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  • Abby Joseph Cohen's Bullish Calls [View article]
    great signal to short the market.. thanks Abby
    Aug 07 07:28 am |Rating: +5 -1 |Link to Comment
  • Things Aren't All Golden at Goldman Sachs [View article]
    good catch

    also a good piece on FT alphaville about this
    Aug 07 07:26 am |Rating: +2 0 |Link to Comment
  • Even Meredith Whitney Likes Goldman Sachs [View article]
    just checking, how much is GS paying in taxes on this quarter's bumper results please?

    seems a significant amount less than what they're paying in bonuses
    Jul 14 10:05 am |Rating: +4 0 |Link to Comment
  • Why Goldman's Fat Profits Are a Good Thing [View article]
    can someone confirm exactly how much of revenues GS pays in taxes for this quarter please?

    somehow i suspect it is less than 25% of what they are paying in bonuses...
    Jul 14 09:59 am |Rating: +7 0 |Link to Comment
  • 15 Companies That Might Not Survive 2009 [View article]
    krispy kreme will not go down

    look at their marginal costs.. their model is not so capital intensive, so a pullback in distribution will not hit them hard
    Feb 16 05:35 am |Rating: +1 0 |Link to Comment
  • European Banks: Too Big to Rescue? [View article]
    nothing new or original in this article

    the financial sector has always been founded upon confidence and trust from the public sector, the population and the investor community - altho the amount of asset exposure in relation to their home country GDP was never really this large

    important points to remember:

    for every asset, there is a liability - this potentially could be unwound/sold (maybe not in the short term which is where the complication lies) or would have some kind of financial return to service the portfolio exposure - so looking at total assets in isolation is a misleading and quite unsophisticated way of judging the health of financial institutions

    secondly - if you pursue this argument further, you are undermining the 'trust' we have built up for the financial system. this system never functioned without this trust, and admittedly the last 18 months have been adequate to shatter most guages of trust, but once you undermine the trust for the general public (in spite of most governments guaranteeing deposits for developed country customers) then it becomes a self-fulfilling destructive cycle

    Worst case scenario - the governments print more money - which is what the bank deposit guarantee would oblige - but this was triggered by your superficial analysis that criticized this 'trust mechanism'
    Feb 16 05:28 am |Rating: +2 -6 |Link to Comment
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