Analysis of:
What Could Topple Bulls' 'Wall of Worry'? (online.wsj.com)
The stock market pricing trends have absorbed, already in their respective values, inflationary price trends in most commodity sectors. These same general stock pricing trends have continued its bullish way despite crushing blows in terrorist attacks worldwide. The onslaught of exuberant...
Analysis of:
CDOs Are Hit With Fallout From Laxity With Subprimes (online.wsj.com)
1. Subprime Mortgage Market is a threat to both the Broker/Dealer and Individual Investor marketplace. 2.Many Broker/Dealers will be under close supervision by the Regulatory Entities , as a matter of cause, for their Selling Practices. 3. The investing public is, now, subject to the loss of Capital...
Analysis of:
The business of making money (www.economist.com)
Most PE groups do not out perform market Emphasis on new processes, techniques and skill sets of PE associates will bring greater results
Analysis of:
The business of making money (www.economist.com)
1. Private Equity is much more , readibly, available , than Shareholder Equity. 2.The salient issue at hand - Private Equity is the future of the economy.Regulatory authority is minimized. 3. A sizable reduction in legal costs: Private Equity will not be as scrutinized by the authorities as would be...
Analysis of:
The business of making money (www.economist.com)
PE is quickly become too hot and overexposed for its own good.
Analysis of:
Day to day doubts led to end of UBS Chief (www.ft.com)
1. The Banking Industry has been Bundling Subprime Mortgages with a Hedge Fund , which is a Securities Vehicle! 2. The Banking Industry is transfering the RISK of Subprime Mortgages without hesitation and attempting the SALE to Money Managers and the General Public without validation...
Analysis of:
Will auto insurance become optional? (www.miamiherald.com)
No requirement for auto insurance (especially in Florida) would be insanity ! First off has anyone driven there lately ? You know what I'm talking about...Imagine the first uninsured accident that occurs after the expiration of the previous law, that will certainly put lawmakers in the hot seat. The...
Analysis of:
Will auto insurance become optional? (www.miamiherald.com)
1. Liabilty auotomoble is an absolute necessity!
2. Most residents in Florida SHOULD NOT be driving. Age deflects ability to drive with PRECISION!
3.The state will have to assume the liabilty exposure, in particular,
Personal Injury.
4. If the state DOES assume the liabilty - the right of recourse...
Analysis of:
Morgan Stanley to Spin Off Discover in June (money.cnn.com)
Key Impications: 1. Fear of the Regulatory Environment - An Investment Banking firm has treayed from it's core compentency by involvement in the consumer banking business. 2 Legal Envirinment: The Investment bank is "at risk" in dealing with the retail consumer. 3. Financial Market Place: The Investment...
Analysis of:
Morgan Stanley to Spin Off Discover in June (money.cnn.com)
With the success of Mastercard and the pending IPO of Visa, why not put Discover out there too! This sector is proving to be one in which investors understand, value and have personal knowledge . Although Discover seems to be a lesser known name, it should attract investors looking for a great...