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  • Wall Street Breakfast: Must-Know News [View article]
    At least there will be a jobs conference. One problem - nobody in the administration or Congressional leadership has ever managed a private payroll, and their instincts are all in the direction of killing jobs.
    Nov 19 15:35 pm |Rating: +3 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    To: Bill38119. Before the constellations were the elements. And before the elements was Eli.

    Nov 13 18:47 pm |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The John Galt v The Government contest goes on:
    - Ford by far the top American company in quality;
    - GM sells factory in Joe Biden's Delaware to a start-up selling $40 -80,000 electric cars;
    - Feds give another several billion to GMAC to help them survive in financing purchases of GM and Chrysler cars and dealers;
    - UAW votes to turn down contract with Ford which mirrors GM/Chrysler contracts;
    - Ford in a deal to sell Volvo to a Chinese company, with no government involvement.
    I sure hope that Ayn rand was right about who wins.
    Oct 28 12:53 pm |Rating: +4 -1 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    It's good to see the bonuses at goldman. When we get serious about fixing our fiscal imbalances, we'll know where to go - and there will be zero friends.
    Oct 16 11:21 am |Rating: 0 -3 |Link to Comment
  • Overbought Stocks [View article]
    Lists are good to launch a thought process - not to act on directly.
    Sep 13 15:28 pm |Rating: +2 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    At least a few companies are doing well - Google; Canadian National - and those that aren't are just not making as much as last year, or as expected. Not many in the real economy are losing money except for financial write-downs. that is the flip side of the unemployment numbers - in our private economy companies can react quickly in trimming. Not so our government, or Europe.
    Jan 23 13:05 pm |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Too much of the discussion is about financial engineering. The reality:
    1. Two thirds of the US economy is consumer spending.
    2. Consumers (e.g. taxpayers; e.g voters; e.g. you and me) have been overspending for years, and have way too much personal debt and not enough savings.
    3. A major enabler has been the housing bubble and loose financing which, partly through home equity loans, has allowed people to have that extra SUV. That's over.
    4. As the Baby Boomers edge along toward retirement, they have miniscule (and becoming more so) savings. They have to conserve.

    So, what could save us?
    1. A better distribution of wealth that puts more buying power in the middle class;
    2. Foreign growth (Asia) that will support US exports - and purchase of US assets.
    3. A lot of personal and national belt tightening.

    Pogo had it right. We have met the enemy, and it is us.

    Oct 07 12:13 pm |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The earnings briefs are interesting. It would save us all a scratch pad if you ended each such listing with a summary (day and quarter to date) of beat / match / miss. Thanks, though, for this most interesting listing.
    Jul 20 14:16 pm |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Likewise, Rabbi Hoffman's daily summaries are the best that I have found in years of following the markets. Does he really write from Jerusalem?

    On the rating agencies, it is a shame that we rely on the New York AG to bring reform to this group who were, in my humble opinion, the prime culprits in the subprime mess. Where are the federal agencies?

    RightinSanFrancisco.co...
    Jun 04 11:51 am |Rating: 0 0 |Link to Comment
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