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- Why the Energy Crisis Won't Solve Itself
- Will Wilkinson is optimistic about energy. Don't worry about peak oil, he says: as oil prices rise, alternative energy sources will become more attractive, and eventually innovation and competition in the alternative-energy space will drive alternative-energy prices down below the "historical trend" of oil prices. That's how we get...
- Articles 2008-08-05
- Merrill: Losing the Expectations Game
- Dennis Berman looks today at Merrill Lynch's earnings per share. With earnings down and the number of shares up, he concludes, reasonably enough, that, in the words of Sanford Bernstein's Brad Hintz, "it's extremely difficult to get to the earnings-per-share number of 2004 anytime soon". Er, yes....
- Articles 2008-08-05
- How is GM Still Alive?
- In the world of eye-popping earnings, GM has managed to beat even Exxon Mobil. Exxon made a profit of $11.7 billion in the second quarter; GM has manged to come out with a $15.5 billion loss, or $27.33 a share. How this company is...
- Articles 2008-08-01
- The WSJ's Unhelpful Aggression
- Felix Salmon submits: The front page of today’s WSJ has a big headline: “A President as Micromanager: How Much Detail Is Enough?”. The lead anecdote? In briefing President Barack Obama one day this spring, White House economist Jared Bernstein delved into such arcana as the...
- External links 2009-08-12
- When Insolvent Banks Are Worth Billions
- Felix Salmon submits: Jonathan Weil has a good column today leading with the fact that Regions Financial RF is insolvent, if you mark its assets to market; it’s not the only one. But stock-market investors don’t seem to mind — they’re valuing the equity in the company at more...
- External links 2009-08-13
- Ben Stein's Ethical Lapse
- Felix Salmon submits: Edward Wasserman, who glories in the title of Knight professor of journalism ethics at Washington and Lee University, has mounted a weird half-hearted defense of Ben Stein in the Miami Herald. Yes, he says, Stein’s columns were “windy and self-indulgent”. But there was no ethical wrongdoing...
- External links 2009-08-17
- Where The NYT Beats The WSJ
- Felix Salmon submits: Around the beginning of 2009, the two daily newspapers I subscribe to the NYT and the WSJ started being left on the sidewalk outside my building, rather than delivered indoors. This annoyed me, since anybody could and frequently did simply walk away with the paper I’d...
- External links 2009-08-17
- Do TIPS ETFs Make Sense?
- Felix Salmon submits: It’s quite clear that Pimco is talking its book when it says that active management makes more sense than indexing if you’re buying TIPS. On the other hand, Pimco’s arguments are quite compelling — more compelling, indeed, than counterarguments which don’t really address what Pimco says...
- External links 2009-08-18
- UBS: Where Will the Other 5,500 Names Come From?
- Felix Salmon submits: The UBS numbers, as reported by the WSJ, don’t make a lot of sense to me: UBS AG will hand over some 4,450 names of U.S. account holders as part of a U.S.-Swiss tax-evasion settlement and investigation that could produce in total...
- External links 2009-08-19
- Where Rubin Went Wrong
- Felix Salmon submits: Charlie Gasparino is right: If there’s one certainty of the past decade of Wall Street greed and government mismanagement of the economy, it’s that Citigroup was a grossly mismanaged institution. Eventually, the federal government was forced to prevent what would have been...
- External links 2009-08-21
- Loans Aren't Better than Securities
- Felix Salmon submits: A bad asset is a bad asset, whether it’s a loan or a security. And the distinction between the two isn’t particularly helpful, as is evidenced by equal-and-opposite newspaper stories today. On the one hand, there’s Floyd Norris in the NYT: by Felix Salmon
- External links 2009-08-21
- Those Underperforming Bond Funds
- Felix Salmon submits: Most investors have a significant exposure to bond funds. But according to S&P’s latest SPIVA report — by far the best comparison of fund performance to underlying indices — nearly all of those bond funds have underperformed their indices: by Felix Salmon
- External links 2009-08-23
- Looking at Banking in Switzerland
- Felix Salmon submits: I’m in Zermatt, Switzerland, where I’ve been invited to attend a symposium on the second anniversary of the financial crisis. I’ve only been to one presentation so far, but I’ve already learned two things: a that a lot of private bankers in Switzerland have degrees from...
- External links 2009-08-24
- Spain Crumbles
- Felix Salmon submits: Neil Unmack is constructive about Spain in general, and Spanish banks in particular: Santander knows its own loan book better than anyone, he says, and if it’s happy to buy back billions of euros of its own bonds at 82% of par, it probably knows something...
- External links 2009-08-25
- Stock Volatility Datapoint of the Day, Shanghai Edition
- Felix Salmon submits: A bear market is commonly defined as when you drop more than 20% from the high point; in Shanghai, stocks — which fell 6.7% today alone — have managed to drop more than 20% just in the month of August. But the other major Asian indices...
- External links 2009-08-31
- How Banks Give Up Trust for Money
- Felix Salmon submits: Interest-free balance transfers are horribly corrosive things which are instrumental in creating an atmosphere of mistrust between retail banks and their customers. Ryan Chittum has a prime example — himself: My wife recently mixed up my BofA credit card with my BofA...
- External links 2009-08-11
- Annals of Research Transparency, JP Morgan / MBIA Edition
- Felix Salmon submits: According to MBIA’s latest quarterly report, the insurer has a book value of $2.8 billion, or about $13 per share. JP Morgan JPM analysts Andrew Wessel and Daniel Kim beg to disagree, quite violently: in a note issued this morning they said that MBIA’s tangible book...
- External links 2009-08-11
- When Companies Short Their Own Securities
- Felix Salmon submits: BusinessWeek has an interesting article about CDS-linked lines of credit, where the cost varies in line with the borrower’s CDS spreads: The lenders stress that the new products give them extra protection against default. But for companies, the opposite may be true....
- External links 2009-08-10
- Morgan Stanley's Risk-Taking
- Felix Salmon submits: The NYT’s Graham Bowley comes out and says it in his report on Morgan Stanley’s weak earnings today: The results were in sharp contrast to rivals Goldman Sachs and JPMorgan Chase, which both reported strong second-quarter profits last week. Those two banks...
- External links 2009-07-22
- Was the AIG Bailout a Goldman Bailout by Proxy?
- Felix Salmon submits: Joe Hagan has a big story on Goldman Sachs GS in this week’s New York, and Moe Tkacik and Matt Taibbi both pick up on the way that Hagan deals with Goldman’s share of the AIG AIG bailout funds. It’s worth quoting at some length: ...
- External links 2009-07-27
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