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- The Role of 'Visible Consumption' in the Survival of Branded Products
- Ravi Nagarajan submits: Very few Americans have experienced an economic downturn as severe as the current recession. Although it is very possible that GDP will show a positive reading for the third quarter, hardly anyone expects the employment situation to improve significantly until 2011. It is very possible that unemployment...
- External links 2009-08-28
- Warren Buffett on the Surge in 'Greenback Emissions
- Ravi Nagarajan submits: Warren Buffett’s latest op-ed article in the New York Times warns about a surge in “greenback emissions” which could result in high inflation over the next several years. This is not Mr. Buffett’s first warning about inflation. In his latest annual letter to Berkshire Hathaway...
- External links 2009-08-20
- Cash for Clunkers: Critical Stimulus or Boondoggle?
- Ravi Nagarajan submits: With the initial $1 billion of funding for the Federal Government’s “Cash for Clunkers” program nearly exhausted, the Senate must pass a bill to provide more money for the program prior to the start of the August recess at the end of this week. The House...
- External links 2009-08-07
- Will Consumers Ever Revert to Pre-Recession Spending Levels?
- Ravi Nagarajan submits: The Great Depression of the 1930s changed consumer behavior for decades among those who experienced the downturn firsthand. Although the vast majority of consumers today have no direct recollection of the Great Depression, most everyone remembers relatives who were frugal into their old age even decades after...
- External links 2009-08-05
- American Express Chairman on TARP Repayment and New Regulations
- Ravi Nagarajan submits: In a recent interview, American Express AXP Chairman Ken Chenault offers his views on the overall economy, his company’s recent repayment of TARP funds, and proposed consumer protection regulations currently under discussion in Washington. Mr. Chenault presents a cautiously optimistic view of the health of...
- External links 2009-07-09
- Buffett CNBC Interview: No Green Shoots Yet
- Ravi Nagarajan submits: In a CNBC interview today, Berkshire Hathaway (BRK.A) Chairman and CEO Warren Buffett stated that the economy is not “moving yet” and that “green shoots” were not yet visible. Mr. Buffett joked that he was hoping the cataract operation on his left eye last month would...
- External links 2009-06-24
- Berkshire Hathaway Options Trading Could Facilitate Speculative Behavior
- Ravi Nagarajan submits: Bloomberg has reported that the Chicago Board Options Exchange (CBOE) will begin offering options contracts on Berkshire Hathaway Class B (BRK.B) shares starting today. While options can occasionally be useful for hedging risks or engaging in arbitrage opportunities, they are also often used for speculative purposes...
- External links 2009-06-18
- American Express CEO Comments on the American Consumer
- Ravi Nagarajan submits: In the CNBC video recorded Tuesday and shown below, American Express AXP CEO Ken Chenault comments on credit conditions at American Express as well as broader issues associated with consumer spending. As we have noted in the past, economic recovery will ultimately depend on the extent to...
- External links 2009-11-18
- Value Investors Are Worried About Inflation
- Ravi Nagarajan submits: During the worst of the financial crisis, investors were eager to obtain assets that promised total safety even if that meant giving up any prospect of positive after tax real returns. In an environment where many were talking about a second Great Depression, inflation was the last...
- External links 2009-11-10
- Use Mortgage Debt to Hedge Against Inflation
- Ravi Nagarajan submits:Most value investors tend to avoid the use of leverage in their portfolios due to the old saying: “The market can stay irrational longer than you can stay solvent.” An investor can be entirely correct about his or her investment choices but the market may fail...
- External links 2009-10-18
- Dow 10,000 and the Lost Decade
- Ravi Nagarajan submits: I have made it a habit to save the print edition of the Wall Street Journal on certain key dates including March 30, 1999, the day after the Dow Jones Industrial Average (DJIA) first crossed 10,000. Although the DJIA is a flawed benchmark, no other ...
- External links 2009-10-12
- Goldman Sachs' Downgrade of Wal-Mart Incorrectly Favors Discretionary Retailers
- Ravi Nagarajan submits: In what appears to be a downgrade based mostly on a macro call for economic recovery, Goldman Sachs GS downgraded Wal-Mart WMT stores Monday from “buy” to “neutral” and lowered the price target on the stock to $56 from $58. While I have not been able...
- External links 2009-06-17
- Wise to Identify Companies with Strong Economic Moats
- Ravi Nagarajan submits: In recent weeks, I have written about a number of different investment approaches along with my attempt to leverage the best ideas that have already been put into practice. This is precisely what Berkshire Hathaway (BRK.A) Vice Chairman Charlie Munger recommended when he was quoted in...
- External links 2009-04-28
- Credit Rating Reform No Substitute for Investor Vigilance
- Ravi Nagarajan submits: The well publicized failures of the credit rating agencies in recent years was the subject of intense scrutiny Wednesday at the SEC Roundtable on Credit Rating Agencies in Washington DC. The four panel discussions included the leaders of the major credit rating agencies, representatives of firms...
- External links 2009-04-16
- The Virtue of Pessimism
- Ravi Nagarajan submits: I have always believed that investors with an overly optimistic view of the world have an inherent disadvantage and can be predisposed to overpay for securities. While I do not advocate being a pessimist in general, there are advantages that clearly exist for investors who attempt...
- External links 2009-04-08
- G-20 on Protectionism: A Cause for Optimism?
- Ravi Nagarajan submits: Leaders of the Group of 20 nations released a communiqué yesterday outlining a number of measures intended to help the global economy recover from the current worldwide recession. While the details of the massive $1 trillion commitment quadrupling the capacity of the IMF has dominated most...
- External links 2009-04-03
- Don't Ban Naked Credit Default Swaps If the Law Can't Be Enforced
- Ravi Nagarajan submits: There has been much debate in recent days regarding whether the market for Credit Default Swaps (CDS) should be more tightly regulated. Let’s take a look at the nature of credit default swaps and whether arguments for tighter regulation have merit. What are “Naked” Credit Default...
- External links 2009-03-29
- Series I Bond Composite Rate Falls to Zero
- Ravi Nagarajan submits: The Bureau of the Public Debt has announced an earnings rate of 0% for Series I Bonds issued between May 1, 2009 and October 31, 2009. The fixed rate also known as the real return of new Series I Bonds will be 0.10%. However, because...
- External links 2009-05-03
- SIFMA Municipal Bond Summit: Lessons and Outlook for Recovery
- Ravi Nagarajan submits: The Securities Industry and Financial Markets Association SIFMA held a conference on June 8 to address a number of important issues facing the municipal bond industry. SIFMA’s President and CEO Timothy Ryan made opening remarks regarding the challenges facing municipal bond issuers and was followed by...
- External links 2009-06-09
- Auto Bankruptcies: Consequences of Political Interests
- Ravi Nagarajan submits: The focus of my blog Rational Walk has always been on business and investment topics rather than political commentary, but lately is has become increasingly clear that the line between politics and business has ceased to exist when it comes to the toxic interplay between the auto...
- External links 2009-06-03
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