Keliher Capital Management
Keliher Capital Management

July 4, 2008 Noon ET.

Much like the Spring of 1930, the markets took off on a torrid rally with Wall Street selling the idea that a major credit crisis could be over in a few months. Other parallels to the year 1930 are likely in the ensuing months..

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Welcome:

We have seen the end of the "buy it because it went down", "don’t fight the Fed" rally.

Going forward, reward will be not only tightly tied to reasonable risk, but informed decision-makers will once again dominate the investing world.

It is my opinion that Wall Street and the government are disseminating at best inaccurate information to keep the suckers in the game.

I believe it a responsibility for those who have the ability to present contrarian views to share them with those not in a position to follow the financial news on a daily basis.

The Other Side of the Street is my effort to fulfill that obligation.

The one caveat I will bring is that the comments contained herein are OPINIONS, it is up to you to evaluate them.

Hope you have a great day!

Mike Keliher