David Warsh on Warren Buffet’s NYT Op Ed
David Warsh, a journalistist covering economics issues, takes a look at Warren Buffet's op ed at Economic Principals. The fiscal cliff negotiation is no better...
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Lawler: Single Family REO inventories down 21.7% in Q3
The following graph is from economist Tom Lawler and shows the total REO for Fannie, Freddie, FHA, Private Label (PLS) and FDIC insured institutions. This...
The Best Performing Emerging Markets Right Now
Utilizing the Financial Times Global Equity Macromap (which is found in the sidebar at the FT’s beyondbrics blog) I made the observation that the five...
FDIC reports Fewer Problem banks, Total REO Declines in Q3
The FDIC released the Quarterly Banking Profile for Q3 today. "Commercial banks and savings institutions insured by the Federal Deposit Insurance Corporation (FDIC) reported aggregate...
Hewlett-Packard Company (HPQ) Files Lawsuit Against Screen Makers
Hewlett-Packard Company (NYSE:HPQ) has filed a lawsuit against two LCD screen makers in Taiwan, after accusing them of price fixing. The Financial Times reports that...
Morgan Stanley Trader Was Investigated While At Goldman Sachs
Morgan Stanley (NYSE:MS) trader Edward Glenn Hadden’s problems when he was working at Goldman Sachs Group, Inc. (NYSE:GS) could cause problems for Morgan Stanley now....
Inflation Slows As S&P 500 Gets Cheaper
The Dallas Fed reported a few minutes ago the 12mo Trimmed Mean PCE for October at 1.7%-see the tables of data below. Several months ago...
Russians May Soon Get a More Diversified Economy
The Russian market, at about 7.1 times trailing earnings, is one of the cheapest by earnings multiple of any other on the planet. So why...
The Unfortunate Math Behind Market Losses
Warren Buffett has often discussed his two rules of investing. 1) Don’t lose money. 2) Don’t forget rule #1. That seems basic enough, right? Well,...
The ISI Tech Survey Weakness Not Yet Reflected in the Market
The ISI Tech Company Index (see discussion) shows continuing weakness. The survey, which is heavily weighted towards US semiconductor firms, is now at the lows...