S&P500 ex-Risk ?
Here’s an issue I have been mulling over, without a satisfactory answer: There have been many investment thesis (thesii?)...
Five Days of Misery
Nice piece in Barron’s about the under-performance of the Financials this week: "Big sell-offs often create bargains, but, as...
Bill Gates on Facebook
I assumed this was a older parody (maybe not), but in light of last week’s Microsoft $240 million, 1.6% investment in Facebook, it...
Earnings Drag the Dow Lower
Despite fantabulous growth data from Google, several Dow stocks have cast a pall on the markets today, with the Dow off ~ 200 points as I...
Biggest M&A Year in History
Source:Romping Through the Biggest M&A Year in HistoryOctober 2, 2007, 4:24...
WSJ: Free or Paid? (Yes)
Early 2006, I gave some unsolicited advice to the WSJ about their blogging efforts (WSJ Joins the Blogging Crowd). That was well...
News Visuals: Relationships between the players
Following up on last week’s hard-to-believe Bear Stearns/Buffett story, I happened across an interesting blog the other day: News...
Our Financial Statement
As per our earlier post, we see this amusing cartoon, just in time for earnings season: Source:Pepper . . . and Salt WSJ, October 2,...
First Brokers, Now Banks: More Fictitious Gains
Yesterday’s surprisingly bad news out of Citibank and then UBS sent us back to the research archives looking for information...