All GLG News Analyses Filed Under: Investment Banking & Commercial Finance

Diran MajarianManaging DirectorAmalia Tankers Inc

Aftermath of Spendulus

February 12, 2009

Analysis of:The Real Stimulus Burden | online.wsj.com

The odds are increasing for a L-shaped economic recovery of prolonged sluggish economic growth for the US.  Yet US policy makers are placing heavy bets on a quick and robust recovery to monetize  the massive increase in public debt by raising taxes.  They are hoping that this will be absorbed painlessly by the expected growth. The US authorities are  likely to face some difficult choice to monetize this increased debt in a period of prolonged sluggish growth.

Diran MajarianManaging DirectorAmalia Tankers Inc

US Stimulus Plan: crank economics and high risks ahead

February 10, 2009

Analysis of:Notable and Quotable | online.wsj.com

There is no serious economics input in this legislation.  The spending is not properly targeted.  The tax cuts are badly constructed.  The benefits are minuscule in relation to the future drag on the US economy from the massive increase in public debt.

Diran MajarianManaging DirectorAmalia Tankers Inc

A bailout plan for the shipping industry?

February 4, 2009

Analysis of:OCNF equity play | www.tradewinds.no

YA Global is effectively bailing out OceanFreight(NASD:OCNF), who has seen its vessel asset prices plummet and sought a waiver with its senior lenders for the default in its asset coverage covenants. This model of recapitalization of the OceanFreight balance sheet could be used as public policy to promote the recapitalization of the US banking industry by private funding.

Diran MajarianManaging DirectorAmalia Tankers Inc

More criticism of DRYS

February 3, 2009

Analysis of:Curious George | www.forbes.com

Can management of public companies transact freely with private companies that they fully control? Is SEC oversight applicable in these cases?  Should there be formal guidelines on such transactions for the protection of outside shareholders?

Money Everywhere

January 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:UK move to boost cash supply | www.ft.com

The monetary authorities around the world are reacting to an unprecedented increase in the demand of money following the collapse of Lehman and the take over of AIG and the doubts about the health of the British banks. The BoE and the Fed will supply as much money as deemed necessary. Down the line there is only one result: massive inflation and the Governments and Banks diminishing their liabilities in real terms. Commodities, in particular the price of gold will go higher.

Money Everywhere

January 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:UK move to boost cash supply | www.ft.com

The monetary authorities around the world are reacting to an unprecedented increase in the demand of money following the collapse of Lehman and the take over of AIG and the doubts about the health of the British banks. The BoE and the Fed will supply as much money as deemed necessary. Down the line there is only one result: massive inflation and the Governments and Banks diminishing their liabilities in real terms. Commodities, in particular the price of gold will go higher.

Asian Bank Health is an Illusion

January 22, 2009

Analysis by: GLG Expert Contributor

Analysis of:HSBC, Asian Banks Slump as RBS Loss Stokes Concerns | bloomberg.com

State owned banks and family owned corporations in relationship based systems of Asia will spell major problems for Asian banks with the possible exception of Korea and Tokyo. The problems with the banks will increase the severity of the Asian recession and slow a recovery.

How will the Trucking Industry Survive?

January 22, 2009

Analysis by: GLG Expert Contributor

Analysis of:Junk Bond Market Smelling Better | news.glgroup.com

1.The Heavy Duty Trucking industry is in the way down, faster then the Bank and Insurance. 2.There are no watchdogs or signals that will jump out and make Headlines or the evening news. 3.This Industry is only controlled by the small Owner-operators that do not known how to run a business. 4.This Industry is a multi-billion dollar business that has no controls to the rates the owners are paid for their services render. 5.The companies that provide the freight which they haul have been cutting the owners revenue every year. 6.The only that has kept the owner-operator in business is his own money and the equipment he has driven gets better fuel mileage. 7.The rate the O-O is getting is less than he received 10 and 20 years ago. 8.The best way to this Industry and how it is failing is look at the four major truck industry suppliers inventory on their parking lots.

Mark BlundellChief Executive OfficerNew Media United plc

A Bank of England Interbank Deposit Clearinghouse

January 22, 2009

Analysis of:UK move to boost cash supply | www.ft.com

The British economy will not stabilize until the interbank deposit market comes to life again.  The Bank of England has already shown its willingness to take corporate credit risk and provide insurance wraps for bonds, so why not go the next step and create an interbank deposit  clearinghouse? It would be operationally straightforward and would enable the entire London market to lend freely to each other again.

Does the sudden appeal of annuities make for a solid investment in an insurer or financial company offering annuities?

January 6, 2009

Analysis by: GLG Expert Contributor

Analysis of:A Foundation of Fixed Annuities | www.seniormarketadvisor.com

Investment companies are looking to invest in insurers 1. Consider the companies liabilities and markets before making the investment. 2.Is the temporary state of the economy enough to carry sustainable earning power of insurers selling annuities

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