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- Is Meredith Whitney's Goldman Sachs Downgrade Heresy?
- Andrew Horowitz submits: In another interesting move, Meredith Whitney cuts her rating on Goldman Sachs GS just before earnings on Thursday. This is reminiscent of last quarter. If you remember, it was a Monday morning and markets were continuing to sell off more than 7% over the previous few...
- External links 2009-10-13
- Initial Jobless Claims Worsen
- Andrew Horowitz submits: Initial claims were worse than expected as were continuing claims. We are fast approaching 9% unemployment. Reports yesterday also suggested that another $1 trillion will be required to keep the banks solvent and that Fannie and Freddie are seeing delinquencies and foreclosures skyrocket. Hmmm…....
- External links 2009-04-23
- Short Interest Highest in Consumer Discretionary Sector
- Andrew Horowitz submits: As of April 30, 2009 bearish bets or short interest on the market has decreased beyond their March 13th lows. In the chart below, a red line indicates the change in the short interest ratio. The short interest ratio can be calculated by taking the total short...
- External links 2009-05-14
Additional Resources
- Barney Frank Wants to Regulate Your Pay
- Andrew Horowitz submits: The U.S. Government is considering taking an active role in setting both financial and non financial companies executive pay. Congressman Barney Frank, Chairman for the Financial Services Committee stated, “the federal government should play a role in setting executive-pay rules for public companies to reduce incentives...
- External links 2009-05-15
- That Sucking Sound? It's FDIC Insurance Taking Over
- Andrew Horowitz submits: According to Meredith Whitney of Oppenheimer, there is a huge amount of uninsured deposits at many banks, which could soon be causing a huge problem. If you think about it, it makes sense. As time goes on, more and more money will be moved from bank...
- External links 2008-08-12
- The Flawed Housing Bill: How We Will Pay for It
- Andrew Horowitz submits: Recently, after I reviewed and wrote about the recent passage of the Housing Bill, I began to look at it more closely. I spoke with a few colleagues to try to understand what seemed to me to be a flawed plan. They agreed that something was...
- External links 2008-08-24
- Inergy Holdings, L.P. F4Q08 (Qtr End 09/30/08) Earnings Call Transcript
- Earnings Call Excerpt Inergy Holdings, L.P. NRGP F4Q08 Earnings Call December 1, 2008 11:00 am ET Executives John Sherman – Chief Executive Officer, President Phillip Elbert – Chief Operating Officer, President of Inergy Propane R. Brooks Sherman, Jr. – Executive Vice President, Chief Financial Officer William...
- Earnings calls 2008-12-01
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