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- Wells Fargo Tries 'Family Values' on Legacy Wachovia Pick-A-Pay Mortgages
- Michael Steinberg submits: The Wall Street Journal’s “Wells Fargo Takes Chance With a Loan Exchange”, subtitled “Option ARMs Are Shifted to Interest-Only in a Recovery Bet”, suggests that the bank is playing “kick-the-can down the road” with its Pick-A-Pay mortgages. Wells Fargo WFC is holding $107B in legacy Wachovia ARMs...
- External links 2009-11-05
- Is It as Simple as New-GM vs. Old-GM?
- Michael Steinberg submits: Picture the 1970s: we’re cruising down the boulevard of dreams in our softly suspended land yacht when suddenly we hit the sand like a beached whale. Gas becomes tight and [[GM]] quickly downsizes its fleet with disastrous results. Too bad it was only a false alarm and...
- External links 2009-06-03
- Congressman Paul Ryan's Republican Healthcare Alternative
- Michael Steinberg submits: The conservative TV pontiffs and their print counterparts, including The Wall Journal editorial page, are saying all hail the free market alternative to the Democrats government takeover of our uniquely American healthcare system. The Republicans are eager to admit that the current system is broken, but reform...
- External links 2009-05-26
- Cap and Trade? More Like 'Cap and Tax'
- Michael Steinberg submits: Now I finally understand the concept of how cap and trade is supposed to fight global warming and the way the politics are playing out in Congress. The best explanation I found has come from the Financial Times editorial “Cap and trade or coach and horses.” President...
- External links 2009-05-20
- Starbucks' 'Feel Good' Image Is Yesterday's Brew
- Michael Steinberg submits: Toyota’s TM Prius sales are dogging, Whole Foods WFMI is losing its cache, the solar panel business is hemorrhaging, and Starbucks SBUX is retrenching. Even The New York Times reported that Abercrombie & Fitch ANF is “Losing Its Cool at the Mall”. And now McDonald’s MCD and...
- External links 2009-05-12
- Banks Seeking Short Sale Deficiencies
- Michael Steinberg submits: A new form of restraint is evolving on future residential real estate bubbles that goes way beyond more stringent lending standards and better due diligence on borrowers. The Wall Street Journal’s “A Short Sale May Not Mean You're Home Free” reports that banks, mortgage servicers and mortgage...
- External links 2009-05-01
- Dendreon's Provenge Is Scientifically Intriguing but Commercially Nonsensical
- Michael Steinberg submits: I know that Dendreon’s DNDN groupies are an enthusiastic bunch. Now Wall Street has joined the party, at least until they get the fees from Dendreon’s inevitable secondary stock offering needed to fund Provenge’s launch. Dendreon doesn’t plan on filing for FDA marketing approval until sometime in...
- External links 2009-04-30
- Bernanke's Backdoor to Negative Interest Rates
- Michael Steinberg submits: By now, every living cable viewing being has seen the P90X infomercial touting the fitness benefits of “muscle confusion.” Their theory is that bulk building plateaus when your muscles get used to the same movements. The secret goes, mix up your routine and you’ll get extraordinary results....
- External links 2009-04-20
- Dendreon Troubles Beyond Provenge Test
- Michael Steinberg submits: Dendreon DNDN is a company not unknown for hype. Today’s hype was that the Provenge prostate cancer immunotherapy met the Phase 3 survival goals of reducing death by 22% and extending life by 4.5 months for men with advanced prostate cancer who no longer responded to hormone...
- External links 2009-04-14
- Fed Crowding Out Banks as Portfolio Mortgage Lenders
- Michael Steinberg submits: Recently I wrote "The Death of Mortgage Banking and the Shadow Banking System" describing Geithner and Bernanke’s futile attempts at resurrecting the banking system that led to the current worldwide financial meltdown. Now I would like to explain the facilitators of the shadow banking system and how...
- External links 2009-04-09
- The Government Actually Created the AIG Bonus Firestorm It Claims to Be Reacting to
- Michael Steinberg submits: The government created the firestorm on [[AIG]] bonuses to deflect anger against its own failed rescue attempt. After Congressional anger over no end in sight to the AIG bailout and demand to know which counterparty firms actually benefitted, the Administration partially capitulated. They allowed AIG to release...
- External links 2009-03-17
- Penske Automotive: Far from Virtual Saturn
- Michael Steinberg submits: Roger Penske is no lightweight; a former champion race car driver and now CEO of the Penske Automotive Group PAG. PAG is the second largest publicly traded automotive retailer with 310 showrooms divided almost equally between the US and UK, along with 25 collision centers and the...
- External links 2009-06-10
- Big Pharma?s Divide and Conquer Strategy
- Michael Steinberg submits: Multiple recent polls have indicated that Americans want a government run health insurance option and President Obama seems to be holding the line. Republicans say the people cannot be trusted because they don’t understand that they would be getting a “pig in a poke.” Liberal Senator...
- External links 2009-06-23
- Citi: Financial Reverse Engineering
- Michael Steinberg submits: What do you have when the smartest guys in the room engineer a financial product so complex that it blows up? Even smarter guys that pick through the rubble and steal the diamonds. Genius creates alchemy and alchemy creates genius. Bloomberg’s “Citigroup Aims to Stop TPG Fund...
- External links 2009-10-28
- IPO Analysis: The Ultimate Story Stock, A123 Systems
- Michael Steinberg submits: Short of Google GOOG, IPOs don’t get any sexier than A123 Systems AONE. No one disputes the potential of battery powered cars, massive storage of green energy from solar and wind, and having virtually every appliance from lawnmowers and vacuum cleaners to computers and entertainment cordless. But...
- External links 2009-10-08
- GE CEO Immelt: Misdirected on Healthcare
- Michael Steinberg submits: The New York Times’ “G.E. Chief Sees India Helping Cut Costs of U.S. Health Care” reports that Jeffrey Immelt predicted that India’s role in reducing US healthcare costs will be significant. The comments were made by General Electric’s GE CEO during a news conference related to GE’s...
- External links 2009-10-04
- Rational Market Theory and Black Swans in Healthcare Reform
- Michael Steinberg submits: Whether you are a believer in the rational market theory or black swans, you could see that even former SEC Chairman Christopher Cox would have cause to blush at the healthcare marketplace. Cox was the champion non-interferer in charge of enforcing a level playing field for investors...
- External links 2009-08-17
- The ?Cash for Clunkers? Program Will Soon Exhaust Itself
- Michael Steinberg submits: The Wall Street Journal’s “Dealers Scramble to Find Fuel-Efficient Cars” reports potential shortages in the more popular higher mileage vehicles sought by the consumer stampede into the CARS Car Allowance Rebate System program. This super-hyped government program is the subject of endless advertisements by all of the...
- External links 2009-08-12
- Whole Foods Moves from Whole Paycheck to Partial Paycheck
- Michael Steinberg submits: Whole Foods WFMI emphasized that customers are beginning to recognize its value proposition during its recent Q3 earnings call. Customers that purchased the company’s “investments” in value items had larger baskets at checkout and visited their stores more frequently. At the same time management disagreed with analysts...
- External links 2009-08-06
- High-Frequency Trading Winners and Losers (WSJ)
- Michael Steinberg submits: The Wall Street Journal’s “What's Behind High-Frequency Trading” provides a pretty good Q&A on how Goldman Sachs GS, Citadel and various smaller specialty firms take advantage of advanced peaks at orders, exchange rebates and flash orders that can be withdrawn in a split second. A political furor...
- External links 2009-08-02
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