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- Emerging Market Equities Now Far More Interesting than U.S. Market
- David Goldman submits: Now that the US market is settling comfortably into a statist torpor, it is time to call attention to the fact that America faces challenges of an entirely different kind than it ever has in the past. This generation of Americans simply doesn’t know what’s going...
- External links 2009-05-21
- Asia: The Mother of All Incumbent Advantages
- David Goldman submits: Independent hedge fund managers, e.g. Raptor last week, are following me out of the business. In a market in which the government tells everyone what things are worth, the fine judgement of bond analysts is worthless. I used to manage a department with dozens of high-paid...
- External links 2009-06-08
- I'm Really Tired (of This Market)
- David Goldman submits: As in this scene from Blazing Saddles, I’m tired of this market. There’s nothing to say that I haven’t set multiple times before, but here’s a note to make clear that I haven’t stopped thinking about things. I announced at the beginning of the...
- External links 2009-06-21
- Can China Do Without the U.S. Dollar?
- David Goldman submits: China’s announcement overnight that it will allow companies to settle international trade claims in yuan shows how serious the Chinese authorities are about building a local currency market. Bloomberg reports, July 2 Bloomberg — China will allow companies to use the yuan...
- External links 2009-07-02
- 10 More Reasons Why the Recession Will Last Forever
- David Goldman submits: With reference to Dave’s Top 10 Reasons why the recession will last forever, here’s another set. I continue to believe that the S&P will end 2009 about where it began. 10. Exports are down by a quarter from their June 2008 peak (click to...
- External links 2009-09-25
Additional Resources
- Air Products and Chemicals, Inc. F4Q07 (Qtr End 9/30/07) Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. [Operator Instructions]. We'll take our first question today from P.J. Juvekar from Citi. P. J. Juvekar - Citigroup Good morning. Paul E. Huck - Vice President and Chief Financial Officer Good morning P.J. Nelson Squires - Director, Investor Relations...
- Earnings calls 2007-10-25
- Is China Preparing to Buy Gold?
- David Goldman submits: When I put my orders in for gold and base metal mining shares yesterday, I hadn’t seen this Reuters report that a senior Chinese researcher had recommended buying gold instead of dollars for China’s reserves: China should buy more gold because the U.S. dollar...
- External links 2009-06-25
- BorgWarner, Inc. Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator [Operator Instructions] Your next question will come from line of Rich Kwas with Wachovia. Rich Kwas - Wachovia Securities Hi, good morning everyone. Timothy M Manganello - Chairman and Chief Executive Officer Good morning, Rich. Rich Kwas - Wachovia Securities ...
- Earnings calls 2007-10-25
- Electrolux AB Q3 2007 Earnings Call Transcript
- Question-and-Answer Session Unidentified Company Representative The questions here in Stockholm, and also those who are on the telephone conference. So I will start here with a couple of questions in Stockholm. Michael please, microphone here please. Michael Andersson - Danske Securities Michael Andersson, Danske Bank....
- Earnings calls 2007-10-23
- MoneyGram International, Inc. Q3 2007 Earnings Call Transcript
- Question-and-Answer Session Operator [Operator Instructions]. And your first question comes from the line of Kartik Mehta. Please proceed. Kartik Mehta - FTN Midwest Research Good afternoon. Philip W. Milne - Chairman, President and Chief Executive Officer Good afternoon, Kartik. Kartik...
- Earnings calls 2007-10-17
- DuPont Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. [Operator Instructions]. Your first question is from Bob Koort with Goldman Sachs. Robert Koort - Goldman Sachs Thanks. Good morning. Jeff, I was wondering if you can talk a little bit about your return on capital expectations for the new Chinese Ti02...
- Earnings calls 2007-10-24
- Executive Changes: New Goldman Sachs Head Is Like Bull in China Shop
- Near the end of the second-quarter earnings call with analysts, Goldman Sachs CFO David Viniar finally got to the question on everyone's mind: When could analysts talk to newly named CEO and chairman Lloyd Blankfein? "I'm not sure what you mean by that," Near the end of the second-quarter...
- Research articles 2006-08-01
- Google Tightens Its Grip on Emerging Markets
- So much of the news about the U.S. media industry is about short-term trends and emergencies that significant indicators about future growth opportunities are often overlooked. Meanwhile, the lines are being drawn for for a series of Battle of the Titans that will have repercussions in various...
- Blog posts 2009-06-03
- Reliance Steel & Aluminum Co. Q3 2007 Earnings Call Transcript
- Question-and-Answer Session Operator [Operator Instructions]. Mr. Curran, your line is now live. Unidentified Analyst Hi everyone. Good morning. David Hannah - Chief Executive Officer How are you doing? Unidentified Analyst Good. I was wondering how on your daily...
- Earnings calls 2007-10-20
- Precision Castparts Corp. F2Q08 (Qtr End 9/30/07) Earnings Call Transcript
- Question-and-Answer SessionOperator The phone lines will now be open for questions. [Operator Instructions]. We'll take our first question from Robert Stallard with Banc of America. Rob Stallard - Banc of America Securities Hi guys. Mark Donegan - Chairman and Chief Executive Officer Hey Rob....
- Earnings calls 2007-10-24
- Arch Coal Inc. Q3 2007 Earnings Call Transcript
- Question-and-Answer Session Operator [Operator Instructions] And we’ll take our first question from Brett Levy with Jefferies and Company. Please go ahead. Brett Levy - Jefferies & Co. Okay. Do you guys said, in revise guidance range that you gave for EBITDA of 460 to 490....
- Earnings calls 2007-10-20
- 3M Co. Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator [Operator Instructions]. Your first question will come from the line Mike Judd with Greenwich Consultants. Please go ahead with your question. Michael Judd - Greenwich Consultant Yes good morning. I have a question on the Display & Graphics area; I am just wondering if...
- Earnings calls 2007-10-19
- Where to Find the Bright Spots in 2009
- NEW YORK (AdAge.com) -- The worst November-December retail season since 1970; taxpayer bailouts to save Detroit; marketing budgets slashed; tens of thousands laid off across agencies, media companies and marketing departments; and still more cuts coming every day. You've read the bad news, and no one's denying that it's grim,...
- News items 2009-08-07
- Yum! Brands, Inc. Q1 2006 Earnings Conference Call Transcript (YUM)
- Earnings Call Excerpt Yum! Brands, Inc. YUM Q1 2006 Earnings Conference Call April 25, 2006, 9:15 a.m. EST Executives David C. Novak - Chairman, Chief Executive Officer and President Richard T. Carucci - Chief Financial Officer Tim Jerzyk - Vice President, Investor...
- Earnings calls 2006-04-25
- Will AIG Get to Bend the Rules for Buyers?
- News that American International Group may report up to a $60 billion loss in the fourth quarter -- and is seeking still more government bailout money -- could be the tipping point in getting its assets sold. AIG is holding the biggest yard sale in history. It...
- Blog posts 2009-02-24
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