GLG News in Financial & Business Services
August 18, 2008Localized Real Estate Recovery
Analysis of: Mortgage lending falls 32% as prices slump | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
The prior several years have definitely been a severe downturn (stating the obvious) in the destruction of existing housing prices. Bloated inventories, overextended borrowers, lack of decent funding, macro economics, lack of faith in the valuations have all contributed to this mess. But it definately is a cycle, and cycles CHANGE.
August 18, 2008
SWF are no fools
Analysis of: Sovereign Wealth Fund Assets Could Triple by 2013 | www.bloomberg.com
Author: GLG Expert Contributor
Analysis of: Sovereign Wealth Fund Assets Could Triple by 2013 | www.bloomberg.com
Author: GLG Expert Contributor
Sovereign Wealth Funds (SWF) have a lot of money. So they can buy advice. What they do with it is another matter. Investing in Blackstone was investing in a reputable firm at a bad time. So short term the investment looks bad. Long term is the the time horizon of SWF and in the longer term it may turn out fine.
August 18, 2008
Factor In Reality
Analysis of: Bank Debt Risk Rises as Writedowns, Losses Exceed $500 Billion | www.bloomberg.com
Author: John Salomone, Managing Director, Structured Finance International, LLC
Factor In Reality
Analysis of: Bank Debt Risk Rises as Writedowns, Losses Exceed $500 Billion | www.bloomberg.com
Author: John Salomone, Managing Director, Structured Finance International, LLC
Write downs are not actual losses and a mark-to-market loss is not a cash loss. Widening spreads in the credit default market, although real, must be recognized for what they are; namely, market monetization of perceived risks compared to recent backwards looking asset and cash flow valuations. Recovery in the general credit market should produce non-cash reported earnings increases starting in 2009...
August 18, 2008
Japanese Insurance Carriers are denied Growth Opportunities In their Domestic Markets!
Analysis of: Japan Insurers Look Abroad as Profits, Premiums Drop | www.bloomberg.com
Author: GLG Expert Contributor
Analysis of: Japan Insurers Look Abroad as Profits, Premiums Drop | www.bloomberg.com
Author: GLG Expert Contributor
Imlpications: 1.An appearance of the Lack of Economic Growth Opportunities in the Domestic Markerplace has caused a drop in premiums and, hence, profits. 2.The two (2) salient issues the demographic changes in population and economic growth. 3.A rapidly aging in the country's population may be the motivating factor for considerations given to the conversion to stock ownership to enhance finance acquisitions....
August 14, 2008
UBS Losses become Severe causing a "Re-engineering" of Business Components!
Analysis of: UBS to Split Investment Bank From Wealth Management | www.bloomberg.com
Author: GLG Expert Contributor
Analysis of: UBS to Split Investment Bank From Wealth Management | www.bloomberg.com
Author: GLG Expert Contributor
Implications: 1.The Causation of further losses : the Sub-prime Mortgage Crisis. 2.A Major change in Management to salvage the Net Losses of the Shareholder. 3.Net Money Outflows far exceed Cash Inflows - the Ultimate affect is Major Write-Downs by the Insitution. 4.Causation: Deterioration of a continuating Credit Market Turbalance - U.S residential Real Estate and the overall Credit Crisis....
August 14, 2008
Self destruction in housing market?
Analysis of: Mortgage lending falls 32% as prices slump | business.timesonline.co.uk
Author: GLG Expert Contributor
Analysis of: Mortgage lending falls 32% as prices slump | business.timesonline.co.uk
Author: GLG Expert Contributor
Reporst like this are factual no doubt, however this cycle of price falls and lending falls by banks will continue in my opinion until confidence returns.
August 12, 2008It's a cycle, stupid!
Analysis of: Will Tom McKillop resign from Royal Bank of Scotland? | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Yes, it is a mess - I have seen about 3 or 4 cycles such as these over the last 30-years. We have all seen this mess coming years ago. In 2004, a vast amount of mortgage originators were doing some very creative things to sell mortgages. HEOPA and high cost was in effect while these negative equity mortgages were written. But, if a measure of a trillion dollars markdown against the...
August 11, 2008
Spider extends its web
Analysis of: Union Bank of India eyes investment banking | www.ft.com
Author: Harnath Sithamraju, Consultant, Harnath Sithamraju
Spider extends its web
Analysis of: Union Bank of India eyes investment banking | www.ft.com
Author: Harnath Sithamraju, Consultant, Harnath Sithamraju
1. Corporate India creating more opportunities for business for the Indian financial sector. 2. Investment banking in India is at a nascent stage.
August 11, 2008
Knock on Effects in Spain
Analysis of: The Other Shoe... | www.us-banker.com
Author: GLG Expert Contributor
Analysis of: The Other Shoe... | www.us-banker.com
Author: GLG Expert Contributor
The world wide credit crunch is being felt in Spain. Owners can't afford their mortgages and are moving back to thier home countries but HAVE to sell. Bargains are to be had, you just have to find them!!
August 11, 2008
Spanish Real Estate could be a gold mine!
Analysis of: Sur in English | past-editions.surinenglish.com
Author: GLG Expert Contributor
Previous
Page :
1 2 3 4 5 6 7 8 9 10 11 12 Next21 to
30
of 1455Analysis of: Sur in English | past-editions.surinenglish.com
Author: GLG Expert Contributor
Spanish property in some areas has increased by 20% or more per year but not any more. Shrewd investors are taking stock and purchasing cheap Spanish property with a view to a future gain. Developers and promoters are offering massive discounts and offers to buyers to sell properties they may end up paying taxes on if not sold. These offers can be hugh and by playing hardball money in the hand is...
More GLG News in
Financial & Business Services
Most Popular:
Source Article | Expert Analyses
Lenders reject multiple credit applications
www.guardian.co.uk
Western Digital working on 20,000 RPM Raptor
www.bit-tech.net
Sovereign Wealth Fund Assets Could Triple by 2013
www.bloomberg.com
Bank Debt Risk Rises as Writedowns, Losses Exceed $500 Billion
www.bloomberg.com
Commerzbank Plans to Sell Linde Stake, Manager-Magazin Reports
www.bloomberg.com
Spinning Disk is history
September 1, 2008
Long term implications of the credit crisis
August 26, 2008
Mortgages - How do we solve the financing issues?
August 25, 2008
Credit, Credit...Who Has Credit?
August 25, 2008
As long term investors, Sovereign Wealth Funds may have the last laugh
August 25, 2008

