July 4, 2008
Liquidnet IPO Offers Investors Stake In Leading Alternative Trading System (ATS)
Analysis of:
Liquidnet Plans To Go Public Via IPO | www.securitiesindustry.comAuthor: GLG Expert ContributorOf all of the Alternative Trading Systems (ATSs) and Electronic Communication Networks (ECNs) that have fragmented market liquidity and disintermediated traditional exchanges and broker/dealers, Liquidnet has by far the most innovative business model and technology. Enabled by a unique business and IT model that differs from other ATSs and ECNs, investors will be compelled by Liquidnet's growth...
July 4, 2008
Starbucks - Buy / Sell / Hope / Caution! Contents May Cause Burns!
Analysis of:
Why Starbucks is hitting the wall | postcards.blogs.fortune.cnn.comAuthor: GLG Expert Contributor1. Sexy products sell when they're young, but watch out for middle age; while, 2. Operation-centric organizations may be the ones to marry.
July 3, 2008
Wrong Solution By The Wrong People In the Wrong Way At The Wrong Time
Analysis of:
AMA meeting: Delegates decry CMS no-pay list as unrealistic and call for revision | www.ama-assn.orgAuthor: GLG Expert ContributorSomehow, healthcare, energy, education....in fact nearly every major issue today has turned into a contentious "them vs. us". It would always be preferable that reasonable men attempt to reach a reasonable conclusion, but government bodies today (eg., politicians and key administrators) are NEVER reasonable....certainly authoritarian, typically dictatorial, and always overreaching...
July 3, 2008
Choppy Seas need an Anchor
Analysis of:
The World today | 1read.wordpress.comAuthor: GLG Expert ContributorMr. Harnath's analysis is proper and i concur with him. To supplement his views, Power attracts Money and Money gives one Purchasing Power. The worst is Power and Money together, ie MoneyPower which makes one to go above his head and then the natural and scientific great fall from great heights. IT was said by Mahatma Gandhi, that " there is nothing sufficient even if the whole world is at one man's...
July 3, 2008
All very fine but.....
Analysis of:
Citigroup to Raise $400 Million for Indian Roads | www.bloomberg.comAuthor: GLG Expert ContributorAs is well recognised , India is behind in infrastructure in almost all aspects . Unlike China where an efficient road system has been put in place over the past decade , work has just started in India. The Citigroup injection of 400 M$ is part of the 15 to 25 Billion required . Whilst India is incorporating siginficant private participation , politics and to some extent , corruption...
July 3, 2008
Missing Earnings in Turbulent Times Hospital and Medical Insurers
Analysis of:
AMA meeting: Delegates decry CMS no-pay list as unrealistic and call for revision | www.ama-assn.orgAuthor: GLG Expert ContributorCMS (and several large insurers) refusing to pay for "Never Events" will further challenge cash strapped hospitals, and poses increased pressure to increase prices as hospitals attempt to cost-shift to the commercial carriers. Not paying for alleged hospital mistakes will garner stronger administrative action against staff and doctors who get more adverse high cost patients. The world...
June 30, 2008
Interest rate, volatility, options costs and regulatory environment tests growth in US
Analysis of:
Old Mutual Falls After Saying U.S. Profit to Decline | www.bloomberg.comAuthor: GLG Expert Contributor1. Profit margins are challenged by market conditions. 2. The marketplace is very competetive. 3. Regulatory power struggles create fewer channels for sales.
June 30, 2008
MasterCard removes Amex suit overhang
Analysis of:
Amex to Get $1.8B in MasterCard Deal, Warns of Credit Woes | www.americanbanker.comAuthor: GLG Expert ContributorWhile MasterCard arguably will pay American Express too much, the settlement removes a troubling overhang. It is time for MasterCard and Visa Inc. to focus their energies on fending off a potentially far more damaging threat: the “Credit Card Fair Fee Act of 2008.”
June 30, 2008
AIG CEO Shakeup - A.M. Best - Will Other Insurance CEOs Be Exposed?
Analysis of:
AIG CEO Shakeup Leads Best To Downgrade Life Units | www.propertyandcasualtyinsurancenews.comAuthor: GLG Expert ContributorBest said it believes AIG needs to embark on a companywide strategic and operational review of its businesses. Every time the tide recedes we find out who was enjoying a cocktail while their swimsuit floated off. Companies are required to have an annual financial audit. Why doesn't every CEO, either selfishly for job security or intelligently from a core leadership skill,...