Resources
BNET Resources
- sort by:
- Relevance
- Date
- Popularity
- 30 Years of the 30-Year Mortgage
- Paul Kedrosky submits: Lots of people noticing today that for various technical reasons, U.S. 30-year fixed mortgage rates are back to levels last seen when Freddie/Fannie were nationalized. But that said, and as the following figures shows, all the bleating about high rates looks fairly dubious, historically speaking and...
- External links 2008-10-17
- Wal-Mart: Scenes from the Economy's Front Lines
- Paul Kedrosky submits: Wal-mart is like the Bureau of Economic Analyst of retail: It has all the data you wish you had about what's going on in the economy, plus more -- and it has it all in realtime. With that in mind, here are some alternately choice and...
- External links 2008-10-22
- Brinksmanship at Fortress Investment Group
- Paul Kedrosky submits: Riveting brinksmanship going on at 11th hour as Fortress Investment Group FIG works frantically to refinance $1.7-billion in Intrawest debt, which expires tomorrow. Recall that Intrawest, the owner of the Whistler ski resort -- which will host the 2010 Winter Olympics -- was purchased by Fortress...
- External links 2008-10-22
- More from Grantham: S&P to 585?
- Paul Kedrosky submits: Jeremy Grantham at GMO has out Part II of his "Reaping the Whirlwind" two-part series on the credit crisis' aftermaths. Among other things, he argues that there are benefits to the crisis, including increasing personal savings, an end to the hedge fund era, a reminder...
- External links 2008-10-26
- Wolfson Microelectronics: Air Pocket Alert
- Paul Kedrosky submits: I continue watching company news releases for air pockets, companies that aren’t just seeing revenues go lower on a glide path, but are seeing a complete disappearance of their core business. Today’s example: Wolfson. Wolfson Microelectronics (Edinburgh, Scotland) (WLFMF.PK) has again slashed its fourth-quarter revenue...
- External links 2008-10-28
- AIG Bailout Redux: The Perils of Open-Ended Liability
- Paul Kedrosky submits: This should come as no surprise given that supposed insurer [[AIG]] has drawn down more than $80 billion of its $122 billion facility, but the company is apparently in talks with the U.S. government to be bailed out of its bailout. It wants to convert a...
- External links 2008-11-07
- Three Problems with the Fannie / Freddie Mortgage Modifications
- Paul Kedrosky submits: There are at least three serious issues with the Freddie FRE / Fannie FNM mortgage modification programs. First, they are fundamentally offensive to anyone who bought a house with a reasonable amount of money down, some contentiousness about the price paid, and the cash flow to...
- External links 2008-11-11
- Is Buffett Really Losing His Touch?
- Paul Kedrosky submits: Various people are wandering about saying that investor Warren Buffett has lost his touch. The gist of the argument: A combination of style drift (derivatives?!), ill-timed investments, and his "long term" refrain on declining positions demonstrate that he is, at the very least, having a hard...
- External links 2008-11-12
- 411 Needs 911: The Yellow Pages Buyout Bust
- Paul Kedrosky submits: Was the 2002 yellow pages buyout boom the most awesomely mistimed private equity move ever? Okay, that’s saying a lot, but still: Buying such services for their ad revenue just as the yellow pages business blew up in the face of search (read: Google) ubiquity has...
- External links 2008-11-17
Additional Resources
- What Is Private Equity?
- The term private equity encompasses a range of techniques used to finance commercial ventures in ways that do not involve the use of publicly tradable assets such as corporate stock or bonds. Typical forms of private equity include venture capital, growth and mezzanine capital, angel investing, and private equity funds....
- Articles 2007-03-05
- << Previous
- page 1 of 1
- Next >>
Presented by American Express