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The Bipolar World of Financial Institution Accounting

Thu 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

The Other Side of the Dollar

Wed 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

Reading the Housing Tea Leaves Through Lowe’s

Mon 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

Huawei Pushing Aside Cisco and Ericsson

Wed 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

Two Ways: Money Supply Contracts in Europe and US

Wed 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

Why Oil Is Rising and Gasoline Isn't

Mon 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

Business of Giving: Follow IBM's Lead

Wed 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

Two Ways: Eurozone Jobless Numbers Reach 10-Year High

Thu 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,

Evaluating the Odds of a Double-Dip Recession

Fri 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

Banks Take Multiple Paths to Financial Health

Wed 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
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