how low will it go its the talk of the town. some expat friends think it will continue to drop. others say it will level off and not plummet to the heavenly rates of 2002.......
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mint banks woo wealthy customers with pe gold fund offerings icici bank is one of many indian banks devising alternative investment options such as private equity pe structured products with a capital guarantee and gold for high networth individuals hnis at a time when returns from investments in equities and real estate have turned volatile. also read india to become trilliondollar wealth manage...
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wall street journal yoga bears its no stretch to say traders are taking deep breaths billionaire fund managers paul tudor jones and william gross both practice ashtanga an active form of yoga that involves flowing through a set series of poses. bondfund guru mr. gross a founder of pimco does yoga five days a week and says some of his best ideas come when he is standing on his head or sirsasana su...
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paulsons china talks shift to energy as yuan gains bloombergargentine stocks lose foreigners fastest in 8 years bloombergdollar may beat euro as inflation trumps subprime bloombergetf update any place left to invest dash of insightthe bottom for the banks alephdow theory divergence and oil alpha globalexpected earnings growth through q1 09 bespokethe feds rates dilemma wash postmonthly returns dur...
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fifteen years ago when i was still pretty much a novice investor i went to an aaii meeting to hear jeremy siegel speak about his new book stocks for the long run.a i brought my copy to have him sign it.a i hung around after the talk toa listen to some of the more informal things he might say and in a dead moment i asked him something to the effect ofa you suggest that young people should lever up ...
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oil prices vs expectations bespokeniger set to become oil producer bbcsix principles for a new regulatory order ftunited to shut ted unit ground more planes cut jobs bloombergchairman ben s. bernanke remarks on class day 2008fed very interestingjune 4 2008 update stock market value ratio trends cxoback in the deep daily optionssincerely yours carl dealbookon yahoomore on deglobalization oil tr...
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the whole point of index funds is that they dont pick and choose they just give broad exposure to the market as a whole. market movers are etfssquared worth a look thestreet.com the launch of a 13030 etn.a indexuniverse.com tech is still subject to the same economic laws as every other industry. tech investor enjoy your 10 return if you can get it. deal journal libor pricing is out of whack. w...
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the continued fallout from the the moodys big mea culpa. ft alphaville ubs offloads a scad of mortgage assets at a discount and pays for the privilege. times online via alpha guy people are losing faith in financial assets for good reason. interfluidity the relationship between 3 month tbills and fed funds is becoming more normal. traders narrative the challenge of making oil production estima...
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times are tough when an asset manager needs to raise capital in billion dollar chunks. wsj.com deal journal market movers inflationary psychology is back and the fed is worried. real time economics calculated risk the fed is running out of tbills. alea price increases are simply more noticeable more salient as psychologists would say than price decreases. nytimes.com also crossing wall stree...
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i must thank charles kirk of kirkreport.com. last fridays qa was massively popular and resonated with many many readers. it was a gift to have the opportunity to speak with everyone that responded. several professional traders were in touch and we all agreed on one thing years and years of making decision after decision on a discretionary basis is draining. professional fund managment is a lo...
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short sellers are the new global scapegoats. nytimes.com believe it or not public equity analysis as a preamble to noncontrol investments in publicly held firms is a much different and more difficult different endeavor than lbo analysis. dealbreaker.com the oneyear treasury bill is back. apchicagotribune.com junk bonds are back sort of. wsj.com the muni bond market gets the cds index treatment...
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r.i.p. the bond bull market. marketbeat are the transports flashing a false signal wsj.com is the tips spread an unbiased indicator of expected inflation market movers libor uncertainty and the drop in open interest in eurodollar futures. naked capitalism also econlog why have yields on u.s. and canadian preferred shares stayed stubbornly high when central banks have been slashing interest rat...
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can we still rely on the credit rating agencies nytimes.com has the maximum point of stress in the capital markets passed capital spectator basisrisk volatility in the agricultural commodities is becoming even more problematic. market movers everything is pegged to libor. ft alphaville a company badly in need of some adult supervision. dealbreaker.com take me out to the ball game take me out ...
