GreenLightAdvisor.com
Super Roundtable
16 Mar 2010 at 8:49pm
Up-To-The-Minute Roundtable Analysis, Thoughts and Opinions from Andrew Ross Sorkin (NYT DealBook), Barry Ritholtz (BigPicture), Prieur Du Plessis (Investment Postcards), and David Merkel (AlephBlog)
- Hartford and Discover to Repay TARP Money
by By DEALBOOK
16 Mar 2010 at 7:12pm
Two more big companies -- the Hartford Financial Services Group and Discover Financial Services -- are preparing to pay back the billions of dollars that they received from the government's banking...
- Simon Prepares New Offer for General Growth
by By MICHAEL J. DE LA MERCED
16 Mar 2010 at 6:35pm
The Simon Property Group is preparing to raise its $10 billion offer for General Growth Properties in a bid to overcome a rival plan proposed by the bankrupt mall operator in concert with Brookfiel...
- Putting a Price on New Financial Rules for Banks
by By CYRUS SANATI
16 Mar 2010 at 6:18pm
The strength and scope of financial regulatory changes currently being debated around the world appear to be the biggest swing factors in gauging the profitability of the investment banks, accordin...
- Tuesday Linkage
by Barry Ritholtz
16 Mar 2010 at 4:30pm
These are the items that I found worth reading today:
• Regulation two-fer:
- – --Wall Street Loses as Small Banks Win (WSJ)
- - -Reform Bill Adds Layers of Oversight (NYT)• 4 bln yanked from U.S....
- How Value Investing Paid Off in the Crisis
by By CYRUS SANATI
16 Mar 2010 at 4:13pm
Michael Lewis's new book, "The Big Short," examines how one value investor applied his principles to betting against subprime mortgages and benefiting from the resulting financial crisis.
- FED/stocks/What’s next?
by Peter Boockvar
16 Mar 2010 at 3:21pm
With the key FOMC meeting over, key b/c it was their last official comment before QE ends at month end, what do we now have to look forward to in terms of their exit? IF the economy continues to sh...
- Chat Roulette + Improv Piano = Hilarious
by Barry Ritholtz
16 Mar 2010 at 3:20pm
The ingenuity of people on the intertubes never ceases to amaze me . . .
Hat tip boingboing
- Long Term Growth in US Labor Force
by Barry Ritholtz
16 Mar 2010 at 3:00pm
Despite my association with the Bear camp, and my belief that we are most likely in a long term secular bear market, I actually am an optimistic guy.
The future is never as dire looking as the surv...
- Cedar Fair's Last-Minute Change of Heart
by By STEVEN M. DAVIDOFF
16 Mar 2010 at 2:48pm
The Deal Professor looks at why Cedar Fair at the very last minute postponed a vote of its unit holders on the company's acquisition by Apollo Management.
- Redacted Version of the March 2010 FOMC Statement
by David Merkel
16 Mar 2010 at 2:43pm
January 2010 March 2010 Comments Information received since the Federal Open Market Committee met in December suggests that economic activity has continued to strengthen and that the deteri...
- FOMC, same ole but I don’t believe for long
by Peter Boockvar
16 Mar 2010 at 2:35pm
Most importantly within the FOMC statement, they reiterated that the MBS/agency debt portion of QE will end by March and that the fed funds rate will remain “exceptionally low” for an “extended per...
- A Video Explanation of Repo 105
by By DEALBOOK
16 Mar 2010 at 2:11pm
Marketplace produced a handy video explanation of how Lehman Brothers' Repo 105 accounting technique worked.
- Greenberg on Two Years After Bear's Fall
by By DEALBOOK
16 Mar 2010 at 1:26pm
On the two-year anniversary of JPMorgan Chase's agreement to buy Bear Stearns, Alan C. Greenberg told Bloomberg Television about life after the 85-year-old investment bank's near-collapse.
- Bolstered by Finance Unit, G.E. May Raise Dividend
by By DEALBOOK
16 Mar 2010 at 12:58pm
General Electric, which cut its common stock dividend last year for the first time since the Great Depression, may increase it next year and repurchase stock for the first time since 2008 because o...
- What the Fed and EU Finance Ministers Have in Common
by Jack McHugh
16 Mar 2010 at 12:36pm
Good Morning: Our capital markets have lately been, in the words of one of veteran participant, “just scintillating”. Stocks, bonds, the dollar, and even commodities have been stuck in fairly nar...