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60 Comments

    • What are McDonald's and Wal-Mart Telling Us? [view article]
      MCD in USA is still expensive compared to HK where $3 will buy you a big mack, fries & coke and we are pegged to the US$.

      Apart from point 4, I agree with you other points. Another point to consider is fundamentals to stock price, are they still too high? How much debt due they hold?

      A discount clothing chain filed for bankruptcy in HK today fallout from the credit crisis. Got a loan call from its banks after institutional investors pullout and stock price went into free fall. 400 staff left in the cold and shops owing rent in HK, impact to PRC shops still unknow.
      Oct 10 02:39 PM
    • Seeking the Fix That Will Finally Work [view article]
      a solution may be for Bush to step down today and hold a snap election, which Obama will win since no one wants more of relatively same policies...but with only 3 weeks... Oct 09 11:48 PM
    • Opportunity in Emerging Markets Amidst This Panic [view article]
      fear is real...credit crisis spreading across the pond to europe...financial institutions requiring bailout has just started to snow ball...asian fi's are also starting to feel the impact with losses in investments... Oct 06 11:33 AM
    • Cleveland Cliffs vs. Harbinger: Will the Hedgies Win? [view article]
      can anyone shed some light as to the reasons for the 60% drop (since this article came out) in share price? global slow down can't possible explain the sudden drop from $100 to $40...what next $30?

      with earnings soon, can we expect an explosion down or up?

      Oct 02 10:52 AM
    • Wachovia-Golden West Transaction: A Disaster Without Peer [view article]
      who is blame

      Bush - policy on house ownership
      Fed's - low interest rates,
      Fed's (?) - poor mortgage structure,
      Banks' - poor credit control,
      Fed's - poor control over securitisation process       Oct 02 12:34 AM
    • The Main Street - Wall Street Bout, Round Two [view article]
      the politicians should have known better and voted accordingly instead of appeasing their voters...they are voted in to make difficult decisions...the fallout will be a disaster across the globe...BAM! financial companies in Europe on the ropes, Asian financial companies are also feeling the pain of bank closures

      this is not about main street vs wall street but keeping the life line of USA - credit       Sep 30 11:25 AM
    • Apple Isn't Recession-Proof [view article]
      Yep, Apple fans have already bought the latest Apple offerings. Yet to turn over to Apple fans are being swayed by lower prices of makers providing comparable if not better functioning toys. Like me, I bought 2 mini-notes for a total $1000 in the last 12 months and considering an iPhone, but carrier package is 100% higher to take full advantage of the iPhone. Competition is very strong and difficult to pay being kool! Sep 29 12:34 PM
    • Subprime Is Truly Global Now [Housing Tracker] [view article]
      Losses due to stock price, failures and forced marriages. LEH is being felt by Hong Kong public who had invested in mini-bonds and financial companies taking losses on their investments in LEH and WM. Resulting in severe stock price drops of financial companies since people don't know how much local banks have invested in US/ European banks. Sep 29 12:24 PM
    • JP Morgan Could Come Out a Big Winner [view article]
      why pay $10 per share when you can get it for free if you wait for while.... Sep 28 12:23 PM
    • Buffett's Big Bet: The Real Value of the Berkshire Investment in Goldman Sachs [view article]
      confidence? 39% discount does not show confidence. it is strange how markets react. Sep 28 12:11 PM
    • To Avoid Failure, Get Really Big; Everybody Else, Watch Out [view article]
      C can't go down since it would prove its bailout several years ago by US government would have been wrong.

      the cause is lack of supervision and regulations on lending and leveraging...       Sep 26 04:40 PM
    • WaMu Buyout: JPM's Analysis Helps Treasury Projections [view article]
      normally in "deal" yes stock holders get something back, but this is not a deal. the government has taken assets and gave them to another company for $2 billion and taken on the liabilities. stockholders, debt holders, staff (not being carried over) are left holding the bag.

      Sep 26 01:22 PM
    • On WaMu's Birthday, JPMorgan Takes the Cake [view article]
      "investing" by JPM? probably a gift for doing the BSC deal...and not let other foreign banks pick up the spoils (LEH by Japs and Brits)

      bad for senior debt holders, stock should have sold off earlier. but this really changes the everything as small investors you just don't know what will happen next when the those in power can just take over companies (AIG, WM), force marriages (BSC, MER) and choose which ones to drop (LEH)       Sep 26 01:14 PM
    • Winners and Losers in the Bailout Bonanza [view article]
      winners...DB, ABN, BarCap, foreign IB's picking up the business?

       Sep 23 11:30 AM
    • Bank of America: 'Paulson Plan Benefits Mostly Goldman, Morgan' [view article]
      again, this is symptom not the cause. MS and GS came clean so they benefit more, Banks under different account rules not being realistic are prolonging the issue Sep 23 02:17 AM
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