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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...
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...
August 8, 2008Writedown low is a floor, cycles continue...
Analysis of: Wall Street braced for further $11bn writedown at Citigroup | business.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
a) markets self correct b) yes all sorts of pain occurs c) the cycle continues... lows become floors and investors flood in
August 8, 2008The US refined petrolium gasoline consumer must now smell the coffee
Analysis of: Chrysler Offers Gas Deal To Jolt Sales | online.wsj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
For many decades, the world's refined petrolium gasoline consumer have not had such a plentiful and affordable stream of energy. Finally, the US refined petrolium gasoline consumer has experienced a history of $.27 a gallon in the sixties to $4.50 a gallon today. Price, will eventually CHANGE...
June 26, 2008
Domino-crash and the Worlds Second Homes - Domino-crash in Dominos - What's Missing?
Analysis of: Domino-crash and the Worlds Second Homes - Domino-crash in Dominos | www.cifs.dk
Author: GLG Expert Contributor
Analysis of: Domino-crash and the Worlds Second Homes - Domino-crash in Dominos | www.cifs.dk
Author: GLG Expert Contributor
If national markets for second homes are really interlinked, then each market must be driven by common factors. Is this actually true?
June 23, 2008
Lloyds TSB in the Running for Dresdner - Scottish Widows - Why part with It?
Analysis of: Lloyds TSB in the running for Dresdner | www.thisismoney.co.uk
Author: GLG Expert Contributor
Analysis of: Lloyds TSB in the running for Dresdner | www.thisismoney.co.uk
Author: GLG Expert Contributor
Dresdner Bank is appealing for any financial services provider seeking a major foothold in the German retail, Mittelstand business or institutional asset management business.
June 23, 2008
Deepening gloom at General Motors - Expensive Oil, High Pension and Medical Expenses Killing the Beast
Analysis of: Deepening gloom at General Motors | money.cnn.com
Author: GLG Expert Contributor
Analysis of: Deepening gloom at General Motors | money.cnn.com
Author: GLG Expert Contributor
Expensive oil, high current und past employee pension and medical benefits are there killers stalking the US automobilie makers. Effectively, the Big Three already belong to their respective pension fund. The stock is only a very, very leveraged option at this point. The failure...
June 23, 2008
U.S. May Free Up More Land for Corn Crops - Time for Agriculture to move into Free Market Economy?
Analysis of: U.S. May Free Up More Land for Corn Crops | www.nytimes.com
Author: GLG Expert Contributor
Analysis of: U.S. May Free Up More Land for Corn Crops | www.nytimes.com
Author: GLG Expert Contributor
With commodity prices climbing and remaining strong for the forseeable future, it is time for the EU and to a lesser extent the US to dismantle the various inefficient land control, price support and production quota systems.
June 19, 2008
Lehman CEO Fuld Faces Growing Pressure to Sell - Fat Lady has Already Sung
Analysis of: Lehman CEO Fuld Faces Growing Pressure to Sell | www.cnbc.com
Author: GLG Expert Contributor
Analysis of: Lehman CEO Fuld Faces Growing Pressure to Sell | www.cnbc.com
Author: GLG Expert Contributor
Lehman is finished as an independent investment bank. Its business model is broken, and the leadership has no medium or long-term game plan. Next in line is Morgan Stanley. Like BSC both of these banks suffer from a common problem, weak senior management, arrogance, lack of risk management and...
June 19, 2008Hardware & Software Duality
Analysis of: HP to Acquire EDS for $13.9 Billion | www.hp.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
HP is a long time solid provider of computer hardware, and EDS (founded the information technology out-sourcing industry more than 45 years ago) is a longtime provider of system services. The Plan of Merger, dated as of May 13, 2008, by and among EDS, Hewlett-Packard Company and Hawk Merger...
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Source Article | Expert Analyses
Lenders reject multiple credit applications
www.guardian.co.uk
Sovereign Wealth Fund Assets Could Triple by 2013
www.bloomberg.com
Bank Debt Risk Rises as Writedowns, Losses Exceed $500 Billion
www.bloomberg.com
Japan Insurers Look Abroad as Profits, Premiums Drop
www.bloomberg.com
Mortgage lending falls 32% as prices slump
business.timesonline.co.uk
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
SWF are no fools
August 18, 2008
As long term investors, Sovereign Wealth Funds may have the last laugh
August 25, 2008

