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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.
September 22, 2008
How to fix the Economy (without it costing too much)
Analysis of: Will the Levee Break? An Ocean of Bad Debt Rises despite Fed Rescues | knowledge.wharton.upenn.edu
Author: James Butler, President, Rigley Financial Corporation
How to fix the Economy (without it costing too much)
Analysis of: Will the Levee Break? An Ocean of Bad Debt Rises despite Fed Rescues | knowledge.wharton.upenn.edu
Author: James Butler, President, Rigley Financial Corporation
The recently proposed bailout was an inevitable solution to a ever-growing problem. The $800B will be the most costly endevour by the U.S. government since The New Deal proposal from the Great Depression.
The key to the issue at-hand is two fold: first, the stabilization of the real estate prices....
September 18, 2008Be wary of synthetic markets
Analysis of: Leveraged Loan Risk Rises on Lehman Auction, LevX Index Shows | www.bloomberg.com
Author: John Jukoski, Former First VP & Director of Collateral Analysis, Federal Home Loan Bank of Atlanta
The analysis in this article is generally on point, but keep in mind this is a synthetic market.
September 17, 2008
Dominance and Control of Retail Lending: Deutsche Bank's Strategic Positioning!
Analysis of: Deutsche Bank swoops on Postbank | uk.reuters.com
Author: GLG Expert Contributor
Analysis of: Deutsche Bank swoops on Postbank | uk.reuters.com
Author: GLG Expert Contributor
Implications:
1. Eventual Objective of the Bank - A complete take-over of Postbank.
The Strategy is incremental in nature and a strong, meaningful management posture in the Financial Marketplace.
2."At Risk" is the shareholder/investor as the unknown consequences
reveal themselves over a period...
September 15, 2008Southern California Mortgage Lending Rates Drop
Analysis of: Mortgage market improves with new market-leading deals | www.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Effective immediately after the Fannie/Freddie take over, the DITECH origination service of Cerberus' GMAC Financial Services launched a television campaign to offer 5.5% interest rate mortgage loans.
September 15, 2008The Bear Sterns Equity Strip Model
Analysis of: Lehman Brothers faces Korean takeover bid | www.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Unlikely that a suitor firm will take over Lehman directly by itself without assistance, perks or partners. As you may recall Bear Stearns in a similar situation, and remember that the Feds had to lend and assist JP Morgan with the acquisition.
September 12, 2008
Financial Opportunities Arise: Credit Suisse Seizes the Imbalance caused by Market Dislocation!
Analysis of: Credit Suisse sees opportunities in market crisis | www.reuters.com
Author: GLG Expert Contributor
Analysis of: Credit Suisse sees opportunities in market crisis | www.reuters.com
Author: GLG Expert Contributor
Implications:
1.Being Financially astute enables the bank to explore opportunities despite the subprime-led financial crisis.
2.It may be , well, expected that other larger banks crushed by the crisis will have to sell a stake of their business.
3.In lieu of losing clients , many other Institutions...
September 11, 2008
Leveraging Buyout Debt, Loans, Credit Swaps Enhances a Negative Financial Outlook!
Analysis of: CDO Performance Outlook Cut on Increased Defaults, Moody's Says | www.bloomberg.com
Author: GLG Expert Contributor
Analysis of: CDO Performance Outlook Cut on Increased Defaults, Moody's Says | www.bloomberg.com
Author: GLG Expert Contributor
Implications:
1.All Global and Domestic default rates have risen and a strong forecast of a Recession are on the radar screen.
2.Emerging Market Debt and Loans by the Japanese to large coporations appear to be the only issues that have a positive synergy.
3." Emerging Markets " appear to present...
September 11, 2008Good Idea, Wrong Justification
Analysis of: Lehman Brothers faces Korean takeover bid | www.timesonline.co.uk
Author: John Jukoski, Former First VP & Director of Collateral Analysis, Federal Home Loan Bank of Atlanta
KDB in this case is playing the role of the blind squirrel who finds a nut. It is wise to invest opportunistically, in ventures that are cheap, WHEN YOU UNDERSTAND THAT YOU ARE NOT KNOWLEDGEBLE IN HOW TO RUN THESE BUSINESSES.
September 11, 2008Credit vs. Collateral
Analysis of: ECB `Overpricing' of Asset-Backed Debt May Shut Out Investors | www.bloomberg.com
Author: John Jukoski, Former First VP & Director of Collateral Analysis, Federal Home Loan Bank of Atlanta
The question to answer here is whether or not the ECB is a collateral-based lender.
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Source Article | Expert Analyses
GM, Ford SharesHit New Lows As Sentiment Fades Further
online.wsj.com
Bush says 'Co-ordinated' response necessary
www.ft.com
The Trickle-Up Bailout
www.washingtonpost.com
Wells Fargo scuppers Citigroup's takeover of Wachovia
www.guardian.co.uk
On Wall St: A little less conversation By Francesco Guerrera
www.ft.com
It's the loans, not the deposits
October 13, 2008
Understanding the European Financial Crisis
October 8, 2008
Proposal: Use of $700B Bailut Funds
October 7, 2008
$700 Billion Bailout Attacks The Symptoms Not The Cause
October 3, 2008
Apple is Positioned for the Future!
October 3, 2008

