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  • Some Investment Themes for 2009
    on Dec 30, 2008 • HBI, MCD, PCLN    
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  1. john s. gordon on Too Big to Fail and Exec Compensation: Inextricably Linked : author of the article has it right. the term 'social darwinism'... more »
  2. User 267997 on Too Big to Fail and Exec Compensation: Inextricably Linked : Even if it could be shown that maximum societal wealth creation... more »
  3. a fat panda on Too Big to Fail and Exec Compensation: Inextricably Linked : I know what these guys are feeling. I worked in IT during the late... more »
  4. Davewmart on Too Big to Fail and Exec Compensation: Inextricably Linked : Thank you for your valuable article. I would also like to draw... more »
  5. dingding on Too Big to Fail and Exec Compensation: Inextricably Linked : The case of Phibro and Andrew Hall is a clear illustration of the... more »
  6. Big Bubbette on The Entry Point Market Investors May Be Missing : Or, the companies are spending the money for life support to make... more »
  7. Stone Fox Capital on The Entry Point Market Investors May Be Missing : I'll take the opposite side of that trade. When everybody expects... more »
  8. tunaman4u2 on The Entry Point Market Investors May Be Missing : Its up to government intervention... and thats about it. more »
  9. Aalvarma on The Entry Point Market Investors May Be Missing : mmm... this analysis look like "partial equilibrium". In "general... more »
  10. enigmaman on The Entry Point Market Investors May Be Missing : You said about cost cutting measure "This has become an issue for... more »
  11. Tom Armistead on The Entry Point Market Investors May Be Missing : Something the article touched on but which might bear amplifying... more »
  12. Mad Hedge Fund Trader on The Entry Point Market Investors May Be Missing : dfh The scariest costume I saw on Halloween worn by a kid dressed... more »
  13. bbro on The Entry Point Market Investors May Be Missing : Excellent discussion about the issues with Smaller banks and CRE..... more »
  14. TradingHelpDesk on The Entry Point Market Investors May Be Missing : Excellent article. Equities were due a correction. The rally... more »
  15. Kinabalu on Ultimately, Who Benefits from Too-Big-To-Fail: A review of FRB staff studies reveals a 1994 review of Merger... more »