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Written by Eben Esterhuizen
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Sunday, 06 April 2008 |
It was refreshing to read Anatole Kaletsky's contrarian piece in Sunday's London Times, and it should be required reading for all investors. "I am probably the only economist left in the world who still believes that a U.S. recession is likely to be avoided," says Kaletsky. Given the massive amount of doom and gloom in the financial press, it's important to try to understand the contrarian argument.
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Last Updated ( Monday, 07 April 2008 )
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Written by Eben Esterhuizen
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Sunday, 06 April 2008 |
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Anatole Kaletsky, a columnist at The London Times, argues that recession is unlikely if the U.S. economy gets through the next two crucial months.
Looks like this is the end of the Spanish bull run. Ismael Clemente, head of Deutsche Bank's property arm RREEF in Spain, told a panel of experts in Madrid that foreign banks were now dumping Spansih mortgaged debt at a 40% discount.
Pondering the crisis, and peddling a new paradigm. George Soros says that America will pay for its “market fundamentalism”, which was “no better than Marxist dogma”.
A cartoon explaining the myth of GOP fiscal responsibility.
Barack Obama is ready to be America's first black president because he is prepared to tell uncomfortable truths even to his closest relatives, according to his half sister. |
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Last Updated ( Monday, 14 April 2008 )
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Written by David Neubert
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Sunday, 06 April 2008 |
This month's top 15 is full of financials and oil. I like to bottom fish, and this month it finally worked. My exposure to big bad oil is starting worry my wallet and my heart.
1. Lehman Brothers (LEH - $44.05): Now that more than three years have passed since I left Lehman Brothers I feel it is appropriate to disclose my position in the investment bank. I have to admit that this has not been a great quarter to own any investment bank, but I have a lot of confidence in Lehman management and think that they understand the risks inherent in liquidity that funding an investment bank requires. In other words, they are no Bear Stearns.
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Last Updated ( Monday, 07 April 2008 )
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Written by David Neubert
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Sunday, 06 April 2008 |
I like what blogger Thomas Hawk says about what will happen to Yahoo (YHOO) if they ignore Steve Ballmer's exploding offer to buy the company from the board.
In fact, if Microsoft really wanted to play hard ball at this point they could simply give Yahoo 48 hours to accept the terms or pull the offer off of the table. With the offer off of the table Yahoo stock would immediately drop. The lawsuits would take place driving the stock down further and if Microsoft just waited 6 months or so they might be able to end up buying the stock in the end for somewhere around $8 a share.
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Last Updated ( Monday, 07 April 2008 )
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Written by Jeanne Roberts
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Saturday, 05 April 2008 |
TreeHugger recently conducted a study that adds credibility to the assertion that EMFs (electromagnetic fields) affect living things.
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Last Updated ( Monday, 07 April 2008 )
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Written by Jeanne Roberts
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Friday, 04 April 2008 |
On March 28, the New York Times reported that a cancer study, conducted by Dr. Claudia Henschke of Weill Cornell Medical College in 2006, was funded in part by a little-known charity (the Foundation for Lung Cancer: Early Detection, Prevention and Treatment) whose proceeds are derived almost entirely from the Liggett Group, a cigarette maker.
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Last Updated ( Sunday, 13 April 2008 )
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Written by Miranda Marquit
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Friday, 04 April 2008 |
Choose companies that invest in themselves.
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Last Updated ( Friday, 04 April 2008 )
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Written by Jeanne Roberts
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Friday, 04 April 2008 |
HB1270, as passed by the Colorado Senate and sent to the House, will prevent homeowner's associations from adopting or enforcing restrictive covenants that prevent the use of solar and wind generation, shade structures, shutters, attic fans, evaporative coolers, energy-efficient outdoor lighting and retractable clotheslines.
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Last Updated ( Monday, 07 April 2008 )
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Written by Eben Esterhuizen
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Thursday, 03 April 2008 |
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Some interesting finds for ThePanelist.com readers . . .
There Is No Gas Shortage! But Washington, Wall Street, and ethanol and oil and gas companies want you to think there is, says automotive expert Ed Wallace.
An expert asks an Ecuador court to fine Chevron up to $16 billion.
Is the current financial crisis the fault of academics and their insidious models? Blame your business school professor!
Slideshow: Chinese pollution.
The pinnacle of business journalism?
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Last Updated ( Friday, 04 April 2008 )
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Written by Jeanne Roberts
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Thursday, 03 April 2008 |
Wind is a clean, renewable source of energy with little to fault it except its inconstancy.
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Last Updated ( Sunday, 13 April 2008 )
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