Write-Offs: 04.02.08

$$$ Perella speaks: All’s well in strategic M&A [DealZone]

$$$ Hannah Montana Downfall Futures [1-2 Knockout]

$$$ Phase Forward Incorporated (PFWD)

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  2 Abril, 2008| Economy | Comments (0) @ 23:26

Happy Birthday DealBreaker!I’m So Out Of Here

It was just about two years ago that we got this experiment in gossip, news, analysis, commentary, jokes and dirty talk underway. It’s been more successful than we ever could have hoped. Our readers are largely responsible for this success. We have become a clearing house for underground market news thanks to our tips and comments. And our comment section has become such a great source of information and community that we launched a community page to let the commenters have a section of their very own, where you can start new topics or continue discussions long after they’ve left the main pages for the afterworld of our archives.
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  2 Abril, 2008| Economy | Comments (0) @ 23:25

Brazilian Economic Miracle Continues

Despite weakening commodities and strong export ties to a stumbling U.S. economy, Brazilian markets are still motoring along. After being down for the first three months of the year, the Bovespa index is now flat on the year, and only a single-digit percentage off its 52-week highs. It is to the point that Brazilian expats are now heading home in larger numbers, as this piece on M…
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  2 Abril, 2008| Economy | Comments (0) @ 23:19

Top Ten Most Searched Stocks on TheStreet.com

addslashes(Top Ten Most Searched Stocks on TheStreet.com

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  2 Abril, 2008| Economy | Comments (0) admin @ 23:12

NBC, Liberty Mutual Team Up

NBC, Liberty Mutual Team Up

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  2 Abril, 2008| Economy | Comments (0) @ 23:06

Pearls of Wisdom From The ThinkBlog: "The ‘Tube,’ which you can take to ‘Picadilly’ for ‘Bangers ‘n Mash’"

Londoners go by “the Tube” which is both much cheaper and much faster than using a taxi. With the reality of taking more than $2 dollars to get #1 pound, there is a great incentive for an American to join the locals and “mind the gap.” I bumped into my friend John Ledecky who made the observation that it cost $20 to drive around the block.

Earlier: P…
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  2 Abril, 2008| Economy | Comments (0) @ 23:06

G.C. / Fed Funds Spread Back to Normal

The general collateral market crashed and the GC/fed funds spread is no longer a spread. Great success for the TSLF [ so far…read on ]

Term collateral rates are adjusting higher to reflect a narrower GC/fed funds spread.
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  2 Abril, 2008| Economy | Comments (0) @ 22:56

PMCS/BRCM: Time for Some Comm Semiconductor Consolidation?

With news today of major management changes at PMC-Sierra, plus Broadcom bouncing along the bottom, and issues elsewhere, am I the only one feeling like we should finally be seeing some consolidation? This sector, while marginally better positioned for a turn than it was a few months ago, still feels crowded with competitors, and could use some overdue winnowing down. …
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  2 Abril, 2008| Economy | Comments (0) @ 22:54

On Target

Pershing Square IV was a special vehicle set up entirely to invest in Target (TGT) and pursue an activist strategy. Ackman raised nearly $2 billion and over time invested the vast majority (about two thirds) in call options with strike prices ranging from $41-$53 and almost 6 million shares at around $59. Near the end of 2007, with the stock price flirting around $50 one can only assume that a good bit of the value in the options had collapsed. This puts Pershing Square IV on top of some rather serious, unrealized losses. Ackman sold some of the lower strike price calls earlier this year and realized some losses, but, at least as of the latest filings, he is dealing primarily with paper losses.
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  2 Abril, 2008| Economy | Comments (0) @ 22:46

VaR and the Super Senior ABS CDOs

Interesting times
The loss, the first ever quarterly trading loss for the banking industry, follows weak trading results in the third quarter, and reflects unprecedented turmoil in capital markets, particularly for credit trading.
The poor performance of credit trading in the fourth quarter resulted from challenging market conditions across a range of credit trading markets, but most particularly from concentrated exposure to securities backed by subprime mortgages. Large write-downs on these collateralized debt obligations of asset-backed securities (ABS CDOs) reflect rising defaults on subprime mortgages. The losses on these securities, which initially had very strong credit ratings, also reflect extremely illiquid market conditions. Banks incurred an $11.8 billion loss from credit trading in the fourth quarter, compared to a loss of $2.7 billion in the third quarter….
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  2 Abril, 2008| Economy | Comments (0) @ 22:41