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after decades of moving up and down more or less in tandem the relationship between commodity prices and bond yields has broken down leaving a yawning gap between them. wsj.com macroshares is planning a sequel to its updown oil etfs. marketwatch.com creditrelated losses have not yet been fully realized in the financial sector. big picture the bank recapitalizations are one of the few areas wher...
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do not expect bank rois to return to their previous levels any time soon. breakingviews.comwsj.com the advisability of allowing private equity firms to cherry pick the best lbo loan assets from citis balance sheet. naked capitalism a profile of stephen a. feinberg the once secretive head of cerberus capital management . nytimes.com a deal not taken for delta airlines dal shareholders. dealbook...
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alan greenspan on the housing bubble im surprised it went as far as it did. i am having the same problem now with surging prices of oil and food. are they bubbles wsj.com also naked capitalism big picture jeff matthews the new business of private equity firms ispublic equity. nytimes.com clearing out the backlog of leveraged loans via a clo. ft alphaville target date funds are getting a lot mor...
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activism as an asset class. dealzone dealbook when you have more and more companies under stress suddenly by force everyone becomes a distressed investor. nytimes.com was bear stearns bsc too interlinked to fail salon.com too bad bear didnt try to save themselves. nakedshorts the fed funds rate is historically low and volatile. aleph blog it seems that only the regulators are in favor of the ...
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given the structure of the trend in the treasury market it does look as if the prices have peaked and interest rates have bottomed. barrons.com is there a pending collateral shortage alea how close are we to having central banks buy impaired securities outright ft alphaville how private equity firms are getting around change of control provisions. deal journal a tough start to a targeted targe...
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...nans rinkas ne vien equity. httpbenmuse.typepad.comben musea bendrai apie ekonomikae daugiausiai apie tarptautinae prekybae. httpcafehayek.typepad.comhayeka liberalus makroekonominis poiris. httpwww.cxoadvisory.combloga detali statistinae investavimo stili analizae. httpwww.timharford.comdeareconomista apie ekonomikae gyvenimikai. httpwww.econbrowser.coma ekonomikos profesoriaus paskutini jav makr...
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if you compare stock prices to underlying business value stocks are cheaper now than at any time since 2002. morningstar.com more on the lost decade for stocks. bespoke investment group bill rempel dash of insight the inside story of blowup number two for john meriwether and jwm partners. wsj.com a new era for equity market volatility. big picture daily options report vix and more skewed optio...
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will aggrieved bear stearns bsc shareholders settle for the newly revised 10 a share deal breakingviews.com marketbeat the role the fed and the treasury played in all of this. nytimes.com naked capitalism lets play bailout not a bailout marketbeat dealbreaker.com market discipline is going out of the window. telegraph.co.uk also big picture is it inevitable that the u.s. equity market will fol...
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the three stages of a bear market. deal journal alan greenspan has jumped the shark. infectious greed the bottom line is that bear went under because of the poor judgment of their management big picture there is only one way bear stearns bsc sells for 2 a share. market movers it appears to be the case that the fed wanted bear to fail mr. bill miller says. wsj.com barry ritholtz writes it was ...
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inflation expectations have dropped for now. real time economics the fedex fdx indicator hints at slower growth ahead. wsj.com calculated risk somebody had to win betting against bear stearns bsc. wsj.com rumbling of shareholder opposition to the 2 deal. minyanville.com dealbook collective action and the ongoing mystery of bear stearns stock price. dash of insight what lies ahead for visa v ...
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bear stearns bsc stock stubbornly trades above the 2 a share buyout price. market movers big picture interfluidity wsj.com dealbook dealzone the visa v was a success for the underwriters member banks and ipo investors alikeand could have some room to run. marketbeat dealbook cnnmoney.com bespoke investment group bubbles lead to busts. busts lead to panics. and panics can lead to long deep econom...
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lehman bros. leh is under stress but should skirt bear stearns fate. wsj.com breakingviews.com market movers investment banks may be safe but hedge funds are not. interfluidity the psychological repercussions of a bear bankruptcy would have been even more devastating than the financial ones. slate.com let the layoffs begin. dealbreaker.com ibid karma is a bear. without the trust of other bank...
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