Grain prices
Airlines and mileage planes
Bond market and FDC's buyout
UAW's health care trust fund
Ahead of the tape
Small stocks: movers
IPO indexes gain appeal
Friday, September 28, 2007
Thursday, September 27, 2007
Daily Journal 9/27/07
GM and health care
Timberland to close 40 stores
Rate cuts
Contrairian play: home builders
All-cash deals and acquisitions
Timberland to close 40 stores
Rate cuts
Contrairian play: home builders
All-cash deals and acquisitions
Tuesday, September 25, 2007
Daily Journal 9/26/07
More on housing
Biz schools lose track of missions
EchoStar to acquite Sling Media Inc. for $380M
Moody's, S&P to confront critics
Speculation on Bed, Bath & Beyond
Merger-Arb spreads
Discover's net drops 16%; charge-off rate falls to 3.7%; shares fall
Biz schools lose track of missions
EchoStar to acquite Sling Media Inc. for $380M
Moody's, S&P to confront critics
Speculation on Bed, Bath & Beyond
Merger-Arb spreads
Discover's net drops 16%; charge-off rate falls to 3.7%; shares fall
Monday, September 24, 2007
Daily Journal 9/24/07
There are too many lawyers
Another opinion article on CEO pay
Bausch shareholders approve takeover
Abreast of the market
Flight to safety: investors move to slump resistant picks
Ahead of the tape
Another opinion article on CEO pay
Bausch shareholders approve takeover
Abreast of the market
Flight to safety: investors move to slump resistant picks
Ahead of the tape
Friday, September 21, 2007
Daily Journal 9/21/07
Jobless claims drop
Crude up. At what point will this have a meaningful drag on the economy?
FedEx warns on bumby road
Drug Ad restraints
Middle East scoops up stakes in exchanges
Corn
A lot left on the table: IPO soars 97%
Crude up. At what point will this have a meaningful drag on the economy?
FedEx warns on bumby road
Drug Ad restraints
Middle East scoops up stakes in exchanges
Corn
A lot left on the table: IPO soars 97%
Thursday, September 20, 2007
Daily Journal 9/20/07
Impact of trade gap narrowing
The Moral Hazard
Consumer prices fall in August
Look out! China freezes prices amidst rising inflation
General Mills' battle with high prices
Romney on HilaryCare
On the Dollar and Oil
Ahead of the Tape
The Moral Hazard
Consumer prices fall in August
Look out! China freezes prices amidst rising inflation
General Mills' battle with high prices
Romney on HilaryCare
On the Dollar and Oil
Ahead of the Tape
Wednesday, September 19, 2007
Daily Journal 9/19/07
When Google Finance lists the Fed rate cut with 2300 related stories, it's commodity news
I love shareholder activism
Cheney on Bush's economic record
Great for retailers: gift card business surges
Ahead of the Tape
Lehman results better than expected
Honestly from Coach execs on share sales
Dollar slides
WSJ Poll: was the Fed too aggressive?
What the rate cut means for us
I love shareholder activism
Cheney on Bush's economic record
Great for retailers: gift card business surges
Ahead of the Tape
Lehman results better than expected
Honestly from Coach execs on share sales
Dollar slides
WSJ Poll: was the Fed too aggressive?
What the rate cut means for us
Tuesday, September 18, 2007
Daily Journal 9/18/07
Also on the agenda for today: the discount rate
I agree with this, Why the Fed shouldn't cut interest rates
Buyers line up for Wendy's
Rove's solution for the health care mess
Yahoo acquires Zimbra
Debt underwriters retreat from buyout
Yield curve favors banks
Ahead of the Tape
I agree with this, Why the Fed shouldn't cut interest rates
Buyers line up for Wendy's
Rove's solution for the health care mess
Yahoo acquires Zimbra
Debt underwriters retreat from buyout
Yield curve favors banks
Ahead of the Tape
Monday, September 17, 2007
Daily Journal 9/17/07
A lot of hope rests on the Fed's next move
Opinion article on the Fed
Change at Time Warner
Pricing the subprime related alchemy
Ahead of the Tape
Opinion article on the Fed
Change at Time Warner
Pricing the subprime related alchemy
Ahead of the Tape
Friday, September 14, 2007
Daily Journal 9/14/07
Yet another story on Countrywide
Robert Reich on CEO pay
'Scientific' studies and miscalculations
On the Thompson-Reuters deal
Investors anticipate Wall Street banks' financials
ABN Amro Deal
Ahead of the Tape: consumer spending
What to do with $350B of LBO debt
Global Alpha bleeds
Robert Reich on CEO pay
'Scientific' studies and miscalculations
On the Thompson-Reuters deal
Investors anticipate Wall Street banks' financials
ABN Amro Deal
Ahead of the Tape: consumer spending
What to do with $350B of LBO debt
Global Alpha bleeds
Thursday, September 13, 2007
Daily Journal 9/13/07
Not just for rednecks: An interview with Nascar's CEO
How PE firms make their money
Economists weigh in on the likelihood of a recession
Risk in Emerging Markets
Product recalls and the US' relationship with China
Destination clubs look to improve image
The bias of the Spanish news channels and the Hispanic vote
How PE firms make their money
Economists weigh in on the likelihood of a recession
Risk in Emerging Markets
Product recalls and the US' relationship with China
Destination clubs look to improve image
The bias of the Spanish news channels and the Hispanic vote
Wednesday, September 12, 2007
Thursday, September 6, 2007
Daily Journal 9/7/07
Can 25 sigma events happen day after day? More on the failure of algorithmic trading
A low calorie Gatorade
Rating firms under scrutiny for role in subprime collapse
Thoughts on the job market report
A low calorie Gatorade
Rating firms under scrutiny for role in subprime collapse
Thoughts on the job market report
Daily Journal 9/6/07
Is the M&A boom winding down?
I think the $200 drop is price for the iPhone will be great for Apple
Don't know why, but the almond market fascinates me
More hedge funds in trouble: SIVs are the latest product
Ahead of the Tape
I love the energy drink market
I think the $200 drop is price for the iPhone will be great for Apple
Don't know why, but the almond market fascinates me
More hedge funds in trouble: SIVs are the latest product
Ahead of the Tape
I love the energy drink market
Wednesday, September 5, 2007
Daily Journal 9/5/07
More housing market slump scary stories. My take is to let the market figure things out
The role of a CEO's personal life on stock performance
Countrywide and the downfall of #1
I love this side of brand development: a story on Nautica's upscale relaunch
A great commentary on undergrad "liberal" education
Libor takes sudden jump
Get ready! China Construction Bank prepares for IPO
The role of a CEO's personal life on stock performance
Countrywide and the downfall of #1
I love this side of brand development: a story on Nautica's upscale relaunch
A great commentary on undergrad "liberal" education
Libor takes sudden jump
Get ready! China Construction Bank prepares for IPO
Tuesday, September 4, 2007
Daily Journal 9/4/07
Credit-rating firms on the hot seat for their role in subprime mess
Gaz de France and Suez agree on €90 billion merger
Hats off toe P&G for their Gain brand and its clear divergence strategy.
Hedge Fund summer
$350B of LBO loans at stake
Airlines to change how they operate. Any time I hear that I jump for joy.
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