partners a lot in the media of late.  The two most recent appearances are with Tech Ticker where he talked about house prices and with the [...]