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November 3, 2008What EXACTLY is in this thing? The “mark-to-market” effect.
Analysis of: Deutsche Bank profit plummets 94% | www.bankingtimes.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Deutsche Bank posted a profit in the third quarter of 2008, but only after adopting EU accounting rules (avoiding a loss by making so-called “mark-to-market” valuations of its investments) that allowed it to apply a new method of valuing its assets. Deutsche Bank senior executives will not be paid...
October 29, 2008Slow, not dead
Analysis of: How Detroit Drove Into a Ditch | online.wsj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Ford is expected to move 124,000 units in October 2008
October 28, 2008Cerberus, Means Business
Analysis of: GMAC Struggles With Financing | www.nytimes.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Cerberus Capital Management's current issues with other holdings and issues such as Mervyns, the possible merging of GM and Chrysler, and a very difficult lending environment within GMAC reflect the firms focus towards an eventual profitable book.
October 24, 2008OnLine Search, Current Economy Hedge...
Analysis of: Google defies economy to beat forecasts, shares surge | www.livemint.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
The internet and specifically search engines are where people go today for deep discounts, low costs, answers, information, and new jobs...
Each and every year, the rotation (when feasible) more consumers find comfort within Internet properties.
October 14, 2008Automotive industry competition, more not less
Analysis of: GM, Ford SharesHit New Lows As Sentiment Fades Further | online.wsj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
More competition, not less is required within the automotive industry. Positive results will eventually be rewarded by a free market.
October 6, 2008
September US airline traffic results will not be pretty - more capacity cuts to come
Analysis of: Continental Airlines Reports September 2008 Operational Performance | www.tradingmarkets.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
September US airline traffic results will not be pretty - more capacity cuts to come
Analysis of: Continental Airlines Reports September 2008 Operational Performance | www.tradingmarkets.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
CAL is the first to report September traffic and it is NOT pretty, while capacity was cut - traffic declined even further. There will be more cuts to come as load factors fall across the US System. CAL is one of the airlines better positioned to handle the downturn so their numbers are likely to be...
October 1, 2008
Global Advertising Forecasts Drop: An Indicator for Uncertain Times
Analysis of: Gap Widens in Online Advertising | online.wsj.com
Author: James Meyers, Chief Executive Officer , Alpha Media
Global Advertising Forecasts Drop: An Indicator for Uncertain Times
Analysis of: Gap Widens in Online Advertising | online.wsj.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Zenith Optimedia, Universal McCann, WPP, BMO Capital Markets, Oppenheimer, Lehman Brothers and eMarket all have announced downward revision of overall Ad spend for 2008
2. Nielsen Monitor-Plus: first-half U.S. ad spend declined 1.4 percent,...
September 29, 2008
Personal People Meter - When Almost Good is Not Good Enough
Analysis of: NYC Council backs FCC probe of PPM. | www.rbr.com
Author: GLG Expert Contributor
Analysis of: NYC Council backs FCC probe of PPM. | www.rbr.com
Author: GLG Expert Contributor
Under reporting of audience listenership to Urban and Spanish-language stations hurts everyone, the listeners and advertisers. It's taken main stream marketers a while to fully understand the importance of these audiences
September 24, 2008
Can Radio Overcome All The Negativity?
Analysis of: Rehr: 'Negativity' Threatens The Radio Business | www.radioink.com
Author: GLG Expert Contributor
Analysis of: Rehr: 'Negativity' Threatens The Radio Business | www.radioink.com
Author: GLG Expert Contributor
As with other mediums, revenue is down but radio is far from out of business. New technologies and a return to localism will help.
September 18, 2008
Airlines Selling "Free" Air
Analysis of: Airline Stocks Fly Through the Downturn | www.thestreet.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Airlines Selling "Free" Air
Analysis of: Airline Stocks Fly Through the Downturn | www.thestreet.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Airlines have been milking their frequent flyer programs and essentially selling something for nothing. But with IFRIC13 there is now a significant impact on their balance sheets. Are airlines opening themselves up for a problem that will haunt them for the future?
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