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The Bipolar World of Financial Institution AccountingThu Nov 19th, 2009
Minyan Peter Atwater
Peter,Earlier this week, on CNBC, banking analyst Meredith Whitney said, “I think that the call this year, the trade this year has been short the regional banks and go long the capital market |
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The Other Side of the DollarWed Nov 18th, 2009
Todd Harrison Albert Einstein once said that the definition of insanity was doing the same thing over and over again and expecting different results. Through that lens, the current course of fiscal and monetary po |
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Reading the Housing Tea Leaves Through Lowe’sMon Nov 16th, 2009
Minyanville Staff As we’ve all learned by now, hope is not a strategy.Still, Lowe’s (LOW) Chief Executive Robert Niblock tried to evoke that feeling of hopefulness in announcing the company’s dismal |
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Huawei Pushing Aside Cisco and EricssonWed Nov 11th, 2009
Bob Faulkner Enter the Dragon!There was a time, about a decade ago, that Cisco (CSCO) executives would comment that Huawei was so good at copying (aka appropriating) Cisco’s technology that it even replicat |
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Two Ways: Money Supply Contracts in Europe and USWed Oct 28th, 2009
Terry Woo Deflation fears persist as credit in the US and Eurozone regions continue to contract. In a story by the Telegraph, data from the European Central Bank showed that the M3 broad money supply fell over |
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Why Oil Is Rising and Gasoline Isn'tMon Oct 19th, 2009
Scott Reeves Demand for oil remains bearish with unemployment near 10%, slow economic growth ahead, and ample fuel supplies on hand. But the weak dollar and fear of inflation has led some to bet on oil as a hedge |
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Business of Giving: Follow IBM's LeadWed Oct 14th, 2009
C Warren Moses As the economy slowly resuscitates, companies might use a slow rebound as an excuse to ignore their social responsibilities. But I ask you to take a lesson from IBM, and not, as the company says, &ld |
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Two Ways: Eurozone Jobless Numbers Reach 10-Year HighThu Oct 1st, 2009
Terry Woo The euro is under pressure against the greenback this morning after the 16-member Eurozone unemployment rate ran up to 9.6% in August, the highest in 10 years. According to the Financial Times, |
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Evaluating the Odds of a Double-Dip RecessionFri Sep 18th, 2009
Mike Mish Shedlock If you have a job and it’s not in jeopardy, pull out the party hat and toot your horn. The OECD calls an end to the global recession.
“The global downturn was effectively declare |
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Banks Take Multiple Paths to Financial HealthWed Sep 16th, 2009
Bill Luby Sunday’s chart of the week, which looked at Implied Volatility of DJIA Components: Now vs. 52 Week High, received enough interest to warrant a follow-up that examines the current implied volati |






