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From TARP to ARRP

Matey, leave off the "Plan" part and add "Reinvigoration,&... so we can just call it ARRR!
Dec 31 10:58 am |Rating: +1 0 |Link to Comment |View article
Why Consultants and Researchers Should Replace Sell-Side Analysts

Given six months, the recommendations of these "consultants"... wouldn't be any better than those of the sell-side analysts. The issues that make sell-side research not more useful than it is are structural and would still afflict whoever was doing the research. It's not as though these "consultants"... are drawn from a completely different pool of smart/educated types, either.
Dec 31 10:53 am |Rating: 0 0 |Link to Comment |View article
'Good to Great' Stocks: Where Are They Now?

I can't say whether or not he is a dope about the put strategy. But he is SPOT ON about that dumb book. The most ironic thing in it is the "Stockdale Syndrome," where like Stockdale in the POW camp, those who face bad situations realistically survive. Great concept but AFAIK universally non-implemented by every organization I know that was big on this book.
Dec 08 10:16 am |Rating: +1 0 |Link to Comment |View article
Infrastructure Spending Spree Risks More Bridges to Nowhere

AFAIK there is, in fact, a lot of planning, but it happens at the local and state level, not the federal level. Which is how it should be.

People who are moaning about "pork" would do well to ask themselves how we got an interstate highway system.
Nov 20 10:05 am |Rating: 0 0 |Link to Comment |View article
For $15 Million, Gazprom Media Is Now the Proud Owner of Russia's YouTube

Since Gazprom is such an 8 bazillion pound gorilla, and so politically well connected, why did it take them a whole year to purchase a $15 million company?
Nov 20 09:42 am |Rating: 0 0 |Link to Comment |View article
Financial Meltdown: The Conventional Wisdom

I was a comp lit major in undergrad and read a lot of Derrida in the original during the heyday of deconstructionism (the school of which Derrida was a doyen -- related to but not identical to postmodernism).

This is without doubt the silliest, most poorly thought out attempt to apply his theories I have ever seen, including everything my friends and I wrote in undergrad. Yikes!
Nov 06 09:21 am |Rating: 0 0 |Link to Comment |View article
Mythical Creatures: Unicorns and Libor

Mr. Mairs, I'd be interested to know the methodology, if it's not what Erik Salzman posted. Is it posted somewhere, maybe on BBA web site?
Oct 15 12:39 pm |Rating: 0 0 |Link to Comment |View article
Which Candidate Will Get to Spend the $700 Billion?

Well-written, and certainly food for thought.

A quibble: I'm not convinced, Mr. Hutchinson, that a person of your evident intelligence and thoughtfulness really thinks that what is meant by "deregulation&quo... is so "mysterious."... You seem to understand "re-regulating everything" just fine by the end of your piece!

Maybe what's needed is not so much going back to the old regulatory framework pre-1999 as a new framework that will be flexible enough for today's markets but make it tough for bad actors to get away with gaming the system, or for compensation structures to reward actions that bring short-term personal reward out of proportion to the long-term risks, such as happened with mortgage securitization.
Oct 08 09:58 am |Rating: 0 0 |Link to Comment |View article
The Debate: McCain's Insane Mortgage Proposal

Let's try to remember that no one is suggesting anything as simplistic as raising taxes across the board, or cutting them across the board. Obama wants to cut taxes on everyone making under $200K and raise them on everyone above $250K, broadly speaking. Since current tax policies have disproportionately benefited the top 2% of Americans by income, something like this shouldn't be dismissed out of hand.

After last night's performance I don't think it matters what McCain wants to do.
Oct 08 09:44 am |Rating: 0 0 |Link to Comment |View article
Why the Bailout Cannot Solve a Thing: Nobody Is Blaming the Right Culprit

Oh please. I have just about had it with people blaming the financial crisis on too many black people getting mortgages. I know I can't stop you from doing it, so I will just vent -- AAAAAAAAAAAAARGH! At least our international readers will see that not all Americans are ignorant in this way.
Oct 03 11:17 am |Rating: 0 0 |Link to Comment |View article
The Biden-Palin Panderfest

Why does anyone care what memorized, regurgitated, disconnected talking points Palin came up with? It's obvious she has pretty much no understanding of economics or the financial crisis. And today the McCain camp is running around trying to explain away the fact that she said they agree with the proposed bankruptcy workout provisions, when in actuality McCain opposes them. She made this silly mistake because she has no understanding of what she is talking about,
Oct 03 11:07 am |Rating: 0 0 |Link to Comment |View article
Wall Street Breakfast: Must-Know News

Billgls, you are confused. Not only is Franklin Raines not connected to the Obama campaign (this has been debunked for days if not weeks), but McCain's campaign manager was on Fannie's payroll just to provide access to McCain. The only reason anyone connected Raines to Obama is because they are both African-American.

From Newsweek:

Never mind the fact that Raines never actually advised Obama on anything. The real problem here is that McCain's campaign is swarming with 26 advisers or fundraisers who have lobbied for Fannie Mae or Freddie Mac--including nearly a dozen who lobby right now. As the Washington Monthly's Steve Benen wrote last week, "one of McCain's top policy advisers, Charlie Black, was lobbyist for Freddie Mac for 10 years, while his campaign manager, Rick Davis, lobbied to help Fannie and Freddie steer clear of additional federal regulations [and earned $2 million in the process]... Tom Loeffler, who serves McCain's campaign co-chairman, also lobbied for Fannie Mae. Aquiles Suarez, a McCain economic adviser, was a Fannie Mae executive. Dan Crippen, a McCain adviser who helped craft the campaign's health-care policy, lobbied for Fannie Mae (and Merrill Lynch). Arthur B. Culvahouse, who helped lead McCain's VP search committee, also lobbied for Fannie Mae." According to former Fannie Mae executive William Maloni, "photographs of Sen. McCain's staff... loo[k] to me like the team of lobbyists who used to report to me." Without these ties--which are far more extensive than Obama's--McCain would have every right to say that associating with officials from troubled financial institutions is a sign of bad judgment. Again, it's not like Obama's hands are spotless. But with them, McCain offers Obama an otherwise unavailable opportunity to remind voters that McCain's own judgment--at least by McCain's own standards--is worse. So much for "no seat... at the table."

www.blog.newsweek.com/...
Sep 29 12:02 pm |Rating: 0 0 |Link to Comment |View article
Predictions on Imclone's Suitors

Jeez. Is it not possible to disagree with Derek without calling him "incompetent"... as well? What are your credentials?
Sep 29 10:00 am |Rating: 0 0 |Link to Comment |View article
Answers for David Cay Johnston on the Bailout Plan

Thank you Felix. Like many people I really admire Johnston's <i>Perfectly Legal </i> and was hugely confused and dismayed by his piece yesterday. Being skeptical is a good thing and a normal response, given some of the history of recent years. However, evidence shows that credit is indeed drying up, even if somewhere in Mudville a blinky ad for mortgages still dances.
Sep 24 10:23 am |Rating: 0 0 |Link to Comment |View article
Wall Street Breakfast: Must-Know News

"John McCain's campaign manager and Freddie Mac essentially had what amounts to a secret half a million dollar lay-a-way plan. For almost three years and as late as last month, Freddie Mac made secret, monthly payments of $15,000 to Rick Davis's firm, apparently in exchange for providing special access to a future McCain White House. If McCain knew about this, his presidential campaign should be in serious trouble. If he didn't know about it, he ought to fire Rick Davis immediately," said David Donnelly, Director of Campaign Money Watch.

Sep 24 10:08 am |Rating: 0 0 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
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