Dubious Financial Headline du Jour

Here is Bloomberg with the dubious financial headline of the day: Moody’s Is Least Accurate Subprime-Bond Rating Firm Is that like being the least accurate earthquake forecaster, or more like being the least accurate millennial cult member?
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  2 Abril, 2008| Economy | Comments (0) @ 22:41

Thank God For Arizona Builders

PHOENIX–(BUSINESS WIRE)–Dozens of Arizona builders are joining the APS ENERGY STAR Homes Program, representing more than 22,300 residences that are – or soon will be – built at higher energy efficiency standards sitting idle on the books of banks holding Mortgage Backed Securities.

Because of this, the U.S. Environmental Protection Agency (EPA) and the U.S. Department of Energy (DOE) have selected APS as a 2008 ENERGY STAR Partner of the Year; the only Arizona utility so honored. Last year, APS also was selected a Partner of the Year for its success with the compact fluorescent lighting program a…
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  2 Abril, 2008| Economy | Comments (0) @ 22:35

Real Story Wrap April 2, 2008

Real Story Wrap April 2, 2008

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  2 Abril, 2008| Economy | Comments (0) @ 22:24

Ten Reasons We Will Still Date Bill Ackman

Muffie Benson-Perella (muffie AT dealbreaker.com) is an Associate in the Investment Banking Division of a “Bulge Bracket” bank. She holds a B.A. in French and Art from Vassar College and an M.B.A. from Harvard Business School. Her regular column “Heard in the Suite” is a probing (and, ahem, fictional) weekly look into the secret lives and behind the velvet curtains of the investment banking world….
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  2 Abril, 2008| Economy | Comments (0) @ 22:06

Fundamentalists: When They’re Right, When They’re Wrong

(April 2, 2008 01:45 PM, by Bryan Caplan) Here are my two Laws of Fundamentalism: 1. In any textual dispute between fundamentalists and moderates of the same creed,……
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  2 Abril, 2008| Economy | Comments (0) @ 21:45

Goldman Sachs: Masters of Henry Blodget’s Universe!

Roddy Boyd:
[On the morning of Tuesday, March 11], Goldman Sachs’s credit derivatives group sent its hedge fund clients an e-mail announcing another blow. In previous weeks, banks such as Goldman had done a brisk business (for a handsome fee, of course) agreeing to stand in for institutions nervous, say, that Bear wouldn’t be able to cough up its obligations on an interest rate swap. But on March 11, Goldman told clients it would no longer step in for them on Bear derivatives deals. (A Goldman spokesman asserts that the e-mail was not a categorical refusal.)
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  2 Abril, 2008| Economy | Comments (0) @ 21:31

Rice Prices Skyrocket

As demand for food across Asia continues to grow….
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  2 Abril, 2008| Economy | Comments (0) @ 21:30

They Just Don’t Get UBS!

They Just Don’t Get UBS!

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  2 Abril, 2008| Economy | Comments (0) @ 21:14

Google acquires Skype.

This is the rumour coming to the market today. Actually this would be win win situation for both companies. Ebay (EBAY) struggled with huge writedown due to Skype. This service really doesn’t fit to eBay portfolio. The idea of easy communication between sellers and buyers during auctions seemed a bit far-fetched.On the other side Google (GOOG) has wide experience with all social networking applications and communication services. Skype could be another useful tool with easy integration to current Google services….
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  2 Abril, 2008| Economy | Comments (0) @ 21:08

Why Hitler Chose the Jews

(April 2, 2008 01:00 PM, by Bryan Caplan) A reader sent me an excerpt from a fascinating interview with Hitler (by one Major Josef Hell) on why he……
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  2 Abril, 2008| Economy | Comments (0) @ 21:00

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