Friday, September 28, 2007

Daily Journal 9/28/07

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

Thursday, September 27, 2007

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

Daily Journal 9/25/07

Facebook

More on the housing slump

Treasury 'fails'

Monday, September 24, 2007

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%

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

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

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

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

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

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

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

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

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

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.