Feeds:
Posts
Comments

Archive for July, 2008

“The New Paradigm For Financial Markets”

Posted in Book Review, Financials, tagged , , on July 31, 2008 | Leave a Comment »

This is George Soros’ latest book. It draws upon a structure which he describes as “reflexivity”, which includes a “cognitive function” and a “manipulative function”. The best example I can think of to relate the two, is that it is a two part process; the cognitive function is the recognition of objective data, like “Oil is [...]

Read Full Post »

How to: Financial Derivatives.

Posted in Structured Finance, tagged , , on July 25, 2008 | 1 Comment »

So I thought I should post something relevant to my internship before I finish up this week…the two types of instruments which are dealt with on a most regular basis, are Interest-rate swaps and credit-default swaps:
An interest rate swap is a contractual agreement to exchange a stream of periodic payments with a counterparty. The traditional [...]

Read Full Post »

Electric Cars, pt. 2

Posted in Autos, Green Energy, tagged , , , on July 23, 2008 | Leave a Comment »

I already talked about the ambiguity surrounding the Chevy Volt, but I saw something interesting in CNN Money today, concerning T. Boon Pickens’ ideals of a wind powered nation. In case you’re unfamiliar with the framework of his plan, here is a very brief synopsis, via CNN’s summary:
T. Boone Pickens, the billionaire oilman, has been [...]

Read Full Post »

Macro Man

Posted in Economy, tagged , , on July 22, 2008 | Leave a Comment »

I’m having trouble finding things to write about which don’t have a negative undertone, so pardon this post…it’s more like a review anyway.
Macro Man is truly one of the most unique blogs I’ve ever read…the content, while humorous, does not compromise the substance of the author’s thoughts of our economic condition. He has a post [...]

Read Full Post »

Everything from electric cars to SUVs

Posted in Autos, Green Energy, tagged , , , , on July 22, 2008 | Leave a Comment »

There has been quite a bit of press lately about electric cars. The Personal Journal (yes, the same section of the WSJ I made fun of the other day) has an installment which features GM’s former CEO Robert Stempel, who had spent much of his career around this technology, and is coincidentally the same guy who approved GM’s famous EV1, the car [...]

Read Full Post »

A new way to bet against financials…Or not.

Posted in Stock Analysis, tagged , , , on July 21, 2008 | Leave a Comment »

Via TheBigPicture:

Seeing as I haven’t posted anything about actual equity ideas in a while, there are a couple of good ETF’s out there if you believe in this trend, or in the idea that this is just a pull back in oil.
The XLE SPDR would normally be a little boring for my taste, (because Chevron and Exxon make up 28% [...]

Read Full Post »

Key Earnings Reports…

Posted in Earnings, Global Economy, tagged , on July 21, 2008 | Leave a Comment »

Courtesy of Bespoke Investment Group:

That’s a pretty diverse list of important companies. I sure hope Bank of America doesn’t miss their earnings tomorrow…that could put an end to this rally pretty fast.
Also, there’s word of a storm which could develop into a hurricane off of the Gulf of Mexico in the coming days…Oil didn’t react [...]

Read Full Post »

“The declining value of your college degree”

Posted in College, News, Wall Street Journal, tagged , , , on July 18, 2008 | 2 Comments »

There is an article in the Journal today, which at first glance didn’t seem so farfetched…

“A four-year college degree, seen for generations as a ticket to a better life, is no longer enough to guarantee a steadily rising paycheck.
Just ask Bea Dewing. After she earned a bachelor’s degree — her second — in computer science from Maryland’s Frostburg [...]

Read Full Post »

Oil’s change in tone…

Posted in Commodities, tagged , on July 17, 2008 | Leave a Comment »

I didn’t want to write anything, because I was afraid of jinxing the drop in crude:

To cover myself In defense of this happening tomorrow or next week, I’ll have to site Jim Cramer, (by doing that, I’m definitely marking the end of this pull back) He says a typical bear market rally lasts 3 days, [...]

Read Full Post »

A privatized Lehman?

Posted in Financials, tagged , , , on July 14, 2008 | Leave a Comment »

Lehman’s best course of action would be a `going private’ transaction, since it is the public equity markets that are the threat to the company’s survival,” Trone wrote in a note today. “Without a public stock, there would be no shorting, thus no motivation for rumor-mongering, thus no source to spook the counterparties and creditors.
- [...]

Read Full Post »

Older Posts »