Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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 of all social programs, and other U. S. entitlement programs.
Are ICBC’s Chairman Predictions about China’s Economy Correct?
April 3, 2009
ICBC Chairman Upbeat About China Economy | online.wsj.com
ICBC's Chairman's statements about Chinese consumer spending, the level of bad loans, the prospects for real estate growth in China are wrong.
The same people who can't get the DMV to work now want to manage GM.
April 1, 2009
GM Bankruptcy in the works. | news.yahoo.com
1. Govenment has never, will never, and cannot correctly run a business. Business and government are two mutually exclusive things. 2. GM is mismanaged, but the bankruptcy of this company is not the answer. GM management is not the issue. What is the issue is the constant belief that good times will last forever. 3. Analysis by interested parties. No one should ever trust an analyst who is paid by, or for, the company being analyzed. 4. Lawyers are no good at mathematics.
March 13, 2009
A need to reconnect | www.ft.com
The question should be part of the evaluation process for any business seeking funding for their current operation, acquisition, expansion or IPO.
Gold Hedging - Derivatives Valuation - The Coming Problem Areas
March 9, 2009
Gold Rises Ahead of Vital US Employment Data | www.ft.com
The referred article draws attention to the expected increase in the price of commodities like gold which act as a safe haven in troubled times. In this analysis I look at the effects this perceived demand and the price spiral will have on the valuation of derivatives based on these commodities and some of the problems which can be expected in the realm of valuation of derivatives including embedded derivatives and other aspects of the equation.
The Second Great Depression - Accounting - Finance - Economics - A Personal View
March 9, 2009
Blue Chip Stocks, Economic Metrics Headed for Ground Zero | economictimes.indiatimes.com
The second great depression is on. It is effecting accounting, finance, economics and the way of life in every way possible. The paper investments are losing favor and commodities - especially gold and silver - are in favor. In this analysis I look at where accounting may head and the sea change we can expect in the way Institutions of economics - especially those involved with the distribution of wealth and the growth of economies are administered and viewed.
DROP IN FORECLOSURES WILL SIGNAL MARKET’S BOTTOM
January 26, 2009
Stimulus Package Unveiled | online.wsj.com
A slowdown in foreclosures will signal a market bottom. Fannie Mae and Freddie Mac can slow foreclosures. Pouring more capital into banks won't work.
2009 Trends for Small Business Finance
January 15, 2009
Top 5 Trends for Small Business Finance in 2009 | smallbiztrends.com
1. The amount of capital provided to small and start-up companies will continue to shrink 2. Investors in start-up companies will continue to face a poor market for exiting from their investments 3. Methods for internally financing companies will grow in popularity 4. Government officials won’t pay much attention to entrepreneurial finance 5. Attitudes toward financing start-ups and small businesses will change During 2009, a new realism about entrepreneurial finance will continue to emerge.
Most investors want to believe 2008 was only a bad dream, is it over?
January 5, 2009
Do you think the Market made the bottom/ | www.carrmiller.com
The Dow Industrials ended the year down 33.8%, the S&P 500 was off 38.5% and the NASDAQ Composite was lower by 40.9%. Other indexes fared no better, the Value Line was down 37.4%, and the Russell 2000 was off 34.8%. Take a look at the Dow Transports, lower by 22.6% and the assumed so safe Utilities average with its ever present dividend yield was down 30.4%. Commodities once thought to be the safe haven against the dollar proved no better. The DJAIG Commodity index was down 36.6%, the PHLX Housing Index is off 40%, silver was down 23% and gold, the one asset that had the greatest hype had a slight gain of 5.7%. But wait gold and silver stocks-XAU-was down 28.5%. Has the bottom been achieved, is the market to go higher in 2009 or are we in for more of the same?
December 9, 2008
Two Views About the Spanish Economy: The Outsider; The Insider | www.economist.com
The Spanish economy is not but different much that those of the rest of Europe and, safe in a critical factor like unemployment, it does not have to suffer to suffer but or less than the rest at this moment of crisis/global economic recession
More Under Armour Red Flags...
November 20, 2009
Good and Bad JAL : selling the Crown Jewels -part 2-
October 15, 2009
Japan Air Line (JAL) a Japanese GM or long-term investment opportunity?
October 4, 2009