Resources
BNET Resources
- sort by:
- Relevance
- Date
- Popularity
- Financial Stocks Will Go Down Until There Is a Clearing House for Derivatives
- Credit Default Swaps (CDS) are going to wipe out most companies that wrote them due to the cascading effects of a default. Any hedge fund, company or bank that has CDS exposure will not be a good speculative investment at any price until there is a clearing house on...
- External links 2009-01-28
- The Most Likely Market Scenario
- Almost everyone understands that the stock markets are highly valued right now but there seems to be little understanding of what is going to happen when it rolls over. Bulls feel any correction will be minor and quickly resolve itself as higher earnings are announced (the best case scenario.) This...
- External links 2009-10-19
- Will Earnings Surprises Move the Market?
- The widely forecast earnings increases are not going to be enough to spark a major increase in the market from its current levels. Most people are aware that the 12 month trailing P/E for the S&P 500 is 140 but think that this is just temporary and that earnings...
- External links 2009-10-08
- Don't Let a Journalist Evaluate Cash for Clunkers
- Monday's WSJ article: Clunkers in Practice: One of Washington's All Time Dumb Ideas proves one of my long time suspicions: Most newspaper journalists write because they don't have enough sense to hold a business job. (Proof: look at circulation of newspapers now that they have competition...
- External links 2009-10-06
- Liars, Damn Liars and Averagers: The Wall Street Journal on Stimulus
- Thursday’s WSJ opinion article “Stimulus Spending Doesn’t Work” should be titled “In the long run, stimulus spending doesn’t work because we are all dead.” The analysis of stimulus over averaged periods by Robert Barro and Charles Redlick seems to ignore Keynes famous guidance on economic analysis: “The long...
- External links 2009-10-04
- Is Arthur Laffer Setting Up Another Debt Bomb?
- Arthur Laffer, the primary architect of Reagan’s debt bomb that we are currently trying to defuse, has now executed a complete 180° turn from his monetary policies that gutted the Midwest industrial base in the 1980s. In a WSJ article on September 22, 2009, he claims the problems of...
- External links 2009-09-28
- Housing Litmus Test 2: Will They Run Out of Cheap Houses?
- In my previous article on the housing data, Housing Litmus Test: Are things improving? I did a quick test of the spread between the Median and the Average price of housing because I could not find the data on the change in housing sales by price point. A...
- External links 2009-09-25
- Why China Wants Its Citizens to Buy Gold
- Ed Steer, in his September 17 column, pointed out Simon Black's report that China was urging citizens to buy gold as an indicator that gold demand was building. Well, this certainly will build demand for gold but the Chinese government is probably not doing it because of any fundamental...
- External links 2009-09-17
- Good News for Gold May Be Bad News for the Markets
- The sharp run ups in Gold intraday (on 9/2/2009) may be indicating that the government believes that the financial system is finally strong enough to allow a run up in Gold assuming you believe that the government has been keeping it down. Central Banks have become net buyers of...
- External links 2009-09-03
- How Big Will the Market Pullback Be?
- Even after the recent pullbacks, on Tuesday, August 18, 2009, the market was up 44% since it bottomed on March 9. Most of the buzz is that it is overbought and ready for a pullback. Two distinct opinions on this pullback exist: Bulls: It is a natural resting...
- External links 2009-08-18
- Housing Index: Turning Point or Unmerited Optimism?
- The NAHB/Wells Fargo Housing Market Index may be indicating a bottom in the housing market - but not any expectaiton of immediate increases. In the chart below, you can see that while there was a definite upswing from the very low levels of October to March the index still...
- External links 2009-05-19
- The Worst Case Scenario in the Real World
- Big Jake’s popular The Worst Case Scenario Someone Has to Say It article made me wonder: What is the Worst Case Scenario if you believe that fiscal stimulus and consistent real world economic theories could quickly pull us out of the recession? Big Jake’s Scenario clearly depends on stimulus not...
- External links 2009-05-18
- Why Are Stress Tests So Pessimistic on Commercial Real Estate?
- Banks howled that stress test “losses of up to 12% on commercial real-estate loans over two years” were outrageous and got concessions on this and other items. For the past year, the best way to make money has been to bet that whatever the banks claimed was wrong....
- External links 2009-05-13
- Ben Franklin on Where the Market Is Heading
- In sales, there is a technique to make buyers decide to purchase called the “Ben Franklin Close.” It is a simple two column list with all the reasons to buy on one side and all the reasons not to on the other. The side with the greatest number...
- External links 2009-05-07
- Edmunds' Unrealistic Forecasts Hurting Auto Industry
- Edmunds.com economists have come out with an evaluation of the Cash for Clunkers programs that states only an additional 125,000 vehicles were sold at a cost of $24,000 per incremental vehicle. To arrive at this number Edmonds’ economists made forecasts of sales with and without Cash for Clunkers. ...
- External links 2009-11-04
Additional Resources
- How to Survive Dinner with a Wine-Snob Boss
- Having the wine-snob boss over for a fancy dinner? Here's a BNET survival guide for wannabe wine geeks. Understand Why Wine Is a Big Deal Goal: Appreciate wine’s special role at the dinner table. The...
- Articles 2007-12-19
- Hidden meaning? An alternate theory.(Frontlines)(Brief Article)
- Byline: Joel Chernoff The old adage says the devil's in the details - and some might say that holds true for pension accounting, too. ``Wiley GAAP 2003,'' a 1,168-page guide through the minefield of arcane accounting rules that's published by John Wiley...
- Research articles 2003-03-03
- National AOY: Crispin Porter + Bogusky
- (l.-r.) Andrew Keller, Alex Bogusky, Rob Reilly and Steve ErichIt was a new day for Microsoft. After two years of having Apple define the Windows user in the form of John Hodgman's bumbling "PC" in the "Get a Mac" ads, Microsoft enlisted, for the first time, agency Crispin Porter +...
- News items 2009-08-07
- << Previous
- page 1 of 1
- Next >>
