Looking at the 10Q of BG, it's not clear how they price the inventory of hard soy they carry. It is possibly understated at resale values, which may give them some fall-back on hedging. Big question?
S A's continued publication of summaries of the "pops" in TV financial shows is a good service. We are provided a snapshot of some of the influences on those who go "Barefoot in the Bazzar."
As to Cramer, he does advise what few probably do - do your homework, learn what you are doing and be sure of why you do it. Most cogent self-directed investors (and traders - Cramer's metre) simply don't have time for the whole of any of the "pops," despite their content and kinds of coverage.
Wall Street Breakfast: Must-Know News [View article]
We have to keep in mind, these are summaries, and not analytical reports. He reports on opinions rather opines However, he should be free to opine on the quality of those opinions.
Wall Street Breakfast: Must-Know News [View article]
"Implications for companies such as Vornado Realty Trust (VNO), Boston Properties (BXP) and Brookfield Properties (BPO), who recently saw ratings downgrades from Green Street. "
Please enlarge on that sentence, explaining what implications or exactly what contains "implications."
For the life of me, I can't understand why those affected don't grasp that the "two classes" of risks insured by MBI, Ambac, et al can be reinsured separately, without "breaking up" the issuer of the primary coverage.
Two separate "syndicates" (a la Lloyds) could be assembled. One from the Calpers and other Muni-related funds (whose flow of funds derives from Muni borrowings in large measure that are a major source of payrolls). The other from the financial institutions that are exposed to "valuation" adjustments in this era of uncertain or absent pricing.
Wall Street Breakfast: Must-Know News [View article]
I see now you did get a stand in. But, I could not find it yesterday during the several times a accessed the site.
Just me I guess.
Wall Street Breakfast: Must-Know News [View article]
Can't you get a "stand-in" to report?
We miss you
Wall Street Breakfast: Must-Know News [View article]
Leading Hedge Funds' Best Ideas and Consensus Picks [View article]
BRKQF
Under The Radar News - Monday [View article]
Falling Timbers - Cramer's Stop Trading! (4/24/08) [View article]
As to Cramer, he does advise what few probably do - do your homework, learn what you are doing and be sure of why you do it.
Most cogent self-directed investors (and traders - Cramer's metre) simply don't have time for the whole of any of the "pops," despite their content and kinds of coverage.
So, thank you S A!
Wall Street Breakfast: Must-Know News [View article]
Wall Street Breakfast: Must-Know News [View article]
Please enlarge on that sentence, explaining what implications or exactly what contains "implications."
Agreed: you DO provide a great service.
Under The Radar News - Friday [View article]
For the life of me, I can't understand why those affected don't grasp that the "two classes" of risks insured by MBI, Ambac, et al can be reinsured separately, without "breaking up" the issuer of the primary coverage.
Two separate "syndicates" (a la Lloyds) could be assembled. One from the Calpers and other Muni-related funds (whose flow of funds derives from Muni borrowings in large measure that are a major source of payrolls). The other from the financial institutions that are exposed to "valuation" adjustments in this era of uncertain or absent pricing.