Archive for July 2009
Disney’s Business Still Under Pressure – Though Not Collapsing
Disney (DIS) after the close today reported a quarter that shows their business under pressure but not collapsing. Overall revenue was down 7% from the year ago period including 2% at their media networks and ...
Posted by Greg Feirman · Comments Off on Disney’s Business Still Under Pressure – Though Not Collapsing
Ariel Investments Founder & CEO John Rogers Beats MJ In One On One
July 30, 2009 · Category: Humor
Posted by Greg Feirman · Comments Off on Ariel Investments Founder & CEO John Rogers Beats MJ In One On One
20 of 22 US Hedge Fund Managers Say They Bought Physical Gold For Personal Accounts
"Gold lures inflation wary hedge fund chiefs", Reuters, July 30 (via Kirk)
Posted by Greg Feirman · Comments Off on 20 of 22 US Hedge Fund Managers Say They Bought Physical Gold For Personal Accounts
Barclays Strategist: Learn To Love The Recovery
July 30, 2009 · Category: Market Commentary, Sentiment Analysis
So over the rest of this year, the standard cyclical timing of a US economic turning point tells us pessimistic expectations are likely to collide with the economic reality of a strong recovery. The net ...
Posted by Greg Feirman · Comments Off on Barclays Strategist: Learn To Love The Recovery
US Post Office To Run $7 Billion Deficit In 2009
Interesting article in today's New York Times on the US Postal Service: "Increasing Postal Deficits Intensify Talks On Solution", July 30, B1.
This highlights a key difference between the operations of a private company and a ...
Posted by Greg Feirman · 4 Comments »
Newsweek Cover: The Recession Is Over
And here's Obama commenting on the cover at a Town Hall meeting in Raleigh, NC Wednesday morning:
Posted by Greg Feirman · Comments Off on Newsweek Cover: The Recession Is Over
Top Gun FP Client Note: Channelling Rudyard Kipling
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · Comments Off on Top Gun FP Client Note: Channelling Rudyard Kipling
Bill O’Reilly Does Economics – Badly
July 29, 2009 · Category: Culture and Current Events, Economics
Bill O'Reilly kicked off his O'Reilly Factor program yesterday (video here) claiming that a front page WSJ story on oil speculators driving the price of oil ("Traders Blamed For Oil Spike" (subscription required), WSJ, July 28, A1) vindicated his ...
Posted by Greg Feirman · Comments Off on Bill O’Reilly Does Economics – Badly
High Frequency Trading
July 29, 2009 · Category: Market Commentary, The Investment Advice Business
(Source: The New York Times - click on link for a larger graphic)
It’s become a technological arms race, and what separates winners and losers is how fast they can move.
- Joseph M. Mecane, NYSE Euronext, ...
Posted by Greg Feirman · Comments Off on High Frequency Trading
Eric Sprott: We Are In The Early Stages Of A Depression
July 24, 2009 · Category: Market Commentary, The Investment Advice Business
We are now in the early stages of a depression. The economic indicators we follow to track real economic activity are all signalling a slowdown of massive proportions. You wouldn't know it reading the mainstream ...
Posted by Greg Feirman · Comments Off on Eric Sprott: We Are In The Early Stages Of A Depression
