GregY

Wall Street Breakfast: Must-Know News

Axelrod, I hope you don't mind a full copy your comment to be published on my blog. It's just that I couldn't express it better myself. Thanks you.

Wall Street Breakfast: Must-Know News

If you need to look for guilty party (s) here are my candidates:
1. Chris Dodd or is it "Dudd" and Barney Frankes are the arhitects of mortgage disaster should imo join the architect of Enron debacle;
2. George "no veto" Bush who betrayed his constituency and didn't learn much from his personal experience of S&L meltdown.

At least the Exxon skipper was drunk....

Ten Banks That Will Be Hurt by the Takeover of Fannie and Freddie

I am tired of the government manipulating the markets, first browbeating the industry into ridiculous lending practices, and now not letting it to find a clear value. And that is done by "conservatively" minded government, what can we expect from the next one? They are turning the markets into another form of taxation. I am no longer putting any new money into this or vote Republicans.

Interview with Jim Rogers, Part I: Bigger Financial Shocks Loom

The biggest challenge we face is that this bubble happen to burst at the election season, and politics colors every opinion expressed here. I agree that Rogers historical escapades are either not accurate or outright intentionally misleading and wonder if it is motivated by his political beliefs given his long and close association with Soros who would go to any extend to prop his agenda.
As for Rogers critic of Bernanke, it is hard for me to believe that he would not know that the Chairman has no power to make decisions without consensus of the Board, which makes him sound more like a blowhard than a guru.

Banking Sector: Band-Aids Just Won't Do It

Why do you say "Washington Mutual (WaMu) will go into receivership the week of 07/28/08?" What makes you say that? - because BDS holds August puts, that is why.

Economics, financial sanity and morality are out in the elections years. I wonder if there are coming back after.

WaMu and More: Uninsured Depositors Begging for Trouble

All we need is more garbage like this!

Bank Executive Compensation and the Bailout

User 138602 - not that I disagree with you, but what, if anything, do suggest as a constructive plan of action? Executive compensations are unrealistic, unconscionable, and promote wrong behavior for all participants of corporate and civic process. I do understand the motivations of the boards to keep the status quo, but I totally do not understand behavior of institutional investment managers who are showing decimal results for their efforts. Is it a conspiracy of incompetent?

ConocoPhillips: Why the Sell-off?

The watch dog - did you watch over Enron as well? Your confidence vote for Russian business practices, makes me run and dump COP as soon as I can. There is nothing more reassuring than corporate audits.

Internet Content in Crisis: Are We Becoming Mental Grasshoppers?

There is in article in last month "Atlantic Monthly" which is called "Does Google makes us stupid?". I will not provide the link, the "old school", so those who complain about speed of change, have time to catch up. It is a change, and whenever there is a change, there are people who question it and complain about it. Some turn to external sources to deal with it (drugs, protests, etc.) and some get more focused, mentally disciplined and evolve yet again, as Darwin proposed.

Wall Street Breakfast: Must-Know News

It is not the lack of knowledge, it is deliberate manipulation of a free and honest debate. These tactics have often been used by socio-fascists to manipulate public at the times of challenging economic conditions. The refusal of corrupt politicos to deal with energy policies for decades provides them with another attempt to destroy the system they parasite off. The oil state monopolies and pseudo-Greens are "the speculators" everybody is looking for. They have different motivations, but the common goal - the destruction of free markets.

The Pros, Cons and Paradoxes of Dividends

Thank you Lance. A very interesting analysis.

American Capital Strategies Illustrates Private Equity Risks in Merisel Pull Out

Very interesting analysis. Thank you.

SaaS Updates: NetSuite and Salesforce.com

Since CRM has much better customer satisfaction record than N, perhaps NetSuite customers would welcome your suggestion.

Evaluating a Negative View on American Capital Strategies

Excellent analysis! Thank you.

Measuring SaaS's Profitability

The subscription model carries an inherent risk of switch and I wonder how increasing number of competing players in SaaS market affects this risk. What are contractual and operational challenges customer would have to overcome to move from Saleforce to Netsuite, for example?