bonderman

Beginning of Another Big Market Decline? Not Quite

What about the market depressing aspects of massive mortgage resets in 2010-2011?

FDIC Insurance Fund - It Doesn't Actually Exist

WOW! I almost hate to add to these comments....but. The flag waving, 'hang em high', 'kill everybody I decide should die', folks need to get on Prozac ASAP. Folks, you are raising your blood pressure to very serious levels. Try to relax. Repeat. Try to relax. Then seriously consider how you would feel if an administration took your "ideas" to heart and applied them against you. There, you don't want to loose a hand or be hanged for your thoughts.

There are solutions to a lot of the problems raised but, unfortunately they take time and the Congress you elected will be in a hurry so it probably won't be a very pretty solution but it can be changed in time.

You CAN be part of that change but not with the 'blow off' rhetoric so often seen here. Write your Congressperson. Be polite. Reference a bill number if possible and describe both your objection and offer a solution. Letters that are well framed do count whereas "blow off' diatribes don't.

Good luck!

Tobin's Q No Longer Bullish on U.S. Equities

How does Tobin's Q calculate the replacement value of a knowledge-based company whose main asset are its employees (who could leave whenever they felt like it)?

Does Tobin's Q value nonproductive assets like grand headquarters buildings?

The New Regulatory Structure Begins to Emerge

The only argument I have with your position is the ease with which in the past various federal regulators were captured by those regulated.

Congress will be pushed to put in a "business friendly" individual as has happened in the past. If there is a way to prevent that your idea should greatly improve regulatory operations.

Is This (Finally) the Bottom? Part III

Its difficult to see how a bottom can form when the worst is yet to come. Alt-A loan resets don't peak until 2011, which when added to the other trash loans will make 2011 as bad or worse than anything we've seen yet. See a widely circulated graph and Barry Ritholtz's anaylsis here:
www.ritholtz.com/blog/.../

The author's antecdotal evidence, while interesting is just that. Put your faith in real data.

Semiconductor Equipment / Material Suppliers Must Consolidate to Grow

Its really hard to see any comparison here. Auto manufacturers are staid, slow, dinosaurs.

Semiconductor equipment manufacturers are by contrast, fast, innovative, and unhindered by unions and zombie management.

The auto industry's problems are made worse by the fact there are so few of them. Auto executives tend to play it too safe as there are fewer employment opportunities available if they guess wrong on a project.

The semi exec recognizes the need to bring forth disruptive technologies and is comforted by the fact that if he fails, there are plenty of other opportunities in other companies.

Don't Watch CNBC

I don't watch it either. Its really easy and it saves power and trips to an analyst (psycho, in case you were confused).

Semis' Downturn - Which Companies Will Survive, Part 2

TXI, Texas Industries is building materials. TXN is Texas Instruments.

ETFs to Capture Byron Wien's 10 Surprises for 2009

Perhaps you mean 75 yen/dollar rather than $0.75?

"The dollar plummets due to low Treasury interest rates, huge borrowing by the Treasury and continuous printing of money. As a result the yen goes to $0.75 and the Euro to $1.69; CurrencyShares Japanese Yen Trust (FXY) is one to watch."

Advanced Nonsense: The Politics of Alternative Energy

If this is his first article, let us hope it is also his last.

Toyota: Examining the Solar-Car Rumors

Solar powered cars might be quite practical...provided you know how to park the 40-foot trailer with the solar cell panels and battery pack you'll be towing.

In round numbers, after atmospheric and system losses take their toll, there might be 100-200 watts per square meter of panel available for powering the vehicle.

A Solution to California's Financial Disaster

If Wells makes a profit in California, one would assume they pay a tax to California. Rebalance your economic model and write a (much shorter) update.

Does Anyone Care About Alternative Energy Anymore?

Lots to question here. The argument about wind solar, etc. being less efficient is not the driving reason for their implementation. Climate change and energy independence are.

The argument that the Prius generated fewer sales in November could probably have been said about nearly all models.

This author seems very confused.

Obama vs. McCain: Which Candidate is Better for Ethanol and Equipment Companies?

While I understand the focus of this site is financial, one would hope that readers could redirect their attention and focus on the issues facing future generations. The production of ethanol consumes huge amounts of water, huge federal subsidies and greatly inflates the price of grain stocks to the detriment of a large percentage of the world's population.
It benefits to society are questionable (with the exception of ethanol contained in beer and wine). ;-}

CAR Median Home Prices Down Sharply; Expecting Another Wave Lower

Orange County, CA already has a very high percentage of industrial/commercial space for lease. It seems impossible for the vacancy rate to decline much more unless we have a general economic collapse.