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 · No Comments »
Ariel Investments Founder & CEO John Rogers Beats MJ In One On One
July 30, 2009 · Category: Humor
Posted by Greg Feirman · No Comments »
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 · No Comments »
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 · No Comments »
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 · No Comments »
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 · No Comments »
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 · No Comments »
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 · No Comments »
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 · No Comments »
