Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Good and Bad JAL : selling the Crown Jewels -part 2-
October 15, 2009
Task force floats debt plan for JAL | www.ft.com
Key problem is shareholder's pain tolerance level.
Japan Air Line (JAL) a Japanese GM or long-term investment opportunity?
October 4, 2009
JAL calls for funding help from Tokyo | www.ft.com
JAL has been said to be a potential Japanese GM; does the comparison stand out?
August 22, 2009
A need to reconnect | www.ft.com
The current financial mess was created by a group of bumptious individuals. We can’t continue to do business as usual or hide our heads in the sand hoping it will go away by itself. Or, allow the individuals that propagated the mess to correct it or create a new disaster.
De Beers Finances - The Dangers of EBITDA
August 17, 2009
De Beers Finances, Contd. | www.jckonline.com
To rely on EBITA and highlight it to one's shareholders/bankers is at best misguided, at worst misleading.
EADS Insider Trading: Are Lagardère and Daimler scott-free?
August 5, 2009
Lagardère and Daimler not implicated in the EADS investigation | www.agefi.fr
Insider trading in France is a felony giving rise to 2 possible actions, one at the Financial Markets watchdog agency level (AMF), the other in court. Case law is scarce but precedents exist. The outcome of the AMF action will not mean the end of the criminal investigation phase, and has no directbearing...
Stressed Value-at-Risk To Be Required by the Revised Basel II Capital Framework
August 1, 2009
Basel II capital framework enhancements announced by the Basel Committee | www.bis.org
The global economic crisis of 2007-8 and the resulting unexpected massive losses suffered by financial institutions prove that standard Value-at-Risk (VaR) calculations seriously underestimate true market risk. In an attempt to address the shortcomings of the current VaR methodology, the Basel II Committee...
China Replaces US as Brazil's Top Trading Partner: Bad News for Some Global Logistics Players
May 14, 2009
Could Latin America Recover Sooner than Advanced Economies | www.vimay-group.com
Latest data from Brazil's development, industry and trade ministry (MDIC) confirm that China has replaced the US as Brazil's top export destination. Will this latest international trade trend help or hurt the global logistics market?
Latin America with good forecasts of the International Monetary Fund
May 8, 2009
Could Latin America Recover Sooner than Advanced Economies | www.vimay-group.com
It seems after the international financial crisis the IMF has changed its vision for some Latin American countries.
Chinese Stimulus Package Will Result in Massive Bad Loans
April 13, 2009
Financial Times: Beijing to tighten controls on credit | www.ft.com
The Chinese government's stimulus package has resulted in three quarters of a trillion dollars worth of loans in the first quarter alone. The speed and destination of these loans will result in massive write off further weakening the Chinese financial system
This level of debt will destroy this nation and perhaps cascade to the rest of the world.
April 5, 2009
The President is keeping score. | online.wsj.com
1. The equivalent of 27 trillion dollars circulates world wide. 2. The current U. S. Debt is: $11,124,519,301,253.21 as of 3 April, 2009. 3. This means in five years the debt will be $22,249,038,602,506.42 4. If tripled it becomes: $33,373,557,903,759.63 5. This does not include the unfunded mandates...
Obama Expected to Sign Generous NOL Carryback Bill on Friday
November 5, 2009
Cloud Computing is Realizing the Services that you Need, and do not have to Own
November 5, 2009
Accounting and The Gold Price - Fair Value - Valuation Problems to be Expected
November 4, 2009
Why Biofuels are Good for the Us, the Environment and the Economy
November 4, 2009
Royal Bank of Scotland and Lloyds - The Price of Failure
November 3, 2009
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